Vault-13

J P MORGAN EXCHANGE TRADED F JPUS

JPMORGAN DIVER · ETP · CUSIP 46641Q407

84 institutional holders -3 vs Q1 2025
2,050,8782.1m shares reported held*
$242.8mreported value*
5 new 30 added 29 reduced 8 sold out net sold ≈ $53.2m (-449.7k 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. Holder counts are more reliable. Implied quarter-end price ≈ $118.37. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 73Q4 22: 72Q1 23: 74Q2 23: 76Q3 23: 72Q4 23: 77Q1 24: 81Q2 24: 78Q3 24: 79Q4 24: 87Q1 25: 87Q2 25: 8484Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202273
Q4 202272
Q1 202374
Q2 202376
Q3 202372
Q4 202377
Q1 202481
Q2 202478
Q3 202479
Q4 202487
Q1 202587
Q2 202584

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 27 bought or addedQ3 23: 39 cut or sold outQ4 23: 19 bought or addedQ4 23: 48 cut or sold outQ4 23Q1 24: 33 bought or addedQ1 24: 38 cut or sold outQ2 24: 22 bought or addedQ2 24: 45 cut or sold outQ2 24Q3 24: 28 bought or addedQ3 24: 35 cut or sold outQ4 24: 27 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 37 cut or sold outQ2 25: 35 bought or addedQ2 25: 37 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232739
Q4 20231948
Q1 20243338
Q2 20242245
Q3 20242835
Q4 20242735
Q1 20253337
Q2 20253537

Biggest buyers

LPL Financial LLC Added +22,857+22.9k
JONES FINANCIAL COMPANIES LLLP Added +6,371+6.4k
UBS Group AG Added +5,135+5.1k
Farther Finance Advisors, LLC Added +4,710+4.7k
CAPTRUST FINANCIAL ADVISORS Added +4,352+4.4k
Private Advisor Group, LLC Added +3,362+3.4k
RAYMOND JAMES FINANCIAL INC Added +3,231+3.2k
Sterneck Capital Management, LLC Added +3,162+3.2k
MORGAN STANLEY Added +2,022+2.0k
MGO ONE SEVEN LLC New +2,010+2.0k

