Vault-13

J P MORGAN EXCHANGE TRADED F BBUS

BETABUILDRS US · ETP · CUSIP 46641Q399

186 institutional holders +11 vs Q2 2025
29,912,81029.9m shares reported held*
$3.6bnreported value*
26 new 84 added 52 reduced 13 sold out net bought ≈ $566.4m (+4.7m 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 ($12.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $120.65.

Trends to Q3 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: 175Q3 25: 186186Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025186

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 96 bought or addedQ2 25: 70 cut or sold outQ3 25: 110 bought or addedQ3 25: 65 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20237122
Q1 20248333
Q2 20248243
Q3 20249827
Q4 20249036
Q1 202510147
Q2 20259670
Q3 202511065

Biggest buyers

JPMORGAN CHASE & CO Added +4,767,580+4.8m
MORGAN STANLEY Added +482,389+482.4k
Integrated Wealth Concepts LLC Added +414,580+414.6k
Janney Montgomery Scott LLC Added +169,203+169.2k
ENVESTNET ASSET MANAGEMENT INC Added +165,852+165.9k
LPL Financial LLC Added +165,119+165.1k
Wealth Group Ltd Added +156,872+156.9k
ASSETMARK, INC Added +82,848+82.8k
Golden State Wealth Management, LLC Added +81,124+81.1k
Cetera Investment Advisers Added +77,143+77.1k

Biggest sellers

Vestmark Advisory Solutions, Inc. Reduced -1,346,095-1.3m
Gradient Investments LLC Reduced -486,498-486.5k
TWO SIGMA INVESTMENTS, LP Sold out -127,900-127.9k
FLORIDA FINANCIAL ADVISORS, LLC Reduced -113,857-113.9k
Creative Planning Reduced -112,469-112.5k
BANK OF AMERICA CORP /DE/ Reduced -84,258-84.3k
ROYAL BANK OF CANADA Reduced -54,547-54.5k
Archford Capital Strategies, LLC Reduced -43,321-43.3k
Thrivent Financial for Lutherans Sold out -29,344-29.3k
Brown Financial Advisors Reduced -28,442-28.4k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 8,492,3728.5m $1.0bn $1.0bn 0.03% Added +4.8m +4,767,580
2 Janney Montgomery Scott LLC 0.94% of their portfolio PHILADELPHIA, PA 3,289,6913.3m $396.9m $396.9m 0.94% Added +169.2k +169,203
3 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 2,969,9763.0m $358.4m $358.4m 0.10% Added +165.1k +165,119
4 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,280,5502.3m $275.2m $275.2m 0.02% Added +482.4k +482,389
5 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 1,797,6951.8m $216.9m $216.9m 0.06% Added +165.9k +165,852
6 Vestmark Advisory Solutions, Inc. 3.47% of their portfolio Wakefield, MA 1,510,7231.5m $182.3m $182.3m 3.47% Reduced -1.3m -1,346,095
7 Cornerstone Wealth Management, LLC 4.53% of their portfolio ST. PETERS, MO 680,381680.4k $82.1m $82.1m 4.53% Reduced -7.3k -7,305
8 ASSETMARK, INC 0.14% of their portfolio CONCORD, CA 548,106548.1k $66.1m $66.1m 0.14% Added +82.8k +82,848
9 Cambridge Investment Research Advisors, Inc. 0.18% of their portfolio FAIRFIELD, IA 529,236529.2k $63.9m $63.9m 0.18% Added +46.6k +46,609
10 Integrated Wealth Concepts LLC 0.56% of their portfolio WALTHAM, MA 514,497514.5k $62.1m $62.1m 0.56% Added +414.6k +414,580
11 KELLY FINANCIAL GROUP LLC 15.85% of their portfolio Wethersfield, CT 495,230495.2k $59.8m $59.8m 15.85% Added +8.6k +8,553
12 Robertson Stephens Wealth Management, LLC 1.69% of their portfolio San Francisco, CA 464,962465.0k $56.1m $56.1m 1.69% Added +23.7k +23,732
13 National Mutual Insurance Federation of Agricultural Cooperatives 0.42% of their portfolio TOKYO, JAPAN, M0 463,000463.0k $55.9m $55.9m 0.42% Unchanged
14 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 437,427437.4k $52.8m $52.8m 0.06% Added +77.1k +77,143
15 Perigon Wealth Management, LLC 1.02% of their portfolio SAN FRANCISCO, CA 414,025414.0k $50.0m $50.0m 1.02% Added +11.5k +11,514
16 Wealth Group Ltd 10.55% of their portfolio EDEN PRAIRIE, MN 377,826377.8k $45.6m $45.6m 10.55% Added +156.9k +156,872
17 Tradition Wealth Management, LLC 3.01% of their portfolio EDINA, MN 337,120337.1k $40.7m $40.7m 3.01% Added +17.3k +17,346
18 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 277,873277.9k $33.0m $33.0m 0.05% Added +6.4k +6,352
19 MN Wealth Advisors, LLC 15.00% of their portfolio OVERLAND PARK, KS 232,617232.6k $28.1m $28.1m 15.00% Added +6.6k +6,608
20 PARK AVENUE SECURITIES LLC 0.20% of their portfolio NEW YORK, NY 207,429207.4k $25.0m $25.0m 0.20% Added +1.0k +1,018
21 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 189,673189.7k $22.9m $22.9m 0.06% Added +19.3k +19,290
22 DRIVE WEALTH MANAGEMENT, LLC 4.02% of their portfolio LEHI, UT 157,136157.1k $19.0m $19.0m 4.02% Added +24.2k +24,214
23 CWM, LLC 0.05% of their portfolio OMAHA, NE 142,002142.0k $17.1m $17.1m 0.05% Added +22.3k +22,281
24 IFG Advisory, LLC 0.74% of their portfolio ATLANTA, GA 134,840134.8k $16.3m $16.3m 0.74% Added +1.2k +1,173
25 Orion Porfolio Solutions, LLC 0.11% of their portfolio OMAHA, NE 121,726121.7k $14.7m $14.7m 0.11% Added +2.8k +2,784
26 5T Wealth, LLC 6.11% of their portfolio Napa, CA 116,210116.2k $14.0m $14.0m 6.11% Added +15.4k +15,431
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 113,125113.1k $13.6m $13.6m 0.00% Added +68.0k +67,957
28 Bravias Capital Group, LLC 9.00% of their portfolio ISELIN, NJ 111,530111.5k $13.5m $13.5m 9.00% Added +4.6k +4,574
29 CreativeOne Wealth, LLC 0.29% of their portfolio OVERLAND PARK, KS 99,78199.8k $12.0m $12.0m 0.29% Reduced -3.0k -3,007
30 FLORIDA FINANCIAL ADVISORS, LLC 3.58% of their portfolio TAMPA, FL 95,92995.9k $11.6m $11.6m 3.58% Reduced -113.9k -113,857
31 Gradient Investments LLC 0.19% of their portfolio ARDEN HILLS, MN 95,49395.5k $11.5m $11.5m 0.19% Reduced -486.5k -486,498
32 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 94,51294.5k $11.4m $11.4m 0.01% Reduced -112.5k -112,469
33 Ascent Group, LLC 0.37% of their portfolio VIRGINIA BEACH, VA 87,03987.0k $10.5m $10.5m 0.37% Added +41.8k +41,791
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 85,62985.6k $10.3m $10.3m 0.00% Reduced -54.5k -54,547
35 GREAT VALLEY ADVISOR GROUP, INC. 0.21% of their portfolio WILMINGTON, DE 85,39585.4k $10.3m $10.3m 0.21% Added +10.9k +10,862
36 Golden State Wealth Management, LLC 1.11% of their portfolio SANTA ANA, CA 83,44583.4k $10.1m $10.1m 1.11% Added +81.1k +81,124
37 Alpha Advisors, LLC/VA 7.14% of their portfolio RICHMOND, VA 78,70578.7k $9.5m $9.5m 7.14% Added +3.3k +3,345
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 76,78176.8k $9.3m $9.3m 0.00% Added +3.4k +3,381
39 MassMutual Private Wealth & Trust, FSB 0.23% of their portfolio Windsor, CT 75,40775.4k $9.1m $9.1m 0.23% Reduced -857 -857
40 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.50% of their portfolio CEDARBURG, WI 75,28575.3k $9.1m $9.1m 1.50% Reduced -2.7k -2,740
41 Rosenberg Matthew Hamilton 1.71% of their portfolio GRAND JUNCTION, CO 65,66465.7k $7.9m $7.9m 1.71% Added +1.3k +1,328
42 Aptus Capital Advisors, LLC 0.07% of their portfolio FAIRHOPE, AL 61,66361.7k $7.4m $7.4m 0.07% Added +6.4k +6,393
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 51,58351.6k $6.2m $6.2m 0.00% Added +13.1k +13,106
44 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.72% of their portfolio CONCORD, MA 50,25450.3k $6.1m $6.1m 0.72% New
45 von Borstel & Associates, Inc. 0.94% of their portfolio THE DALLES, OR 49,83149.8k $6.1m $6.1m 0.94% New
46 Wayfinding Financial, LLC 2.58% of their portfolio LYNNWOOD, WA 49,73749.7k $6.0m $6.0m 2.58% Added +4.1k +4,128
47 LAKE STREET PRIVATE WEALTH, LLC 0.73% of their portfolio CHICAGO, IL 46,69946.7k $5.6m $5.6m 0.73% Added +2.5k +2,486
48 3Chopt Investment Partners, LLC 1.27% of their portfolio RICHMOND, VA 46,29146.3k $5.6m $5.6m 1.27% Added +4.0k +4,049
49 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 44,59344.6k $5.4m $5.4m 0.03% Reduced -11.9k -11,868
50 VestGen Advisors, LLC 0.17% of their portfolio CHICAGO, IL 41,86441.9k $5.1m $5.1m 0.17% Added +336 +336
51 MGO ONE SEVEN LLC 0.11% of their portfolio Beachwood, OH 40,99941.0k $4.9m $4.9m 0.11% Added +8.6k +8,620
52 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 39,25339.3k $4.7m $4.7m 0.03% Added +8.4k +8,379
53 Composition Wealth, LLC 0.06% of their portfolio LOS ANGELES, CA 34,63134.6k $4.2m $4.2m 0.06% New
54 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 31,88931.9k $3.8m $3.8m 0.10% Added +1.7k +1,670
55 GTS SECURITIES LLC 0.14% of their portfolio NEW YORK, NY 30,56730.6k $3.7m $3.7m 0.14% New
56 LOCKERMAN FINANCIAL GROUP, INC. 4.37% of their portfolio NEWPORT BEACH, CA 28,74728.7k $3.5m $3.5m 4.37% Added +2.3k +2,305
57 Fingerlakes Wealth Management, Inc. 2.21% of their portfolio ITHACA, NY 28,10028.1k $3.4m $3.4m 2.21% Added +2.5k +2,455
58 FIRETHORN WEALTH PARTNERS, LLC 1.21% of their portfolio AUGUSTA, GA 25,44225.4k $3.1m $3.1m 1.21% Added +13 +13
59 WealthPlan Investment Management, LLC 0.20% of their portfolio OMAHA, NE 25,28225.3k $3.1m $3.1m 0.20% Reduced -9.3k -9,291
60 ORG Partners LLC 0.54% of their portfolio ROANOKE, IN 24,51824.5k $3.0m $3.0m 0.54% Reduced -1.1k -1,131
61 AdvisorNet Financial, Inc 0.16% of their portfolio MINNETONKA, MN 23,47523.5k $2.8m $2.8m 0.16% Added +1.6k +1,624
62 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 23,07223.1k $2.8m $2.8m 0.00% Reduced -84.3k -84,258
63 Jacobi Capital Management LLC 0.16% of their portfolio PITTSTON, PA 21,77621.8k $2.6m $2.6m 0.16% Reduced -3.8k -3,802
64 IAG Wealth Partners, LLC 0.31% of their portfolio WAUKESHA, WI 21,35521.4k $2.6m $2.6m 0.31% Reduced -1.0k -1,026
