Vault-13

J P MORGAN EXCHANGE TRADED F JMOM

US MOMENTUM · ETP · CUSIP 46641Q779

123 institutional holders +3 vs Q2 2025
21,943,89421.9m shares reported held*
$1.5bnreported value*
19 new 40 added 48 reduced 13 sold out net bought ≈ $1.6m (+15.4k 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 ($11.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.75.

Trends to Q3 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: 120Q3 25: 123123Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025123

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 68 bought or addedQ2 25: 46 cut or sold outQ3 25: 59 bought or addedQ3 25: 61 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234220
Q1 20244528
Q2 20244035
Q3 20244334
Q4 20244840
Q1 20256253
Q2 20256846
Q3 20255961

Biggest buyers

JPMORGAN CHASE & CO Added +320,577+320.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +301,812+301.8k
Equitable Holdings, Inc. Added +73,748+73.7k
Kingsview Wealth Management, LLC New +60,576+60.6k
Elevation Capital Advisory, LLC New +36,993+37.0k
Atria Investments, Inc New +32,099+32.1k
Composition Wealth, LLC New +24,089+24.1k
BANK OF AMERICA CORP /DE/ Added +18,681+18.7k
CWM, LLC Added +18,043+18.0k
Quantinno Capital Management LP New +15,456+15.5k

Biggest sellers

LPL Financial LLC Reduced -239,692-239.7k
Integrated Wealth Concepts LLC Reduced -177,696-177.7k
Cornerstone Wealth Management, LLC Sold out -147,929-147.9k
Corient Private Wealth LP Reduced -106,178-106.2k
Systelligence, LLC Reduced -89,175-89.2k
Vise Technologies, Inc. Reduced -57,793-57.8k
ROYAL BANK OF CANADA Reduced -33,831-33.8k
Palumbo Wealth Management LLC Sold out -15,279-15.3k
TWO SIGMA INVESTMENTS, LP Sold out -12,400-12.4k
Compound Planning, Inc. Sold out -11,698-11.7k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.22% of their portfolio PLYMOUTH, MN 11,896,00711.9m $804.5m $804.5m 1.22% Added +301.8k +301,812
2 Blue Trust, Inc. 3.27% of their portfolio BRENTWOOD, TN 4,288,9284.3m $291.2m $291.2m 3.27% Reduced -9.2k -9,150
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,061,2381.1m $72.1m $72.1m 0.00% Added +320.6k +320,577
4 Equitable Holdings, Inc. 0.50% of their portfolio NEW YORK, NY 996,581996.6k $67.7m $67.7m 0.50% Added +73.7k +73,748
5 Shore Point Advisors, LLC 14.92% of their portfolio BRIELLE, NJ 496,782496.8k $33.7m $33.7m 14.92% Reduced -1.3k -1,305
6 Klaas Financial Asset Advisors, LLC 4.43% of their portfolio LOVES PARK, IL 434,635434.6k $29.5m $29.5m 4.43% Added +2.8k +2,832
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 367,207367.2k $24.9m $24.9m 0.01% Reduced -239.7k -239,692
8 ARQ WEALTH ADVISORS, LLC 3.28% of their portfolio SCOTTSDALE, AZ 163,440163.4k $11.1m $11.1m 3.28% Reduced -8.6k -8,557
9 Vident Advisory, LLC 0.11% of their portfolio Alpharetta, GA 162,332162.3k $11.0m $11.0m 0.11% Reduced -2.1k -2,125
10 Nova R Wealth, Inc. 4.33% of their portfolio OVERLAND PARK, KS 150,468150.5k $10.2m $10.2m 4.33% Added +2.4k +2,355
11 Cassia Capital Partners, LLC 4.96% of their portfolio WINSTON SALEM, NC 133,754133.8k $9.1m $9.1m 4.96% Reduced -194 -194
12 MAGNOLIA CAPITAL ADVISORS LLC 2.23% of their portfolio RIDGELAND, MS 125,538125.5k $8.5m $8.5m 2.23% Added +5.3k +5,329
13 West Wealth Group, LLC 1.50% of their portfolio Irvine, CA 98,41998.4k $6.7m $6.7m 1.50% Added +2.6k +2,603
14 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 81,72481.7k $5.5m $5.5m 0.03% Reduced -1.2k -1,227
15 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 68,23868.2k $4.6m $4.6m 0.04% Added +2.8k +2,820
16 5T Wealth, LLC 1.97% of their portfolio Napa, CA 66,50466.5k $4.5m $4.5m 1.97% Added +3.9k +3,938
17 Fifth Third Securities, Inc. 0.30% of their portfolio Cincinnati, OH 64,25064.2k $4.4m $4.4m 0.30% Reduced -971 -971
18 CWM, LLC 0.01% of their portfolio OMAHA, NE 63,38763.4k $4.3m $4.3m 0.01% Added +18.0k +18,043
19 Kathmere Capital Management, LLC 0.30% of their portfolio WAYNE, PA 62,62262.6k $4.3m $4.3m 0.30% Reduced -42 -42
20 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 60,74860.7k $4.1m $4.1m 0.00% Added +1.5k +1,501
21 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 60,57660.6k $4.1m $4.1m 0.06% New
22 Systelligence, LLC 0.77% of their portfolio BLOOMINGTON, MN 59,88659.9k $4.1m $4.1m 0.77% Reduced -89.2k -89,175
23 INTRUST BANK NA 0.29% of their portfolio WICHITA, KS 50,82650.8k $3.5m $3.5m 0.29% Reduced -2.3k -2,285
24 Strategic Financial Services, Inc. 0.17% of their portfolio UTICA, NY 50,40350.4k $3.4m $3.4m 0.17% Reduced -2.2k -2,210
25 3Chopt Investment Partners, LLC 0.74% of their portfolio RICHMOND, VA 48,05948.1k $3.3m $3.3m 0.74% Unchanged
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 47,11547.1k $3.2m $3.2m 0.00% Added +18.7k +18,681
27 Centennial Bank/AR/ 1.20% of their portfolio CONWAY, AR 45,07645.1k $3.1m $3.1m 1.20% Added +991 +991
28 Delos Wealth Advisors, LLC 2.04% of their portfolio DALLAS, TX 44,56444.6k $3.0m $3.0m 2.04% Added +2.3k +2,285
29 KELLY FINANCIAL GROUP LLC 0.73% of their portfolio Wethersfield, CT 40,46540.5k $2.7m $2.7m 0.73% Reduced -1.9k -1,854
30 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 38,85838.9k $2.6m $2.6m 0.00% Reduced -391 -391
31 Elevation Capital Advisory, LLC 1.00% of their portfolio BEND, OR 36,99337.0k $2.5m $2.5m 1.00% New
32 Crossmark Global Holdings, Inc. 0.04% of their portfolio HOUSTON, TX 35,86535.9k $2.4m $2.4m 0.04% Unchanged
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 35,38135.4k $2.4m $2.4m 0.00% Reduced -33.8k -33,831
34 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 32,09932.1k $2.2m $2.2m 0.02% New
35 NorthCrest Asset Manangement, LLC 0.05% of their portfolio PLYMOUTH, MN 29,87029.9k $2.0m $2.0m 0.05% Added +2.7k +2,665
36 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 25,68925.7k $1.7m $1.7m 0.04% Reduced -54 -54
37 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 24,08924.1k $1.6m $1.6m 0.02% New
38 IFG Advisory, LLC 0.07% of their portfolio ATLANTA, GA 21,10121.1k $1.4m $1.4m 0.07% Added +594 +594
39 Professional Financial Advisors, LLC 0.29% of their portfolio NORTH PLATTE, NE 20,39020.4k $1.4m $1.4m 0.29% Reduced -1.8k -1,768
40 CFS Investment Advisory Services, LLC 0.10% of their portfolio TOTOWA, NJ 20,07420.1k $1.4m $1.4m 0.10% Reduced -128 -128
41 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 19,24519.2k $1.3m $1.3m 0.00% Reduced -102 -102
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 18,86518.9k $1.3m $1.3m 0.00% Added +5.1k +5,078
43 Vise Technologies, Inc. 0.05% of their portfolio NEW YORK, NY 18,42118.4k $1.3m $1.3m 0.05% Reduced -57.8k -57,793
44 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 17,73317.7k $1.2m $1.2m 0.02% Reduced -907 -907
45 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,41116.4k $1.1m $1.1m 0.00% Added +2.0k +1,980
46 TSA Wealth Managment LLC 0.38% of their portfolio HOUSTON, TX 16,36316.4k $1.1m $1.1m 0.38% Reduced -132 -132
47 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 16,15216.2k $1.1m $1.1m 0.04% Added +4.3k +4,331
48 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,09316.1k $1.1m $1.1m 0.01% Reduced -177.7k -177,696
49 Gallacher Capital Management LLC 0.42% of their portfolio LONE TREE, CO 15,57115.6k $1.1m $1.1m 0.42% Reduced -1.4k -1,367
50 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 15,45615.5k $1.0m $1.0m 0.00% New
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,64214.6k $972.2k $972.2k 0.00% Added +1.3k +1,320
52 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 14,61014.6k $992.1k $992.1k 0.01% Reduced -514 -514
53 MN Wealth Advisors, LLC 0.52% of their portfolio OVERLAND PARK, KS 14,23014.2k $966.3k $966.3k 0.52% Reduced -518 -518
54 17 CAPITAL PARTNERS, LLC 0.46% of their portfolio PHEONIX, AZ 12,56012.6k $852.9k $852.9k 0.46% Added +1.2k +1,215
55 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,56911.6k $785.6k $785.6k 0.00% Added +6.0k +6,015
56 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 10,40810.4k $706.7k $706.7k 0.00% Reduced -106.2k -106,178
57 Able Wealth Management LLC 0.26% of their portfolio Toms River, NJ 10,33310.3k $701.6k $701.6k 0.26% Reduced -5.4k -5,448
58 KICKSTAND VENTURES, LLC. 0.15% of their portfolio PITTSFORD, NY 10,04610.0k $682.2k $682.2k 0.15% Reduced -34 -34
59 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 9,97610.0k $677.7k $677.7k 0.01% Added +497 +497
60 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 9,8499.8k $668.8k $668.8k 0.03% Added +4.2k +4,170
61 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,3939.4k $637.8k $637.8k 0.00% Added +2.3k +2,344
62 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 9,1529.2k $621.0k $621.0k 0.00% Added +3.4k +3,431
63 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 8,6058.6k $584.0k $584.0k 0.03% Added +260 +260
64 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,5238.5k $579.0k $579.0k 0.00% Reduced -325 -325
65 Mayflower Financial Advisors, LLC 0.07% of their portfolio BOSTON, MA 8,4398.4k $573.0k $573.0k 0.07% Reduced -61 -61
66 Patten Group, Inc. 0.11% of their portfolio CHATTANOOGA, TN 8,1748.2k $555.0k $555.0k 0.11% Reduced -190 -190
67 One Wealth Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 7,9678.0k $541.0k $541.0k 0.07% Reduced -309 -309
68 Brookwood Investment Group LLC 0.07% of their portfolio PHOENIX, AZ 7,9588.0k $540.4k $540.4k 0.07% Added +213 +213
69 LAKE STREET PRIVATE WEALTH, LLC 0.07% of their portfolio CHICAGO, IL 7,7937.8k $529.2k $529.2k 0.07% Reduced -173 -173
70 Brightwater Advisory LLC 0.35% of their portfolio TAMPA, FL 7,5677.6k $513.8k $513.8k 0.35% Reduced -107 -107
71 Hershey Financial Advisers, LLC 0.43% of their portfolio LANCASTER, PA 7,3227.3k $497.2k $497.2k 0.43% New
72 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7,1457.1k $485.2k $485.2k 0.00% Added +977 +977
73 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 7,1147.1k $483.1k $483.1k 0.02% Unchanged
74 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 6,9186.9k $470.4k $470.4k 0.01% Added +1.7k +1,692
75 Cypress Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 6,1486.1k $417.5k $417.5k 0.07% Reduced -3 -3
76 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,9485.9k $403.9k $403.9k 0.00% Added +1.5k +1,456
77 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,5395.5k $376.1k $376.1k 0.00% Reduced -503 -503
78 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,4425.4k $370.0k $370.0k 0.00% Added +19 +19
79 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% of their portfolio Westlake, OH 5,3745.4k $364.9k $364.9k 0.02% Reduced -71 -71
80 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 4,5774.6k $310.8k $310.8k 0.01% New
81 Castleview Partners, LLC 0.17% of their portfolio DALLAS, TX 4,5264.5k $307.3k $307.3k 0.17% Reduced -986 -986
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,4124.4k $299.6k $299.6k 0.00% New
83 Retireful, LLC 0.28% of their portfolio HASLETT, MI 4,2614.3k $289.3k $289.3k 0.28% Reduced -3.0k -2,967
84 FMR LLC 0.00% of their portfolio BOSTON, MA 4,2184.2k $286.4k $286.4k 0.00% Added +1.2k +1,154
85 Triumph Capital Management 0.08% of their portfolio DENVER, CO 4,1524.2k $281.9k $281.9k 0.08% Added +768 +768
86 TBH Global Asset Management, LLC 0.05% of their portfolio Brentwood, TN 3,8433.8k $260.9k $260.9k 0.05% New
87 Burk Holdings LLC 0.14% of their portfolio TULSA, OK 3,7703.8k $256.0k $256.0k 0.14% New
88 Detalus Advisors, LLC 0.07% of their portfolio ST. LOUIS, MO 3,6983.7k $251.1k $251.1k 0.07% Reduced -240 -240
89 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 3,4763.5k $236.0k $236.0k 0.01% Reduced -6 -6
90 AWM CAPITAL, LLC 0.02% of their portfolio Phoenix, AZ 3,4533.5k $234.5k $234.5k 0.02% Added +9 +9
91 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,5482.5k $173.0k $173.0k 0.00% Unchanged
92 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,6741.7k $113.7k $113.7k 0.00% Unchanged
93 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,6711.7k $113.5k $113.5k 0.00% Unchanged
94 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,6321.6k $110.8k $110.8k 0.00% Added +1.3k +1,318
95 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,4871.5k $101.0k $101.0k 0.00% Reduced -184 -184
96 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,4501.4k $98.4k $98.4k 0.00% New
97 Root Financial Partners, LLC 0.01% of their portfolio ENCINITAS, CA 1,2741.3k $86.5k $86.5k 0.01% New
98 Rossby Financial, LCC 0.03% of their portfolio MELBOURNE, FL 1,2681.3k $86.1k $86.1k 0.03% Unchanged
99 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,1201.1k $76.1k $76.1k 0.00% Reduced -6.9k -6,937
100 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 902902 $61.3k $61.3k 0.00% Added +1 +1