Vault-13

J P MORGAN EXCHANGE TRADED F JMOM

US MOMENTUM · ETP · CUSIP 46641Q779

110 institutional holders +11 vs Q4 2024
20,743,05620.7m shares reported held*
$1.2bnreported value*
30 new 32 added 37 reduced 16 sold out net bought ≈ $114.3m (+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 ($11.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.37.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 41Q4 22: 48Q1 23: 47Q2 23: 47Q3 23: 54Q4 23: 68Q1 24: 77Q2 24: 73Q3 24: 81Q4 24: 99Q1 25: 110110Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202241
Q4 202248
Q1 202347
Q2 202347
Q3 202354
Q4 202368
Q1 202477
Q2 202473
Q3 202481
Q4 202499
Q1 2025110

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 25 bought or addedQ2 23: 24 cut or sold outQ3 23: 34 bought or addedQ3 23: 16 cut or sold outQ3 23Q4 23: 42 bought or addedQ4 23: 20 cut or sold outQ1 24: 45 bought or addedQ1 24: 28 cut or sold outQ1 24Q2 24: 40 bought or addedQ2 24: 35 cut or sold outQ3 24: 43 bought or addedQ3 24: 34 cut or sold outQ3 24Q4 24: 48 bought or addedQ4 24: 40 cut or sold outQ1 25: 62 bought or addedQ1 25: 53 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232524
Q3 20233416
Q4 20234220
Q1 20244528
Q2 20244035
Q3 20244334
Q4 20244840
Q1 20256253

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +1,529,605+1.5m
JPMORGAN CHASE & CO Added +189,475+189.5k
Blue Trust, Inc. Added +153,337+153.3k
Orion Portfolio Solutions, LLC Added +63,541+63.5k
SILVER OAK SECURITIES, INCORPORATED New +51,546+51.5k
KELLY FINANCIAL GROUP LLC Added +36,395+36.4k
Crossmark Global Holdings, Inc. New +35,865+35.9k
JANE STREET GROUP, LLC New +31,767+31.8k
WIN ADVISORS, INC New +31,400+31.4k
3Chopt Investment Partners, LLC New +25,994+26.0k

Biggest sellers

GeoWealth Management, LLC Sold out -178,333-178.3k
Equitable Holdings, Inc. Reduced -59,895-59.9k
LPL Financial LLC Reduced -42,717-42.7k
Foundations Investment Advisors, LLC Sold out -34,465-34.5k
Ballentine Partners, LLC Sold out -16,114-16.1k
Savant Capital, LLC Reduced -10,398-10.4k
World Investment Advisors Sold out -7,706-7.7k
OXFORD FINANCIAL GROUP, LTD. LLC Sold out -6,457-6.5k
ARQ WEALTH ADVISORS, LLC Reduced -6,112-6.1k
ROYAL BANK OF CANADA Reduced -5,695-5.7k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.25% of their portfolio PLYMOUTH, MN 11,633,46011.6m $655.7m $655.7m 1.25% Added +1.5m +1,529,605
2 Blue Trust, Inc. 2.99% of their portfolio BRENTWOOD, TN 4,141,6284.1m $233.4m $233.4m 2.99% Added +153.3k +153,337
3 Equitable Holdings, Inc. 0.45% of their portfolio NEW YORK, NY 841,088841.1k $47.4m $47.4m 0.45% Reduced -59.9k -59,895
4 Shore Point Advisors, LLC 14.87% of their portfolio BRIELLE, NJ 498,320498.3k $28.1m $28.1m 14.87% Reduced -754 -754
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 455,184455.2k $25.7m $25.7m 0.00% Added +189.5k +189,475
6 Klaas Financial Asset Advisors, LLC 4.13% of their portfolio LOVES PARK, IL 424,656424.7k $23.9m $23.9m 4.13% Added +812 +812
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 198,346198.3k $11.2m $11.2m 0.00% Reduced -42.7k -42,717
8 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 186,912186.9k $10.5m $10.5m 0.12% Added +12.3k +12,275
9 Vident Advisory, LLC 0.15% of their portfolio Alpharetta, GA 183,676183.7k $10.4m $10.4m 0.15% Added +7.6k +7,565
10 ARQ WEALTH ADVISORS, LLC 3.60% of their portfolio SCOTTSDALE, AZ 171,997172.0k $9.7m $9.7m 3.60% Reduced -6.1k -6,112
11 Cornerstone Wealth Management, LLC 0.57% of their portfolio ST. PETERS, MO 149,953150.0k $8.5m $8.5m 0.57% Added +10.8k +10,833
12 MAGNOLIA CAPITAL ADVISORS LLC 2.18% of their portfolio RIDGELAND, MS 142,161142.2k $8.0m $8.0m 2.18% Added +20.4k +20,385
13 Nova R Wealth, Inc. 3.94% of their portfolio OVERLAND PARK, KS 141,069141.1k $8.0m $8.0m 3.94% Reduced -610 -610
14 Cassia Capital Partners, LLC 4.82% of their portfolio WINSTON SALEM, NC 136,989137.0k $7.7m $7.7m 4.82% Reduced -2.1k -2,075
15 Orion Portfolio Solutions, LLC 0.04% of their portfolio Omaha, NE 127,303127.3k $7.3m $7.3m 0.04% Added +63.5k +63,541
16 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.14% of their portfolio LOS ANGELES, CA 94,30494.3k $5.3m $5.3m 0.14% Reduced -3.9k -3,869
17 West Wealth Group, LLC 1.52% of their portfolio Irvine, CA 90,49490.5k $5.1m $5.1m 1.52% Added +5.5k +5,527
18 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 86,23286.2k $4.9m $4.9m 0.04% Reduced -10.4k -10,398
19 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 63,54163.5k $3.6m $3.6m 0.04% Reduced -221 -221
20 Fifth Third Securities, Inc. 0.30% of their portfolio Cincinnati, OH 62,55962.6k $3.5m $3.5m 0.30% Added +14.8k +14,801
21 Kathmere Capital Management, LLC 0.30% of their portfolio WAYNE, PA 62,35562.4k $3.5m $3.5m 0.30% Added +698 +698
22 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 58,68058.7k $3.3m $3.3m 0.00% Reduced -527 -527
23 INTRUST BANK NA 0.30% of their portfolio WICHITA, KS 53,14053.1k $3.0m $3.0m 0.30% Reduced -1.9k -1,934
24 SILVER OAK SECURITIES, INCORPORATED 0.27% of their portfolio JACKSON, TN 51,54651.5k $2.9m $2.9m 0.27% New
25 Delos Wealth Advisors, LLC 2.02% of their portfolio DALLAS, TX 45,17045.2k $2.5m $2.5m 2.02% Added +135 +135
26 KELLY FINANCIAL GROUP LLC 0.76% of their portfolio Wethersfield, CT 43,04943.0k $2.4m $2.4m 0.76% Added +36.4k +36,395
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,15139.2k $2.2m $2.2m 0.00% Reduced -385 -385
28 Centennial Bank/AR/ 1.00% of their portfolio CONWAY, AR 37,27937.3k $2.1m $2.1m 1.00% Reduced -516 -516
29 Strategic Financial Services, Inc. 0.12% of their portfolio UTICA, NY 37,09237.1k $2.1m $2.1m 0.12% Reduced -695 -695
30 Crossmark Global Holdings, Inc. 0.04% of their portfolio HOUSTON, TX 35,86535.9k $2.0m $2.0m 0.04% New
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,76731.8k $1.8m $1.8m 0.00% New
32 WIN ADVISORS, INC 0.91% of their portfolio PALM BEACH GARDENS, FL 31,40031.4k $1.8m $1.8m 0.91% New
33 5T Wealth, LLC 0.87% of their portfolio Napa, CA 27,20327.2k $1.5m $1.5m 0.87% Added +17.5k +17,475
34 3Chopt Investment Partners, LLC 0.38% of their portfolio RICHMOND, VA 25,99426.0k $1.5m $1.5m 0.38% New
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 22,98523.0k $1.3m $1.3m 0.00% Added +7.6k +7,570
36 Blue Oak Capital, LLC 0.70% of their portfolio MENLO PARK, CA 22,55022.6k $1.3m $1.3m 0.70% Added +8.8k +8,839
37 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 21,98422.0k $1.2m $1.2m 0.04% Added +13.7k +13,705
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,76821.8k $1.2m $1.2m 0.00% Added +5.6k +5,645
39 Professional Financial Advisors, LLC 0.30% of their portfolio NORTH PLATTE, NE 21,25221.3k $1.2m $1.2m 0.30% Added +435 +435
40 CFS Investment Advisory Services, LLC 0.10% of their portfolio TOTOWA, NJ 20,39420.4k $1.1m $1.1m 0.10% New
41 IFG Advisory, LLC 0.06% of their portfolio ATLANTA, GA 19,04819.0k $1.1m $1.1m 0.06% Reduced -459 -459
42 Able Wealth Management LLC 0.61% of their portfolio Toms River, NJ 18,15118.2k $1.0m $1.0m 0.61% Added +1.0k +1,006
43 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 17,83417.8k $1.0m $1.0m 0.00% Reduced -1.3k -1,315
44 TSA Wealth Managment LLC 0.38% of their portfolio HOUSTON, TX 16,94816.9k $955.2k $955.2k 0.38% New
45 Gallacher Capital Management LLC 0.46% of their portfolio LONE TREE, CO 16,85716.9k $950.0k $950.0k 0.46% Reduced -90 -90
46 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,33016.3k $920.4k $920.4k 0.00% Reduced -1.8k -1,781
47 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 14,87314.9k $838.2k $838.2k 0.02% New
48 Palumbo Wealth Management LLC 0.25% of their portfolio GREAT NECK, NY 13,06813.1k $736.5k $736.5k 0.25% Added +695 +695
49 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 12,30312.3k $693.3k $693.3k 0.01% Reduced -2.2k -2,209
50 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,29112.3k $692.7k $692.7k 0.00% Reduced -1.0k -1,040
51 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 12,06412.1k $679.9k $679.9k 0.04% New
52 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 11,47311.5k $646.6k $646.6k 0.02% New
53 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 10,98111.0k $618.9k $618.9k 0.06% New
54 Larson Financial Group LLC 0.03% of their portfolio ST LOUIS, MO 10,41610.4k $587.0k $587.0k 0.03% New
55 KICKSTAND VENTURES, LLC. 0.15% of their portfolio PITTSFORD, NY 10,36310.4k $584.1k $584.1k 0.15% New
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,98910.0k $563.1k $563.1k 0.00% Added +1.4k +1,364
57 17 CAPITAL PARTNERS, LLC 0.35% of their portfolio PHEONIX, AZ 9,5839.6k $540.1k $540.1k 0.35% Added +1.1k +1,070
58 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,8468.8k $499.0k $499.0k 0.00% Reduced -166 -166
59 Brightwater Advisory LLC 0.39% of their portfolio TAMPA, FL 8,6868.7k $489.5k $489.5k 0.39% Reduced -809 -809
60 Fort Point Capital Partners LLC 0.05% of their portfolio San Francisco, CA 8,4388.4k $475.6k $475.6k 0.05% Added +6 +6
61 Patten Group, Inc. 0.11% of their portfolio CHATTANOOGA, TN 8,3648.4k $471.4k $471.4k 0.11% Reduced -466 -466
62 Mayflower Financial Advisors, LLC 0.07% of their portfolio BOSTON, MA 8,3638.4k $471.3k $471.3k 0.07% New
63 One Wealth Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 8,2468.2k $464.7k $464.7k 0.07% New
64 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 8,1598.2k $459.8k $459.8k 0.02% Reduced -265 -265
65 MN Wealth Advisors, LLC 0.26% of their portfolio OVERLAND PARK, KS 7,9738.0k $449.4k $449.4k 0.26% New
66 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7,8757.9k $443.8k $443.8k 0.00% Reduced -317 -317
67 Brookwood Investment Group LLC 0.07% of their portfolio PHOENIX, AZ 7,3747.4k $415.6k $415.6k 0.07% First filing
68 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,6216.6k $373.0k $373.0k 0.00% Added +1.3k +1,269
69 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 6,1756.2k $348.0k $348.0k 0.01% Unchanged
70 Cypress Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 6,1066.1k $344.1k $344.1k 0.07% New
71 Westover Capital Advisors, LLC 0.07% of their portfolio WILMINGTON, DE 5,7385.7k $323.4k $323.4k 0.07% Reduced -131 -131
72 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% of their portfolio Westlake, OH 5,6755.7k $322.0k $322.0k 0.03% Reduced -120 -120
73 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,6345.6k $317.5k $317.5k 0.00% Reduced -501 -501
74 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,4705.5k $308.6k $308.6k 0.01% New
75 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 5,3185.3k $299.7k $299.7k 0.01% Reduced -253 -253
76 JOHNSON INVESTMENT COUNSEL INC 0.00% of their portfolio Cincinnati, OH 5,3005.3k $298.7k $298.7k 0.00% Unchanged
77 AMERIFLEX GROUP, INC. 0.12% of their portfolio LAS VEGAS, NV 5,2765.3k $297.3k $297.3k 0.12% Added +1.4k +1,365
78 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 4,9384.9k $278.3k $278.3k 0.01% New
79 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 4,4504.5k $250.8k $250.8k 0.00% New
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,3494.3k $245.1k $245.1k 0.00% Reduced -143 -143
81 Good Life Advisors, LLC 0.01% of their portfolio READING, PA 3,5643.6k $200.9k $200.9k 0.01% Unchanged
82 FMR LLC 0.00% of their portfolio BOSTON, MA 1,7961.8k $101.2k $101.2k 0.00% Added +216 +216
83 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,6771.7k $95.1k $95.1k 0.00% Added +505 +505
84 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,6741.7k $94.3k $94.3k 0.00% New
85 HHM Wealth Advisors, LLC 0.01% of their portfolio CHATTANOOGA, TN 1,6721.7k $94.2k $94.2k 0.01% Added +3 +3
86 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,6711.7k $94.2k $94.2k 0.00% Reduced -217 -217
87 Legacy Wealth Managment, LLC/ID 0.06% of their portfolio BOISE, ID 1,5641.6k $88.1k $88.1k 0.06% New
88 Rossby Financial, LCC 0.03% of their portfolio MELBOURNE, FL 1,2681.3k $71.8k $71.8k 0.03% New
89 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,2581.3k $70.9k $70.9k 0.00% Reduced -44 -44
90 Arlington Trust Co LLC 0.01% of their portfolio BIRMINGHAM, AL 896896 $50.5k $50.5k 0.01% Unchanged
91 CWM, LLC 0.00% of their portfolio OMAHA, NE 797797 $45.0k $45.0k 0.00% New
92 BlackRock, Inc. 0.00% of their portfolio New York, NY 731731 $41.2k $41.2k 0.00% Added +153 +153
93 ROSS\JOHNSON & Associates LLC 0.66% of their portfolio PLYMOUTH, MN 683683 $38.5k $38.5k 0.66% New
94 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 562562 $31.7k $31.7k 0.00% Unchanged
95 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 493493 $27.8k $27.8k 0.00% Unchanged
96 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 395395 $22.3k $22.3k 0.00% New
97 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 394394 $22.0k $22.0k 0.00% Reduced -5.7k -5,695
98 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 357357 $20.1k $20.1k 0.00% Added +1 +1
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 257257 $14.5k $14.5k 0.00% Unchanged
100 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 236236 $13.8k $13.8k 0.00% Unchanged