Vault-13

J P MORGAN EXCHANGE TRADED F JQUA

US QUALTY FCTR · ETP · CUSIP 46641Q761

408 institutional holders +5 vs Q2 2025
81,553,74181.6m shares reported held*
$5.1bnreported value*
41 new 165 added 143 reduced 28 sold out net bought ≈ $391.9m (+6.2m 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 ($383.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.87.

Trends to Q3 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: 403Q3 25: 408408Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025408

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 179 bought or addedQ4 23: 64 cut or sold outQ1 24: 184 bought or addedQ1 24: 92 cut or sold outQ1 24Q2 24: 194 bought or addedQ2 24: 101 cut or sold outQ3 24: 187 bought or addedQ3 24: 119 cut or sold outQ3 24Q4 24: 181 bought or addedQ4 24: 149 cut or sold outQ1 25: 227 bought or addedQ1 25: 136 cut or sold outQ1 25Q2 25: 241 bought or addedQ2 25: 134 cut or sold outQ3 25: 206 bought or addedQ3 25: 171 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202317964
Q1 202418492
Q2 2024194101
Q3 2024187119
Q4 2024181149
Q1 2025227136
Q2 2025241134
Q3 2025206171

Biggest buyers

JPMORGAN CHASE & CO Added +2,730,357+2.7m
Savant Capital, LLC Added +874,476+874.5k
Warren Street Wealth Advisors, LLC New +640,580+640.6k
LPL Financial LLC Added +608,974+609.0k
LVZ, Inc. Added +325,663+325.7k
Ameritas Advisory Services, LLC Added +291,693+291.7k
Sanctuary Advisors, LLC Added +276,587+276.6k
RAYMOND JAMES FINANCIAL INC Added +243,540+243.5k
Thrivent Financial for Lutherans Added +218,523+218.5k
Savvy Advisors, Inc. Added +215,917+215.9k

