Vault-13

J P MORGAN EXCHANGE TRADED F JMOM

US MOMENTUM · ETP · CUSIP 46641Q779

99 institutional holders +18 vs Q3 2024
18,756,35718.8m shares reported held*
$1.1bnreported value*
19 new 29 added 35 reduced 5 sold out net bought ≈ $116.5m (+2.0m 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 ($11.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.27.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 41Q4 22: 48Q1 23: 47Q2 23: 47Q3 23: 54Q4 23: 68Q1 24: 77Q2 24: 73Q3 24: 81Q4 24: 9999Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202241
Q4 202248
Q1 202347
Q2 202347
Q3 202354
Q4 202368
Q1 202477
Q2 202473
Q3 202481
Q4 202499

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 23: 32 bought or addedQ1 23: 21 cut or sold outQ2 23: 25 bought or addedQ2 23: 24 cut or sold outQ2 23Q3 23: 34 bought or addedQ3 23: 16 cut or sold outQ4 23: 42 bought or addedQ4 23: 20 cut or sold outQ4 23Q1 24: 45 bought or addedQ1 24: 28 cut or sold outQ2 24: 40 bought or addedQ2 24: 35 cut or sold outQ2 24Q3 24: 43 bought or addedQ3 24: 34 cut or sold outQ4 24: 48 bought or addedQ4 24: 40 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20233221
Q2 20232524
Q3 20233416
Q4 20234220
Q1 20244528
Q2 20244035
Q3 20244334
Q4 20244840

Biggest buyers

Blue Trust, Inc. Added +794,569+794.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +484,636+484.6k
GeoWealth Management, LLC New +178,333+178.3k
Integrated Wealth Concepts LLC Added +168,780+168.8k
MAGNOLIA CAPITAL ADVISORS LLC New +121,776+121.8k
Equitable Holdings, Inc. Added +92,137+92.1k
West Wealth Group, LLC New +84,967+85.0k
JPMORGAN CHASE & CO Added +76,377+76.4k
Centennial Bank/AR/ New +37,795+37.8k
Foundations Investment Advisors, LLC New +34,465+34.5k

Biggest sellers

WIN ADVISORS, INC Sold out -106,466-106.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -55,602-55.6k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Reduced -12,106-12.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -10,740-10.7k
SYNOVUS FINANCIAL CORP Reduced -10,466-10.5k
Savant Capital, LLC Reduced -6,042-6.0k
Westover Capital Advisors, LLC Reduced -5,485-5.5k
Shore Point Advisors, LLC Reduced -3,109-3.1k
Nova R Wealth, Inc. Reduced -2,613-2.6k
Kathmere Capital Management, LLC Reduced -2,542-2.5k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.13% of their portfolio PLYMOUTH, MN 10,103,85510.1m $588.8m $588.8m 1.13% Added +484.6k +484,636
2 Blue Trust, Inc. 2.98% of their portfolio BRENTWOOD, TN 3,988,2914.0m $232.4m $232.4m 2.98% Added +794.6k +794,569
3 Equitable Holdings, Inc. 0.50% of their portfolio NEW YORK, NY 900,983901.0k $52.5m $52.5m 0.50% Added +92.1k +92,137
4 Shore Point Advisors, LLC 15.64% of their portfolio BRIELLE, NJ 499,074499.1k $29.1m $29.1m 15.64% Reduced -3.1k -3,109
5 Klaas Financial Asset Advisors, LLC 4.35% of their portfolio LOVES PARK, IL 423,844423.8k $24.7m $24.7m 4.35% Added +2.0k +1,961
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 265,709265.7k $15.5m $15.5m 0.00% Added +76.4k +76,377
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 241,063241.1k $14.0m $14.0m 0.01% Added +22.6k +22,576
8 GeoWealth Management, LLC 0.34% of their portfolio CHICAGO, IL 178,333178.3k $10.4m $10.4m 0.34% New
9 ARQ WEALTH ADVISORS, LLC 3.95% of their portfolio SCOTTSDALE, AZ 178,109178.1k $10.4m $10.4m 3.95% Reduced -373 -373
10 Vident Advisory, LLC 0.18% of their portfolio Alpharetta, GA 176,111176.1k $10.3m $10.3m 0.18% Added +26.0k +25,979
11 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 174,637174.6k $10.2m $10.2m 0.12% Added +168.8k +168,780
12 Nova R Wealth, Inc. 4.16% of their portfolio OVERLAND PARK, KS 141,679141.7k $8.3m $8.3m 4.16% Reduced -2.6k -2,613
13 Cornerstone Wealth Management, LLC 0.55% of their portfolio ST. PETERS, MO 139,120139.1k $8.1m $8.1m 0.55% Reduced -1.9k -1,942
14 Cassia Capital Partners, LLC 5.17% of their portfolio WINSTON SALEM, NC 139,064139.1k $8.1m $8.1m 5.17% Reduced -2.1k -2,103
15 MAGNOLIA CAPITAL ADVISORS LLC 1.21% of their portfolio RIDGELAND, MS 121,776121.8k $7.1m $7.1m 1.21% New
16 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.14% of their portfolio LOS ANGELES, CA 98,17398.2k $5.7m $5.7m 0.14% Reduced -12.1k -12,106
17 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 96,63096.6k $5.6m $5.6m 0.04% Reduced -6.0k -6,042
18 West Wealth Group, LLC 1.48% of their portfolio Irvine, CA 84,96785.0k $5.0m $5.0m 1.48% New
19 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 63,76263.8k $3.7m $3.7m 0.04% Added +4.7k +4,722
20 Orion Portfolio Solutions, LLC 0.04% of their portfolio Omaha, NE 63,76263.8k $3.7m $3.7m 0.04% Added +4.7k +4,722
21 Kathmere Capital Management, LLC 0.32% of their portfolio WAYNE, PA 61,65761.7k $3.6m $3.6m 0.32% Reduced -2.5k -2,542
22 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 59,20759.2k $3.5m $3.5m 0.00% Added +894 +894
23 INTRUST BANK NA 0.33% of their portfolio WICHITA, KS 55,07455.1k $3.2m $3.2m 0.33% Reduced -1.9k -1,870
24 Fifth Third Securities, Inc. 0.24% of their portfolio Cincinnati, OH 47,75847.8k $2.8m $2.8m 0.24% Added +1.9k +1,867
25 Delos Wealth Advisors, LLC 2.09% of their portfolio DALLAS, TX 45,03545.0k $2.6m $2.6m 2.09% Added +2.9k +2,943
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,53639.5k $2.3m $2.3m 0.00% Reduced -811 -811
27 Centennial Bank/AR/ 1.04% of their portfolio CONWAY, AR 37,79537.8k $2.2m $2.2m 1.04% New
28 Strategic Financial Services, Inc. 0.13% of their portfolio UTICA, NY 37,78737.8k $2.2m $2.2m 0.13% Reduced -1.2k -1,159
29 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 34,46534.5k $2.0m $2.0m 0.04% New
30 Vise Technologies, Inc. 0.12% of their portfolio NEW YORK, NY 23,80823.8k $1.4m $1.4m 0.12% New
31 Professional Financial Advisors, LLC 0.31% of their portfolio NORTH PLATTE, NE 20,81720.8k $1.2m $1.2m 0.31% Reduced -329 -329
32 IFG Advisory, LLC 0.06% of their portfolio ATLANTA, GA 19,50719.5k $1.1m $1.1m 0.06% Reduced -115 -115
33 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 19,14919.1k $1.1m $1.1m 0.00% Added +3.7k +3,730
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,11118.1k $1.1m $1.1m 0.00% Reduced -10.7k -10,740
35 Able Wealth Management LLC 0.66% of their portfolio Toms River, NJ 17,14517.1k $999.1k $999.1k 0.66% Reduced -1.3k -1,255
36 Gallacher Capital Management LLC 0.49% of their portfolio LONE TREE, CO 16,94716.9k $987.5k $987.5k 0.49% Reduced -607 -607
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,12316.1k $939.5k $939.5k 0.00% Reduced -55.6k -55,602
38 Ballentine Partners, LLC 0.02% of their portfolio Waltham, MA 16,11416.1k $938.9k $938.9k 0.02% New
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 15,41515.4k $898.2k $898.2k 0.00% Reduced -398 -398
40 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 14,51214.5k $845.8k $845.8k 0.01% Reduced -10.5k -10,466
41 Blue Oak Capital, LLC 0.49% of their portfolio MENLO PARK, CA 13,71113.7k $798.9k $798.9k 0.49% First filing
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,33113.3k $776.8k $776.8k 0.00% First filing
43 Palumbo Wealth Management LLC 0.27% of their portfolio GREAT NECK, NY 12,37312.4k $721.0k $721.0k 0.27% Added +1.1k +1,082
44 5T Wealth, LLC 0.31% of their portfolio Napa, CA 9,7289.7k $566.9k $566.9k 0.31% First filing