65 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 20,92220.9k $2.5m $2.5m 0.04% Reduced -3.0k -3,043
66 SUTTON PLACE INVESTORS LLC 1.36% of their portfolio ARMONK, NY 19,78319.8k $2.4m $2.4m 1.36% Reduced -409 -409
67 Archford Capital Strategies, LLC 0.28% of their portfolio SWANSEA, IL 19,35819.4k $2.3m $2.3m 0.28% Reduced -43.3k -43,321
68 Clear Creek Financial Management, LLC 0.20% of their portfolio SILVERDALE, WA 18,91918.9k $2.3m $2.3m 0.20% Reduced -19 -19
69 GeoWealth Management, LLC 0.08% of their portfolio CHICAGO, IL 18,79618.8k $2.3m $2.3m 0.08% Reduced -2.8k -2,799
70 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.95% of their portfolio RICHMOND, VA 18,74118.7k $2.3m $2.3m 0.95% Reduced -473 -473
71 Legacy Edge Advisors, LLC 0.25% of their portfolio SYOSSET, NY 17,63117.6k $2.1m $2.1m 0.25% Added +14.9k +14,909
72 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,36417.4k $2.1m $2.1m 0.00% New
73 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 17,10017.1k $2.1m $2.1m 0.00% Added +10.7k +10,700
74 Gateway Wealth Partners, LLC 0.26% of their portfolio APPLETON, WI 16,05416.1k $1.9m $1.9m 0.26% Reduced -4.6k -4,573
75 TWIN PEAKS WEALTH ADVISORS, LLC 0.63% of their portfolio SAN FRANCISCO, CA 15,26215.3k $1.8m $1.8m 0.63% Reduced -796 -796
76 Ignite Planners, LLC 0.30% of their portfolio SAN CLEMENTE, CA 15,04215.0k $1.8m $1.8m 0.30% Added +249 +249
77 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.11% of their portfolio CEDAR RAPIDS, IA 14,53914.5k $1.8m $1.8m 0.11% Added +158 +158
78 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,80413.8k $1.7m $1.7m 0.00% Reduced -497 -497
79 NWAM LLC 0.09% of their portfolio MERCER ISLAND, WA 13,54013.5k $1.6m $1.6m 0.09% Reduced -45 -45
80 Mattson Financial Services, LLC 0.39% of their portfolio KENTWOOD, MI 13,48913.5k $1.6m $1.6m 0.39% Reduced -11.2k -11,191
81 Tower Research Capital LLC (TRC) 0.04% of their portfolio NEW YORK, NY 12,41512.4k $1.5m $1.5m 0.04% Added +4.6k +4,559
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,64711.6k $1.4m $1.4m 0.00% Reduced -6.8k -6,850
83 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 11,56111.6k $1.4m $1.4m 0.03% Added +2.3k +2,264
84 Triad Wealth Partners, LLC 0.18% of their portfolio LAWRENCE, KS 11,39711.4k $1.4m $1.4m 0.18% Added +532 +532
85 SILVERLAKE WEALTH MANAGEMENT LLC 0.33% of their portfolio WILLISTON, VT 11,01211.0k $1.3m $1.3m 0.33% New
86 BANK OF NOVA SCOTIA 0.00% of their portfolio TORONTO, A6 10,86010.9k $1.3m $1.3m 0.00% New
87 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 10,79910.8k $1.3m $1.3m 0.02% Reduced -4.2k -4,178
88 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 10,76310.8k $1.3m $1.3m 0.03% Added +2.6k +2,620
89 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 10,34210.3k $1.2m $1.2m 0.08% Reduced -2.3k -2,324
90 TFB Advisors LLC 0.34% of their portfolio OVERLAND PARK, KS 9,6049.6k $1.2m $1.2m 0.34% Reduced -3.2k -3,248
91 PRIVATE TRUST CO NA 0.10% of their portfolio CLEVELAND, OH 9,4239.4k $1.1m $1.1m 0.10% Added +1.7k +1,695
92 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 9,3879.4k $1.1m $1.1m 0.02% Added +672 +672
93 Olde Wealth Management, LLC 0.35% of their portfolio SAMMAMISH, WA 9,2459.2k $1.1m $1.1m 0.35% First filing
94 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,0119.0k $1.1m $1.1m 0.00% Reduced -41 -41
95 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,6998.7k $1.0m $1.0m 0.00% New
96 Hoxton Planning & Management, LLC 0.32% of their portfolio SHEPHERDSTOWN, WV 8,2998.3k $1.0m $1.0m 0.32% Reduced -2.4k -2,373
97 BAM Wealth Management, LLC 0.73% of their portfolio LAKEWOOD, CO 7,8147.8k $942.8k $942.8k 0.73% First filing
98 RICHARDSON FINANCIAL SERVICES INC. 0.56% of their portfolio MEDWAY, MA 7,5027.5k $905.2k $905.2k 0.56% Added +1.1k +1,144
99 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,3907.4k $891.7k $891.7k 0.00% Reduced -21.9k -21,890
100 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 7,1937.2k $872.0k $872.0k 0.02% Unchanged