Biggest sellers

MIDLAND WEALTH ADVISORS, LLC Reduced -590,339-590.3k
ROYAL BANK OF CANADA Reduced -512,933-512.9k
ST GERMAIN D J CO INC Reduced -428,566-428.6k
Wealth Advisors of Iowa, LLC Reduced -186,766-186.8k
Quadcap Wealth Management, LLC Reduced -184,385-184.4k
Concord Asset Management, LLC/VA Reduced -157,668-157.7k
Concord Wealth Partners Reduced -157,142-157.1k
SIGNATUREFD, LLC Reduced -113,539-113.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -63,529-63.5k
FLORIDA FINANCIAL ADVISORS, LLC Reduced -63,303-63.3k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 3.52% of their portfolio ROCKFORD, IL 9,209,9409.2m $579.4m $579.4m 3.52% Added +874.5k +874,476
2 SIGNATUREFD, LLC 5.35% of their portfolio ATLANTA, GA 5,387,5975.4m $338.9m $338.9m 5.35% Reduced -113.5k -113,539
3 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 5,198,4315.2m $327.0m $327.0m 0.10% Added +609.0k +608,974
4 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,055,7924.1m $255.1m $255.1m 0.01% Added +2.7m +2,730,357
5 Sage Mountain Advisors LLC 10.42% of their portfolio ATLANTA, GA 2,889,4432.9m $181.8m $181.8m 10.42% Added +177.7k +177,728
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,667,1502.7m $167.8m $167.8m 0.01% Reduced -62.7k -62,653
7 ST GERMAIN D J CO INC 4.87% of their portfolio SPRINGFIELD, MA 1,933,1781.9m $121.6m $121.6m 4.87% Reduced -428.6k -428,566
8 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,691,9281.7m $106.4m $106.4m 0.03% Added +243.5k +243,540
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,688,7511.7m $106.2m $106.2m 0.07% Reduced -63.5k -63,529
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,497,9091.5m $94.2m $94.2m 0.01% Added +83.8k +83,787
11 MIDLAND WEALTH ADVISORS, LLC 4.83% of their portfolio EFFINGHAM, IL 1,436,0201.4m $90.3m $90.3m 4.83% Reduced -590.3k -590,339
12 Mason & Associates Inc 17.50% of their portfolio LOS ANGELES, CA 1,381,5901.4m $86.9m $86.9m 17.50% Added +25.0k +24,977
13 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 1,320,3561.3m $83.1m $83.1m 0.11% Reduced -25.7k -25,663
14 Quadcap Wealth Management, LLC 8.82% of their portfolio Frisco, TX 1,187,5381.2m $74.7m $74.7m 8.82% Reduced -184.4k -184,385
15 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 1,136,4761.1m $70.5m $70.5m 0.10% Added +18.9k +18,860
16 LVZ, Inc. 7.13% of their portfolio Holland, MI 997,493997.5k $62.8m $62.8m 7.13% Added +325.7k +325,663
17 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 943,733943.7k $59.4m $59.4m 0.02% Added +112.0k +112,010
18 RVW Wealth, LLC 4.44% of their portfolio LOS ANGELES, CA 903,152903.2k $56.8m $56.8m 4.44% Added +34.4k +34,405
19 Facet Wealth, Inc. 1.17% of their portfolio WEST PALM BEACH, FL 895,424895.4k $56.3m $56.3m 1.17% Reduced -22.9k -22,947
20 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 876,572876.6k $55.1m $55.1m 0.15% Added +82.5k +82,519
21 Savvy Advisors, Inc. 2.39% of their portfolio NEW YORK, NY 826,496826.5k $52.0m $52.0m 2.39% Added +215.9k +215,917
22 Federation des caisses Desjardins du Quebec 0.19% of their portfolio LEVIS, A8 766,489766.5k $48.2m $48.2m 0.19% Added +18.9k +18,948
23 Kestra Advisory Services, LLC 0.21% of their portfolio AUSTIN, TX 721,930721.9k $45.4m $45.4m 0.21% Added +57.4k +57,408
24 Avidian Wealth Enterprises, LLC 1.71% of their portfolio Houston, TX 720,681720.7k $45.3m $45.3m 1.71% Added +19.4k +19,436
25 TFC Financial Management, Inc. 5.80% of their portfolio BOSTON, MA 719,666719.7k $45.3m $45.3m 5.80% Added +15.6k +15,624
26 Intellus Advisors LLC 5.98% of their portfolio NAPLES, FL 695,154695.2k $43.7m $43.7m 5.98% Added +171.8k +171,829
27 One Capital Management, LLC 1.39% of their portfolio WESTLAKE VILLAGE, CA 694,562694.6k $43.7m $43.7m 1.39% Added +1.3k +1,311
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio PLYMOUTH, MN 654,676654.7k $41.1m $41.1m 0.06% Reduced -48.2k -48,218
29 Vertex Planning Partners, LLC 7.79% of their portfolio DOWNERS GROVE, IL 645,295645.3k $40.6m $40.6m 7.79% Added +4.0k +3,984
30 Warren Street Wealth Advisors, LLC 12.09% of their portfolio IRVINE, CA 640,580640.6k $40.3m $40.3m 12.09% New
31 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 616,056616.1k $38.8m $38.8m 0.05% Added +122.6k +122,589