45 Brightwater Advisory LLC 0.43% of their portfolio TAMPA, FL 9,4959.5k $553.3k $553.3k 0.43% Reduced -1.7k -1,704
46 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,0129.0k $525.0k $525.0k 0.00% Reduced -49 -49
47 Patten Group, Inc. 0.11% of their portfolio CHATTANOOGA, TN 8,8308.8k $514.5k $514.5k 0.11% Added +77 +77
48 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,6258.6k $502.6k $502.6k 0.00% Added +6.4k +6,416
49 17 CAPITAL PARTNERS, LLC 0.31% of their portfolio PHEONIX, AZ 8,5138.5k $496.1k $496.1k 0.31% Added +677 +677
50 Fort Point Capital Partners LLC 0.06% of their portfolio San Francisco, CA 8,4328.4k $491.3k $491.3k 0.06% Added +1.4k +1,353
51 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 8,4248.4k $490.9k $490.9k 0.02% Reduced -265 -265
52 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 8,2798.3k $482.4k $482.4k 0.01% New
53 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,1928.2k $477.4k $477.4k 0.00% Added +2.7k +2,689
54 Hershey Financial Advisers, LLC 0.41% of their portfolio LANCASTER, PA 7,9588.0k $463.7k $463.7k 0.41% First filing
55 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 7,7067.7k $449.0k $449.0k 0.01% Added +685 +685
56 KELLY FINANCIAL GROUP LLC 0.14% of their portfolio Wethersfield, CT 6,6546.7k $387.7k $387.7k 0.14% First filing
57 OXFORD FINANCIAL GROUP, LTD. LLC 0.02% of their portfolio INDIANAPOLIS, IN 6,4576.5k $376.2k $376.2k 0.02% New
58 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 6,1756.2k $359.8k $359.8k 0.02% Added +2.0k +1,975
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,1356.1k $357.5k $357.5k 0.00% Reduced -407 -407
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,0896.1k $355.0k $355.0k 0.00% Reduced -203 -203
61 Westover Capital Advisors, LLC 0.08% of their portfolio WILMINGTON, DE 5,8695.9k $342.0k $342.0k 0.08% Reduced -5.5k -5,485
62 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% of their portfolio Westlake, OH 5,7955.8k $337.6k $337.6k 0.03% Reduced -243 -243
63 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 5,5715.6k $324.6k $324.6k 0.01% Reduced -347 -347
64 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,3525.4k $312.0k $312.0k 0.00% Reduced -265 -265
65 JOHNSON INVESTMENT COUNSEL INC 0.00% of their portfolio Cincinnati, OH 5,3005.3k $308.8k $308.8k 0.00% New
66 RHS Financial, LLC 0.15% of their portfolio SAN FRANCISCO, CA 5,0095.0k $291.9k $291.9k 0.15% Reduced -907 -907
67 Balefire, LLC 0.10% of their portfolio DALLAS, TX 4,8154.8k $281.2k $281.2k 0.10% New
68 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,7964.8k $279.5k $279.5k 0.00% Reduced -705 -705
69 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,4924.5k $261.7k $261.7k 0.00% Reduced -224 -224
70 AMERIFLEX GROUP, INC. 0.11% of their portfolio LAS VEGAS, NV 3,9113.9k $240.3k $240.3k 0.11% First filing
71 OLD MISSION CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 3,6573.7k $213.1k $213.1k 0.00% New
72 Good Life Advisors, LLC 0.02% of their portfolio READING, PA 3,5643.6k $207.7k $207.7k 0.02% Added +1 +1
73 AWM CAPITAL, LLC 0.02% of their portfolio Phoenix, AZ 3,4413.4k $200.5k $200.5k 0.02% New
74 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,8881.9k $110.0k $110.0k 0.00% Unchanged
75 HHM Wealth Advisors, LLC 0.01% of their portfolio CHATTANOOGA, TN 1,6691.7k $97.2k $97.2k 0.01% Added +5 +5
76 FMR LLC 0.00% of their portfolio BOSTON, MA 1,5801.6k $92.1k $92.1k 0.00% Reduced -5 -5
77 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 1,5241.5k $89.2k $89.2k 0.01% Added +4 +4
78 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,3021.3k $75.9k $75.9k 0.00% Reduced -165 -165
79 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1721.2k $68.3k $68.3k 0.00% Unchanged
80 Castleview Partners, LLC 0.03% of their portfolio DALLAS, TX 1,0821.1k $63.2k $63.2k 0.03% New
81 Arlington Trust Co LLC 0.01% of their portfolio BIRMINGHAM, AL 896896 $52.2k $52.2k 0.01% Unchanged
82 BlackRock, Inc. 0.00% of their portfolio New York, NY 578578 $33.7k $33.7k 0.00% New
83 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 562562 $32.7k $32.7k 0.00% Unchanged
84 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 493493 $28.7k $28.7k 0.00% Unchanged
85 PSI Advisors, LLC 0.01% of their portfolio TAMPA, FL 435435 $25.3k $25.3k 0.01% Added +2 +2
86 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 356356 $20.7k $20.7k 0.00% Added +1 +1
87 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 315315 $18.4k $18.4k 0.00% Unchanged
88 FWL INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio Dallas, TX 314314 $18.3k $18.3k 0.01% Unchanged
89 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 274274 $16.0k $16.0k 0.00% Added +114 +114
90 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 257257 $15.9k $15.9k 0.00% Added +257 +257
91 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 236236 $13.8k $13.8k 0.00% New
92 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 188188 $10.9k $10.9k 0.00% Reduced -155 -155
93 UBS Group AG 0.00% of their portfolio ZURICH, V8 127127 $7.4k $7.4k 0.00% New
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 121121 $7.1k $7.1k 0.00% New
95 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 105105 $6.1k $6.1k 0.00% New
96 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6767 $3.9k $3.9k 0.00% Unchanged
97 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 4242 $2.4k $2.4k 0.00% Unchanged
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $44 $44 0.00% Reduced -814 -814
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged