Vault-13

J P MORGAN EXCHANGE TRADED F JQUA

US QUALTY FCTR · ETP · CUSIP 46641Q761

454 institutional holders +46 vs Q3 2025
83,293,29783.3m shares reported held*
$5.3bnreported value*
43 new 170 added 155 reduced 30 sold out net bought ≈ $14.0m (+285.4k 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 ($980.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.16.

Trends to Q4 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: 408Q4 25: 454454Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025454

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 206 bought or addedQ3 25: 171 cut or sold outQ4 25: 213 bought or addedQ4 25: 185 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202418492
Q2 2024194101
Q3 2024187119
Q4 2024181149
Q1 2025227136
Q2 2025241134
Q3 2025206171
Q4 2025213185

Biggest buyers

Focus Partners Wealth Added +1,336,332+1.3m
Savant Capital, LLC Added +1,047,022+1.0m
Hughes Financial Services, LLC Added +870,829+870.8k
UMB Bank, n.a. Added +735,143+735.1k
Savvy Advisors, Inc. Added +532,063+532.1k
MORGAN STANLEY Added +293,117+293.1k
TWO SIGMA INVESTMENTS, LP Added +213,900+213.9k
True North Advisors, LLC New +196,616+196.6k
ENVESTNET ASSET MANAGEMENT INC Added +195,298+195.3k
Saratoga Research & Investment Management Added +158,950+158.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,122,468-2.1m
Mason & Associates Inc Sold out -1,381,590-1.4m
LPL Financial LLC Reduced -517,012-517.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -314,109-314.1k
Sanctuary Advisors, LLC Reduced -272,213-272.2k
Ameritas Advisory Services, LLC Reduced -211,518-211.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -181,357-181.4k
Base Wealth Management LLC Reduced -158,132-158.1k
Integrated Wealth Concepts LLC Reduced -146,948-146.9k
PALISADE CAPITAL MANAGEMENT, LP Sold out -135,305-135.3k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 3.69% of their portfolio ROCKFORD, IL 10,256,96210.3m $648.0m $648.0m 3.69% Added +1.0m +1,047,022
2 SIGNATUREFD, LLC 5.26% of their portfolio ATLANTA, GA 5,453,9825.5m $344.6m $344.6m 5.26% Added +66.4k +66,385
3 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 4,681,4194.7m $295.8m $295.8m 0.08% Reduced -517.0k -517,012
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,960,2673.0m $187.0m $187.0m 0.01% Added +293.1k +293,117
5 Sage Mountain Advisors LLC 9.85% of their portfolio ATLANTA, GA 2,939,5522.9m $185.7m $185.7m 9.85% Added +50.1k +50,109
6 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,933,3241.9m $122.1m $122.1m 0.01% Reduced -2.1m -2,122,468
7 ST GERMAIN D J CO INC 4.66% of their portfolio SPRINGFIELD, MA 1,900,2231.9m $120.1m $120.1m 4.66% Reduced -33.0k -32,955
8 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,561,1161.6m $98.6m $98.6m 0.03% Reduced -130.8k -130,812
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,485,9041.5m $93.9m $93.9m 0.01% Reduced -12.0k -12,005
10 MIDLAND WEALTH ADVISORS, LLC 4.70% of their portfolio EFFINGHAM, IL 1,430,6361.4m $90.4m $90.4m 4.70% Reduced -5.4k -5,384
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 1,374,6421.4m $86.8m $86.8m 0.05% Reduced -314.1k -314,109
12 Focus Partners Wealth 0.10% of their portfolio ST LOUIS, MO 1,368,5061.4m $86.5m $86.5m 0.10% Added +1.3m +1,336,332
13 Savvy Advisors, Inc. 2.77% of their portfolio NEW YORK, NY 1,358,5591.4m $85.8m $85.8m 2.77% Added +532.1k +532,063
14 Quadcap Wealth Management, LLC 8.76% of their portfolio Frisco, TX 1,210,3721.2m $76.5m $76.5m 8.76% Added +22.8k +22,834
15 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,139,0311.1m $72.0m $72.0m 0.02% Added +195.3k +195,298
16 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 1,138,9991.1m $72.0m $72.0m 0.10% Reduced -181.4k -181,357
17 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 1,012,0111.0m $63.9m $63.9m 0.09% Reduced -124.5k -124,465
18 LVZ, Inc. 7.07% of their portfolio Holland, MI 1,001,4891.0m $63.3m $63.3m 7.07% Added +4.0k +3,996
19 RVW Wealth, LLC 4.36% of their portfolio LOS ANGELES, CA 903,997904.0k $57.1m $57.1m 4.36% Added +845 +845
20 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 887,986888.0k $56.1m $56.1m 0.15% Added +11.4k +11,414
21 Hughes Financial Services, LLC 8.70% of their portfolio HERNDON, VA 876,395876.4k $55.4m $55.4m 8.70% Added +870.8k +870,829
22 Facet Wealth, Inc. 0.97% of their portfolio WEST PALM BEACH, FL 849,026849.0k $54.9m $54.9m 0.97% Reduced -46.4k -46,398
23 Federation des caisses Desjardins du Quebec 0.19% of their portfolio LEVIS, A8 785,709785.7k $49.6m $49.6m 0.19% Added +19.2k +19,220
24 UMB Bank, n.a. 0.63% of their portfolio Kansas City, MO 750,679750.7k $47.4m $47.4m 0.63% Added +735.1k +735,143
25 Kestra Advisory Services, LLC 0.20% of their portfolio AUSTIN, TX 749,525749.5k $47.4m $47.4m 0.20% Added +27.6k +27,595
26 Avidian Wealth Enterprises, LLC 1.71% of their portfolio Houston, TX 742,675742.7k $46.9m $46.9m 1.71% Added +22.0k +21,994
27 TFC Financial Management, Inc. 5.79% of their portfolio BOSTON, MA 731,319731.3k $46.2m $46.2m 5.79% Added +11.7k +11,653
28 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 728,607728.6k $46.0m $46.0m 0.05% Added +112.6k +112,551
29 Intellus Advisors LLC 6.03% of their portfolio NAPLES, FL 719,086719.1k $45.4m $45.4m 6.03% Added +23.9k +23,932
30 One Capital Management, LLC 1.27% of their portfolio WESTLAKE VILLAGE, CA 666,136666.1k $42.1m $42.1m 1.27% Reduced -28.4k -28,426
31 Warren Street Wealth Advisors, LLC 11.87% of their portfolio IRVINE, CA 653,798653.8k $41.3m $41.3m 11.87% Added +13.2k +13,218
32 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio PLYMOUTH, MN 634,385634.4k $40.8m $40.8m 0.06% Reduced -20.3k -20,291
33 TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio NEW YORK, NY 607,400607.4k $38.4m $38.4m 0.06% Added +213.9k +213,900
34 Vertex Planning Partners, LLC 8.86% of their portfolio DOWNERS GROVE, IL 603,268603.3k $38.1m $38.1m 8.86% Reduced -42.0k -42,027
35 Tull Financial Group, Inc. 15.99% of their portfolio CHESAPEAKE, VA 590,957591.0k $37.3m $37.3m 15.99% Reduced -169 -169
36 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 584,828584.8k $36.9m $36.9m 0.01% Added +56.4k +56,353
37 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 558,822558.8k $35.3m $35.3m 0.09% Added +60.9k +60,921
38 Beaumont Financial Advisors, LLC 2.22% of their portfolio NEEDHAM, MA 533,232533.2k $33.7m $33.7m 2.22% Reduced -3.1k -3,081
39 Spectrum Wealth Advisory Group, LLC 12.30% of their portfolio GRANITE BAY, CA 529,822529.8k $33.5m $33.5m 12.30% Added +12.5k +12,501
40 Goldstone Financial Group, LLC 3.72% of their portfolio OAKBROOK TERRACE, IL 528,436528.4k $33.4m $33.4m 3.72% Added +23.1k +23,070
41 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 517,929517.9k $32.7m $32.7m 0.01% Added +17.4k +17,450
42 Equitable Holdings, Inc. 0.22% of their portfolio NEW YORK, NY 515,306515.3k $32.6m $32.6m 0.22% Added +25.3k +25,337
43 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 471,404471.4k $29.8m $29.8m 0.11% Added +49.6k +49,649
44 HEMMING& WEALTH MANAGEMENT, INC. 20.35% of their portfolio TRAVERSE CITY, MI 470,620470.6k $29.7m $29.7m 20.35% First filing
45 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.36% of their portfolio CINCINNATI, OH 436,961437.0k $27.6m $27.6m 0.36% Added +29.8k +29,806
46 Baker Avenue Asset Management, LP 0.64% of their portfolio SAN FRANCISCO, CA 435,995436.0k $27.5m $27.5m 0.64% Reduced -30.3k -30,318
47 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 430,574430.6k $27.2m $27.2m 0.05% Reduced -9.0k -9,047
48 Stratos Wealth Partners, LTD. 0.31% of their portfolio BEACHWOOD, OH 430,511430.5k $27.2m $27.2m 0.31% Reduced -59.9k -59,902
49 Breakwater Capital Group 3.65% of their portfolio PARAMUS, NJ 414,268414.3k $26.2m $26.2m 3.65% Added +42.3k +42,271
50 West Wealth Group, LLC 5.22% of their portfolio Irvine, CA 398,430398.4k $25.2m $25.2m 5.22% Added +18.1k +18,147
51 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 379,644379.6k $24.0m $24.0m 0.03% Reduced -5.7k -5,689
52 Strategent Financial, LLC 14.70% of their portfolio HARRISONBURG, VA 367,609367.6k $23.2m $23.2m 14.70% Added +18.3k +18,332
53 Sanchez Wealth Management Group 4.83% of their portfolio JACKSONVILLE, FL 357,664357.7k $22.6m $22.6m 4.83% Added +34.5k +34,504
54 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 7.10% of their portfolio HIGHLAND PARK, IL 355,381355.4k $22.5m $22.5m 7.10% Added +1.6k +1,596
55 Roof Eidam Maycock Peralta, LLC 5.07% of their portfolio San Francisco, CA 354,104354.1k $22.4m $22.4m 5.07% Reduced -3.4k -3,376
56 Octavia Wealth Advisors, LLC 2.11% of their portfolio CINCINNATI, OH 350,006350.0k $22.1m $22.1m 2.11% Added +14.3k +14,342
57 REDW Wealth LLC 8.18% of their portfolio ALBUQUERQUE, NM 339,797339.8k $21.5m $21.5m 8.18% Reduced -24.8k -24,766
58 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 318,139318.1k $20.2m $20.2m 0.04% Added +260 +260
59 Dynamic Advisor Solutions LLC 0.64% of their portfolio PHOENIX, AZ 313,401313.4k $19.8m $19.8m 0.64% Added +131.1k +131,103
60 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 291,997292.0k $18.4m $18.4m 0.01% Added +37.9k +37,933
61 Geneos Wealth Management Inc. 0.44% of their portfolio ENGLEWOOD, CO 282,483282.5k $17.8m $17.8m 0.44% Added +12.8k +12,785
62 KELLY FINANCIAL GROUP LLC 4.18% of their portfolio Wethersfield, CT 260,373260.4k $16.5m $16.5m 4.18% Added +11.8k +11,773
63 D'Orazio & Associates, Inc. 2.09% of their portfolio VIENNA, VA 258,724258.7k $16.3m $16.3m 2.09% Added +1.7k +1,696
64 Modern Wealth Management, LLC 0.27% of their portfolio KANSAS CITY, MO 234,452234.5k $14.8m $14.8m 0.27% Added +2.0k +2,004
65 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2.35% of their portfolio NEWPORT BEACH, CA 231,140231.1k $14.6m $14.6m 2.35% Reduced -1.0k -1,035
66 VALICENTI ADVISORY SERVICES INC 3.00% of their portfolio ELMIRA, NY 227,203227.2k $14.4m $14.4m 3.00% Added +10.1k +10,052
67 Able Wealth Management LLC 4.53% of their portfolio Toms River, NJ 226,731226.7k $14.3m $14.3m 4.53% Added +36.5k +36,491
68 Allworth Financial LP 0.06% of their portfolio FOLSOM, CA 225,998226.0k $14.3m $14.3m 0.06% Reduced -629 -629
69 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 222,746222.7k $14.1m $14.1m 0.03% Added +10.6k +10,631
70 Beacon Pointe Advisors, LLC 0.10% of their portfolio NEWPORT BEACH, CA 218,880218.9k $13.8m $13.8m 0.10% Added +13.2k +13,218
71 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 212,587212.6k $13.4m $13.4m 0.07% Reduced -272.2k -272,213
72 Per Stirling Capital Management, LLC. 1.50% of their portfolio AUSTIN, TX 212,156212.2k $13.4m $13.4m 1.50% Added +1.0k +1,038
73 Waterway Wealth Management, LLC 2.54% of their portfolio THE WOODLANDS, TX 207,272207.3k $11.2m $11.2m 2.54% Added +40.4k +40,432
74 PARK AVENUE SECURITIES LLC 0.11% of their portfolio NEW YORK, NY 201,808201.8k $12.8m $12.8m 0.11% Reduced -2.8k -2,769
75 True North Advisors, LLC 1.61% of their portfolio Dallas, TX 196,616196.6k $12.4m $12.4m 1.61% New
76 Ameritas Advisory Services, LLC 0.45% of their portfolio Lincoln, NE 189,563189.6k $12.0m $12.0m 0.45% Reduced -211.5k -211,518
77 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 189,196189.2k $12.0m $12.0m 0.01% Reduced -195 -195
78 Keystone Financial Group 0.87% of their portfolio LEXINGTON, KY 187,038187.0k $11.8m $11.8m 0.87% Reduced -118.6k -118,605
79 PETRA FINANCIAL ADVISORS INC 6.88% of their portfolio COLORADO SRPINGS, CO 185,484185.5k $11.7m $11.7m 6.88% Reduced -6.0k -6,045
80 Prism Advisors, Inc. 2.91% of their portfolio STUDIO CITY, CA 173,047173.0k $10.9m $10.9m 2.91% Reduced -3.7k -3,657
81 Cornerstone Wealth Management, LLC 0.56% of their portfolio ST. PETERS, MO 171,419171.4k $10.8m $10.8m 0.56% Added +22.3k +22,344
82 Ledyard National Bank 0.93% of their portfolio HANOVER, NH 170,439170.4k $10.8m $10.8m 0.93% Added +2.9k +2,853
83 Alpha Zero LLC 5.83% of their portfolio BOCA RATON, FL 169,013169.0k $10.7m $10.7m 5.83% Reduced -41.4k -41,399
84 J.W. COLE ADVISORS, INC. 0.25% of their portfolio TAMPA, FL 166,905166.9k $10.2m $10.2m 0.25% Added +10.1k +10,142
85 INDEPENDENT FINANCIAL GROUP, LLC 0.23% of their portfolio SAN DIEGO, CA 165,619165.6k $10.5m $10.5m 0.23% Reduced -29.9k -29,922
86 Saratoga Research & Investment Management 0.54% of their portfolio SARATOGA, CA 162,442162.4k $10.3m $10.3m 0.54% Added +158.9k +158,950
87 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 155,736155.7k $9.8m $9.8m 0.05% Reduced -108.9k -108,896
88 Perigon Wealth Management, LLC 0.18% of their portfolio SAN FRANCISCO, CA 154,824154.8k $9.8m $9.8m 0.18% Reduced -6.0k -5,969
89 Mariner, LLC 0.01% of their portfolio Overland Park, KS 153,231153.2k $9.7m $9.7m 0.01% Reduced -5.1k -5,139
90 SEAMOUNT FINANCIAL GROUP INC 4.34% of their portfolio COLORADO SPRINGS, CO 151,110151.1k $9.5m $9.5m 4.34% Added +7.4k +7,359
91 Weil Company, Inc. 2.17% of their portfolio SAN DIEGO, CA 149,409149.4k $9.4m $9.4m 2.17% Added +23.5k +23,494
92 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 146,605146.6k $9.3m $9.3m 0.00% Reduced -4.8k -4,778
93 N.E.W. Advisory Services LLC 0.68% of their portfolio DE PERE, WI 144,817144.8k $9.1m $9.1m 0.68% Added +123.8k +123,777
94 WOODMONT INVESTMENT COUNSEL LLC 0.57% of their portfolio NASHVILLE, TN 143,860143.9k $9.1m $9.1m 0.57% Added +7.6k +7,552
95 Merit Financial Group, LLC 0.07% of their portfolio ALPHARETTA, GA 143,078143.1k $9.0m $9.0m 0.07% Reduced -8.0k -8,047
96 Edge Financial Advisors LLC 3.80% of their portfolio WHEATON, IL 143,068143.1k $9.0m $9.0m 3.80% Added +9.4k +9,354
97 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 142,227142.2k $9.0m $9.0m 0.05% First filing
98 Running Point Capital Advisors, LLC 2.43% of their portfolio EL SEGUNDO, CA 141,003141.0k $8.9m $8.9m 2.43% Added +19.3k +19,317
99 Clarus Wealth Advisors 3.61% of their portfolio PEORIA, AZ 135,472135.5k $8.7m $8.7m 3.61% Reduced -357 -357
100 Redhawk Wealth Advisors, Inc. 0.96% of their portfolio MINNEAPOLIS, MN 134,879134.9k $8.5m $8.5m 0.96% Added +11.7k +11,670