Vault-13

J P MORGAN EXCHANGE TRADED F BBUS

BETABUILDRS US · ETP · CUSIP 46641Q399

153 institutional holders +19 vs Q3 2024
18,098,43518.1m shares reported held*
$1.9bnreported value*
19 new 71 added 27 reduced 9 sold out net sold ≈ $445.5m (-4.2m 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 ($14.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $105.97.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 54Q4 22: 62Q1 23: 68Q2 23: 72Q3 23: 85Q4 23: 99Q1 24: 113Q2 24: 123Q3 24: 134Q4 24: 153153Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202254
Q4 202262
Q1 202368
Q2 202372
Q3 202385
Q4 202399
Q1 2024113
Q2 2024123
Q3 2024134
Q4 2024153

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 41 bought or addedQ1 23: 23 cut or sold outQ2 23: 43 bought or addedQ2 23: 29 cut or sold outQ2 23Q3 23: 61 bought or addedQ3 23: 19 cut or sold outQ4 23: 71 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 83 bought or addedQ1 24: 33 cut or sold outQ2 24: 82 bought or addedQ2 24: 43 cut or sold outQ2 24Q3 24: 98 bought or addedQ3 24: 27 cut or sold outQ4 24: 90 bought or addedQ4 24: 36 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234123
Q2 20234329
Q3 20236119
Q4 20237122
Q1 20248333
Q2 20248243
Q3 20249827
Q4 20249036

Biggest buyers

National Mutual Insurance Federation of Agricultural Cooperatives New +463,000+463.0k
LPL Financial LLC Added +177,372+177.4k
TWO SIGMA INVESTMENTS, LP New +114,900+114.9k
Vestmark Advisory Solutions, Inc. Added +106,931+106.9k
ENVESTNET ASSET MANAGEMENT INC Added +93,154+93.2k
OSAIC HOLDINGS, INC. Added +87,511+87.5k
Robertson Stephens Wealth Management, LLC Added +70,314+70.3k
DRIVE WEALTH MANAGEMENT, LLC Added +70,139+70.1k
MORGAN STANLEY Added +66,513+66.5k
Cetera Investment Advisers Added +49,601+49.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -3,261,649-3.3m
Janney Montgomery Scott LLC Sold out -2,523,154-2.5m
ASSETMARK, INC Reduced -41,190-41.2k
Cambridge Investment Research Advisors, Inc. Reduced -21,877-21.9k
TRANSCEND CAPITAL ADVISORS, LLC Sold out -21,251-21.3k
PRUDENTIAL FINANCIAL INC Sold out -13,985-14.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -11,727-11.7k
Goodman Advisory Group, LLC Sold out -10,756-10.8k
Farther Finance Advisors, LLC Reduced -8,493-8.5k
MassMutual Private Wealth & Trust, FSB Reduced -5,313-5.3k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 4,155,9214.2m $440.2m $440.2m 0.03% Reduced -3.3m -3,261,649
2 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 2,393,0952.4m $253.5m $253.5m 0.10% Added +177.4k +177,372
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,396,3201.4m $147.9m $147.9m 0.01% Added +66.5k +66,513
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,261,0431.3m $133.6m $133.6m 0.04% Added +93.2k +93,154
5 Vestmark Advisory Solutions, Inc. 4.41% of their portfolio Wakefield, MA 1,209,2491.2m $128.1m $128.1m 4.41% Added +106.9k +106,931
6 Cornerstone Wealth Management, LLC 5.05% of their portfolio ST. PETERS, MO 705,569705.6k $74.7m $74.7m 5.05% Added +28.1k +28,118
7 ASSETMARK, INC 0.15% of their portfolio CONCORD, CA 514,723514.7k $54.5m $54.5m 0.15% Reduced -41.2k -41,190
8 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 467,055467.1k $49.5m $49.5m 0.17% Reduced -21.9k -21,877
9 National Mutual Insurance Federation of Agricultural Cooperatives 0.42% of their portfolio TOKYO, JAPAN, M0 463,000463.0k $49.0m $49.0m 0.42% New
10 Perigon Wealth Management, LLC 1.05% of their portfolio SAN FRANCISCO, CA 397,598397.6k $42.6m $42.6m 1.05% Added +31.5k +31,503
11 KELLY FINANCIAL GROUP LLC 14.91% of their portfolio Wethersfield, CT 395,917395.9k $41.9m $41.9m 14.91% First filing
12 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 339,986340.0k $36.0m $36.0m 0.08% Added +87.5k +87,511
13 MN Wealth Advisors, LLC 17.59% of their portfolio OVERLAND PARK, KS 295,064295.1k $31.3m $31.3m 17.59% Reduced -2.5k -2,525
14 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 267,941267.9k $28.4m $28.4m 0.06% Added +49.6k +49,601
15 Robertson Stephens Wealth Management, LLC 1.01% of their portfolio San Francisco, CA 267,175267.2k $28.3m $28.3m 1.01% Added +70.3k +70,314
16 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 260,557260.6k $27.6m $27.6m 0.01% First filing
17 IFG Advisory, LLC 1.08% of their portfolio ATLANTA, GA 179,592179.6k $19.0m $19.0m 1.08% Added +14.8k +14,822
18 Tradition Wealth Management, LLC 1.49% of their portfolio EDINA, MN 159,677159.7k $16.9m $16.9m 1.49% Added +32.0k +32,003
19 PARK AVENUE SECURITIES LLC 0.17% of their portfolio NEW YORK, NY 154,938154.9k $16.4m $16.4m 0.17% Added +15.7k +15,742
20 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 137,610137.6k $14.6m $14.6m 0.05% Added +6.1k +6,134
21 Orion Porfolio Solutions, LLC 0.14% of their portfolio OMAHA, NE 129,874129.9k $13.8m $13.8m 0.14% Added +2.6k +2,588
22 Orion Portfolio Solutions, LLC 0.14% of their portfolio Omaha, NE 129,874129.9k $13.8m $13.8m 0.14% Added +2.6k +2,588
23 Blue Oak Capital, LLC 7.88% of their portfolio MENLO PARK, CA 122,515122.5k $13.0m $13.0m 7.88% First filing
24 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 119,690119.7k $12.7m $12.7m 0.02% Added +1.8k +1,825
25 FLORIDA FINANCIAL ADVISORS, LLC 5.55% of their portfolio TAMPA, FL 117,308117.3k $12.4m $12.4m 5.55% Added +1.5k +1,469
26 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 114,900114.9k $12.2m $12.2m 0.03% New
27 CreativeOne Wealth, LLC 0.36% of their portfolio OVERLAND PARK, KS 110,167110.2k $11.7m $11.7m 0.36% Reduced -4.4k -4,367
28 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 103,128103.1k $10.9m $10.9m 0.00% Added +17.8k +17,778
29 Bravias Capital Group, LLC 8.96% of their portfolio ISELIN, NJ 101,074101.1k $11.0m $11.0m 8.96% First filing
30 Archford Capital Strategies, LLC 1.60% of their portfolio SWANSEA, IL 99,72099.7k $10.6m $10.6m 1.60% Added +12.5k +12,483
31 5T Wealth, LLC 5.62% of their portfolio Napa, CA 96,79396.8k $10.3m $10.3m 5.62% First filing
32 MassMutual Private Wealth & Trust, FSB 0.25% of their portfolio Windsor, CT 83,34683.3k $8.8m $8.8m 0.25% Reduced -5.3k -5,313
33 DRIVE WEALTH MANAGEMENT, LLC 2.09% of their portfolio LEHI, UT 80,36080.4k $8.5m $8.5m 2.09% Added +70.1k +70,139
34 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.45% of their portfolio CEDARBURG, WI 78,81978.8k $8.3m $8.3m 1.45% Added +2.5k +2,535
35 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 67,39767.4k $7.1m $7.1m 0.04% Added +9.5k +9,491
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 60,81360.8k $6.4m $6.4m 0.01% Reduced -11.7k -11,727
37 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 52,63852.6k $5.6m $5.6m 0.02% Added +6.5k +6,458
38 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 49,76649.8k $5.3m $5.3m 0.05% Reduced -116 -116
39 LAKE STREET PRIVATE WEALTH, LLC 0.79% of their portfolio CHICAGO, IL 46,90046.9k $5.0m $5.0m 0.79% Added +4.8k +4,814
40 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 46,30546.3k $4.9m $4.9m 0.06% Reduced -350 -350
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 45,55845.6k $4.8m $4.8m 0.00% Added +1.1k +1,125
42 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 45,19945.2k $4.8m $4.8m 0.00% Added +33.7k +33,742
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 44,51944.5k $4.7m $4.7m 0.00% New
44 Wayfinding Financial, LLC 2.51% of their portfolio LYNNWOOD, WA 44,39644.4k $4.7m $4.7m 2.51% Added +4.1k +4,097
45 3Chopt Investment Partners, LLC 1.44% of their portfolio RICHMOND, VA 39,58339.6k $4.2m $4.2m 1.44% Added +6.9k +6,920
46 Ascent Group, LLC 0.31% of their portfolio VIRGINIA BEACH, VA 39,12239.1k $4.1m $4.1m 0.31% Reduced -923 -923
47 CWM, LLC 0.02% of their portfolio OMAHA, NE 34,79934.8k $3.7m $3.7m 0.02% Added +3.7k +3,731
48 Jacobi Capital Management LLC 0.27% of their portfolio PITTSTON, PA 33,94833.9k $3.6m $3.6m 0.27% Reduced -895 -895
49 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 27,97228.0k $3.0m $3.0m 0.04% Added +5.6k +5,601
50 Rosenberg Matthew Hamilton 0.75% of their portfolio GRAND JUNCTION, CO 27,43127.4k $2.9m $2.9m 0.75% Added +2.9k +2,936
51 Farther Finance Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 24,65224.7k $2.6m $2.6m 0.09% Reduced -8.5k -8,493
52 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 23,80023.8k $2.5m $2.5m 0.00% Added +9.9k +9,900
53 TOWNSQUARE CAPITAL LLC 0.03% of their portfolio Lehi, UT 23,37223.4k $2.5m $2.5m 0.03% Added +13.0k +12,987
54 LOCKERMAN FINANCIAL GROUP, INC. 4.07% of their portfolio NEWPORT BEACH, CA 22,56922.6k $2.4m $2.4m 4.07% Reduced -22 -22
55 GeoWealth Management, LLC 0.08% of their portfolio CHICAGO, IL 22,19922.2k $2.4m $2.4m 0.08% Reduced -4.1k -4,117
56 Fingerlakes Wealth Management, Inc. 1.89% of their portfolio ITHACA, NY 22,11022.1k $2.3m $2.3m 1.89% Added +2.1k +2,097
57 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 21,73521.7k $2.3m $2.3m 0.08% Reduced -84 -84
58 FIRETHORN WEALTH PARTNERS, LLC 1.11% of their portfolio AUGUSTA, GA 21,04721.0k $2.2m $2.2m 1.11% Added +304 +304
59 Gateway Wealth Partners, LLC 0.57% of their portfolio APPLETON, WI 20,86420.9k $2.2m $2.2m 0.57% Added +2.8k +2,844
60 SUTTON PLACE INVESTORS LLC 1.16% of their portfolio ARMONK, NY 18,89218.9k $2.0m $2.0m 1.16% Added +1.3k +1,329
61 AdvisorNet Financial, Inc 0.17% of their portfolio MINNETONKA, MN 18,89118.9k $2.0m $2.0m 0.17% New
62 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1.31% of their portfolio RICHMOND, VA 18,81818.8k $2.0m $2.0m 1.31% New
63 HMV Wealth Advisors, LLC 1.97% of their portfolio SHREVEPORT, LA 18,55118.6k $2.0m $2.0m 1.97% First filing
64 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 15,74315.7k $1.7m $1.7m 0.05% Added +6.9k +6,911
65 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.09% of their portfolio BIRMINGHAM, AL 15,04815.0k $1.7m $1.7m 0.09% Added +2.2k +2,238
66 NWAM LLC 0.10% of their portfolio MERCER ISLAND, WA 14,86714.9k $1.6m $1.6m 0.10% Reduced -1.2k -1,173
67 Strategic Financial Concepts, LLC 0.28% of their portfolio SAN ANTONIO, TX 13,96414.0k $1.5m $1.5m 0.28% Added +10.9k +10,905
68 TFB Advisors LLC 0.42% of their portfolio OVERLAND PARK, KS 13,90813.9k $1.5m $1.5m 0.42% Added +59 +59
69 TWIN PEAKS WEALTH ADVISORS, LLC 0.59% of their portfolio SAN FRANCISCO, CA 13,14813.1k $1.4m $1.4m 0.59% Added +6.1k +6,056
70 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 13,06713.1k $1.4m $1.4m 0.03% Added +8.2k +8,250
71 WCG Wealth Advisors LLC 0.08% of their portfolio LAS VEGAS, NV 11,81111.8k $1.3m $1.3m 0.08% Reduced -274 -274
72 Ignite Planners, LLC 0.25% of their portfolio SAN CLEMENTE, CA 10,83310.8k $1.2m $1.2m 0.25% Added +359 +359
73 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,38910.4k $1.1m $1.1m 0.00% New
74 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 10,19110.2k $1.1m $1.1m 0.08% Added +1.5k +1,530
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,4509.4k $1.0m $1.0m 0.00% Added +197 +197
76 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,4048.4k $890.1k $890.1k 0.00% Reduced -509 -509
77 Olde Wealth Management, LLC 0.31% of their portfolio SAMMAMISH, WA 8,2088.2k $869.0k $869.0k 0.31% Added +43 +43
78 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,1938.2k $868.0k $868.0k 0.00% Added +346 +346
79 PRIVATE TRUST CO NA 0.08% of their portfolio CLEVELAND, OH 7,8037.8k $826.5k $826.5k 0.08% Reduced -284 -284
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,6987.7k $815.4k $815.4k 0.00% New
81 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,6977.7k $815.0k $815.0k 0.00% Reduced -2.5k -2,514
82 Good Life Advisors, LLC 0.06% of their portfolio READING, PA 7,2827.3k $771.3k $771.3k 0.06% Added +347 +347
83 GGM Financial LLC 0.82% of their portfolio COLUMBUS, OH 7,2397.2k $766.8k $766.8k 0.82% Reduced -1.4k -1,388
84 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 6,2946.3k $666.7k $666.7k 0.00% Added +647 +647
85 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 6,2276.2k $659.5k $659.5k 0.03% Added +744 +744
86 Semus Wealth Partners LLC 0.42% of their portfolio Boca Raton, FL 6,0096.0k $636.5k $636.5k 0.42% Added +24 +24
87 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 5,9636.0k $631.6k $631.6k 0.02% Unchanged
88 Nabity-Jensen Investment Management Inc 0.47% of their portfolio OMAHA, NE 5,8575.9k $620.4k $620.4k 0.47% Unchanged
89 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 5,8525.9k $619.9k $619.9k 0.01% Added +2.4k +2,430
90 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 5,5965.6k $592.7k $592.7k 0.02% Added +434 +434
91 Emergent Wealth Advisors, LLC 0.41% of their portfolio WILLIAMSVILLE, NY 5,2905.3k $560.3k $560.3k 0.41% Added +14 +14
92 RICHARDSON FINANCIAL SERVICES INC. 0.34% of their portfolio MEDWAY, MA 4,5674.6k $485.7k $485.7k 0.34% Added +1.0k +1,027
93 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 4,4604.5k $472.4k $472.4k 0.01% New
94 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 4,0424.0k $433.0k $433.0k 0.01% Unchanged
95 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 3,6863.7k $390.4k $390.4k 0.01% Added +47 +47
96 Fortis Advisors, LLC 0.24% of their portfolio WAYNE, PA 3,5043.5k $371.2k $371.2k 0.24% Added +27 +27
97 FMR LLC 0.00% of their portfolio BOSTON, MA 3,4123.4k $361.4k $361.4k 0.00% Added +758 +758
98 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 3,3863.4k $358.6k $358.6k 0.01% Added +585 +585
99 Kelly Financial Services LLC 0.13% of their portfolio BRAINTREE, MA 3,3393.3k $353.7k $353.7k 0.13% New
100 JB Capital LLC 0.02% of their portfolio WETHERSFIELD, CT 3,1503.1k $333.6k $333.6k 0.02% Added +12 +12