Biggest sellers

PLANNING ALTERNATIVES LTD /ADV Reduced -214,424-214.4k
ST GERMAIN D J CO INC Reduced -179,011-179.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -39,356-39.4k
CITADEL ADVISORS LLC Sold out -22,713-22.7k
Modera Wealth Management, LLC Reduced -19,929-19.9k
JANE STREET GROUP, LLC Reduced -10,253-10.3k
JPMORGAN CHASE & CO Reduced -5,842-5.8k
ENVESTNET ASSET MANAGEMENT INC Sold out -5,599-5.6k
One Capital Management, LLC Sold out -4,528-4.5k
Blue Oak Capital, LLC Sold out -2,596-2.6k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Modera Wealth Management, LLC 0.41% of their portfolio WESTWOOD, NJ 276,908276.9k $32.7m $32.7m 0.41% Reduced -19.9k -19,929
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 265,612265.6k $31.4m $31.4m 0.00% Added +543 +543
3 ST GERMAIN D J CO INC 1.31% of their portfolio SPRINGFIELD, MA 257,030257.0k $30.4m $30.4m 1.31% Reduced -179.0k -179,011
4 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 213,423213.4k $25.2m $25.2m 0.06% Added +4.4k +4,352
5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 143,721143.7k $17.3m $17.3m 0.03% Reduced -39.4k -39,356
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 134,827134.8k $15.9m $15.9m 0.00% Added +5.1k +5,135
7 Sterneck Capital Management, LLC 5.08% of their portfolio KANSAS CITY, MO 84,75884.8k $10.0m $10.0m 5.08% Added +3.2k +3,162
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 57,40257.4k $6.8m $6.8m 0.00% Added +22.9k +22,857
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 51,84151.8k $6.1m $6.1m 0.00% Reduced -5.8k -5,842
10 Apollon Wealth Management, LLC 0.11% of their portfolio MOUNT PLEASANT, SC 46,95747.0k $5.6m $5.6m 0.11% Added +1.9k +1,865
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 45,65045.6k $5.4m $5.4m 0.00% Added +2.0k +2,022
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 41,06841.1k $4.9m $4.9m 0.00% Added +3.2k +3,231
13 Vise Technologies, Inc. 0.13% of their portfolio NEW YORK, NY 27,59327.6k $3.3m $3.3m 0.13% First filing
14 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 27,21327.2k $3.2m $3.2m 0.00% Added +6.4k +6,371
15 HHM Wealth Advisors, LLC 0.31% of their portfolio CHATTANOOGA, TN 22,29122.3k $2.6m $2.6m 0.31% Unchanged
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,17022.2k $2.6m $2.6m 0.00% Added +972 +972
17 PLANNING ALTERNATIVES LTD /ADV 0.36% of their portfolio BIRMINGHAM, MI 21,69421.7k $2.6m $2.6m 0.36% Reduced -214.4k -214,424
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 20,41320.4k $2.4m $2.4m 0.01% Added +100 +100
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 19,90019.9k $2.4m $2.4m 0.00% Added +932 +932
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 17,67717.7k $2.1m $2.1m 0.00% Added +1.9k +1,872
21 MN Wealth Advisors, LLC 1.15% of their portfolio OVERLAND PARK, KS 16,75216.8k $2.0m $2.0m 1.15% Reduced -2.3k -2,347
22 Fort Point Capital Partners LLC 0.19% of their portfolio San Francisco, CA 15,98316.0k $1.9m $1.9m 0.19% Reduced -179 -179
23 Independent Wealth Network Inc. 0.54% of their portfolio URBANDALE, IA 12,64412.6k $1.5m $1.5m 0.54% Added +120 +120
24 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 11,70911.7k $1.4m $1.4m 0.03% Added +4.7k +4,710
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,70511.7k $1.4m $1.4m 0.00% Added +1.4k +1,398
26 RHS Financial, LLC 0.73% of their portfolio SAN FRANCISCO, CA 10,88710.9k $1.3m $1.3m 0.73% Added +42 +42
27 Empire Financial Management Company, LLC 0.34% of their portfolio NEW YORK, NY 10,02810.0k $1.2m $1.2m 0.34% Reduced -885 -885
28 LexAurum Advisors, LLC 0.17% of their portfolio OVERLAND PARK, KS 9,3009.3k $1.1m $1.1m 0.17% Reduced -429 -429
29 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 8,7728.8k $1.0m $1.0m 0.01% Added +3.4k +3,362
30 Clear Point Advisors Inc. 0.84% of their portfolio MELVILLE, NY 8,4548.5k $999.2k $999.2k 0.84% Reduced -159 -159
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,6337.6k $902.2k $902.2k 0.00% Added +21 +21
32 Avant Capital LLC 0.70% of their portfolio LAFAYETTE, LA 7,6127.6k $899.7k $899.7k 0.70% Added +402 +402
33 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,8606.9k $810.8k $810.8k 0.00% Reduced -126 -126
34 Schiavi & Co LLC 0.26% of their portfolio WILMINGTON, DE 6,5676.6k $776.2k $776.2k 0.26% Unchanged
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,5516.6k $774.3k $774.3k 0.00% Added +482 +482
36 INTERACTIVE FINANCIAL ADVISORS, INC. 0.31% of their portfolio New Lenox, IL 5,3155.3k $628.3k $628.3k 0.31% Reduced -260 -260
37 Patten Group, Inc. 0.12% of their portfolio CHATTANOOGA, TN 4,8784.9k $576.5k $576.5k 0.12% Added +1.1k +1,114
38 KELLY FINANCIAL GROUP LLC 0.17% of their portfolio Wethersfield, CT 4,8634.9k $574.8k $574.8k 0.17% Added +736 +736
