Vault-13

J P MORGAN EXCHANGE TRADED F JMOM

US MOMENTUM · ETP · CUSIP 46641Q779

120 institutional holders +10 vs Q1 2025
21,929,85221.9m shares reported held*
$1.4bnreported value*
19 new 49 added 35 reduced 11 sold out net bought ≈ $78.4m (+1.2m 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 ($12.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.40.

Trends to Q2 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: 110Q2 25: 120120Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025120

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 62 bought or addedQ1 25: 53 cut or sold outQ2 25: 68 bought or addedQ2 25: 46 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233416
Q4 20234220
Q1 20244528
Q2 20244035
Q3 20244334
Q4 20244840
Q1 20256253
Q2 20256846

Biggest buyers

LPL Financial LLC Added +408,553+408.6k
JPMORGAN CHASE & CO Added +285,477+285.5k
Blue Trust, Inc. Added +156,450+156.4k
Systelligence, LLC New +149,061+149.1k
Corient Private Wealth LP Added +112,136+112.1k
Equitable Holdings, Inc. Added +81,745+81.7k
ROYAL BANK OF CANADA Added +68,818+68.8k
CWM, LLC Added +44,547+44.5k
5T Wealth, LLC Added +35,363+35.4k
3Chopt Investment Partners, LLC Added +22,065+22.1k

Biggest sellers

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Reduced -68,561-68.6k
SILVER OAK SECURITIES, INCORPORATED Sold out -51,546-51.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -39,265-39.3k
JANE STREET GROUP, LLC Sold out -31,767-31.8k
WIN ADVISORS, INC Sold out -31,400-31.4k
MAGNOLIA CAPITAL ADVISORS LLC Reduced -21,952-22.0k
Vident Advisory, LLC Reduced -19,219-19.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -14,759-14.8k
B. Riley Wealth Advisors, Inc. Sold out -11,473-11.5k
Clear Creek Financial Management, LLC Sold out -10,981-11.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.24% of their portfolio PLYMOUTH, MN 11,594,19511.6m $749.2m $749.2m 1.24% Reduced -39.3k -39,265
2 Blue Trust, Inc. 3.26% of their portfolio BRENTWOOD, TN 4,298,0784.3m $276.3m $276.3m 3.26% Added +156.4k +156,450
3 Equitable Holdings, Inc. 0.49% of their portfolio NEW YORK, NY 922,833922.8k $59.3m $59.3m 0.49% Added +81.7k +81,745
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 740,661740.7k $47.6m $47.6m 0.00% Added +285.5k +285,477
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 606,899606.9k $39.0m $39.0m 0.01% Added +408.6k +408,553
6 Shore Point Advisors, LLC 15.38% of their portfolio BRIELLE, NJ 498,087498.1k $32.0m $32.0m 15.38% Reduced -233 -233
7 Klaas Financial Asset Advisors, LLC 4.39% of their portfolio LOVES PARK, IL 431,803431.8k $27.8m $27.8m 4.39% Added +7.1k +7,147
8 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 193,789193.8k $12.5m $12.5m 0.12% Added +6.9k +6,877
9 ARQ WEALTH ADVISORS, LLC 3.33% of their portfolio SCOTTSDALE, AZ 171,997172.0k $9.7m $9.7m 3.33% Unchanged
10 Vident Advisory, LLC 0.12% of their portfolio Alpharetta, GA 164,457164.5k $10.6m $10.6m 0.12% Reduced -19.2k -19,219
11 Systelligence, LLC 1.77% of their portfolio BLOOMINGTON, MN 149,061149.1k $9.6m $9.6m 1.77% New
12 Nova R Wealth, Inc. 4.43% of their portfolio OVERLAND PARK, KS 148,113148.1k $9.5m $9.5m 4.43% Added +7.0k +7,044
13 Cornerstone Wealth Management, LLC 0.58% of their portfolio ST. PETERS, MO 147,929147.9k $9.5m $9.5m 0.58% Reduced -2.0k -2,024
14 Cassia Capital Partners, LLC 5.18% of their portfolio WINSTON SALEM, NC 133,948133.9k $8.6m $8.6m 5.18% Reduced -3.0k -3,041
15 MAGNOLIA CAPITAL ADVISORS LLC 1.95% of their portfolio RIDGELAND, MS 120,209120.2k $7.7m $7.7m 1.95% Reduced -22.0k -21,952
16 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 116,586116.6k $7.5m $7.5m 0.01% Added +112.1k +112,136
17 West Wealth Group, LLC 1.55% of their portfolio Irvine, CA 95,81695.8k $6.2m $6.2m 1.55% Added +5.3k +5,322
18 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 82,95183.0k $5.3m $5.3m 0.04% Reduced -3.3k -3,281
19 Vise Technologies, Inc. 0.20% of their portfolio NEW YORK, NY 76,21476.2k $4.9m $4.9m 0.20% First filing
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 69,21269.2k $4.5m $4.5m 0.00% Added +68.8k +68,818
21 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 65,41865.4k $4.2m $4.2m 0.04% Added +1.9k +1,877
22 Fifth Third Securities, Inc. 0.31% of their portfolio Cincinnati, OH 65,22165.2k $4.2m $4.2m 0.31% Added +2.7k +2,662
23 Kathmere Capital Management, LLC 0.31% of their portfolio WAYNE, PA 62,66462.7k $4.0m $4.0m 0.31% Added +309 +309
24 5T Wealth, LLC 2.05% of their portfolio Napa, CA 62,56662.6k $4.0m $4.0m 2.05% Added +35.4k +35,363
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 59,24759.2k $3.8m $3.8m 0.00% Added +567 +567
26 INTRUST BANK NA 0.30% of their portfolio WICHITA, KS 53,11153.1k $3.4m $3.4m 0.30% Reduced -29 -29
27 Strategic Financial Services, Inc. 0.18% of their portfolio UTICA, NY 52,61352.6k $3.4m $3.4m 0.18% Added +15.5k +15,521
28 3Chopt Investment Partners, LLC 0.74% of their portfolio RICHMOND, VA 48,05948.1k $3.1m $3.1m 0.74% Added +22.1k +22,065
29 CWM, LLC 0.01% of their portfolio OMAHA, NE 45,34445.3k $2.9m $2.9m 0.01% Added +44.5k +44,547
30 Centennial Bank/AR/ 1.19% of their portfolio CONWAY, AR 44,08544.1k $2.8m $2.8m 1.19% Added +6.8k +6,806
31 KELLY FINANCIAL GROUP LLC 0.79% of their portfolio Wethersfield, CT 42,31942.3k $2.7m $2.7m 0.79% Reduced -730 -730
32 Delos Wealth Advisors, LLC 2.12% of their portfolio DALLAS, TX 42,27942.3k $2.7m $2.7m 2.12% Reduced -2.9k -2,891
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,24939.2k $2.5m $2.5m 0.00% Added +98 +98
34 Crossmark Global Holdings, Inc. 0.04% of their portfolio HOUSTON, TX 35,86535.9k $2.3m $2.3m 0.04% Unchanged
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 28,43428.4k $1.8m $1.8m 0.00% Added +5.4k +5,449
36 NorthCrest Asset Manangement, LLC 0.05% of their portfolio PLYMOUTH, MN 27,20527.2k $1.8m $1.8m 0.05% Added +5.2k +5,221
37 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 25,74325.7k $1.7m $1.7m 0.04% Reduced -68.6k -68,561
38 Blue Oak Capital, LLC 0.80% of their portfolio MENLO PARK, CA 23,78723.8k $1.5m $1.5m 0.80% Added +1.2k +1,237
39 Professional Financial Advisors, LLC 0.33% of their portfolio NORTH PLATTE, NE 22,15822.2k $1.4m $1.4m 0.33% Added +906 +906
40 IFG Advisory, LLC 0.07% of their portfolio ATLANTA, GA 20,50720.5k $1.3m $1.3m 0.07% Added +1.5k +1,459
41 CFS Investment Advisory Services, LLC 0.11% of their portfolio TOTOWA, NJ 20,20220.2k $1.3m $1.3m 0.11% Reduced -192 -192
42 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 19,34719.3k $1.2m $1.2m 0.00% Added +1.5k +1,513
43 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% of their portfolio Seattle, WA 18,64018.6k $1.2m $1.2m 0.03% New
44 Gallacher Capital Management LLC 0.50% of their portfolio LONE TREE, CO 16,93816.9k $1.1m $1.1m 0.50% Added +81 +81
45 TSA Wealth Managment LLC 0.39% of their portfolio HOUSTON, TX 16,49516.5k $1.1m $1.1m 0.39% Reduced -453 -453
46 Able Wealth Management LLC 0.51% of their portfolio Toms River, NJ 15,78115.8k $1.0m $1.0m 0.51% Reduced -2.4k -2,370
47 Palumbo Wealth Management LLC 0.30% of their portfolio GREAT NECK, NY 15,27915.3k $982.3k $982.3k 0.30% Added +2.2k +2,211
48 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 15,12415.1k $979.0k $979.0k 0.02% Added +251 +251
49 MN Wealth Advisors, LLC 0.55% of their portfolio OVERLAND PARK, KS 14,74814.7k $948.2k $948.2k 0.55% Added +6.8k +6,775
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,43114.4k $927.8k $927.8k 0.00% Reduced -1.9k -1,899
51 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,78713.8k $886.4k $886.4k 0.00% Added +1.5k +1,496
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,32213.3k $856.6k $856.6k 0.00% Added +3.3k +3,333
53 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 12,40012.4k $797.2k $797.2k 0.00% New
54 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 11,82111.8k $760.0k $760.0k 0.03% Reduced -243 -243
55 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 11,69811.7k $752.1k $752.1k 0.03% New
56 17 CAPITAL PARTNERS, LLC 0.42% of their portfolio PHEONIX, AZ 11,34511.3k $729.4k $729.4k 0.42% Added +1.8k +1,762
57 KICKSTAND VENTURES, LLC. 0.15% of their portfolio PITTSFORD, NY 10,08010.1k $648.0k $648.0k 0.15% Reduced -283 -283
58 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 9,4799.5k $609.6k $609.6k 0.01% Reduced -2.8k -2,824
59 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,8488.8k $569.0k $569.0k 0.00% Added +2 +2
60 Mayflower Financial Advisors, LLC 0.08% of their portfolio BOSTON, MA 8,5008.5k $546.5k $546.5k 0.08% Added +137 +137
61 Fort Point Capital Partners LLC 0.05% of their portfolio San Francisco, CA 8,4448.4k $542.9k $542.9k 0.05% Added +6 +6
62 Patten Group, Inc. 0.11% of their portfolio CHATTANOOGA, TN 8,3648.4k $537.7k $537.7k 0.11% Unchanged
63 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 8,3458.3k $537.0k $537.0k 0.03% New
64 One Wealth Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 8,2768.3k $532.1k $532.1k 0.07% Added +30 +30
65 Larson Financial Group LLC 0.02% of their portfolio ST LOUIS, MO 8,0578.1k $518.0k $518.0k 0.02% Reduced -2.4k -2,359
66 LAKE STREET PRIVATE WEALTH, LLC 0.07% of their portfolio CHICAGO, IL 7,9668.0k $512.1k $512.1k 0.07% New
67 Brookwood Investment Group LLC 0.08% of their portfolio PHOENIX, AZ 7,7457.7k $497.9k $497.9k 0.08% Added +371 +371
68 Brightwater Advisory LLC 0.35% of their portfolio TAMPA, FL 7,6747.7k $493.4k $493.4k 0.35% Reduced -1.0k -1,012
69 Retireful, LLC 0.32% of their portfolio HASLETT, MI 7,2287.2k $464.7k $464.7k 0.32% New
70 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 7,1147.1k $457.4k $457.4k 0.02% Reduced -1.0k -1,045
71 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 7,0497.0k $453.2k $453.2k 0.00% New
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,0097.0k $450.6k $450.6k 0.00% Reduced -14.8k -14,759
73 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,1686.2k $396.6k $396.6k 0.00% Reduced -1.7k -1,707
74 Cypress Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 6,1516.2k $395.4k $395.4k 0.07% Added +45 +45
75 AMERIFLEX GROUP, INC. 0.20% of their portfolio LAS VEGAS, NV 6,1156.1k $387.7k $387.7k 0.20% Added +839 +839
76 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,0426.0k $388.4k $388.4k 0.00% Added +408 +408
77 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,7215.7k $368.0k $368.0k 0.00% New
78 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 5,6795.7k $365.1k $365.1k 0.02% Added +741 +741
79 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,5545.6k $357.1k $357.1k 0.00% New
80 Castleview Partners, LLC 0.23% of their portfolio DALLAS, TX 5,5125.5k $354.4k $354.4k 0.23% New
81 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% of their portfolio Westlake, OH 5,4455.4k $350.1k $350.1k 0.02% Reduced -230 -230
82 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,4235.4k $349.0k $349.0k 0.00% Reduced -1.2k -1,198
83 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,2265.2k $336.4k $336.4k 0.01% Reduced -244 -244
84 GREENLEAF TRUST 0.00% of their portfolio KALAMAZOO, MI 4,9705.0k $319.5k $319.5k 0.00% New
85 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,4924.5k $288.8k $288.8k 0.00% Added +143 +143
86 Detalus Advisors, LLC 0.07% of their portfolio ST. LOUIS, MO 3,9383.9k $253.2k $253.2k 0.07% New
87 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 3,6753.7k $236.3k $236.3k 0.01% Reduced -2.5k -2,500
88 Good Life Advisors, LLC 0.01% of their portfolio READING, PA 3,5643.6k $229.1k $229.1k 0.01% Unchanged
89 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 3,4823.5k $223.8k $223.8k 0.01% New
90 AWM CAPITAL, LLC 0.02% of their portfolio Phoenix, AZ 3,4443.4k $221.5k $221.5k 0.02% New
91 Triumph Capital Management 0.07% of their portfolio DENVER, CO 3,3843.4k $217.6k $217.6k 0.07% New
92 FMR LLC 0.00% of their portfolio BOSTON, MA 3,0643.1k $197.0k $197.0k 0.00% Added +1.3k +1,268
93 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 2,7572.8k $177.2k $177.2k 0.01% New
94 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,5482.5k $163.8k $163.8k 0.00% Added +1.8k +1,817
95 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,6741.7k $107.6k $107.6k 0.00% Unchanged
96 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,6711.7k $107.4k $107.4k 0.00% Unchanged
97 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,6711.7k $107.4k $107.4k 0.00% Reduced -6 -6
98 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 1,5241.5k $88.8k $88.8k 0.01% New
99 Rossby Financial, LCC 0.03% of their portfolio MELBOURNE, FL 1,2681.3k $81.5k $81.5k 0.03% Unchanged
100 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 901901 $57.9k $57.9k 0.00% Reduced -357 -357