Vault-13

J P MORGAN EXCHANGE TRADED F JPMB

USD EMRNG MKT · ETP · CUSIP 46641Q746

35 institutional holders -13 vs Q1 2025
650,009650.0k shares reported held*
$25.3mreported value*
7 new 9 added 13 reduced 21 sold out net sold ≈ $123.7m (-3.2m 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. Holder counts are more reliable. Implied quarter-end price ≈ $38.89.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 20Q4 22: 18Q1 23: 27Q2 23: 24Q3 23: 25Q4 23: 27Q1 24: 43Q2 24: 50Q3 24: 51Q4 24: 47Q1 25: 48Q2 25: 3535Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202220
Q4 202218
Q1 202327
Q2 202324
Q3 202325
Q4 202327
Q1 202443
Q2 202450
Q3 202451
Q4 202447
Q1 202548
Q2 202535

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 18 bought or addedQ3 23: 7 cut or sold outQ4 23: 14 bought or addedQ4 23: 9 cut or sold outQ4 23Q1 24: 33 bought or addedQ1 24: 8 cut or sold outQ2 24: 26 bought or addedQ2 24: 19 cut or sold outQ2 24Q3 24: 39 bought or addedQ3 24: 13 cut or sold outQ4 24: 24 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 29 bought or addedQ1 25: 18 cut or sold outQ2 25: 16 bought or addedQ2 25: 34 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023187
Q4 2023149
Q1 2024338
Q2 20242619
Q3 20243913
Q4 20242420
Q1 20252918
Q2 20251634

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +53,833+53.8k
JANE STREET GROUP, LLC New +48,112+48.1k
OLD MISSION CAPITAL LLC New +8,069+8.1k
GOLDMAN SACHS GROUP INC New +8,054+8.1k
Dynamic Advisor Solutions LLC New +6,500+6.5k
HSBC HOLDINGS PLC Added +5,998+6.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +5,353+5.4k
Cambria Investment Management, L.P. Added +4,370+4.4k
Pure Financial Advisors, LLC Added +1,363+1.4k
Equitable Holdings, Inc. Added +1,353+1.4k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Sold out -1,096,718-1.1m
RiverFront Investment Group, LLC Reduced -1,006,905-1.0m
RAYMOND JAMES FINANCIAL INC Reduced -381,938-381.9k
LPL Financial LLC Reduced -231,416-231.4k
ROYAL BANK OF CANADA Reduced -200,423-200.4k
Janney Montgomery Scott LLC Sold out -120,172-120.2k
JPMORGAN CHASE & CO Sold out -87,527-87.5k
STIFEL FINANCIAL CORP Sold out -41,418-41.4k
TRUIST FINANCIAL CORP Sold out -38,190-38.2k
LANDMARK WEALTH MANAGEMENT, INC. Sold out -17,003-17.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (4.0%, 2026-07-30)

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cambria Investment Management, L.P. 0.34% of their portfolio Manhattan Beach, CA 129,066129.1k $5.0m $5.0m 0.34% Added +4.4k +4,370
2 RiverFront Investment Group, LLC 0.07% of their portfolio RICHMOND, VA 88,07888.1k $3.4m $3.4m 0.07% Reduced -1.0m -1,006,905
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 69,17469.2k $2.7m $2.7m 0.00% Added +53.8k +53,833
4 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 53,50653.5k $2.1m $2.1m 0.02% Added +1.4k +1,353
5 ARQ WEALTH ADVISORS, LLC 0.66% of their portfolio SCOTTSDALE, AZ 49,77949.8k $1.9m $1.9m 0.66% Unchanged
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,11248.1k $1.9m $1.9m 0.00% New
7 Forthright Family Wealth Advisory LLC 0.72% of their portfolio HOUSTON, TX 28,99929.0k $1.1m $1.1m 0.72% Reduced -3.9k -3,939
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 21,36621.4k $832.5k $832.5k 0.00% Reduced -7.9k -7,865
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,82020.8k $811.2k $811.2k 0.00% Reduced -231.4k -231,416
10 Sharkey, Howes & Javer 0.09% of their portfolio DENVER, CO 17,57117.6k $684.6k $684.6k 0.09% Reduced -4.7k -4,709
11 Pure Financial Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 15,33715.3k $597.6k $597.6k 0.01% Added +1.4k +1,363
12 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 14,79314.8k $576.4k $576.4k 0.00% Reduced -1.2k -1,249
13 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 13,86113.9k $540.1k $540.1k 0.02% Reduced -4.0k -4,000
14 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 13,76613.8k $536.4k $536.4k 0.00% Added +6.0k +5,998
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,06512.1k $469.5k $469.5k 0.00% Reduced -4.7k -4,695
16 Convergence Financial, LLC 0.06% of their portfolio COLUMBIA, MO 8,2798.3k $322.6k $322.6k 0.06% Added +519 +519
17 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 8,0698.1k $314.4k $314.4k 0.01% New
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,0548.1k $313.8k $313.8k 0.00% New
19 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 6,5006.5k $253.3k $253.3k 0.01% New
20 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 5,4335.4k $211.7k $211.7k 0.01% Reduced -8.2k -8,177
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,3535.4k $208.6k $208.6k 0.00% New
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,9134.9k $191.4k $191.4k 0.00% Added +368 +368
23 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 3,9003.9k $152.0k $152.0k 0.01% Reduced -10.4k -10,416
24 CWM, LLC 0.00% of their portfolio OMAHA, NE 875875 $34.0k $34.0k 0.00% Reduced -77 -77
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 776776 $30.2k $30.2k 0.00% Reduced -381.9k -381,938
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 602602 $24.0k $24.0k 0.00% Reduced -200.4k -200,423
27 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 474474 $18.5k $18.5k 0.00% New
28 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 148148 $5.8k $5.8k 0.00% Added +61 +61
29 Kozak & Associates, Inc. 0.00% of their portfolio HIGHLANDS RANCH, CO 126126 $4.9k $4.9k 0.00% New
30 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 107107 $4.2k $4.2k 0.00% Unchanged
31 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 6060 $2.3k $2.3k 0.00% First filing
32 Virtus Fixed Income Advisers, LLC 0.00% of their portfolio HARTFORD, CT 2323 $896 $896 0.00% First filing
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1919 $731 $731 0.00% Added +18 +18
34 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 55 $195 $195 0.00% Unchanged
35 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged