Vault-13

J P MORGAN EXCHANGE TRADED F BBUS

BETABUILDRS US · ETP · CUSIP 46641Q399

175 institutional holders +9 vs Q1 2025
25,246,80425.2m shares reported held*
$2.8bnreported value*
23 new 73 added 56 reduced 14 sold out net bought ≈ $135.8m (+1.2m 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 ≈ $111.90.

Trends to Q2 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: 166Q2 25: 175175Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025175

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 101 bought or addedQ1 25: 47 cut or sold outQ2 25: 96 bought or addedQ2 25: 70 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236119
Q4 20237122
Q1 20248333
Q2 20248243
Q3 20249827
Q4 20249036
Q1 202510147
Q2 20259670

Biggest buyers

Vestmark Advisory Solutions, Inc. Added +1,483,677+1.5m
MORGAN STANLEY Added +182,738+182.7k
Wealth Group Ltd Added +171,866+171.9k
Robertson Stephens Wealth Management, LLC Added +165,622+165.6k
TWO SIGMA INVESTMENTS, LP New +127,900+127.9k
FLORIDA FINANCIAL ADVISORS, LLC Added +104,071+104.1k
OSAIC HOLDINGS, INC. Added +94,458+94.5k
Alpha Advisors, LLC/VA New +75,360+75.4k
CWM, LLC Added +68,045+68.0k
BANK OF AMERICA CORP /DE/ Added +63,899+63.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -705,906-705.9k
Creative Planning Reduced -685,967-686.0k
Cambridge Investment Research Advisors, Inc. Reduced -66,875-66.9k
ASSETMARK, INC Reduced -52,812-52.8k
Janney Montgomery Scott LLC Reduced -48,834-48.8k
TOWNSQUARE CAPITAL LLC Sold out -47,543-47.5k
IFG Advisory, LLC Reduced -46,047-46.0k
MN Wealth Advisors, LLC Reduced -44,766-44.8k
Cornerstone Wealth Management, LLC Reduced -35,896-35.9k
AMERIPRISE FINANCIAL INC Reduced -29,293-29.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 3,724,7923.7m $416.9m $416.9m 0.03% Reduced -705.9k -705,906
2 Janney Montgomery Scott LLC 0.91% of their portfolio PHILADELPHIA, PA 3,120,4883.1m $349.2m $349.2m 0.91% Reduced -48.8k -48,834
3 Vestmark Advisory Solutions, Inc. 4.62% of their portfolio Wakefield, MA 2,856,8182.9m $319.7m $319.7m 4.62% Added +1.5m +1,483,677
4 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 2,804,8572.8m $313.9m $313.9m 0.10% Reduced -1.4k -1,359
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,798,1611.8m $201.3m $201.3m 0.01% Added +182.7k +182,738
6 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,631,8431.6m $182.6m $182.6m 0.05% Added +41.6k +41,640
7 Cornerstone Wealth Management, LLC 4.67% of their portfolio ST. PETERS, MO 687,686687.7k $77.0m $77.0m 4.67% Reduced -35.9k -35,896
8 Gradient Investments LLC 1.19% of their portfolio ARDEN HILLS, MN 581,991582.0k $65.1m $65.1m 1.19% Added +17.7k +17,680
9 KELLY FINANCIAL GROUP LLC 15.76% of their portfolio Wethersfield, CT 486,677486.7k $54.5m $54.5m 15.76% Added +49.3k +49,316
10 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 482,627482.6k $54.0m $54.0m 0.16% Reduced -66.9k -66,875
11 ASSETMARK, INC 0.12% of their portfolio CONCORD, CA 465,258465.3k $52.1m $52.1m 0.12% Reduced -52.8k -52,812
12 National Mutual Insurance Federation of Agricultural Cooperatives 0.42% of their portfolio TOKYO, JAPAN, M0 463,000463.0k $51.8m $51.8m 0.42% Unchanged
13 Robertson Stephens Wealth Management, LLC 1.71% of their portfolio San Francisco, CA 441,230441.2k $49.4m $49.4m 1.71% Added +165.6k +165,622
14 Perigon Wealth Management, LLC 1.05% of their portfolio SAN FRANCISCO, CA 402,511402.5k $45.0m $45.0m 1.05% Added +2.0k +2,049
15 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 360,284360.3k $40.3m $40.3m 0.07% Added +1.2k +1,221
16 Tradition Wealth Management, LLC 2.86% of their portfolio EDINA, MN 319,774319.8k $35.8m $35.8m 2.86% Added +24.3k +24,334
17 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 271,521271.5k $29.5m $29.5m 0.05% Added +94.5k +94,458
18 MN Wealth Advisors, LLC 14.72% of their portfolio OVERLAND PARK, KS 226,009226.0k $25.3m $25.3m 14.72% Reduced -44.8k -44,766
19 Wealth Group Ltd 6.30% of their portfolio EDEN PRAIRIE, MN 220,954221.0k $24.7m $24.7m 6.30% Added +171.9k +171,866
20 FLORIDA FINANCIAL ADVISORS, LLC 5.33% of their portfolio TAMPA, FL 209,786209.8k $23.5m $23.5m 5.33% Added +104.1k +104,071
21 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 206,981207.0k $23.2m $23.2m 0.02% Reduced -686.0k -685,967
22 PARK AVENUE SECURITIES LLC 0.21% of their portfolio NEW YORK, NY 206,411206.4k $23.1m $23.1m 0.21% Reduced -873 -873
23 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 170,383170.4k $19.1m $19.1m 0.06% Added +5.7k +5,745
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 140,176140.2k $15.7m $15.7m 0.00% Added +62.0k +61,984
25 IFG Advisory, LLC 0.75% of their portfolio ATLANTA, GA 133,667133.7k $15.0m $15.0m 0.75% Reduced -46.0k -46,047
26 DRIVE WEALTH MANAGEMENT, LLC 3.26% of their portfolio LEHI, UT 132,922132.9k $14.9m $14.9m 3.26% Added +20.4k +20,375
27 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 127,900127.9k $14.3m $14.3m 0.03% New
28 CWM, LLC 0.05% of their portfolio OMAHA, NE 119,721119.7k $13.4m $13.4m 0.05% Added +68.0k +68,045
29 Orion Porfolio Solutions, LLC 0.11% of their portfolio OMAHA, NE 118,942118.9k $13.3m $13.3m 0.11% Reduced -348 -348
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 107,330107.3k $12.0m $12.0m 0.00% Added +63.9k +63,899
31 Bravias Capital Group, LLC 8.78% of their portfolio ISELIN, NJ 106,956107.0k $12.0m $12.0m 8.78% Added +3.1k +3,077
32 CreativeOne Wealth, LLC 0.30% of their portfolio OVERLAND PARK, KS 102,788102.8k $11.5m $11.5m 0.30% Reduced -10.2k -10,161
33 5T Wealth, LLC 5.74% of their portfolio Napa, CA 100,779100.8k $11.3m $11.3m 5.74% Added +10.8k +10,777
34 Integrated Wealth Concepts LLC 0.11% of their portfolio WALTHAM, MA 99,91799.9k $11.2m $11.2m 0.11% Added +17.5k +17,457
35 Blue Oak Capital, LLC 5.85% of their portfolio MENLO PARK, CA 99,53799.5k $11.1m $11.1m 5.85% Reduced -21.4k -21,434
36 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.51% of their portfolio CEDARBURG, WI 78,02578.0k $8.7m $8.7m 1.51% Reduced -556 -556
37 MassMutual Private Wealth & Trust, FSB 0.23% of their portfolio Windsor, CT 76,26476.3k $8.5m $8.5m 0.23% Reduced -10.4k -10,399
38 Alpha Advisors, LLC/VA 7.23% of their portfolio RICHMOND, VA 75,36075.4k $8.4m $8.4m 7.23% New
39 GREAT VALLEY ADVISOR GROUP, INC. 0.18% of their portfolio WILMINGTON, DE 74,53374.5k $8.3m $8.3m 0.18% Added +54.3k +54,320
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 73,40073.4k $8.2m $8.2m 0.00% Reduced -29.3k -29,293
41 Rosenberg Matthew Hamilton 1.67% of their portfolio GRAND JUNCTION, CO 64,33664.3k $7.2m $7.2m 1.67% Added +35.3k +35,275
42 Archford Capital Strategies, LLC 0.90% of their portfolio SWANSEA, IL 62,67962.7k $7.0m $7.0m 0.90% Reduced -23.1k -23,149
43 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 56,46156.5k $6.3m $6.3m 0.03% Reduced -7.0k -6,962
44 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 55,27055.3k $6.2m $6.2m 0.06% Added +13.2k +13,168
45 Wayfinding Financial, LLC 2.33% of their portfolio LYNNWOOD, WA 45,60945.6k $5.2m $5.2m 2.33% Reduced -1.2k -1,202
46 Ascent Group, LLC 0.20% of their portfolio VIRGINIA BEACH, VA 45,24845.2k $5.1m $5.1m 0.20% Added +3.3k +3,321
47 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,16845.2k $5.1m $5.1m 0.00% Added +23.5k +23,483
48 LAKE STREET PRIVATE WEALTH, LLC 0.70% of their portfolio CHICAGO, IL 44,21344.2k $4.9m $4.9m 0.70% Reduced -3.4k -3,446
49 3Chopt Investment Partners, LLC 1.14% of their portfolio RICHMOND, VA 42,24242.2k $4.7m $4.7m 1.14% Reduced -6.6k -6,594
50 VestGen Advisors, LLC 0.19% of their portfolio CHICAGO, IL 41,52841.5k $4.7m $4.7m 0.19% Added +19.5k +19,545
51 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 38,47738.5k $4.3m $4.3m 0.00% Added +13.5k +13,511
52 WealthPlan Investment Management, LLC 0.28% of their portfolio OMAHA, NE 34,57334.6k $3.9m $3.9m 0.28% New
53 MGO ONE SEVEN LLC 0.12% of their portfolio Beachwood, OH 32,37932.4k $3.6m $3.6m 0.12% New
54 Brown Financial Advisors 1.36% of their portfolio MILFORD, OH 31,10931.1k $3.5m $3.5m 1.36% Reduced -498 -498
55 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 30,87430.9k $3.5m $3.5m 0.03% Reduced -11.9k -11,859
56 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 30,21930.2k $3.4m $3.4m 0.10% Added +8.4k +8,415
57 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 29,34429.3k $3.3m $3.3m 0.01% New
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 29,28029.3k $3.3m $3.3m 0.01% Reduced -9.4k -9,429
59 LOCKERMAN FINANCIAL GROUP, INC. 3.98% of their portfolio NEWPORT BEACH, CA 26,44226.4k $3.0m $3.0m 3.98% Reduced -2.5k -2,476
60 ORG Partners LLC 0.61% of their portfolio ROANOKE, IN 25,64925.6k $2.9m $2.9m 0.61% New
61 Fingerlakes Wealth Management, Inc. 2.14% of their portfolio ITHACA, NY 25,64525.6k $2.9m $2.9m 2.14% Added +2.6k +2,622
62 Jacobi Capital Management LLC 0.19% of their portfolio PITTSTON, PA 25,57825.6k $2.9m $2.9m 0.19% Added +5.3k +5,275
63 FIRETHORN WEALTH PARTNERS, LLC 1.23% of their portfolio AUGUSTA, GA 25,42925.4k $2.8m $2.8m 1.23% Added +2.5k +2,537
64 Mattson Financial Services, LLC 0.74% of their portfolio KENTWOOD, MI 24,68024.7k $2.8m $2.8m 0.74% Added +6.6k +6,571
65 Farther Finance Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 23,96524.0k $2.7m $2.7m 0.05% Reduced -8.7k -8,692
66 IAG Wealth Partners, LLC 0.33% of their portfolio WAUKESHA, WI 22,38122.4k $2.5m $2.5m 0.33% Added +21.9k +21,922
67 AdvisorNet Financial, Inc 0.16% of their portfolio MINNETONKA, MN 21,85121.9k $2.4m $2.4m 0.16% Added +2.9k +2,870
68 GeoWealth Management, LLC 0.09% of their portfolio CHICAGO, IL 21,59521.6k $2.4m $2.4m 0.09% Reduced -198 -198
69 Gateway Wealth Partners, LLC 0.44% of their portfolio APPLETON, WI 20,62720.6k $2.3m $2.3m 0.44% Reduced -6.9k -6,928
70 SUTTON PLACE INVESTORS LLC 1.36% of their portfolio ARMONK, NY 20,19220.2k $2.3m $2.3m 1.36% Added +204 +204
71 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1.04% of their portfolio RICHMOND, VA 19,21419.2k $2.2m $2.2m 1.04% Reduced -1.3k -1,263
72 Clear Creek Financial Management, LLC 0.20% of their portfolio SILVERDALE, WA 18,93818.9k $2.1m $2.1m 0.20% Added +2.2k +2,168
73 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,49718.5k $2.1m $2.1m 0.00% New
74 TWIN PEAKS WEALTH ADVISORS, LLC 0.61% of their portfolio SAN FRANCISCO, CA 16,05816.1k $1.9m $1.9m 0.61% Added +451 +451
75 Paladin Wealth, LLC 1.40% of their portfolio ARDEN HILLS, MN 16,05816.1k $1.8m $1.8m 1.40% Reduced -2.2k -2,167
76 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 14,97715.0k $1.7m $1.7m 0.03% Added +722 +722
77 Ignite Planners, LLC 0.29% of their portfolio SAN CLEMENTE, CA 14,79314.8k $1.7m $1.7m 0.29% Added +1.0k +1,035
78 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.11% of their portfolio CEDAR RAPIDS, IA 14,38114.4k $1.6m $1.6m 0.11% Added +2.5k +2,463
79 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,30114.3k $1.6m $1.6m 0.00% Added +3.4k +3,442
80 NWAM LLC 0.09% of their portfolio MERCER ISLAND, WA 13,58513.6k $1.6m $1.6m 0.09% Added +56 +56
81 TFB Advisors LLC 0.38% of their portfolio OVERLAND PARK, KS 12,85212.9k $1.4m $1.4m 0.38% Reduced -1.4k -1,401
82 KINGSWOOD WEALTH ADVISORS, LLC 0.11% of their portfolio SAN DIEGO, CA 12,66612.7k $1.4m $1.4m 0.11% Added +387 +387
83 Triad Wealth Partners, LLC 0.25% of their portfolio LAWRENCE, KS 10,86510.9k $1.2m $1.2m 0.25% Added +85 +85
84 Hoxton Planning & Management, LLC 0.41% of their portfolio SHEPHERDSTOWN, WV 10,67210.7k $1.2m $1.2m 0.41% Added +8.4k +8,389
85 WCG Wealth Advisors LLC 0.08% of their portfolio LAS VEGAS, NV 10,36410.4k $1.2m $1.2m 0.08% Reduced -349 -349
86 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 9,2979.3k $1.0m $1.0m 0.03% First filing
87 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,0529.1k $1.0m $1.0m 0.00% Reduced -856 -856
88 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 8,7158.7k $975.4k $975.4k 0.02% Added +919 +919
89 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 8,1438.1k $911.4k $911.4k 0.02% Reduced -8.5k -8,530
90 Good Life Advisors, LLC 0.06% of their portfolio READING, PA 7,9347.9k $887.9k $887.9k 0.06% Added +408 +408
91 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 7,8567.9k $879.2k $879.2k 0.02% Added +4.9k +4,914
92 PRIVATE TRUST CO NA 0.08% of their portfolio CLEVELAND, OH 7,7287.7k $864.9k $864.9k 0.08% Reduced -1.2k -1,165
93 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 7,1937.2k $805.0k $805.0k 0.02% Added +1.2k +1,230
94 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 7,0597.1k $790.0k $790.0k 0.00% New
95 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,9607.0k $779.0k $779.0k 0.00% New
96 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 6,4006.4k $716.3k $716.3k 0.00% Added +2.1k +2,100
97 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,3656.4k $721.2k $721.2k 0.00% Reduced -1.4k -1,354
98 RICHARDSON FINANCIAL SERVICES INC. 0.48% of their portfolio MEDWAY, MA 6,3586.4k $710.6k $710.6k 0.48% Added +400 +400
99 Emergent Wealth Advisors, LLC 0.45% of their portfolio WILLIAMSVILLE, NY 6,2506.2k $699.5k $699.5k 0.45% Added +139 +139
100 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,1956.2k $693.3k $693.3k 0.00% Reduced -828 -828