Vault-13

J P MORGAN EXCHANGE TRADED F JIG

INTERNL GWT · ETP · CUSIP 46641Q324

67 institutional holders +27 vs Q2 2025
2,973,5743.0m shares reported held*
$223.9mreported value*
29 new 19 added 13 reduced 2 sold out net bought ≈ $110.4m (+1.5m 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 ($326.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.30.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 27Q4 22: 27Q1 23: 32Q2 23: 33Q3 23: 35Q4 23: 41Q1 24: 39Q2 24: 36Q3 24: 39Q4 24: 37Q1 25: 35Q2 25: 40Q3 25: 6767Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202567

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 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 25Q2 25: 17 bought or addedQ2 25: 18 cut or sold outQ3 25: 48 bought or addedQ3 25: 15 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231720
Q1 20242413
Q2 20241514
Q3 20241814
Q4 20242014
Q1 2025924
Q2 20251718
Q3 20254815

Biggest buyers

LPL Financial LLC Added +412,143+412.1k
ENVESTNET ASSET MANAGEMENT INC Added +259,190+259.2k
Janney Montgomery Scott LLC New +242,761+242.8k
Vestmark Advisory Solutions, Inc. New +177,918+177.9k
ASSETMARK, INC New +104,389+104.4k
Cambridge Investment Research Advisors, Inc. Added +92,265+92.3k
Cetera Investment Advisers Added +69,936+69.9k
JONES FINANCIAL COMPANIES LLLP Added +34,228+34.2k
PARK AVENUE SECURITIES LLC New +31,544+31.5k
MML INVESTORS SERVICES, LLC Added +25,912+25.9k

Biggest sellers

ROYAL BANK OF CANADA Reduced -39,740-39.7k
MORGAN STANLEY Reduced -38,249-38.2k
Thrivent Financial for Lutherans Sold out -11,374-11.4k
JANE STREET GROUP, LLC Reduced -8,950-8.9k
Freedom Investment Management, Inc. Reduced -5,994-6.0k
Prism Advisors, Inc. Reduced -5,965-6.0k
Fort Point Capital Partners LLC Sold out -3,468-3.5k
ABOUND FINANCIAL, LLC Reduced -1,145-1.1k
SOL Capital Management CO Reduced -950-950
Amplius Wealth Advisors, LLC Reduced -511-511

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 790,002790.0k $59.5m $59.5m 0.02% Added +412.1k +412,143
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 267,833267.8k $20.2m $20.2m 0.01% Added +259.2k +259,190
3 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 242,761242.8k $18.3m $18.3m 0.04% New
4 FIRST AMERICAN TRUST, FSB 1.01% of their portfolio SANTA ANA, CA 184,406184.4k $13.9m $13.9m 1.01% Added +8.1k +8,143
5 Vestmark Advisory Solutions, Inc. 0.26% of their portfolio Wakefield, MA 177,918177.9k $13.4m $13.4m 0.26% New
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 111,109111.1k $8.4m $8.4m 0.01% Added +69.9k +69,936
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 105,616105.6k $8.0m $8.0m 0.00% Reduced -206 -206
8 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 104,389104.4k $7.9m $7.9m 0.02% New
9 Mariner, LLC 0.01% of their portfolio Overland Park, KS 99,53599.5k $7.5m $7.5m 0.01% Added +3.2k +3,223
10 Key Financial Inc 1.39% of their portfolio WEST CHESTER, PA 99,47299.5k $7.5m $7.5m 1.39% Added +1.1k +1,128
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 96,68896.7k $7.3m $7.3m 0.02% Added +92.3k +92,265
12 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 94,67294.7k $7.0m $7.0m 0.00% Added +34.2k +34,228
13 Cornerstone Wealth Management, LLC 0.35% of their portfolio ST. PETERS, MO 83,01083.0k $6.3m $6.3m 0.35% Added +2.2k +2,226
14 Prism Advisors, Inc. 1.27% of their portfolio STUDIO CITY, CA 62,33362.3k $4.7m $4.7m 1.27% Reduced -6.0k -5,965
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 52,13852.1k $3.9m $3.9m 0.00% Added +1.4k +1,438
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 40,35240.4k $3.0m $3.0m 0.00% Reduced -39.7k -39,740
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 38,09638.1k $2.8m $2.8m 0.00% Added +19.7k +19,740
18 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 31,54431.5k $2.4m $2.4m 0.02% New
19 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 31,49531.5k $2.4m $2.4m 0.01% Added +25.9k +25,912
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,44331.4k $2.4m $2.4m 0.00% Reduced -8.9k -8,950
21 ABOUND FINANCIAL, LLC 0.80% of their portfolio GRANITE BAY, CA 26,64726.6k $2.0m $2.0m 0.80% Reduced -1.1k -1,145
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,85417.9k $1.3m $1.3m 0.00% Reduced -340 -340
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,67717.7k $1.3m $1.3m 0.00% New
24 SAXON INTERESTS, INC. 0.38% of their portfolio HOUSTON, TX 13,66913.7k $982.6k $982.6k 0.38% Reduced -161 -161
25 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,87311.9k $894.5k $894.5k 0.00% Added +495 +495
26 Freedom Investment Management, Inc. 0.20% of their portfolio SOUTH WINDSOR, CT 10,28710.3k $775.1k $775.1k 0.20% Reduced -6.0k -5,994
27 SOL Capital Management CO 0.07% of their portfolio ROCKVILLE, MD 10,09010.1k $760.0k $760.0k 0.07% Reduced -950 -950
28 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 9,7809.8k $736.8k $736.8k 0.02% New
29 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 7,8027.8k $587.8k $587.8k 0.01% New
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,6937.7k $579.6k $579.6k 0.00% New
31 Dominguez Wealth Management Solutions, Inc. 0.36% of their portfolio WILLIAMSBURG, VA 7,5507.5k $568.8k $568.8k 0.36% Reduced -70 -70
32 Tidemark, LLC 0.14% of their portfolio SAN DIEGO, CA 6,4276.4k $484.2k $484.2k 0.14% Unchanged
33 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 5,1395.1k $387.2k $387.2k 0.01% New
34 INTEGRITY WEALTH ADVISORS, INC. 0.14% of their portfolio Ventura, CA 5,0835.1k $383.0k $383.0k 0.14% Reduced -62 -62
35 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 4,8694.9k $366.8k $366.8k 0.00% Added +184 +184
36 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,7474.7k $357.6k $357.6k 0.00% Unchanged
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,6414.6k $349.7k $349.7k 0.00% Reduced -38.2k -38,249
38 LOCKERMAN FINANCIAL GROUP, INC. 0.42% of their portfolio NEWPORT BEACH, CA 4,4184.4k $332.9k $332.9k 0.42% New
39 von Borstel & Associates, Inc. 0.05% of their portfolio THE DALLES, OR 4,3894.4k $334.0k $334.0k 0.05% New
40 Wayfinding Financial, LLC 0.14% of their portfolio LYNNWOOD, WA 4,3794.4k $329.0k $329.0k 0.14% New
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,2524.3k $325.1k $325.1k 0.00% Unchanged
42 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,0504.0k $305.1k $305.1k 0.00% New
43 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 4,0324.0k $303.8k $303.8k 0.01% New
44 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 3,9874.0k $300.4k $300.4k 0.01% Added +1.1k +1,080
45 LAKE STREET PRIVATE WEALTH, LLC 0.04% of their portfolio CHICAGO, IL 3,8793.9k $292.3k $292.3k 0.04% New
46 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% of their portfolio CONCORD, MA 3,4713.5k $261.5k $261.5k 0.03% New
47 Amplius Wealth Advisors, LLC 0.02% of their portfolio BLUE BELL, PA 3,4323.4k $258.6k $258.6k 0.02% Reduced -511 -511
48 Bedel Financial Consulting, Inc. 0.03% of their portfolio INDIANAPOLIS, IN 3,0843.1k $232.4k $232.4k 0.03% Added +58 +58
49 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 3,0063.0k $226.5k $226.5k 0.00% New
50 3Chopt Investment Partners, LLC 0.04% of their portfolio RICHMOND, VA 2,1022.1k $158.4k $158.4k 0.04% New
51 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 1,9241.9k $145.0k $145.0k 0.01% New
52 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,8461.8k $139.1k $139.1k 0.00% New
53 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 1,7421.7k $131.2k $131.2k 0.01% New
54 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,5071.5k $113.5k $113.5k 0.01% New
55 RICHARDSON FINANCIAL SERVICES INC. 0.07% of their portfolio MEDWAY, MA 1,4351.4k $108.1k $108.1k 0.07% New
56 POM Investment Strategies, LLC 0.04% of their portfolio RALEIGH, NC 1,0001.0k $75.3k $75.3k 0.04% New
57 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 816816 $61.5k $61.5k 0.00% New
58 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 786786 $59.2k $59.2k 0.00% Added +782 +782
59 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 734734 $55.3k $55.3k 0.00% Added +541 +541
60 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 324324 $24.4k $24.4k 0.00% New
61 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 284284 $21.4k $21.4k 0.00% New
62 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 195195 $14.7k $14.7k 0.00% New
63 Cedar Wealth Management, LLC 0.00% of their portfolio LA JOLLA, CA 8888 $6.6k $6.6k 0.00% Unchanged
64 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4141 $3.1k $3.1k 0.00% Added +23 +23
65 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 4141 $3.1k $3.1k 0.00% First filing
66 KERR FINANCIAL PLANNING Corp 0.00% of their portfolio FRESNO, CA 2626 $2.0k $2.0k 0.00% First filing
67 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio LONG BEACH, CA 22 $151 $151 0.00% New