Vault-13

J P MORGAN EXCHANGE TRADED F JIG

INTERNL GWT · ETP · CUSIP 46641Q324

82 institutional holders +15 vs Q3 2025
2,925,4452.9m shares reported held*
$214.6mreported value*
18 new 31 added 23 reduced 6 sold out net sold ≈ $4.9m (-67.4k 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 ($309.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $73.34.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 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: 67Q4 25: 8282Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202582

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 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 25Q3 25: 48 bought or addedQ3 25: 15 cut or sold outQ4 25: 49 bought or addedQ4 25: 29 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242413
Q2 20241514
Q3 20241814
Q4 20242014
Q1 2025924
Q2 20251718
Q3 20254815
Q4 20254929

Biggest buyers

FIDELITY D & D BANCORP INC New +95,414+95.4k
JONES FINANCIAL COMPANIES LLLP Added +33,390+33.4k
CITADEL ADVISORS LLC Added +21,963+22.0k
Janney Montgomery Scott LLC Added +19,631+19.6k
Vestmark Advisory Solutions, Inc. Added +19,482+19.5k
Cetera Investment Advisers Added +18,151+18.2k
Cornerstone Wealth Management, LLC Added +13,036+13.0k
NATIXIS ADVISORS, LLC New +12,820+12.8k
Thrivent Financial for Lutherans New +9,116+9.1k
STIFEL FINANCIAL CORP Added +7,218+7.2k