39 Etesian Wealth Advisors, Inc. 0.21% of their portfolio West Linn, OR 4,6934.7k $554.6k $554.6k 0.21% Reduced -109 -109
40 BELLEVUE ASSET MANAGEMENT, LLC 0.26% of their portfolio BELLEVUE, WA 4,5404.5k $536.7k $536.7k 0.26% Reduced -101 -101
41 FMR LLC 0.00% of their portfolio BOSTON, MA 4,5364.5k $536.1k $536.1k 0.00% Reduced -216 -216
42 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,5354.5k $536.0k $536.0k 0.00% Added +107 +107
43 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.02% of their portfolio MORRISTOWN, NJ 4,0774.1k $481.9k $481.9k 0.02% Unchanged
44 NWAM LLC 0.03% of their portfolio MERCER ISLAND, WA 3,6483.6k $431.8k $431.8k 0.03% Reduced -217 -217
45 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 3,5933.6k $425.0k $425.0k 0.02% Reduced -55 -55
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,5343.5k $417.7k $417.7k 0.00% Reduced -30 -30
47 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.17% of their portfolio NEW YORK, NY 3,4343.4k $405.9k $405.9k 0.17% Reduced -1.8k -1,832
48 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 3,2353.2k $382.4k $382.4k 0.00% Reduced -342 -342
49 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 3,2093.2k $379.2k $379.2k 0.01% Reduced -425 -425
50 ALBION FINANCIAL GROUP /UT 0.02% of their portfolio SALT LAKE CITY, UT 3,2003.2k $378.2k $378.2k 0.02% Unchanged
51 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 2,8932.9k $341.9k $341.9k 0.00% Reduced -75 -75
52 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 2,8442.8k $336.1k $336.1k 0.01% Unchanged
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,8262.8k $334.0k $334.0k 0.00% Added +1.5k +1,524
54 Kathmere Capital Management, LLC 0.03% of their portfolio WAYNE, PA 2,7972.8k $330.6k $330.6k 0.03% Unchanged
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 2,7322.7k $322.9k $322.9k 0.00% Reduced -11 -11
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 2,6382.6k $311.1k $311.1k 0.00% Reduced -511 -511
57 Intrua Financial, LLC 0.04% of their portfolio Houston, TX 2,6302.6k $310.8k $310.8k 0.04% Unchanged
58 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,3992.4k $283.5k $283.5k 0.00% Reduced -305 -305
59 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 2,3212.3k $274.3k $274.3k 0.01% Added +12 +12
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 2,0302.0k $239.9k $239.9k 0.00% Reduced -10.3k -10,253
61 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 2,0102.0k $237.6k $237.6k 0.01% New
62 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,4921.5k $176.3k $176.3k 0.00% Unchanged
63 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,2521.3k $148.0k $148.0k 0.00% Added +2 +2
64 Medallion Wealth Advisors, LLC 0.05% of their portfolio FARMINGTON, CT 1,1001.1k $131.3k $131.3k 0.05% Unchanged
65 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,0421.0k $123.2k $123.2k 0.00% Unchanged
66 CWM, LLC 0.00% of their portfolio OMAHA, NE 995995 $118.0k $118.0k 0.00% Added +3 +3
67 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 948948 $112.0k $112.0k 0.00% Added +502 +502
68 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 911911 $107.7k $107.7k 0.00% Reduced -100 -100
69 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 890890 $105.2k $105.2k 0.01% New
70 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 700700 $82.7k $82.7k 0.00% Unchanged
71 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 605605 $71.5k $71.5k 0.01% Reduced -4 -4
72 Arlington Trust Co LLC 0.01% of their portfolio BIRMINGHAM, AL 500500 $59.1k $59.1k 0.01% Unchanged
73 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 410410 $48.5k $48.5k 0.00% Reduced -410 -410
74 AMERIFLEX GROUP, INC. 0.02% of their portfolio LAS VEGAS, NV 373373 $43.8k $43.8k 0.02% Unchanged
75 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 352352 $41.6k $41.6k 0.00% Unchanged
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 275275 $32.5k $32.5k 0.00% Unchanged
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 209209 $24.7k $24.7k 0.00% New
78 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 151151 $17.8k $17.8k 0.00% Added +100 +100
79 COMERICA BANK 0.00% of their portfolio DALLAS, TX 121121 $14.3k $14.3k 0.00% Unchanged
80 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 103103 $12.2k $12.2k 0.00% Unchanged
81 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 8484 $9.9k $9.9k 0.00% Unchanged
82 Paladin Advisory Group, LLC 0.00% of their portfolio CLIVE, IA 4747 $5.6k $5.6k 0.00% New
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 33 $355 $355 0.00% New
84 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged