Vault-13

J P MORGAN EXCHANGE TRADED F JIG

INTERNL GWT · ETP · CUSIP 46641Q324

40 institutional holders +5 vs Q1 2025
1,616,9931.6m shares reported held*
$115.5mreported value*
8 new 9 added 16 reduced 2 sold out net bought ≈ $32.5m (+454.5k 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 ≈ $71.43.

Trends to Q2 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: 35Q2 25: 4040Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202540

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 17 bought or addedQ3 23: 16 cut or sold outQ4 23: 17 bought or addedQ4 23: 20 cut or sold outQ4 23Q1 24: 24 bought or addedQ1 24: 13 cut or sold outQ2 24: 15 bought or addedQ2 24: 14 cut or sold outQ2 24Q3 24: 18 bought or addedQ3 24: 14 cut or sold outQ4 24: 20 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 24 cut or sold outQ2 25: 17 bought or addedQ2 25: 18 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231716
Q4 20231720
Q1 20242413
Q2 20241514
Q3 20241814
Q4 20242014
Q1 2025924
Q2 20251718

Biggest buyers

FIRST AMERICAN TRUST, FSB New +176,263+176.3k
EP Wealth Advisors, LLC New +104,202+104.2k
Prism Advisors, Inc. New +68,298+68.3k
JONES FINANCIAL COMPANIES LLLP Added +47,026+47.0k
JANE STREET GROUP, LLC New +40,393+40.4k
MORGAN STANLEY Added +38,242+38.2k
ROYAL BANK OF CANADA Added +28,460+28.5k
Cetera Investment Advisers Added +15,462+15.5k
STIFEL FINANCIAL CORP New +11,378+11.4k
Thrivent Financial for Lutherans New +11,374+11.4k

Biggest sellers

Janney Montgomery Scott LLC Sold out -43,883-43.9k
LPL Financial LLC Reduced -32,767-32.8k
UBS Group AG Sold out -7,684-7.7k
OSAIC HOLDINGS, INC. Reduced -6,869-6.9k
RAYMOND JAMES FINANCIAL INC Reduced -3,284-3.3k
JPMORGAN CHASE & CO Reduced -2,012-2.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -1,001-1.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -897-897
Cambridge Investment Research Advisors, Inc. Reduced -820-820
Freedom Investment Management, Inc. Reduced -539-539

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 377,859377.9k $27.0m $27.0m 0.01% Reduced -32.8k -32,767
2 FIRST AMERICAN TRUST, FSB 1.01% of their portfolio SANTA ANA, CA 176,263176.3k $12.6m $12.6m 1.01% New
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 105,822105.8k $7.6m $7.6m 0.00% Reduced -2.0k -2,012
4 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 104,202104.2k $7.5m $7.5m 0.05% New
5 Key Financial Inc 1.42% of their portfolio WEST CHESTER, PA 98,34498.3k $7.0m $7.0m 1.42% Added +30 +30
6 Mariner, LLC 0.01% of their portfolio Overland Park, KS 96,31296.3k $6.9m $6.9m 0.01% Added +786 +786
7 Cornerstone Wealth Management, LLC 0.35% of their portfolio ST. PETERS, MO 80,78480.8k $5.8m $5.8m 0.35% Added +8.8k +8,762
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 80,09280.1k $5.7m $5.7m 0.00% Added +28.5k +28,460
9 Prism Advisors, Inc. 1.39% of their portfolio STUDIO CITY, CA 68,29868.3k $4.9m $4.9m 1.39% New
10 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 60,44460.4k $4.3m $4.3m 0.00% Added +47.0k +47,026
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 50,70050.7k $3.6m $3.6m 0.00% Reduced -3.3k -3,284
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 42,89042.9k $3.1m $3.1m 0.00% Added +38.2k +38,242
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 41,17341.2k $2.9m $2.9m 0.00% Added +15.5k +15,462
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,39340.4k $2.9m $2.9m 0.00% New
15 ABOUND FINANCIAL, LLC 0.87% of their portfolio GRANITE BAY, CA 27,79227.8k $2.0m $2.0m 0.87% Reduced -261 -261
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,35618.4k $1.3m $1.3m 0.00% Reduced -6.9k -6,869
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 18,19418.2k $1.3m $1.3m 0.00% Reduced -41 -41
18 Freedom Investment Management, Inc. 0.09% of their portfolio SOUTH WINDSOR, CT 16,28116.3k $1.2m $1.2m 0.09% Reduced -539 -539
19 SAXON INTERESTS, INC. 0.41% of their portfolio HOUSTON, TX 13,83013.8k $876.9k $876.9k 0.41% Unchanged
20 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,37811.4k $813.6k $813.6k 0.00% New
21 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 11,37411.4k $813.0k $813.0k 0.00% New
22 SOL Capital Management CO 0.08% of their portfolio ROCKVILLE, MD 11,04011.0k $789.0k $789.0k 0.08% Unchanged
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,6438.6k $618.0k $618.0k 0.00% Reduced -897 -897
24 Dominguez Wealth Management Solutions, Inc. 0.38% of their portfolio WILLIAMSBURG, VA 7,6207.6k $544.9k $544.9k 0.38% Unchanged
25 Tidemark, LLC 0.15% of their portfolio SAN DIEGO, CA 6,4276.4k $459.6k $459.6k 0.15% Reduced -123 -123
26 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,5835.6k $399.0k $399.0k 0.00% Added +634 +634
27 INTEGRITY WEALTH ADVISORS, INC. 0.26% of their portfolio Ventura, CA 5,1455.1k $367.9k $367.9k 0.26% Reduced -74 -74
28 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,7474.7k $339.5k $339.5k 0.00% Reduced -126 -126
29 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 4,6854.7k $335.0k $335.0k 0.00% Reduced -373 -373
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,4234.4k $316.0k $316.0k 0.00% Reduced -820 -820
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,2524.3k $302.0k $302.0k 0.00% Reduced -1.0k -1,001
32 Amplius Wealth Advisors, LLC 0.03% of their portfolio BLUE BELL, PA 3,9433.9k $282.0k $282.0k 0.03% Unchanged
33 Fort Point Capital Partners LLC 0.02% of their portfolio San Francisco, CA 3,4683.5k $248.0k $248.0k 0.02% New
34 Bedel Financial Consulting, Inc. 0.03% of their portfolio INDIANAPOLIS, IN 3,0263.0k $216.4k $216.4k 0.03% Unchanged
35 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 2,9072.9k $207.9k $207.9k 0.01% Added +852 +852
36 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 193193 $13.8k $13.8k 0.00% Reduced -7 -7
37 Cedar Wealth Management, LLC 0.00% of their portfolio LA JOLLA, CA 8888 $6.3k $6.3k 0.00% Reduced -353 -353
38 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1818 $1.3k $1.3k 0.00% Unchanged
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 44 $286 $286 0.00% New
40 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged