Vault-13

J P MORGAN EXCHANGE TRADED F JIG

INTERNL GWT · ETP · CUSIP 46641Q324

35 institutional holders -2 vs Q4 2024
1,162,5141.2m shares reported held*
$73.7mreported value*
3 new 6 added 20 reduced 4 sold out net sold ≈ $18.1m (-285.7k 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 ≈ $63.42.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 27Q4 22: 27Q1 23: 32Q2 23: 33Q3 23: 35Q4 23: 41Q1 24: 39Q2 24: 36Q3 24: 39Q4 24: 37Q1 25: 3535Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202227
Q4 202227
Q1 202332
Q2 202333
Q3 202335
Q4 202341
Q1 202439
Q2 202436
Q3 202439
Q4 202437
Q1 202535

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 23: 23 bought or addedQ2 23: 9 cut or sold outQ3 23: 17 bought or addedQ3 23: 16 cut or sold outQ3 23Q4 23: 17 bought or addedQ4 23: 20 cut or sold outQ1 24: 24 bought or addedQ1 24: 13 cut or sold outQ1 24Q2 24: 15 bought or addedQ2 24: 14 cut or sold outQ3 24: 18 bought or addedQ3 24: 14 cut or sold outQ3 24Q4 24: 20 bought or addedQ4 24: 14 cut or sold outQ1 25: 9 bought or addedQ1 25: 24 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023239
Q3 20231716
Q4 20231720
Q1 20242413
Q2 20241514
Q3 20241814
Q4 20242014
Q1 2025924

Biggest buyers

OSAIC HOLDINGS, INC. Added +13,617+13.6k
JONES FINANCIAL COMPANIES LLLP New +13,418+13.4k
Cetera Investment Advisers Added +8,254+8.3k
UBS Group AG New +7,684+7.7k
Cornerstone Wealth Management, LLC Added +5,924+5.9k
Key Financial Inc Added +3,556+3.6k
Bedel Financial Consulting, Inc. New +3,026+3.0k
Freedom Investment Management, Inc. Added +2,009+2.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +79+79

Biggest sellers

JPMORGAN CHASE & CO Reduced -87,439-87.4k
Mariner, LLC Reduced -72,058-72.1k
LPL Financial LLC Reduced -66,468-66.5k
Thrivent Financial for Lutherans Sold out -61,422-61.4k
Janney Montgomery Scott LLC Reduced -32,456-32.5k
ROYAL BANK OF CANADA Reduced -5,865-5.9k
JANE STREET GROUP, LLC Sold out -4,936-4.9k
ABOUND FINANCIAL, LLC Reduced -2,547-2.5k
RAYMOND JAMES FINANCIAL INC Reduced -2,267-2.3k
Sequoia Financial Advisors, LLC Reduced -1,900-1.9k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 410,626410.6k $26.0m $26.0m 0.01% Reduced -66.5k -66,468
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 107,834107.8k $6.8m $6.8m 0.00% Reduced -87.4k -87,439
3 Key Financial Inc 1.36% of their portfolio WEST CHESTER, PA 98,31498.3k $6.2m $6.2m 1.36% Added +3.6k +3,556
4 Mariner, LLC 0.01% of their portfolio Overland Park, KS 95,52695.5k $6.1m $6.1m 0.01% Reduced -72.1k -72,058
5 Cornerstone Wealth Management, LLC 0.31% of their portfolio ST. PETERS, MO 72,02272.0k $4.6m $4.6m 0.31% Added +5.9k +5,924
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 53,98454.0k $3.4m $3.4m 0.00% Reduced -2.3k -2,267
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 51,63251.6k $3.3m $3.3m 0.00% Reduced -5.9k -5,865
8 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 43,88343.9k $2.8m $2.8m 0.01% Reduced -32.5k -32,456
9 ABOUND FINANCIAL, LLC 0.90% of their portfolio GRANITE BAY, CA 28,05328.1k $1.8m $1.8m 0.90% Reduced -2.5k -2,547
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 25,71125.7k $1.6m $1.6m 0.00% Added +8.3k +8,254
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,22525.2k $1.6m $1.6m 0.00% Added +13.6k +13,617
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 18,23518.2k $1.2m $1.2m 0.00% Added +79 +79
13 Freedom Investment Management, Inc. 0.09% of their portfolio SOUTH WINDSOR, CT 16,82016.8k $1.1m $1.1m 0.09% Added +2.0k +2,009
14 SAXON INTERESTS, INC. 0.41% of their portfolio HOUSTON, TX 13,83013.8k $876.9k $876.9k 0.41% Unchanged
15 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 13,41813.4k $855.9k $855.9k 0.00% New
16 SOL Capital Management CO 0.08% of their portfolio ROCKVILLE, MD 11,04011.0k $700.0k $700.0k 0.08% Reduced -255 -255
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,5409.5k $604.9k $604.9k 0.00% Reduced -1.7k -1,722
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,6847.7k $487.2k $487.2k 0.00% New
19 Dominguez Wealth Management Solutions, Inc. 0.35% of their portfolio WILLIAMSBURG, VA 7,6207.6k $483.2k $483.2k 0.35% Reduced -280 -280
20 Tidemark, LLC 0.15% of their portfolio SAN DIEGO, CA 6,5506.5k $415.3k $415.3k 0.15% Reduced -29 -29
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,2535.3k $333.1k $333.1k 0.00% Reduced -305 -305
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,2435.2k $332.0k $332.0k 0.00% Reduced -854 -854
23 INTEGRITY WEALTH ADVISORS, INC. 0.24% of their portfolio Ventura, CA 5,2195.2k $330.9k $330.9k 0.24% Reduced -14 -14
24 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 5,0585.1k $320.7k $320.7k 0.00% Reduced -1.9k -1,900
25 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,9494.9k $314.0k $314.0k 0.00% Reduced -372 -372
26 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,8734.9k $309.0k $309.0k 0.00% Reduced -213 -213
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,6484.6k $294.8k $294.8k 0.00% Reduced -241 -241
28 Amplius Wealth Advisors, LLC 0.03% of their portfolio BLUE BELL, PA 3,9433.9k $250.0k $250.0k 0.03% Unchanged
29 Bedel Financial Consulting, Inc. 0.03% of their portfolio INDIANAPOLIS, IN 3,0263.0k $201.7k $201.7k 0.03% New
30 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,0552.1k $130.3k $130.3k 0.00% Reduced -233 -233
31 Cedar Wealth Management, LLC 0.01% of their portfolio LA JOLLA, CA 441441 $27.9k $27.9k 0.01% Reduced -48 -48
32 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 200200 $12.7k $12.7k 0.00% Unchanged
33 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 4141 $2.6k $2.6k 0.00% Unchanged
34 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1818 $1.1k $1.1k 0.00% Unchanged
35 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged