Vault-13

J P MORGAN EXCHANGE TRADED F JPEM

DIV RTN EM EQT · ETP · CUSIP 46641Q308

117 institutional holders +10 vs Q3 2025
4,984,3685.0m shares reported held*
$302.8mreported value*
14 new 53 added 31 reduced 7 sold out net bought ≈ $5.7m (+94.4k 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 ($290.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $60.75.

Trends to Q4 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: 107Q4 25: 117117Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 58 bought or addedQ1 24: 53 cut or sold outQ2 24: 54 bought or addedQ2 24: 60 cut or sold outQ2 24Q3 24: 54 bought or addedQ3 24: 48 cut or sold outQ4 24: 61 bought or addedQ4 24: 51 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 59 cut or sold outQ2 25: 57 bought or addedQ2 25: 57 cut or sold outQ2 25Q3 25: 58 bought or addedQ3 25: 42 cut or sold outQ4 25: 67 bought or addedQ4 25: 38 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245853
Q2 20245460
Q3 20245448
Q4 20246151
Q1 20255359
Q2 20255757
Q3 20255842
Q4 20256738

Biggest buyers

Corient Private Wealth LP Added +125,020+125.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +36,789+36.8k
Tactive Advisors, LLC Added +33,291+33.3k
Strategic Financial Concepts, LLC Added +25,924+25.9k
WELLS FARGO & COMPANY/MN Added +24,838+24.8k
LPL Financial LLC Added +20,768+20.8k
AMERIPRISE FINANCIAL INC Added +13,192+13.2k
GOLDMAN SACHS GROUP INC New +11,587+11.6k
BKM Wealth Management, LLC Added +10,039+10.0k
JONES FINANCIAL COMPANIES LLLP Added +9,161+9.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -75,490-75.5k
OLD MISSION CAPITAL LLC Sold out -63,762-63.8k
Sovran Advisors, LLC Reduced -52,142-52.1k
Integrated Wealth Concepts LLC Reduced -19,040-19.0k
Cerity Partners LLC Reduced -11,963-12.0k
POTENTIA WEALTH Sold out -10,174-10.2k
Schiavi & Co LLC Reduced -7,795-7.8k
CITIGROUP INC Reduced -7,097-7.1k
SHEPHERD KAPLAN KROCHUK, LLC Reduced -6,400-6.4k
SEGALL BRYANT & HAMILL, LLC Reduced -6,357-6.4k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 417,623417.6k $25.4m $25.4m 0.01% Added +20.8k +20,768
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 327,933327.9k $19.9m $19.9m 0.00% Added +4.8k +4,844
3 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 263,682263.7k $16.0m $16.0m 0.01% Added +125.0k +125,020
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 254,970255.0k $15.5m $15.5m 0.00% Added +2.9k +2,937
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 236,262236.3k $14.3m $14.3m 0.02% Added +3.9k +3,865
6 SAM Advisors, LLC 3.74% of their portfolio OAKHURST, CA 194,578194.6k $11.8m $11.8m 3.74% Added +1.2k +1,198
7 American Money Management, LLC 1.78% of their portfolio Rancho Santa Fe, CA 186,472186.5k $11.3m $11.3m 1.78% Added +3.1k +3,131
8 Prime Capital Investment Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 179,244179.2k $10.9m $10.9m 0.13% Reduced -67 -67
9 KWB Wealth 0.92% of their portfolio REDLANDS, CA 159,191159.2k $9.7m $9.7m 0.92% Added +1.7k +1,716
10 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 156,273156.3k $9.5m $9.5m 0.01% Added +8.7k +8,681
11 Amplius Wealth Advisors, LLC 0.70% of their portfolio BLUE BELL, PA 137,618137.6k $8.4m $8.4m 0.70% Added +7.2k +7,172
12 Linscomb Wealth, Inc. 0.35% of their portfolio Houston, TX 136,572136.6k $8.3m $8.3m 0.35% Reduced -1.5k -1,524
13 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 132,839132.8k $8.1m $8.1m 0.01% Reduced -12.0k -11,963
14 Tactive Advisors, LLC 2.34% of their portfolio Jacksonville, FL 131,424131.4k $8.0m $8.0m 2.34% Added +33.3k +33,291
15 SEGALL BRYANT & HAMILL, LLC 0.10% of their portfolio CHICAGO, IL 125,416125.4k $7.6m $7.6m 0.10% Reduced -6.4k -6,357
16 Avantax Planning Partners, Inc. 0.21% of their portfolio DUBUQUE, IA 122,545122.5k $7.4m $7.4m 0.21% Reduced -2.1k -2,143
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 114,207114.2k $6.9m $6.9m 0.00% Added +24.8k +24,838
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 111,423111.4k $6.8m $6.8m 0.00% Added +13.2k +13,192
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 92,69492.7k $5.6m $5.6m 0.01% Added +2.2k +2,171
20 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 91,24191.2k $5.5m $5.5m 0.01% Reduced -4.1k -4,132
21 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 87,74087.7k $5.3m $5.3m 0.01% Unchanged
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 82,98283.0k $5.0m $5.0m 0.00% Reduced -75.5k -75,490
23 Berger Financial Group, Inc 0.25% of their portfolio PLYMOUTH, MN 69,84569.8k $4.2m $4.2m 0.25% Added +657 +657
24 Avestar Capital, LLC 0.28% of their portfolio New York, NY 66,15066.2k $4.0m $4.0m 0.28% Added +529 +529
25 RHS Financial, LLC 1.77% of their portfolio SAN FRANCISCO, CA 59,74859.7k $3.6m $3.6m 1.77% Added +2.9k +2,877
26 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 56,16056.2k $3.4m $3.4m 0.00% Added +148 +148
27 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 51,52451.5k $3.1m $3.1m 0.00% Reduced -7.1k -7,097
28 Jacobi Capital Management LLC 0.17% of their portfolio PITTSTON, PA 48,25748.3k $2.9m $2.9m 0.17% Added +1.8k +1,812
29 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 47,42847.4k $2.9m $2.9m 0.04% Added +2.8k +2,777
30 Schiavi & Co LLC 0.90% of their portfolio WILMINGTON, DE 46,25246.3k $2.8m $2.8m 0.90% Reduced -7.8k -7,795
31 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 44,79744.8k $2.7m $2.7m 0.00% Added +9.2k +9,161
32 TIEMANN INVESTMENT ADVISORS, LLC 0.88% of their portfolio MENLO PARK, CA 37,45737.5k $2.3m $2.3m 0.88% Added +365 +365
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,78936.8k $2.2m $2.2m 0.00% New
34 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 35,54735.5k $2.2m $2.2m 0.03% Reduced -1.0k -1,017
35 Accel Wealth Management 0.56% of their portfolio WAVERLY, IA 33,53733.5k $2.0m $2.0m 0.56% Reduced -1.4k -1,390
36 Cedar Point Capital Partners, LLC 1.26% of their portfolio Cedar Rapids, IA 32,48032.5k $2.0m $2.0m 1.26% Added +3.1k +3,134
37 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 31,89831.9k $1.9m $1.9m 0.02% Reduced -141 -141
38 Strategic Financial Concepts, LLC 1.70% of their portfolio SAN ANTONIO, TX 30,55130.6k $1.9m $1.9m 1.70% Added +25.9k +25,924
39 BKM Wealth Management, LLC 0.67% of their portfolio BROOKFIELD, WI 30,30630.3k $1.8m $1.8m 0.67% Added +10.0k +10,039
40 Birchwood Financial Partners, Inc. 1.73% of their portfolio BLOOMINGTON, MN 28,73328.7k $1.7m $1.7m 1.73% First filing
41 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 25,20225.2k $1.5m $1.5m 0.05% Reduced -154 -154
42 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,29424.3k $1.5m $1.5m 0.01% Reduced -655 -655
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,04624.0k $1.5m $1.5m 0.00% Reduced -287 -287
44 SIGNET FINANCIAL MANAGEMENT, LLC 0.13% of their portfolio PARSIPPANY, NJ 18,88118.9k $1.1m $1.1m 0.13% Added +1.8k +1,771
45 Edge Financial Advisors LLC 0.48% of their portfolio WHEATON, IL 18,71718.7k $1.1m $1.1m 0.48% Added +166 +166
46 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,74415.7k $975.7k $975.7k 0.00% Added +1.2k +1,225
47 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 14,48914.5k $879.9k $879.9k 0.03% Reduced -407 -407
48 Bond & Devick Financial Network, Inc. 0.24% of their portfolio ST. LOUIS PARK, MN 14,18614.2k $861.5k $861.5k 0.24% Unchanged
49 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 13,92113.9k $845.4k $845.4k 0.00% Reduced -2.2k -2,204
50 5T Wealth, LLC 0.32% of their portfolio Napa, CA 13,02113.0k $790.8k $790.8k 0.32% Added +766 +766
51 Contango Wealth Management LLC 0.79% of their portfolio OAKLAND, CA 11,67111.7k $708.8k $708.8k 0.79% First filing
52 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 11,58711.6k $703.7k $703.7k 0.00% New
53 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 11,50211.5k $698.5k $698.5k 0.01% Reduced -19.0k -19,040
54 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.25% of their portfolio NEW YORK, NY 11,24311.2k $682.8k $682.8k 0.25% Reduced -640 -640
55 KELLY FINANCIAL GROUP LLC 0.17% of their portfolio Wethersfield, CT 11,15311.2k $677.3k $677.3k 0.17% Reduced -94 -94
56 MONECO ADVISORS, LLC 0.05% of their portfolio FAIRFIELD, CT 10,99111.0k $667.5k $667.5k 0.05% Added +2.1k +2,149
57 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,70810.7k $650.0k $650.0k 0.00% Added +1.9k +1,918
58 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 10,59510.6k $643.4k $643.4k 0.02% Added +868 +868
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,39510.4k $631.3k $631.3k 0.00% Added +1.3k +1,327
60 Sovran Advisors, LLC 0.06% of their portfolio SAN DIEGO, CA 10,28010.3k $649.3k $649.3k 0.06% Reduced -52.1k -52,142
61 Sharkey, Howes & Javer 0.08% of their portfolio DENVER, CO 9,98410.0k $606.3k $606.3k 0.08% Reduced -2.1k -2,086
62 L & S Advisors Inc 0.05% of their portfolio Los Angeles, CA 9,3009.3k $564.8k $564.8k 0.05% Reduced -74 -74
63 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.25% of their portfolio CLARKSDALE, MS 8,2398.2k $500.4k $500.4k 0.25% Added +78 +78
64 SHEPHERD KAPLAN KROCHUK, LLC 0.41% of their portfolio Boston, MA 8,1458.1k $494.6k $494.6k 0.41% Reduced -6.4k -6,400
65 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,6867.7k $466.8k $466.8k 0.00% Added +81 +81
66 Asset One Wealth Management LLC 0.06% of their portfolio BELLEVUE, WA 7,0047.0k $451.2k $451.2k 0.06% First filing
67 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,9867.0k $424.3k $424.3k 0.00% Added +79 +79
68 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,8036.8k $413.2k $413.2k 0.00% Added +446 +446
69 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 6,7916.8k $412.4k $412.4k 0.00% Reduced -881 -881
70 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 6,5716.6k $399.0k $399.0k 0.01% Added +78 +78
71 MLG Wealth Management DBA Pine Grove Financial Group 0.04% of their portfolio WOODBURY, MN 6,0936.1k $370.0k $370.0k 0.04% First filing
72 Lodestone Wealth Management LLC 0.14% of their portfolio SPOKANE, WA 5,7805.8k $351.0k $351.0k 0.14% Added +85 +85
73 PRECEDENT WEALTH PARTNERS, LLC 0.07% of their portfolio HOUSTON, TX 5,5285.5k $335.7k $335.7k 0.07% Reduced -215 -215
74 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,3125.3k $322.6k $322.6k 0.00% Reduced -56 -56
75 Coppell Advisory Solutions LLC 0.03% of their portfolio COPPELL, TX 5,1635.2k $313.8k $313.8k 0.03% Added +736 +736
76 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 4,7814.8k $290.4k $290.4k 0.00% Added +80 +80
77 Richard P Slaughter Associates Inc 0.06% of their portfolio AUSTIN, TX 4,3414.3k $263.6k $263.6k 0.06% Unchanged
78 3Chopt Investment Partners, LLC 0.06% of their portfolio RICHMOND, VA 4,1474.1k $251.8k $251.8k 0.06% Reduced -88 -88
79 49 WEALTH MANAGEMENT, LLC 0.02% of their portfolio AUSTIN, TX 4,1294.1k $250.8k $250.8k 0.02% Reduced -456 -456
80 Cadence Bank 0.01% of their portfolio Tupelo, MS 4,0934.1k $248.6k $248.6k 0.01% Unchanged
81 MN Wealth Advisors, LLC 0.12% of their portfolio OVERLAND PARK, KS 3,9654.0k $240.8k $240.8k 0.12% Added +13 +13
82 RVW Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 3,7793.8k $229.5k $229.5k 0.02% Unchanged
83 Aprio Wealth Management, LLC 0.01% of their portfolio ATLANTA, GA 3,5003.5k $212.6k $212.6k 0.01% New
84 Walkner Condon Financial Advisors LLC 0.03% of their portfolio MADISON, WI 3,4133.4k $207.3k $207.3k 0.03% New
85 LOM Asset Management Ltd 0.05% of their portfolio Hamilton, D0 3,0553.1k $185.5k $185.5k 0.05% Added +400 +400
86 Harbor Asset Planning, Inc. 0.13% of their portfolio BELMONT, MA 2,4282.4k $147.4k $147.4k 0.13% Added +37 +37
87 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,3452.3k $142.4k $142.4k 0.00% Unchanged
88 Litman Gregory Wealth Management LLC 0.01% of their portfolio LARKSPUR, CA 2,1932.2k $133.2k $133.2k 0.01% New
89 SYM FINANCIAL Corp 0.01% of their portfolio WINONA LAKE, IN 1,6541.7k $100.4k $100.4k 0.01% Unchanged
90 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6231.6k $98.6k $98.6k 0.01% Unchanged
91 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,4311.4k $86.9k $86.9k 0.00% New
92 FIRST HORIZON CORP 0.00% of their portfolio MEMPHIS, TN 1,3621.4k $82.7k $82.7k 0.00% New
93 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,2481.2k $75.8k $75.8k 0.00% Added +696 +696
94 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,0881.1k $66.0k $66.0k 0.00% New
95 CWM, LLC 0.00% of their portfolio OMAHA, NE 966966 $59.0k $59.0k 0.00% New
96 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 660660 $40.1k $40.1k 0.00% Added +9 +9
97 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 575575 $34.9k $34.9k 0.00% Added +475 +475
98 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 537537 $32.6k $32.6k 0.00% Added +303 +303
99 First Pacific Financial 0.00% of their portfolio VANCOUVER, WA 530530 $32.2k $32.2k 0.00% Reduced -13 -13
100 FMR LLC 0.00% of their portfolio BOSTON, MA 377377 $22.9k $22.9k 0.00% Added +240 +240