Biggest sellers

LPL Financial LLC Reduced -104,394-104.4k
Mariner, LLC Reduced -87,473-87.5k
JPMORGAN CHASE & CO Reduced -60,595-60.6k
PARK AVENUE SECURITIES LLC Sold out -31,544-31.5k
OSAIC HOLDINGS, INC. Reduced -15,937-15.9k
ROYAL BANK OF CANADA Reduced -13,527-13.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -7,693-7.7k
JANE STREET GROUP, LLC Reduced -6,744-6.7k
Prism Advisors, Inc. Reduced -5,751-5.8k
Cambridge Investment Research Advisors, Inc. Reduced -5,161-5.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 685,608685.6k $50.3m $50.3m 0.01% Reduced -104.4k -104,394
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 271,652271.7k $19.9m $19.9m 0.01% Added +3.8k +3,819
3 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 262,392262.4k $19.2m $19.2m 0.04% Added +19.6k +19,631
4 Vestmark Advisory Solutions, Inc. 0.20% of their portfolio Wakefield, MA 197,400197.4k $14.5m $14.5m 0.20% Added +19.5k +19,482
5 FIRST AMERICAN TRUST, FSB 0.95% of their portfolio SANTA ANA, CA 187,580187.6k $13.8m $13.8m 0.95% Added +3.2k +3,174
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 129,260129.3k $9.5m $9.5m 0.01% Added +18.2k +18,151
7 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 128,062128.1k $9.4m $9.4m 0.01% Added +33.4k +33,390
8 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 103,673103.7k $7.6m $7.6m 0.02% Reduced -716 -716
9 Key Financial Inc 1.34% of their portfolio WEST CHESTER, PA 100,095100.1k $7.3m $7.3m 1.34% Added +623 +623
10 Cornerstone Wealth Management, LLC 0.37% of their portfolio ST. PETERS, MO 96,04696.0k $7.0m $7.0m 0.37% Added +13.0k +13,036
11 FIDELITY D & D BANCORP INC 3.02% of their portfolio Dunmore, PA 95,41495.4k $7.0m $7.0m 3.02% New
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 91,52791.5k $6.7m $6.7m 0.02% Reduced -5.2k -5,161
13 Prism Advisors, Inc. 1.11% of their portfolio STUDIO CITY, CA 56,58256.6k $4.1m $4.1m 1.11% Reduced -5.8k -5,751
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 51,31451.3k $3.8m $3.8m 0.00% Reduced -824 -824
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 45,02145.0k $3.3m $3.3m 0.00% Reduced -60.6k -60,595
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 39,64039.6k $2.9m $2.9m 0.00% Added +22.0k +21,963
17 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 34,41034.4k $2.5m $2.5m 0.01% Added +2.9k +2,915
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,82526.8k $2.0m $2.0m 0.00% Reduced -13.5k -13,527
19 ABOUND FINANCIAL, LLC 0.70% of their portfolio GRANITE BAY, CA 24,71324.7k $1.8m $1.8m 0.70% Reduced -1.9k -1,934
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,69924.7k $1.8m $1.8m 0.00% Reduced -6.7k -6,744
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,49122.5k $1.6m $1.6m 0.00% Added +4.6k +4,637
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22,15922.2k $1.6m $1.6m 0.00% Reduced -15.9k -15,937
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 19,09119.1k $1.4m $1.4m 0.00% Added +7.2k +7,218
24 SAXON INTERESTS, INC. 0.40% of their portfolio HOUSTON, TX 15,23915.2k $1.1m $1.1m 0.40% Added +1.6k +1,570
25 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 12,82012.8k $940.0k $940.0k 0.00% New
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,06212.1k $884.6k $884.6k 0.00% Reduced -87.5k -87,473
27 Hopwood Nicholas Hunter 0.27% of their portfolio PLYMOUTH, MI 11,21911.2k $822.8k $822.8k 0.27% First filing
28 SOL Capital Management CO 0.07% of their portfolio ROCKVILLE, MD 10,26510.3k $753.0k $753.0k 0.07% Added +175 +175
29 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 9,6189.6k $705.4k $705.4k 0.02% Reduced -162 -162
30 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 9,1169.1k $669.0k $669.0k 0.00% New
31 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 8,9789.0k $658.4k $658.4k 0.03% Added +3.8k +3,839
32 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 7,8797.9k $577.8k $577.8k 0.01% Added +77 +77
33 Dominguez Wealth Management Solutions, Inc. 0.33% of their portfolio WILLIAMSBURG, VA 7,4537.5k $546.6k $546.6k 0.33% Reduced -97 -97
34 Tidemark, LLC 0.13% of their portfolio SAN DIEGO, CA 6,3176.3k $463.2k $463.2k 0.13% Reduced -110 -110
35 Ascentis Independent Advisors 0.07% of their portfolio DALLAS, TX 6,2776.3k $460.3k $460.3k 0.07% New
36 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,0266.0k $441.9k $441.9k 0.00% Added +3.0k +3,020
37 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,0076.0k $440.5k $440.5k 0.00% New
38 Freedom Investment Management, Inc. 0.11% of their portfolio SOUTH WINDSOR, CT 5,2165.2k $382.5k $382.5k 0.11% Reduced -5.1k -5,071
39 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,0075.0k $367.2k $367.2k 0.00% Added +260 +260
40 MLG Wealth Management DBA Pine Grove Financial Group 0.04% of their portfolio WOODBURY, MN 4,6014.6k $337.4k $337.4k 0.04% First filing
41 LAKE STREET PRIVATE WEALTH, LLC 0.04% of their portfolio CHICAGO, IL 4,4474.4k $326.1k $326.1k 0.04% Added +568 +568
42 Wayfinding Financial, LLC 0.14% of their portfolio LYNNWOOD, WA 4,4404.4k $325.0k $325.0k 0.14% Added +61 +61
43 LOCKERMAN FINANCIAL GROUP, INC. 0.62% of their portfolio NEWPORT BEACH, CA 4,3734.4k $320.7k $320.7k 0.62% Reduced -45 -45
44 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 4,2214.2k $309.6k $309.6k 0.01% Added +189 +189
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,0064.0k $307.0k $307.0k 0.00% Reduced -246 -246
46 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,8873.9k $285.1k $285.1k 0.00% Reduced -163 -163
47 Amplius Wealth Advisors, LLC 0.02% of their portfolio BLUE BELL, PA 3,4323.4k $251.7k $251.7k 0.02% Unchanged
48 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 3,3973.4k $249.1k $249.1k 0.00% Reduced -1.5k -1,472
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,3623.4k $246.6k $246.6k 0.00% New
50 Elevation Wealth Management LLC 0.23% of their portfolio EDEN PRAIRIE, MN 3,3403.3k $244.9k $244.9k 0.23% First filing
51 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% of their portfolio CONCORD, MA 3,1243.1k $229.1k $229.1k 0.03% Reduced -347 -347
52 Bedel Financial Consulting, Inc. 0.02% of their portfolio INDIANAPOLIS, IN 3,1103.1k $228.1k $228.1k 0.02% Added +26 +26
53 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 3,0893.1k $226.5k $226.5k 0.01% Reduced -898 -898
54 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 2,9783.0k $218.4k $218.4k 0.02% New
55 3Chopt Investment Partners, LLC 0.04% of their portfolio RICHMOND, VA 2,2592.3k $165.7k $165.7k 0.04% Added +157 +157
56 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,1192.1k $155.5k $155.5k 0.00% Reduced -2.5k -2,522
57 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 2,0762.1k $152.2k $152.2k 0.01% Added +152 +152
58 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 1,8881.9k $138.5k $138.5k 0.01% Added +146 +146
59 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,8281.8k $134.1k $134.1k 0.00% Added +1.0k +1,042
60 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,7901.8k $131.3k $131.3k 0.00% Reduced -56 -56
61 RICHARDSON FINANCIAL SERVICES INC. 0.04% of their portfolio MEDWAY, MA 1,5451.5k $113.3k $113.3k 0.04% Added +110 +110
62 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,5071.5k $110.5k $110.5k 0.01% Unchanged
63 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,3701.4k $100.5k $100.5k 0.00% Added +636 +636
64 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 854854 $62.6k $62.6k 0.00% Added +38 +38
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 315315 $23.1k $23.1k 0.00% New
66 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 284284 $20.8k $20.8k 0.00% Unchanged
67 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 195195 $14.3k $14.3k 0.00% Unchanged
68 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 116116 $8.5k $8.5k 0.00% New
69 Cordgrass Capital Advisors, LLC 0.00% of their portfolio RALEIGH, NC 9999 $7.3k $7.3k 0.00% New
70 Cedar Wealth Management, LLC 0.00% of their portfolio LA JOLLA, CA 9090 $6.6k $6.6k 0.00% Added +2 +2
71 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 6565 $4.8k $4.8k 0.00% New
72 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 6060 $4.0k $4.0k 0.00% New
73 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4141 $3.0k $3.0k 0.00% Unchanged
74 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 4141 $3.0k $3.0k 0.00% Unchanged
75 GODSEY & GIBB, INC 0.00% of their portfolio RICHMOND, VA 3939 $2.9k $2.9k 0.00% New
76 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3636 $2.6k $2.6k 0.00% New
77 SageView Advisory Group, LLC 0.00% of their portfolio Newport Beach, CA 2727 $2.0k $2.0k 0.00% New
78 KERR FINANCIAL PLANNING Corp 0.00% of their portfolio FRESNO, CA 2727 $2.1k $2.1k 0.00% Added +1 +1
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 1717 $1.0k $1.0k 0.00% New
80 Motiv8 Investments LLC 0.00% of their portfolio PORT ST. LUCIE, FL 99 $1.0k $1.0k 0.00% New
81 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 77 $513 $513 0.00% New
82 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio LONG BEACH, CA 22 $147 $147 0.00% Unchanged