32 Tull Financial Group, Inc. 16.42% of their portfolio CHESAPEAKE, VA 591,126591.1k $37.2m $37.2m 16.42% Added +8.7k +8,723
33 Beaumont Financial Advisors, LLC 2.26% of their portfolio NEEDHAM, MA 536,313536.3k $33.7m $33.7m 2.26% Reduced -22.4k -22,418
34 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 528,475528.5k $33.2m $33.2m 0.01% Added +4.0k +3,971
35 Spectrum Wealth Advisory Group, LLC 13.44% of their portfolio GRANITE BAY, CA 517,321517.3k $32.5m $32.5m 13.44% Added +9.6k +9,585
36 Goldstone Financial Group, LLC 3.76% of their portfolio OAKBROOK TERRACE, IL 505,366505.4k $31.8m $31.8m 3.76% Added +27.2k +27,163
37 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 500,479500.5k $31.5m $31.5m 0.01% Reduced -512.9k -512,933
38 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 497,901497.9k $31.3m $31.3m 0.08% Added +102.8k +102,783
39 Stratos Wealth Partners, LTD. 0.36% of their portfolio BEACHWOOD, OH 490,413490.4k $30.9m $30.9m 0.36% Added +7.0k +7,042
40 Equitable Holdings, Inc. 0.23% of their portfolio NEW YORK, NY 489,969490.0k $30.8m $30.8m 0.23% Added +75.8k +75,825
41 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 484,800484.8k $28.7m $28.7m 0.09% Added +276.6k +276,587
42 Baker Avenue Asset Management, LP 0.70% of their portfolio SAN FRANCISCO, CA 466,313466.3k $29.3m $29.3m 0.70% Reduced -5.0k -5,005
43 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 439,621439.6k $27.7m $27.7m 0.05% Added +95.9k +95,943
44 NewEdge Advisors, LLC 0.12% of their portfolio NEW ORLEANS, LA 421,755421.8k $26.5m $26.5m 0.12% Reduced -3.4k -3,350
45 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.34% of their portfolio CINCINNATI, OH 407,155407.2k $25.6m $25.6m 0.34% Added +3.5k +3,534
46 Ameritas Advisory Services, LLC 1.65% of their portfolio Lincoln, NE 401,081401.1k $25.2m $25.2m 1.65% Added +291.7k +291,693
47 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 393,500393.5k $24.8m $24.8m 0.04% Added +157.0k +157,000
48 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 385,333385.3k $24.2m $24.2m 0.03% Added +45.6k +45,556
49 West Wealth Group, LLC 5.35% of their portfolio Irvine, CA 380,283380.3k $23.7m $23.7m 5.35% Reduced -12.2k -12,151
50 Breakwater Capital Group 3.46% of their portfolio PARAMUS, NJ 371,997372.0k $23.4m $23.4m 3.46% Added +21.0k +21,036
51 REDW Wealth LLC 8.67% of their portfolio ALBUQUERQUE, NM 364,563364.6k $22.9m $22.9m 8.67% Reduced -31.1k -31,084
52 Roof Eidam Maycock Peralta, LLC 5.47% of their portfolio San Francisco, CA 357,480357.5k $22.5m $22.5m 5.47% Reduced -8.0k -7,964
53 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 7.31% of their portfolio HIGHLAND PARK, IL 353,785353.8k $22.3m $22.3m 7.31% Reduced -14.0k -14,017
54 Strategent Financial, LLC 15.72% of their portfolio HARRISONBURG, VA 349,277349.3k $22.0m $22.0m 15.72% Added +8.8k +8,793
55 Octavia Wealth Advisors, LLC 2.10% of their portfolio CINCINNATI, OH 335,664335.7k $21.1m $21.1m 2.10% Added +11.1k +11,066
56 Sanchez Wealth Management Group 4.51% of their portfolio JACKSONVILLE, FL 323,160323.2k $20.3m $20.3m 4.51% Added +11.6k +11,622
57 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 317,879317.9k $20.0m $20.0m 0.04% Added +218.5k +218,523
58 Keystone Financial Group 1.47% of their portfolio LEXINGTON, KY 305,643305.6k $19.2m $19.2m 1.47% Reduced -18.7k -18,685
59 Geneos Wealth Management Inc. 0.43% of their portfolio ENGLEWOOD, CO 269,698269.7k $17.0m $17.0m 0.43% Added +19.0k +18,997
60 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 264,632264.6k $16.6m $16.6m 0.08% Reduced -9.0k -9,047
61 D'Orazio & Associates, Inc. 2.14% of their portfolio VIENNA, VA 257,028257.0k $16.2m $16.2m 2.14% Reduced -8.4k -8,360
62 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 254,064254.1k $15.9m $15.9m 0.01% Added +48.5k +48,485
63 KELLY FINANCIAL GROUP LLC 4.15% of their portfolio Wethersfield, CT 248,600248.6k $15.6m $15.6m 4.15% Added +11.9k +11,879
64 Modern Wealth Management, LLC 0.29% of their portfolio KANSAS CITY, MO 232,448232.4k $14.6m $14.6m 0.29% Added +2.8k +2,758
65 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2.47% of their portfolio NEWPORT BEACH, CA 232,175232.2k $14.6m $14.6m 2.47% Added +62.8k +62,828
66 Allworth Financial LP 0.06% of their portfolio FOLSOM, CA 226,627226.6k $14.3m $14.3m 0.06% Reduced -2.9k -2,939
67 VALICENTI ADVISORY SERVICES INC 2.93% of their portfolio ELMIRA, NY 217,151217.2k $13.7m $13.7m 2.93% Reduced -28.7k -28,658
68 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 212,115212.1k $13.3m $13.3m 0.03% Reduced -774 -774
69 Per Stirling Capital Management, LLC. 1.59% of their portfolio AUSTIN, TX 211,118211.1k $13.3m $13.3m 1.59% Added +2.8k +2,849
70 Alpha Zero LLC 7.67% of their portfolio BOCA RATON, FL 210,412210.4k $13.2m $13.2m 7.67% Added +15.4k +15,407
71 Beacon Pointe Advisors, LLC 0.11% of their portfolio NEWPORT BEACH, CA 205,662205.7k $12.9m $12.9m 0.11% Added +167.2k +167,224
72 PARK AVENUE SECURITIES LLC 0.10% of their portfolio NEW YORK, NY 204,577204.6k $12.9m $12.9m 0.10% Reduced -11.2k -11,209
73 INDEPENDENT FINANCIAL GROUP, LLC 0.30% of their portfolio SAN DIEGO, CA 195,541195.5k $12.3m $12.3m 0.30% Added +45.3k +45,265
74 PETRA FINANCIAL ADVISORS INC 7.02% of their portfolio COLORADO SRPINGS, CO 191,529191.5k $12.0m $12.0m 7.02% Added +12.6k +12,615
75 Able Wealth Management LLC 4.50% of their portfolio Toms River, NJ 190,240190.2k $12.0m $12.0m 4.50% Added +64.1k +64,063
76 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 189,391189.4k $11.9m $11.9m 0.01% Reduced -35.6k -35,559
77 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 182,844182.8k $11.5m $11.5m 0.02% Reduced -1.4k -1,431
78 Dynamic Advisor Solutions LLC 0.33% of their portfolio PHOENIX, AZ 182,298182.3k $11.5m $11.5m 0.33% Reduced -4.2k -4,188
79 Prism Advisors, Inc. 3.00% of their portfolio STUDIO CITY, CA 176,704176.7k $11.1m $11.1m 3.00% Reduced -5.4k -5,433
80 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 171,442171.4k $10.8m $10.8m 0.10% Added +141.0k +140,983
81 Base Wealth Management LLC 6.06% of their portfolio LAKEWOOD RANCH, FL 168,993169.0k $10.6m $10.6m 6.06% Added +49.5k +49,537
82 Ledyard National Bank 0.94% of their portfolio HANOVER, NH 167,586167.6k $10.5m $10.5m 0.94% Added +2.3k +2,286
83 Waterway Wealth Management, LLC 2.50% of their portfolio THE WOODLANDS, TX 166,840166.8k $10.5m $10.5m 2.50% New
84 TSFG, LLC 1.61% of their portfolio LAKE FOREST, IL 160,820160.8k $10.1m $10.1m 1.61% Added +6.3k +6,326
85 Perigon Wealth Management, LLC 0.21% of their portfolio SAN FRANCISCO, CA 160,793160.8k $10.1m $10.1m 0.21% Reduced -8.2k -8,193
86 Mariner, LLC 0.01% of their portfolio Overland Park, KS 158,370158.4k $10.0m $10.0m 0.01% Reduced -9.0k -9,028
87 J.W. COLE ADVISORS, INC. 0.19% of their portfolio TAMPA, FL 156,763156.8k $9.9m $9.9m 0.19% Added +8.3k +8,337
88 Cobblestone Asset Management LLC 4.40% of their portfolio RICHMOND, VA 152,986153.0k $9.6m $9.6m 4.40% Reduced -36.3k -36,253
89 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 151,383151.4k $9.5m $9.5m 0.00% Reduced -8.6k -8,583
90 Merit Financial Group, LLC 0.09% of their portfolio ALPHARETTA, GA 151,125151.1k $9.5m $9.5m 0.09% Reduced -6.6k -6,619
91 Cornerstone Wealth Management, LLC 0.52% of their portfolio ST. PETERS, MO 149,075149.1k $9.4m $9.4m 0.52% Added +5.5k +5,525
92 SEAMOUNT FINANCIAL GROUP INC 4.27% of their portfolio COLORADO SPRINGS, CO 143,751143.8k $9.0m $9.0m 4.27% Added +3.5k +3,495
93 ENZI WEALTH 3.01% of their portfolio AUSTIN, TX 138,614138.6k $8.6m $8.6m 3.01% Added +453 +453
94 WOODMONT INVESTMENT COUNSEL LLC 0.57% of their portfolio NASHVILLE, TN 136,308136.3k $8.6m $8.6m 0.57% Reduced -10.7k -10,724
95 Clarus Wealth Advisors 3.79% of their portfolio PEORIA, AZ 135,829135.8k $8.6m $8.6m 3.79% Reduced -2.4k -2,433
96 PALISADE CAPITAL MANAGEMENT, LP 0.23% of their portfolio FORT LEE, NJ 135,305135.3k $8.5m $8.5m 0.23% New
97 Edge Financial Advisors LLC 3.77% of their portfolio WHEATON, IL 133,714133.7k $8.4m $8.4m 3.77% Added +10.5k +10,462
98 Members Advisory Group LLC 2.89% of their portfolio WILLIAMSVILLE, NY 129,763129.8k $8.2m $8.2m 2.89% Reduced -1.9k -1,936
99 BENJAMIN EDWARDS INC 0.09% of their portfolio Clayton, MO 129,576129.6k $8.2m $8.2m 0.09% Added +766 +766
100 MBA Advisors LLC 3.47% of their portfolio HERMITAGE, PA 129,290129.3k $8.1m $8.1m 3.47% Reduced -2.5k -2,516