Vault-13

J P MORGAN EXCHANGE TRADED F JPEM

DIV RTN EM EQT · ETP · CUSIP 46641Q308

107 institutional holders -10 vs Q2 2025
4,841,3894.8m shares reported held*
$285.2mreported value*
5 new 53 added 31 reduced 11 sold out net bought ≈ $21.2m (+359.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $58.92.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 59Q4 22: 80Q1 23: 88Q2 23: 102Q3 23: 108Q4 23: 112Q1 24: 114Q2 24: 121Q3 24: 114Q4 24: 122Q1 25: 117Q2 25: 117Q3 25: 107107Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202259
Q4 202280
Q1 202388
Q2 2023102
Q3 2023108
Q4 2023112
Q1 2024114
Q2 2024121
Q3 2024114
Q4 2024122
Q1 2025117
Q2 2025117
Q3 2025107

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 47 bought or addedQ4 23: 57 cut or sold outQ1 24: 58 bought or addedQ1 24: 53 cut or sold outQ1 24Q2 24: 54 bought or addedQ2 24: 60 cut or sold outQ3 24: 54 bought or addedQ3 24: 48 cut or sold outQ3 24Q4 24: 61 bought or addedQ4 24: 51 cut or sold outQ1 25: 53 bought or addedQ1 25: 59 cut or sold outQ1 25Q2 25: 57 bought or addedQ2 25: 57 cut or sold outQ3 25: 58 bought or addedQ3 25: 42 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234757
Q1 20245853
Q2 20245460
Q3 20245448
Q4 20246151
Q1 20255359
Q2 20255757
Q3 20255842

Biggest buyers

Cetera Investment Advisers Added +214,574+214.6k
BANK OF AMERICA CORP /DE/ Added +111,074+111.1k
LPL Financial LLC Added +80,125+80.1k
Tactive Advisors, LLC Added +74,033+74.0k
JPMORGAN CHASE & CO Added +67,857+67.9k
WELLS FARGO & COMPANY/MN Added +45,595+45.6k
Summit Financial, LLC New +36,564+36.6k
OSAIC HOLDINGS, INC. Added +36,496+36.5k
Accel Wealth Management Added +18,938+18.9k
Kingsview Wealth Management, LLC Added +8,861+8.9k

Biggest sellers

OLD MISSION CAPITAL LLC Reduced -210,426-210.4k
RAYMOND JAMES FINANCIAL INC Reduced -35,499-35.5k
Sharkey, Howes & Javer Reduced -28,642-28.6k
ROYAL BANK OF CANADA Reduced -26,091-26.1k
CITIGROUP INC Reduced -24,948-24.9k
JANE STREET GROUP, LLC Sold out -13,669-13.7k
PRECEDENT WEALTH PARTNERS, LLC Reduced -9,519-9.5k
SEGALL BRYANT & HAMILL, LLC Reduced -7,787-7.8k
Corient Private Wealth LP Reduced -7,055-7.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -5,435-5.4k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 396,855396.9k $23.4m $23.4m 0.01% Added +80.1k +80,125
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 323,089323.1k $19.1m $19.1m 0.00% Added +111.1k +111,074
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 252,033252.0k $14.9m $14.9m 0.00% Added +6.3k +6,289
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 232,397232.4k $13.7m $13.7m 0.02% Added +214.6k +214,574
5 SAM Advisors, LLC 3.68% of their portfolio OAKHURST, CA 193,380193.4k $11.4m $11.4m 3.68% Added +2.3k +2,267
6 American Money Management, LLC 1.80% of their portfolio Rancho Santa Fe, CA 183,341183.3k $10.8m $10.8m 1.80% Reduced -2.6k -2,632
7 Prime Capital Investment Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 179,311179.3k $10.6m $10.6m 0.13% Added +5.4k +5,376
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 158,472158.5k $9.3m $9.3m 0.00% Added +67.9k +67,857
9 KWB Wealth 0.98% of their portfolio REDLANDS, CA 157,475157.5k $8.9m $8.9m 0.98% Added +4.6k +4,637
10 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 147,592147.6k $8.7m $8.7m 0.01% Added +3.8k +3,835
11 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 144,802144.8k $8.5m $8.5m 0.01% Reduced -3.2k -3,167
12 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 138,662138.7k $8.2m $8.2m 0.01% Reduced -7.1k -7,055
13 Linscomb Wealth, Inc. 0.35% of their portfolio Houston, TX 138,096138.1k $8.1m $8.1m 0.35% Reduced -4.8k -4,771
14 SEGALL BRYANT & HAMILL, LLC 0.10% of their portfolio CHICAGO, IL 131,773131.8k $7.8m $7.8m 0.10% Reduced -7.8k -7,787
15 Amplius Wealth Advisors, LLC 0.67% of their portfolio BLUE BELL, PA 130,446130.4k $7.7m $7.7m 0.67% Added +6.7k +6,720
16 Avantax Planning Partners, Inc. 0.21% of their portfolio DUBUQUE, IA 124,688124.7k $7.4m $7.4m 0.21% Added +3.4k +3,398
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 98,23198.2k $5.8m $5.8m 0.00% Added +1.9k +1,869
18 Tactive Advisors, LLC 1.64% of their portfolio Jacksonville, FL 98,13398.1k $5.8m $5.8m 1.64% Added +74.0k +74,033
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 95,37395.4k $5.6m $5.6m 0.01% Added +36.5k +36,496
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 90,52390.5k $5.3m $5.3m 0.01% Reduced -1.7k -1,737
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 89,36989.4k $5.3m $5.3m 0.00% Added +45.6k +45,595
22 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 87,74087.7k $5.2m $5.2m 0.01% Unchanged
23 Berger Financial Group, Inc 0.24% of their portfolio PLYMOUTH, MN 69,18869.2k $4.1m $4.1m 0.24% Added +4.3k +4,328
24 Avestar Capital, LLC 0.28% of their portfolio New York, NY 65,62165.6k $3.9m $3.9m 0.28% Reduced -1.4k -1,359
25 OLD MISSION CAPITAL LLC 0.13% of their portfolio CHICAGO, IL 63,76263.8k $3.8m $3.8m 0.13% Reduced -210.4k -210,426
26 Sovran Advisors, LLC 0.33% of their portfolio SAN DIEGO, CA 62,42262.4k $3.8m $3.8m 0.33% Added +858 +858
27 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 58,62158.6k $3.5m $3.5m 0.00% Reduced -24.9k -24,948
28 RHS Financial, LLC 1.74% of their portfolio SAN FRANCISCO, CA 56,87156.9k $3.4m $3.4m 1.74% Added +1.9k +1,874
29 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 56,01256.0k $3.3m $3.3m 0.00% Reduced -35.5k -35,499
30 Schiavi & Co LLC 1.05% of their portfolio WILMINGTON, DE 54,04754.0k $3.2m $3.2m 1.05% Reduced -4.8k -4,812
31 Jacobi Capital Management LLC 0.17% of their portfolio PITTSTON, PA 46,44546.4k $2.7m $2.7m 0.17% Added +2.0k +1,994
32 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 44,65144.7k $2.6m $2.6m 0.04% Added +8.9k +8,861
33 TIEMANN INVESTMENT ADVISORS, LLC 0.84% of their portfolio MENLO PARK, CA 37,09237.1k $2.2m $2.2m 0.84% Added +1.1k +1,150
34 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 36,56436.6k $2.2m $2.2m 0.03% New
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 35,63635.6k $2.1m $2.1m 0.00% Added +5.6k +5,572
36 Accel Wealth Management 0.60% of their portfolio WAVERLY, IA 34,92734.9k $2.1m $2.1m 0.60% Added +18.9k +18,938
37 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 32,03932.0k $1.9m $1.9m 0.02% Reduced -1.1k -1,082
38 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 30,54230.5k $1.8m $1.8m 0.02% Reduced -775 -775
39 Cedar Point Capital Partners, LLC 1.14% of their portfolio Cedar Rapids, IA 29,34629.3k $1.7m $1.7m 1.14% Added +1.2k +1,213
40 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 25,35625.4k $1.5m $1.5m 0.05% Added +450 +450
41 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,94924.9k $1.5m $1.5m 0.01% Added +232 +232
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,33324.3k $1.4m $1.4m 0.00% Reduced -26.1k -26,091
43 BKM Wealth Management, LLC 0.44% of their portfolio BROOKFIELD, WI 20,26720.3k $1.2m $1.2m 0.44% Added +1.4k +1,424
44 Edge Financial Advisors LLC 0.49% of their portfolio WHEATON, IL 18,55118.6k $1.1m $1.1m 0.49% Added +200 +200
45 SIGNET FINANCIAL MANAGEMENT, LLC 0.12% of their portfolio PARSIPPANY, NJ 17,11017.1k $1.0m $1.0m 0.12% Added +1.6k +1,621
46 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 16,12516.1k $951.3k $951.3k 0.00% Reduced -1.4k -1,362
47 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 14,89614.9k $878.8k $878.8k 0.03% Unchanged
48 SHEPHERD KAPLAN KROCHUK, LLC 0.70% of their portfolio Boston, MA 14,54514.5k $858.1k $858.1k 0.70% Reduced -1.1k -1,147
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 14,51914.5k $850.8k $850.8k 0.00% Added +539 +539
50 Bond & Devick Financial Network, Inc. 0.25% of their portfolio ST. LOUIS PARK, MN 14,18614.2k $836.9k $836.9k 0.25% Unchanged
51 5T Wealth, LLC 0.32% of their portfolio Napa, CA 12,25512.3k $723.0k $723.0k 0.32% Added +3.7k +3,719
52 Sharkey, Howes & Javer 0.09% of their portfolio DENVER, CO 12,07012.1k $712.1k $712.1k 0.09% Reduced -28.6k -28,642
53 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.27% of their portfolio NEW YORK, NY 11,88311.9k $701.1k $701.1k 0.27% Added +414 +414
54 KELLY FINANCIAL GROUP LLC 0.18% of their portfolio Wethersfield, CT 11,24711.2k $663.5k $663.5k 0.18% Reduced -39 -39
55 POTENTIA WEALTH 0.23% of their portfolio SAN JOSE, CA 10,17410.2k $600.2k $600.2k 0.23% Added +1 +1
56 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 9,7279.7k $573.8k $573.8k 0.02% Added +58 +58
57 L & S Advisors Inc 0.05% of their portfolio Los Angeles, CA 9,3749.4k $553.0k $553.0k 0.05% Added +965 +965
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 9,0689.1k $535.0k $535.0k 0.00% Added +684 +684
59 MONECO ADVISORS, LLC 0.04% of their portfolio FAIRFIELD, CT 8,8428.8k $521.6k $521.6k 0.04% Added +465 +465
60 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,7908.8k $519.0k $519.0k 0.00% Added +4.4k +4,423
61 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.26% of their portfolio CLARKSDALE, MS 8,1618.2k $481.5k $481.5k 0.26% Added +105 +105
62 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 7,6727.7k $452.6k $452.6k 0.00% Added +328 +328
63 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,6057.6k $448.7k $448.7k 0.00% Unchanged
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,9076.9k $407.5k $407.5k 0.00% Reduced -1.4k -1,413
65 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 6,4936.5k $383.1k $383.1k 0.01% Reduced -1.6k -1,561
66 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,3576.4k $375.0k $375.0k 0.00% Reduced -1.7k -1,679
67 PRECEDENT WEALTH PARTNERS, LLC 0.07% of their portfolio HOUSTON, TX 5,7435.7k $338.8k $338.8k 0.07% Reduced -9.5k -9,519
68 Lodestone Wealth Management LLC 0.15% of their portfolio SPOKANE, WA 5,6955.7k $336.0k $336.0k 0.15% Added +19 +19
69 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,3685.4k $316.7k $316.7k 0.00% Reduced -1.6k -1,573
70 TOWNSQUARE CAPITAL LLC 0.04% of their portfolio Lehi, UT 5,0295.0k $296.7k $296.7k 0.04% Unchanged
71 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 4,7014.7k $277.3k $277.3k 0.00% New
72 Strategic Financial Concepts, LLC 0.04% of their portfolio SAN ANTONIO, TX 4,6274.6k $277.5k $277.5k 0.04% Added +334 +334
73 49 WEALTH MANAGEMENT, LLC 0.03% of their portfolio AUSTIN, TX 4,5854.6k $270.5k $270.5k 0.03% Reduced -1.3k -1,278
74 Coppell Advisory Solutions LLC 0.03% of their portfolio COPPELL, TX 4,4274.4k $260.5k $260.5k 0.03% New
75 Richard P Slaughter Associates Inc 0.06% of their portfolio AUSTIN, TX 4,3414.3k $256.1k $256.1k 0.06% Unchanged
76 3Chopt Investment Partners, LLC 0.06% of their portfolio RICHMOND, VA 4,2354.2k $249.8k $249.8k 0.06% Added +88 +88
77 Cadence Bank 0.01% of their portfolio Tupelo, MS 4,0934.1k $241.5k $241.5k 0.01% Unchanged
78 MN Wealth Advisors, LLC 0.12% of their portfolio OVERLAND PARK, KS 3,9524.0k $233.2k $233.2k 0.12% Reduced -177 -177
79 RVW Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 3,7793.8k $222.9k $222.9k 0.02% Unchanged
80 Slow Capital, Inc. 0.02% of their portfolio GREENBRAE, CA 3,4403.4k $203.0k $203.0k 0.02% Reduced -462 -462
81 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 3,1643.2k $186.7k $186.7k 0.00% Reduced -1.2k -1,169
82 LOM Asset Management Ltd 0.05% of their portfolio Hamilton, D0 2,6552.7k $157.0k $157.0k 0.05% Added +2.1k +2,070
83 Harbor Asset Planning, Inc. 0.13% of their portfolio BELMONT, MA 2,3912.4k $141.1k $141.1k 0.13% Added +14 +14
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,3452.3k $138.3k $138.3k 0.00% Unchanged
85 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 2,0162.0k $118.9k $118.9k 0.01% Added +1 +1
86 SYM FINANCIAL Corp 0.01% of their portfolio WINONA LAKE, IN 1,6541.7k $97.6k $97.6k 0.01% Added +115 +115
87 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6231.6k $95.8k $95.8k 0.01% Unchanged
88 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 651651 $38.4k $38.4k 0.00% Added +7 +7
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 552552 $32.6k $32.6k 0.00% Reduced -188 -188
90 First Pacific Financial 0.00% of their portfolio VANCOUVER, WA 543543 $32.0k $32.0k 0.00% Reduced -139 -139
91 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 350350 $20.6k $20.6k 0.00% Unchanged
92 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 278278 $16.4k $16.4k 0.00% First filing
93 Wagner Wealth Management, LLC 0.00% of their portfolio GREENVILLE, SC 277277 $16.4k $16.4k 0.00% Added +2 +2
94 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 246246 $14.5k $14.5k 0.00% Added +14 +14
95 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 234234 $13.8k $13.8k 0.00% Unchanged
96 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 227227 $13.4k $13.4k 0.00% New
97 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 186186 $11.0k $11.0k 0.00% Reduced -86 -86
98 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 155155 $9.1k $9.1k 0.00% Unchanged
99 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 140140 $8.3k $8.3k 0.00% Added +95 +95
100 FMR LLC 0.00% of their portfolio BOSTON, MA 137137 $8.1k $8.1k 0.00% Added +19 +19