Vault-13

J P MORGAN EXCHANGE TRADED F JQUA

US QUALTY FCTR · ETP · CUSIP 46641Q761

403 institutional holders +23 vs Q1 2025
76,099,30076.1m shares reported held*
$4.6bnreported value*
44 new 197 added 110 reduced 24 sold out net bought ≈ $241.9m (+4.0m 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 ($576.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $60.07.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 86Q4 22: 107Q1 23: 132Q2 23: 174Q3 23: 204Q4 23: 258Q1 24: 285Q2 24: 312Q3 24: 324Q4 24: 377Q1 25: 380Q2 25: 403403Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202286
Q4 2022107
Q1 2023132
Q2 2023174
Q3 2023204
Q4 2023258
Q1 2024285
Q2 2024312
Q3 2024324
Q4 2024377
Q1 2025380
Q2 2025403

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 136 bought or addedQ3 23: 58 cut or sold outQ4 23: 179 bought or addedQ4 23: 64 cut or sold outQ4 23Q1 24: 184 bought or addedQ1 24: 92 cut or sold outQ2 24: 194 bought or addedQ2 24: 101 cut or sold outQ2 24Q3 24: 187 bought or addedQ3 24: 119 cut or sold outQ4 24: 181 bought or addedQ4 24: 149 cut or sold outQ4 24Q1 25: 227 bought or addedQ1 25: 136 cut or sold outQ2 25: 241 bought or addedQ2 25: 134 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202313658
Q4 202317964
Q1 202418492
Q2 2024194101
Q3 2024187119
Q4 2024181149
Q1 2025227136
Q2 2025241134

Biggest buyers

Savant Capital, LLC Added +1,074,571+1.1m
MORGAN STANLEY Added +513,674+513.7k
Intellus Advisors LLC Added +337,229+337.2k
ROYAL BANK OF CANADA Added +316,019+316.0k
JPMORGAN CHASE & CO Added +302,640+302.6k
RAYMOND JAMES FINANCIAL INC Added +271,538+271.5k
Cetera Investment Advisers Added +264,526+264.5k
TWO SIGMA INVESTMENTS, LP New +236,500+236.5k
Wealth Advisors of Iowa, LLC Added +221,807+221.8k
PARK AVENUE SECURITIES LLC New +215,786+215.8k

Biggest sellers

Hamilton Capital, LLC Reduced -1,203,922-1.2m
TOWNSQUARE CAPITAL LLC Reduced -933,352-933.4k
ST GERMAIN D J CO INC Reduced -448,387-448.4k
FSA WEALTH PARTNERS, INC. Reduced -328,910-328.9k
Bank of New York Mellon Corp Reduced -178,921-178.9k
N.E.W. Advisory Services LLC Reduced -176,494-176.5k
Ameritas Advisory Services, LLC Reduced -156,105-156.1k
WCG Wealth Advisors LLC Sold out -137,563-137.6k
Spectrum Wealth Advisory Group, LLC Reduced -104,227-104.2k
SAGESPRING WEALTH PARTNERS, LLC Reduced -85,264-85.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 3.60% of their portfolio ROCKFORD, IL 8,335,4648.3m $500.5m $500.5m 3.60% Added +1.1m +1,074,571
2 SIGNATUREFD, LLC 5.64% of their portfolio ATLANTA, GA 5,501,1365.5m $330.3m $330.3m 5.64% Added +120.9k +120,933
3 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 4,589,4574.6m $275.6m $275.6m 0.09% Added +201.3k +201,298
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,729,8032.7m $163.9m $163.9m 0.01% Added +513.7k +513,674
5 Sage Mountain Advisors LLC 10.60% of their portfolio ATLANTA, GA 2,711,7152.7m $162.8m $162.8m 10.60% Added +215.5k +215,460
6 ST GERMAIN D J CO INC 6.12% of their portfolio SPRINGFIELD, MA 2,361,7442.4m $141.8m $141.8m 6.12% Reduced -448.4k -448,387
7 MIDLAND WEALTH ADVISORS, LLC 6.72% of their portfolio EFFINGHAM, IL 2,026,3592.0m $121.7m $121.7m 6.72% Added +53.0k +53,000
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 1,752,2801.8m $105.2m $105.2m 0.08% Added +116.3k +116,345
9 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,448,3881.4m $87.0m $87.0m 0.03% Added +271.5k +271,538
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,414,1221.4m $84.9m $84.9m 0.01% Added +26.9k +26,904
11 Quadcap Wealth Management, LLC 10.47% of their portfolio Frisco, TX 1,371,9231.4m $82.4m $82.4m 10.47% Added +71.6k +71,645
12 Mason & Associates Inc 18.81% of their portfolio LOS ANGELES, CA 1,356,6131.4m $81.5m $81.5m 18.81% Added +1.0k +1,026
13 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 1,346,0191.3m $80.8m $80.8m 0.11% Reduced -5.5k -5,493
14 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,325,4351.3m $79.6m $79.6m 0.01% Added +302.6k +302,640
15 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 1,117,6161.1m $67.1m $67.1m 0.12% Added +193.3k +193,288
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,013,4121.0m $60.9m $60.9m 0.01% Added +316.0k +316,019
17 Facet Wealth, Inc. 1.26% of their portfolio WEST PALM BEACH, FL 918,371918.4k $55.5m $55.5m 1.26% Reduced -19.8k -19,759
18 RVW Wealth, LLC 4.43% of their portfolio LOS ANGELES, CA 868,747868.7k $52.2m $52.2m 4.43% Reduced -14.0k -14,022
19 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 831,723831.7k $49.9m $49.9m 0.01% Added +177.8k +177,786
20 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 794,053794.1k $47.7m $47.7m 0.15% Added +150.2k +150,171
21 Federation des caisses Desjardins du Quebec 0.20% of their portfolio LEVIS, A8 747,541747.5k $44.9m $44.9m 0.20% Added +17.0k +17,043
22 TFC Financial Management, Inc. 5.79% of their portfolio BOSTON, MA 704,042704.0k $42.3m $42.3m 5.79% Added +49.9k +49,924
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 702,894702.9k $42.8m $42.8m 0.07% Added +72.0k +71,981
24 Avidian Wealth Enterprises, LLC 1.71% of their portfolio Houston, TX 701,245701.2k $42.1m $42.1m 1.71% Added +33.9k +33,913
25 One Capital Management, LLC 1.44% of their portfolio WESTLAKE VILLAGE, CA 693,251693.3k $41.6m $41.6m 1.44% Reduced -16.1k -16,059
26 LVZ, Inc. 4.84% of their portfolio Holland, MI 671,830671.8k $40.3m $40.3m 4.84% Added +18.4k +18,372
27 Kestra Advisory Services, LLC 0.19% of their portfolio AUSTIN, TX 664,522664.5k $39.9m $39.9m 0.19% Added +105.6k +105,587
28 Vertex Planning Partners, LLC 8.04% of their portfolio DOWNERS GROVE, IL 641,311641.3k $38.5m $38.5m 8.04% Added +8.9k +8,857
29 Savvy Advisors, Inc. 2.45% of their portfolio NEW YORK, NY 610,579610.6k $36.7m $36.7m 2.45% Added +117.2k +117,244
30 Tull Financial Group, Inc. 15.91% of their portfolio CHESAPEAKE, VA 582,403582.4k $35.0m $35.0m 15.91% Added +46.9k +46,863
31 Beaumont Financial Advisors, LLC 2.43% of their portfolio NEEDHAM, MA 558,731558.7k $33.6m $33.6m 2.43% Added +202.6k +202,594
32 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 524,504524.5k $31.5m $31.5m 0.01% Added +137.0k +136,999
33 Intellus Advisors LLC 4.68% of their portfolio NAPLES, FL 523,325523.3k $31.4m $31.4m 4.68% Added +337.2k +337,229
34 Spectrum Wealth Advisory Group, LLC 14.18% of their portfolio GRANITE BAY, CA 507,736507.7k $30.5m $30.5m 14.18% Reduced -104.2k -104,227
35 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 493,467493.5k $29.6m $29.6m 0.05% Added +264.5k +264,526
36 Stratos Wealth Partners, LTD. 0.39% of their portfolio BEACHWOOD, OH 483,371483.4k $29.0m $29.0m 0.39% Added +15.3k +15,261
37 Goldstone Financial Group, LLC 3.84% of their portfolio OAKBROOK TERRACE, IL 478,203478.2k $29.1m $29.1m 3.84% Added +21.5k +21,517
38 Baker Avenue Asset Management, LP 0.81% of their portfolio SAN FRANCISCO, CA 471,318471.3k $28.3m $28.3m 0.81% Added +234 +234
39 NewEdge Advisors, LLC 0.13% of their portfolio NEW ORLEANS, LA 425,105425.1k $25.5m $25.5m 0.13% Added +9.9k +9,918
40 Equitable Holdings, Inc. 0.20% of their portfolio NEW YORK, NY 414,144414.1k $24.9m $24.9m 0.20% Added +41.5k +41,524
41 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.34% of their portfolio CINCINNATI, OH 403,621403.6k $24.2m $24.2m 0.34% Added +17.4k +17,409
42 REDW Wealth LLC 9.45% of their portfolio ALBUQUERQUE, NM 395,647395.6k $23.8m $23.8m 9.45% Reduced -11.8k -11,849
43 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 395,118395.1k $23.7m $23.7m 0.07% Added +124.3k +124,315
44 West Wealth Group, LLC 5.94% of their portfolio Irvine, CA 392,434392.4k $23.9m $23.9m 5.94% Added +35.0k +34,997
45 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 7.21% of their portfolio HIGHLAND PARK, IL 367,802367.8k $22.1m $22.1m 7.21% Added +87.5k +87,504
46 Roof Eidam Maycock Peralta, LLC 5.41% of their portfolio San Francisco, CA 365,444365.4k $21.9m $21.9m 5.41% Reduced -4.5k -4,489
47 Breakwater Capital Group 3.43% of their portfolio PARAMUS, NJ 350,961351.0k $21.1m $21.1m 3.43% Added +10.8k +10,850
48 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 343,678343.7k $20.6m $20.6m 0.02% Added +123.6k +123,649
49 Strategent Financial, LLC 15.95% of their portfolio HARRISONBURG, VA 340,484340.5k $20.4m $20.4m 15.95% Added +6.7k +6,700
50 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 339,777339.8k $20.4m $20.4m 0.03% Added +107.6k +107,589
51 Octavia Wealth Advisors, LLC 2.22% of their portfolio CINCINNATI, OH 324,598324.6k $19.5m $19.5m 2.22% Added +25.5k +25,485
52 Keystone Financial Group 1.76% of their portfolio LEXINGTON, KY 324,328324.3k $19.5m $19.5m 1.76% Added +197 +197
53 Sanchez Wealth Management Group 4.51% of their portfolio JACKSONVILLE, FL 311,538311.5k $18.7m $18.7m 4.51% Added +13.9k +13,923
54 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 273,679273.7k $16.4m $16.4m 0.09% Added +43.3k +43,328
55 D'Orazio & Associates, Inc. 2.25% of their portfolio VIENNA, VA 265,388265.4k $15.9m $15.9m 2.25% Added +29.8k +29,775
56 Wealth Advisors of Iowa, LLC 5.69% of their portfolio WEST DES MOINES, IA 253,334253.3k $15.2m $15.2m 5.69% Added +221.8k +221,807
57 Geneos Wealth Management Inc. 0.37% of their portfolio ENGLEWOOD, CO 250,701250.7k $15.1m $15.1m 0.37% Reduced -81.7k -81,652
58 VALICENTI ADVISORY SERVICES INC 3.45% of their portfolio ELMIRA, NY 245,809245.8k $14.8m $14.8m 3.45% Added +4.6k +4,625
59 KELLY FINANCIAL GROUP LLC 4.11% of their portfolio Wethersfield, CT 236,721236.7k $14.2m $14.2m 4.11% Added +25.0k +24,972
60 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 236,500236.5k $14.2m $14.2m 0.03% New
61 Modern Wealth Management, LLC 0.34% of their portfolio KANSAS CITY, MO 229,690229.7k $13.8m $13.8m 0.34% Added +31.6k +31,633
62 Allworth Financial LP 0.07% of their portfolio FOLSOM, CA 229,566229.6k $13.8m $13.8m 0.07% Reduced -7.2k -7,186
63 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 224,950224.9k $13.5m $13.5m 0.01% Added +52.6k +52,631
64 First Horizon Advisors, Inc. 0.34% of their portfolio MEMPHIS, TN 215,970216.0k $13.0m $13.0m 0.34% Added +1.2k +1,232
65 PARK AVENUE SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 215,786215.8k $13.0m $13.0m 0.12% New
66 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 212,889212.9k $12.8m $12.8m 0.03% Reduced -2.6k -2,586
67 Per Stirling Capital Management, LLC. 1.63% of their portfolio AUSTIN, TX 208,269208.3k $12.5m $12.5m 1.63% Added +138.8k +138,758
68 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 208,213208.2k $12.5m $12.5m 0.08% Reduced -68.0k -68,042
69 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 205,579205.6k $12.3m $12.3m 0.01% Added +83.1k +83,075
70 AVANTAX ADVISORY SERVICES, INC. 0.07% of their portfolio DALLAS, TX 199,007199.0k $12.0m $12.0m 0.07% Added +14.1k +14,068
71 Alpha Zero LLC 7.63% of their portfolio BOCA RATON, FL 195,005195.0k $11.7m $11.7m 7.63% Added +19.8k +19,839
72 Blue Investment Partners LLC 4.00% of their portfolio ALAMO, CA 189,710189.7k $11.4m $11.4m 4.00% Added +10.7k +10,664
73 Cobblestone Asset Management LLC 5.98% of their portfolio RICHMOND, VA 189,239189.2k $11.4m $11.4m 5.98% Reduced -8.0k -7,968
74 Dynamic Advisor Solutions LLC 0.35% of their portfolio PHOENIX, AZ 186,486186.5k $11.2m $11.2m 0.35% Added +3.7k +3,680
75 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 184,275184.3k $11.1m $11.1m 0.02% Reduced -4.6k -4,587
76 Prism Advisors, Inc. 3.11% of their portfolio STUDIO CITY, CA 182,137182.1k $10.9m $10.9m 3.11% Reduced -6.1k -6,070
77 PETRA FINANCIAL ADVISORS INC 6.82% of their portfolio COLORADO SRPINGS, CO 178,914178.9k $10.7m $10.7m 6.82% Added +35.9k +35,944
78 Concord Wealth Partners 1.54% of their portfolio ABINGDON, VA 175,611175.6k $10.5m $10.5m 1.54% Reduced -15.5k -15,471
79 Concord Asset Management, LLC/VA 1.59% of their portfolio ABINGDON, VA 175,611175.6k $10.5m $10.5m 1.59% Reduced -4.0k -4,030
80 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2.24% of their portfolio NEWPORT BEACH, CA 169,347169.3k $10.2m $10.2m 2.24% Added +15.2k +15,190
81 Perigon Wealth Management, LLC 0.24% of their portfolio SAN FRANCISCO, CA 168,986169.0k $10.1m $10.1m 0.24% Reduced -2.1k -2,087
82 Mariner, LLC 0.01% of their portfolio Overland Park, KS 167,398167.4k $10.1m $10.1m 0.01% Reduced -64.7k -64,733
83 Ledyard National Bank 0.94% of their portfolio HANOVER, NH 165,300165.3k $9.9m $9.9m 0.94% Reduced -1.7k -1,690
84 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 159,966160.0k $9.6m $9.6m 0.00% Reduced -178.9k -178,921
85 Merit Financial Group, LLC 0.11% of their portfolio ALPHARETTA, GA 157,744157.7k $9.5m $9.5m 0.11% Added +106.0k +105,965
86 TSFG, LLC 1.68% of their portfolio LAKE FOREST, IL 154,494154.5k $9.3m $9.3m 1.68% Added +7.8k +7,757
87 INDEPENDENT FINANCIAL GROUP, LLC 0.25% of their portfolio SAN DIEGO, CA 150,276150.3k $9.0m $9.0m 0.25% Added +101.6k +101,554
88 J.W. COLE ADVISORS, INC. 0.19% of their portfolio TAMPA, FL 148,426148.4k $8.9m $8.9m 0.19% Added +4.5k +4,477
89 WOODMONT INVESTMENT COUNSEL LLC 0.58% of their portfolio NASHVILLE, TN 147,032147.0k $8.8m $8.8m 0.58% Added +7.4k +7,353
90 Cornerstone Wealth Management, LLC 0.52% of their portfolio ST. PETERS, MO 143,550143.6k $8.6m $8.6m 0.52% Added +17.9k +17,901
91 Redhawk Wealth Advisors, Inc. 1.08% of their portfolio MINNEAPOLIS, MN 143,344143.3k $8.6m $8.6m 1.08% Added +2.3k +2,257
92 EP Wealth Advisors, LLC 0.06% of their portfolio TORRANCE, CA 141,265141.3k $8.5m $8.5m 0.06% Added +381 +381
93 SEAMOUNT FINANCIAL GROUP INC 4.33% of their portfolio COLORADO SPRINGS, CO 140,256140.3k $8.4m $8.4m 4.33% Added +9.6k +9,626
94 Clarus Wealth Advisors 3.86% of their portfolio PEORIA, AZ 138,262138.3k $8.4m $8.4m 3.86% Added +1.6k +1,586
95 ENZI WEALTH 3.04% of their portfolio AUSTIN, TX 138,161138.2k $8.3m $8.3m 3.04% Reduced -984 -984
96 MBA Advisors LLC 3.65% of their portfolio HERMITAGE, PA 131,806131.8k $7.9m $7.9m 3.65% Added +2.3k +2,306
97 Members Advisory Group LLC 2.97% of their portfolio WILLIAMSVILLE, NY 131,699131.7k $7.9m $7.9m 2.97% New
98 BENJAMIN EDWARDS INC 0.10% of their portfolio Clayton, MO 128,810128.8k $7.7m $7.7m 0.10% Added +4.8k +4,839
99 Able Wealth Management LLC 3.82% of their portfolio Toms River, NJ 126,177126.2k $7.6m $7.6m 3.82% Added +19.7k +19,679
100 Edge Financial Advisors LLC 3.90% of their portfolio WHEATON, IL 123,252123.3k $7.4m $7.4m 3.90% Reduced -3.0k -3,029