Vault-13

J P MORGAN EXCHANGE TRADED F BBUS

BETABUILDRS US · ETP · CUSIP 46641Q399

166 institutional holders +13 vs Q4 2024
24,264,63524.3m shares reported held*
$2.4bnreported value*
26 new 75 added 35 reduced 12 sold out net bought ≈ $624.6m (+6.2m 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 ($18.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $100.91.

Trends to Q1 2025

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: 153Q1 25: 166166Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202254
Q4 202262
Q1 202368
Q2 202372
Q3 202385
Q4 202399
Q1 2024113
Q2 2024123
Q3 2024134
Q4 2024153
Q1 2025166

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 43 bought or addedQ2 23: 29 cut or sold outQ3 23: 61 bought or addedQ3 23: 19 cut or sold outQ3 23Q4 23: 71 bought or addedQ4 23: 22 cut or sold outQ1 24: 83 bought or addedQ1 24: 33 cut or sold outQ1 24Q2 24: 82 bought or addedQ2 24: 43 cut or sold outQ3 24: 98 bought or addedQ3 24: 27 cut or sold outQ3 24Q4 24: 90 bought or addedQ4 24: 36 cut or sold outQ1 25: 101 bought or addedQ1 25: 47 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234329
Q3 20236119
Q4 20237122
Q1 20248333
Q2 20248243
Q3 20249827
Q4 20249036
Q1 202510147

Biggest buyers

Janney Montgomery Scott LLC New +3,169,322+3.2m
Creative Planning Added +885,250+885.2k
Gradient Investments LLC New +564,311+564.3k
LPL Financial LLC Added +413,121+413.1k
ENVESTNET ASSET MANAGEMENT INC Added +329,160+329.2k
JPMORGAN CHASE & CO Added +274,777+274.8k
MORGAN STANLEY Added +219,103+219.1k
Vestmark Advisory Solutions, Inc. Added +163,892+163.9k
Tradition Wealth Management, LLC Added +135,763+135.8k
Orion Portfolio Solutions, LLC Added +119,290+119.3k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -238,872-238.9k
OSAIC HOLDINGS, INC. Reduced -162,923-162.9k
Thrivent Financial for Lutherans Sold out -119,690-119.7k
TWO SIGMA INVESTMENTS, LP Sold out -114,900-114.9k
Envestnet Portfolio Solutions, Inc. Reduced -45,615-45.6k
MN Wealth Advisors, LLC Reduced -24,289-24.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -22,104-22.1k
GOLDMAN SACHS GROUP INC Reduced -19,553-19.6k
RENAISSANCE TECHNOLOGIES LLC Reduced -19,500-19.5k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -15,048-15.0k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 4,430,6984.4m $447.0m $447.0m 0.03% Added +274.8k +274,777
2 Janney Montgomery Scott LLC 0.91% of their portfolio PHILADELPHIA, PA 3,169,3223.2m $319.8m $319.8m 0.91% New
3 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 2,806,2162.8m $283.1m $283.1m 0.11% Added +413.1k +413,121
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,615,4231.6m $163.0m $163.0m 0.01% Added +219.1k +219,103
5 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,590,2031.6m $160.4m $160.4m 0.05% Added +329.2k +329,160
6 Vestmark Advisory Solutions, Inc. 3.57% of their portfolio Wakefield, MA 1,373,1411.4m $138.5m $138.5m 3.57% Added +163.9k +163,892
7 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 892,948892.9k $90.1m $90.1m 0.08% Added +885.2k +885,250
8 Cornerstone Wealth Management, LLC 4.94% of their portfolio ST. PETERS, MO 723,582723.6k $73.0m $73.0m 4.94% Added +18.0k +18,013
9 Gradient Investments LLC 1.15% of their portfolio ARDEN HILLS, MN 564,311564.3k $56.9m $56.9m 1.15% New
10 Cambridge Investment Research Advisors, Inc. 0.19% of their portfolio FAIRFIELD, IA 549,502549.5k $55.4m $55.4m 0.19% Added +82.4k +82,447
11 ASSETMARK, INC 0.14% of their portfolio CONCORD, CA 518,070518.1k $52.3m $52.3m 0.14% Added +3.3k +3,347
12 National Mutual Insurance Federation of Agricultural Cooperatives 0.42% of their portfolio TOKYO, JAPAN, M0 463,000463.0k $46.7m $46.7m 0.42% Unchanged
13 KELLY FINANCIAL GROUP LLC 13.79% of their portfolio Wethersfield, CT 437,361437.4k $44.1m $44.1m 13.79% Added +41.4k +41,444
14 Perigon Wealth Management, LLC 1.04% of their portfolio SAN FRANCISCO, CA 400,462400.5k $40.4m $40.4m 1.04% Added +2.9k +2,864
15 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 359,063359.1k $36.2m $36.2m 0.07% Added +91.1k +91,122
16 Tradition Wealth Management, LLC 2.62% of their portfolio EDINA, MN 295,440295.4k $29.8m $29.8m 2.62% Added +135.8k +135,763
17 Robertson Stephens Wealth Management, LLC 1.04% of their portfolio San Francisco, CA 275,608275.6k $27.8m $27.8m 1.04% Added +8.4k +8,433
18 MN Wealth Advisors, LLC 16.05% of their portfolio OVERLAND PARK, KS 270,775270.8k $27.3m $27.3m 16.05% Reduced -24.3k -24,289
19 Orion Portfolio Solutions, LLC 0.13% of their portfolio Omaha, NE 249,164249.2k $25.8m $25.8m 0.13% Added +119.3k +119,290
20 PARK AVENUE SECURITIES LLC 0.26% of their portfolio NEW YORK, NY 207,284207.3k $20.9m $20.9m 0.26% Added +52.3k +52,346
21 IFG Advisory, LLC 1.01% of their portfolio ATLANTA, GA 179,714179.7k $18.1m $18.1m 1.01% Added +122 +122
22 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 177,063177.1k $17.9m $17.9m 0.04% Reduced -162.9k -162,923
23 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 164,638164.6k $16.6m $16.6m 0.06% Added +27.0k +27,028
24 Blue Oak Capital, LLC 6.74% of their portfolio MENLO PARK, CA 120,971121.0k $12.2m $12.2m 6.74% Reduced -1.5k -1,544
25 Orion Porfolio Solutions, LLC 0.12% of their portfolio OMAHA, NE 119,290119.3k $12.0m $12.0m 0.12% Reduced -10.6k -10,584
26 CreativeOne Wealth, LLC 0.34% of their portfolio OVERLAND PARK, KS 112,949112.9k $11.4m $11.4m 0.34% Added +2.8k +2,782
27 DRIVE WEALTH MANAGEMENT, LLC 2.67% of their portfolio LEHI, UT 112,547112.5k $11.4m $11.4m 2.67% Added +32.2k +32,187
28 FLORIDA FINANCIAL ADVISORS, LLC 4.21% of their portfolio TAMPA, FL 105,715105.7k $10.7m $10.7m 4.21% Reduced -11.6k -11,593
29 Bravias Capital Group, LLC 8.50% of their portfolio ISELIN, NJ 103,879103.9k $10.5m $10.5m 8.50% Added +2.8k +2,805
30 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 102,693102.7k $10.4m $10.4m 0.00% Reduced -435 -435
31 5T Wealth, LLC 5.17% of their portfolio Napa, CA 90,00290.0k $9.1m $9.1m 5.17% Reduced -6.8k -6,791
32 MassMutual Private Wealth & Trust, FSB 0.25% of their portfolio Windsor, CT 86,66386.7k $8.7m $8.7m 0.25% Added +3.3k +3,317
33 Archford Capital Strategies, LLC 1.27% of their portfolio SWANSEA, IL 85,82885.8k $8.7m $8.7m 1.27% Reduced -13.9k -13,892
34 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 82,46082.5k $8.3m $8.3m 0.10% Added +36.2k +36,155
35 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.45% of their portfolio CEDARBURG, WI 78,58178.6k $7.9m $7.9m 1.45% Reduced -238 -238
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 78,19278.2k $7.9m $7.9m 0.00% Added +32.6k +32,634
37 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 63,42363.4k $6.4m $6.4m 0.04% Reduced -4.0k -3,974
38 CWM, LLC 0.02% of their portfolio OMAHA, NE 51,67651.7k $5.2m $5.2m 0.02% Added +16.9k +16,877
39 Wealth Group Ltd 1.45% of their portfolio EDEN PRAIRIE, MN 49,08849.1k $5.0m $5.0m 1.45% New
40 3Chopt Investment Partners, LLC 1.29% of their portfolio RICHMOND, VA 48,83648.8k $4.9m $4.9m 1.29% Added +9.3k +9,253
41 LAKE STREET PRIVATE WEALTH, LLC 0.78% of their portfolio CHICAGO, IL 47,65947.7k $4.8m $4.8m 0.78% Added +759 +759
42 TOWNSQUARE CAPITAL LLC 0.05% of their portfolio Lehi, UT 47,54347.5k $4.8m $4.8m 0.05% Added +24.2k +24,171
43 Wayfinding Financial, LLC 2.07% of their portfolio LYNNWOOD, WA 46,81146.8k $4.7m $4.7m 2.07% Added +2.4k +2,415
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 43,43143.4k $4.4m $4.4m 0.00% Reduced -1.8k -1,768
45 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 42,73342.7k $4.3m $4.3m 0.04% Reduced -7.0k -7,033
46 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 42,10242.1k $4.2m $4.2m 0.05% Added +14.1k +14,130
47 Ascent Group, LLC 0.18% of their portfolio VIRGINIA BEACH, VA 41,92741.9k $4.2m $4.2m 0.18% Added +2.8k +2,805
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 38,70938.7k $3.9m $3.9m 0.01% Reduced -22.1k -22,104
49 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 32,65732.7k $3.3m $3.3m 0.08% Added +8.0k +8,005
50 Brown Financial Advisors 1.31% of their portfolio MILFORD, OH 31,60731.6k $3.2m $3.2m 1.31% New
51 Rosenberg Matthew Hamilton 0.74% of their portfolio GRAND JUNCTION, CO 29,06129.1k $2.9m $2.9m 0.74% Added +1.6k +1,630
52 LOCKERMAN FINANCIAL GROUP, INC. 4.41% of their portfolio NEWPORT BEACH, CA 28,91828.9k $2.9m $2.9m 4.41% Added +6.3k +6,349
53 Gateway Wealth Partners, LLC 0.62% of their portfolio APPLETON, WI 27,55527.6k $2.8m $2.8m 0.62% Added +6.7k +6,691
54 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 24,96625.0k $2.5m $2.5m 0.00% Reduced -19.6k -19,553
55 Fingerlakes Wealth Management, Inc. 1.98% of their portfolio ITHACA, NY 23,02323.0k $2.3m $2.3m 1.98% Added +913 +913
56 FIRETHORN WEALTH PARTNERS, LLC 1.10% of their portfolio AUGUSTA, GA 22,89222.9k $2.3m $2.3m 1.10% Added +1.8k +1,845
57 VestGen Advisors, LLC 0.10% of their portfolio CHICAGO, IL 21,98322.0k $2.2m $2.2m 0.10% First filing
58 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 21,80421.8k $2.2m $2.2m 0.07% Added +69 +69
59 GeoWealth Management, LLC 0.09% of their portfolio CHICAGO, IL 21,79321.8k $2.2m $2.2m 0.09% Reduced -406 -406
60 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 21,68521.7k $2.2m $2.2m 0.00% Reduced -238.9k -238,872
61 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1.19% of their portfolio RICHMOND, VA 20,47720.5k $2.1m $2.1m 1.19% Added +1.7k +1,659
62 Jacobi Capital Management LLC 0.15% of their portfolio PITTSTON, PA 20,30320.3k $2.0m $2.0m 0.15% Reduced -13.6k -13,645
63 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 20,21320.2k $2.0m $2.0m 0.04% New
64 B. Riley Wealth Advisors, Inc. 0.06% of their portfolio MEMPHIS, TN 20,15320.2k $2.0m $2.0m 0.06% Added +4.4k +4,410
65 SUTTON PLACE INVESTORS LLC 1.36% of their portfolio ARMONK, NY 19,98820.0k $2.0m $2.0m 1.36% Added +1.1k +1,096
66 AdvisorNet Financial, Inc 0.14% of their portfolio MINNETONKA, MN 18,98119.0k $1.9m $1.9m 0.14% Added +90 +90
67 HMV Wealth Advisors, LLC 1.48% of their portfolio SHREVEPORT, LA 18,55118.6k $1.9m $1.9m 1.48% Unchanged
68 Paladin Wealth, LLC 1.65% of their portfolio ARDEN HILLS, MN 18,22518.2k $1.8m $1.8m 1.65% New
69 Mattson Financial Services, LLC 0.55% of their portfolio KENTWOOD, MI 18,10918.1k $1.8m $1.8m 0.55% New
70 Clear Creek Financial Management, LLC 0.18% of their portfolio SILVERDALE, WA 16,77016.8k $1.7m $1.7m 0.18% New
71 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 16,67316.7k $1.7m $1.7m 0.02% Added +11.1k +11,077
72 Strategic Financial Concepts, LLC 0.30% of their portfolio SAN ANTONIO, TX 15,95716.0k $1.6m $1.6m 0.30% Added +2.0k +1,993
73 TWIN PEAKS WEALTH ADVISORS, LLC 0.69% of their portfolio SAN FRANCISCO, CA 15,60715.6k $1.5m $1.5m 0.69% Added +2.5k +2,459
74 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 14,25514.3k $1.4m $1.4m 0.03% Added +1.2k +1,188
75 TFB Advisors LLC 0.41% of their portfolio OVERLAND PARK, KS 14,25314.3k $1.4m $1.4m 0.41% Added +345 +345
76 Ignite Planners, LLC 0.27% of their portfolio SAN CLEMENTE, CA 13,75813.8k $1.4m $1.4m 0.27% Added +2.9k +2,925
77 NWAM LLC 0.12% of their portfolio MERCER ISLAND, WA 13,52913.5k $1.4m $1.4m 0.12% Reduced -1.3k -1,338
78 Goodman Advisory Group, LLC 0.39% of their portfolio NEEDHAM, MA 12,81212.8k $1.3m $1.3m 0.39% New
79 KINGSWOOD WEALTH ADVISORS, LLC 0.11% of their portfolio SAN DIEGO, CA 12,27912.3k $1.2m $1.2m 0.11% Added +2.1k +2,088
80 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.09% of their portfolio CEDAR RAPIDS, IA 11,91811.9k $1.2m $1.2m 0.09% New
81 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,85910.9k $1.1m $1.1m 0.00% Added +2.7k +2,666
82 Triad Wealth Partners, LLC 0.34% of their portfolio LAWRENCE, KS 10,78010.8k $1.1m $1.1m 0.34% New
83 WCG Wealth Advisors LLC 0.08% of their portfolio LAS VEGAS, NV 10,71310.7k $1.1m $1.1m 0.08% Reduced -1.1k -1,098
84 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,9089.9k $999.6k $999.6k 0.00% Added +1.5k +1,504
85 Olde Wealth Management, LLC 0.33% of their portfolio SAMMAMISH, WA 9,2379.2k $931.0k $931.0k 0.33% Added +1.0k +1,029
86 GTS SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 9,0949.1k $917.5k $917.5k 0.04% New
87 PRIVATE TRUST CO NA 0.09% of their portfolio CLEVELAND, OH 8,8938.9k $897.2k $897.2k 0.09% Added +1.1k +1,090
88 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 7,7967.8k $786.5k $786.5k 0.02% New
89 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,7197.7k $778.8k $778.8k 0.00% Reduced -1.7k -1,731
90 Good Life Advisors, LLC 0.05% of their portfolio READING, PA 7,5267.5k $759.3k $759.3k 0.05% Added +244 +244
91 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,0237.0k $708.5k $708.5k 0.00% Reduced -45.6k -45,615
92 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 6,7116.7k $677.1k $677.1k 0.00% Added +417 +417
93 Betterment LLC 0.00% of their portfolio NEW YORK, NY 6,5386.5k $660.0k $660.0k 0.00% Reduced -1.2k -1,159
94 Semus Wealth Partners LLC 0.43% of their portfolio Boca Raton, FL 6,1626.2k $621.7k $621.7k 0.43% Added +153 +153
95 Emergent Wealth Advisors, LLC 0.45% of their portfolio WILLIAMSVILLE, NY 6,1116.1k $616.5k $616.5k 0.45% Added +821 +821
96 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 5,9636.0k $601.6k $601.6k 0.02% Unchanged
97 RICHARDSON FINANCIAL SERVICES INC. 0.46% of their portfolio MEDWAY, MA 5,9586.0k $601.1k $601.1k 0.46% Added +1.4k +1,391
98 Nabity-Jensen Investment Management Inc 0.47% of their portfolio OMAHA, NE 5,8575.9k $590.9k $590.9k 0.47% Unchanged
99 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 5,7445.7k $579.5k $579.5k 0.03% Reduced -483 -483
100 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 4,6034.6k $464.4k $464.4k 0.01% Added +1.2k +1,217