Vault-13

J P MORGAN EXCHANGE TRADED F JMOM

US MOMENTUM · ETP · CUSIP 46641Q779

131 institutional holders +8 vs Q3 2025
22,939,16122.9m shares reported held*
$1.6bnreported value*
17 new 56 added 34 reduced 12 sold out net bought ≈ $56.8m (+971.7k 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 ($10.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.86.

Trends to Q4 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: 123Q4 25: 131131Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025131

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 59 bought or addedQ3 25: 61 cut or sold outQ4 25: 73 bought or addedQ4 25: 46 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244528
Q2 20244035
Q3 20244334
Q4 20244840
Q1 20256253
Q2 20256846
Q3 20255961
Q4 20257346

Biggest buyers

Blue Trust, Inc. Added +395,006+395.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +350,687+350.7k
Corient Private Wealth LP Added +225,738+225.7k
Shore Point Advisors, LLC Added +140,326+140.3k
Equitable Holdings, Inc. Added +112,669+112.7k
CWM, LLC Added +62,412+62.4k
First Heartland Consultants, Inc. New +61,365+61.4k
TWO SIGMA INVESTMENTS, LP New +60,400+60.4k
Vise Technologies, Inc. Added +34,937+34.9k
Palumbo Wealth Management LLC New +19,949+19.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -483,254-483.3k
Systelligence, LLC Sold out -59,886-59.9k
Elevation Capital Advisory, LLC Sold out -36,993-37.0k
Crossmark Global Holdings, Inc. Sold out -35,865-35.9k
Integrated Wealth Concepts LLC Sold out -16,093-16.1k
GTS SECURITIES LLC Sold out -9,849-9.8k
Centennial Bank/AR/ Reduced -8,643-8.6k
Orion Porfolio Solutions, LLC Reduced -7,417-7.4k
Hershey Financial Advisers, LLC Sold out -7,322-7.3k
Vident Advisory, LLC Reduced -5,742-5.7k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.17% of their portfolio PLYMOUTH, MN 12,246,69412.2m $860.4m $860.4m 1.17% Added +350.7k +350,687
2 Blue Trust, Inc. 3.61% of their portfolio BRENTWOOD, TN 4,683,9344.7m $319.2m $319.2m 3.61% Added +395.0k +395,006
3 Equitable Holdings, Inc. 0.52% of their portfolio NEW YORK, NY 1,109,2501.1m $75.6m $75.6m 0.52% Added +112.7k +112,669
4 Shore Point Advisors, LLC 14.37% of their portfolio BRIELLE, NJ 637,108637.1k $34.0m $34.0m 14.37% Added +140.3k +140,326
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 577,984578.0k $39.4m $39.4m 0.00% Reduced -483.3k -483,254
6 Klaas Financial Asset Advisors, LLC 4.33% of their portfolio LOVES PARK, IL 437,789437.8k $29.8m $29.8m 4.33% Added +3.2k +3,154
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 372,673372.7k $25.4m $25.4m 0.01% Added +5.5k +5,466
8 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 236,146236.1k $16.1m $16.1m 0.01% Added +225.7k +225,738
9 ARQ WEALTH ADVISORS, LLC 3.22% of their portfolio SCOTTSDALE, AZ 174,934174.9k $11.9m $11.9m 3.22% Added +11.5k +11,494
10 Vident Advisory, LLC 0.10% of their portfolio Alpharetta, GA 156,590156.6k $10.7m $10.7m 0.10% Reduced -5.7k -5,742
11 Nova R Wealth, Inc. 3.84% of their portfolio OVERLAND PARK, KS 154,673154.7k $10.5m $10.5m 3.84% Added +4.2k +4,205
12 MAGNOLIA CAPITAL ADVISORS LLC 1.91% of their portfolio RIDGELAND, MS 132,981133.0k $9.1m $9.1m 1.91% Added +7.4k +7,443
13 Cassia Capital Partners, LLC 4.79% of their portfolio WINSTON SALEM, NC 129,866129.9k $8.9m $8.9m 4.79% Reduced -3.9k -3,888
14 CWM, LLC 0.02% of their portfolio OMAHA, NE 125,799125.8k $8.6m $8.6m 0.02% Added +62.4k +62,412
15 West Wealth Group, LLC 1.50% of their portfolio Irvine, CA 106,130106.1k $7.2m $7.2m 1.50% Added +7.7k +7,711
16 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 78,95979.0k $5.4m $5.4m 0.03% Reduced -2.8k -2,765
17 5T Wealth, LLC 1.84% of their portfolio Napa, CA 67,70967.7k $4.6m $4.6m 1.84% Added +1.2k +1,205
18 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 64,72564.7k $4.4m $4.4m 0.06% Added +4.1k +4,149
19 Fifth Third Securities, Inc. 0.29% of their portfolio Cincinnati, OH 64,37664.4k $4.4m $4.4m 0.29% Added +126 +126
20 First Heartland Consultants, Inc. 0.32% of their portfolio LAKE ST. LOUIS, MO 61,36561.4k $4.2m $4.2m 0.32% New
21 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 60,82160.8k $4.1m $4.1m 0.03% Reduced -7.4k -7,417
22 Kathmere Capital Management, LLC 0.28% of their portfolio WAYNE, PA 60,79060.8k $4.1m $4.1m 0.28% Reduced -1.8k -1,832
23 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 60,40060.4k $4.1m $4.1m 0.01% New
24 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 58,02458.0k $4.0m $4.0m 0.00% Reduced -2.7k -2,724
25 Vise Technologies, Inc. 0.07% of their portfolio NEW YORK, NY 53,35853.4k $3.6m $3.6m 0.07% Added +34.9k +34,937
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 52,71152.7k $3.6m $3.6m 0.00% Added +5.6k +5,596
27 INTRUST BANK NA 0.28% of their portfolio WICHITA, KS 49,83949.8k $3.4m $3.4m 0.28% Reduced -987 -987
28 Strategic Financial Services, Inc. 0.16% of their portfolio UTICA, NY 49,09949.1k $3.5m $3.5m 0.16% Reduced -1.3k -1,304
29 3Chopt Investment Partners, LLC 0.73% of their portfolio RICHMOND, VA 48,05948.1k $3.3m $3.3m 0.73% Unchanged
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 45,84145.8k $3.1m $3.1m 0.00% Added +10.5k +10,460
31 Delos Wealth Advisors, LLC 2.04% of their portfolio DALLAS, TX 45,35445.4k $3.1m $3.1m 2.04% Added +790 +790
32 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 41,50441.5k $2.8m $2.8m 0.03% Added +9.4k +9,405
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 40,07740.1k $2.7m $2.7m 0.00% Added +1.2k +1,219
34 KELLY FINANCIAL GROUP LLC 0.69% of their portfolio Wethersfield, CT 39,75639.8k $2.7m $2.7m 0.69% Reduced -709 -709
35 Centennial Bank/AR/ 0.99% of their portfolio CONWAY, AR 36,43336.4k $2.5m $2.5m 0.99% Reduced -8.6k -8,643
36 NorthCrest Asset Manangement, LLC 0.05% of their portfolio PLYMOUTH, MN 31,55231.6k $2.2m $2.2m 0.05% Added +1.7k +1,682
37 CFS Investment Advisory Services, LLC 0.14% of their portfolio TOTOWA, NJ 28,06728.1k $1.9m $1.9m 0.14% Added +8.0k +7,993
38 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 26,89626.9k $1.8m $1.8m 0.00% Added +8.0k +8,031
39 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 24,96525.0k $1.7m $1.7m 0.03% Reduced -724 -724
40 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 24,39624.4k $1.7m $1.7m 0.00% Added +17.3k +17,251
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,74923.7k $1.6m $1.6m 0.00% Added +7.3k +7,338
42 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 22,73822.7k $1.5m $1.5m 0.02% Reduced -1.4k -1,351
43 IFG Advisory, LLC 0.06% of their portfolio ATLANTA, GA 21,57321.6k $1.5m $1.5m 0.06% Added +472 +472
44 Professional Financial Advisors, LLC 0.29% of their portfolio NORTH PLATTE, NE 20,97821.0k $1.4m $1.4m 0.29% Added +588 +588
45 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 20,03920.0k $1.4m $1.4m 0.05% Added +3.9k +3,887
46 Palumbo Wealth Management LLC 0.34% of their portfolio GREAT NECK, NY 19,94919.9k $1.4m $1.4m 0.34% New
47 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 19,90119.9k $1.4m $1.4m 0.00% Added +10.5k +10,508
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,34919.3k $1.3m $1.3m 0.00% New
49 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 19,19019.2k $1.3m $1.3m 0.00% Added +3.7k +3,734
50 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 17,91817.9k $1.2m $1.2m 0.00% Reduced -1.3k -1,327
51 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 17,13317.1k $1.2m $1.2m 0.02% Reduced -600 -600
52 TSA Wealth Managment LLC 0.37% of their portfolio HOUSTON, TX 16,35516.4k $1.1m $1.1m 0.37% Reduced -8 -8
53 J HAGAN CAPITAL, INC. 0.61% of their portfolio LOUISVILLE, KY 16,16816.2k $1.1m $1.1m 0.61% New
54 Gallacher Capital Management LLC 0.41% of their portfolio LONE TREE, CO 15,71715.7k $1.1m $1.1m 0.41% Added +146 +146
55 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,27414.3k $972.8k $972.8k 0.00% Added +5.8k +5,751
56 MN Wealth Advisors, LLC 0.49% of their portfolio OVERLAND PARK, KS 14,22814.2k $969.7k $969.7k 0.49% Reduced -2 -2
57 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 14,21314.2k $968.6k $968.6k 0.01% Reduced -397 -397
58 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,79413.8k $940.2k $940.2k 0.00% Reduced -848 -848
59 17 CAPITAL PARTNERS, LLC 0.47% of their portfolio PHEONIX, AZ 13,21013.2k $900.3k $900.3k 0.47% Added +650 +650
60 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,89511.9k $811.0k $811.0k 0.00% Added +2.7k +2,743
61 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,28011.3k $768.8k $768.8k 0.00% Reduced -289 -289
62 Wealth Enhancement Trust Services, Inc. 0.10% of their portfolio SIOUX FALLS, SD 11,04911.0k $753.0k $753.0k 0.10% First filing
63 KICKSTAND VENTURES, LLC. 0.15% of their portfolio PITTSFORD, NY 10,50610.5k $716.0k $716.0k 0.15% Added +460 +460
64 One Wealth Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 10,04110.0k $684.3k $684.3k 0.08% Added +2.1k +2,074
65 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 9,7779.8k $666.5k $666.5k 0.01% First filing
66 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 8,8288.8k $602.0k $602.0k 0.03% Added +223 +223
67 Mayflower Financial Advisors, LLC 0.07% of their portfolio BOSTON, MA 8,6688.7k $590.7k $590.7k 0.07% Added +229 +229
68 Brookwood Investment Group LLC 0.07% of their portfolio PHOENIX, AZ 8,4928.5k $578.7k $578.7k 0.07% Added +534 +534
69 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,1768.2k $557.2k $557.2k 0.00% Added +2.6k +2,637
70 LAKE STREET PRIVATE WEALTH, LLC 0.07% of their portfolio CHICAGO, IL 7,8967.9k $538.1k $538.1k 0.07% Added +103 +103
71 Patten Group, Inc. 0.10% of their portfolio CHATTANOOGA, TN 7,8017.8k $531.6k $531.6k 0.10% Reduced -373 -373
72 Asempa Wealth Advisors 0.44% of their portfolio BATON ROUGE, LA 7,5637.6k $515.4k $515.4k 0.44% First filing
73 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,3297.3k $500.1k $500.1k 0.01% Added +411 +411
74 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 7,0587.1k $481.0k $481.0k 0.02% Reduced -56 -56
75 Brightwater Advisory LLC 0.32% of their portfolio TAMPA, FL 7,0327.0k $479.2k $479.2k 0.32% Reduced -535 -535
76 Able Wealth Management LLC 0.15% of their portfolio Toms River, NJ 6,9436.9k $473.2k $473.2k 0.15% Reduced -3.4k -3,390
77 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,3846.4k $435.1k $435.1k 0.00% Added +5.9k +5,891
78 Cypress Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 6,1486.1k $419.0k $419.0k 0.06% Unchanged
79 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,9756.0k $407.2k $407.2k 0.00% New
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,6255.6k $383.3k $383.3k 0.00% Reduced -323 -323
81 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% of their portfolio Westlake, OH 5,3735.4k $366.2k $366.2k 0.02% Reduced -1 -1
82 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,1625.2k $352.0k $352.0k 0.00% Reduced -280 -280
83 Castleview Partners, LLC 0.16% of their portfolio DALLAS, TX 4,7854.8k $326.1k $326.1k 0.16% Added +259 +259
84 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 4,5774.6k $311.9k $311.9k 0.01% Unchanged
85 Detalus Advisors, LLC 0.07% of their portfolio ST. LOUIS, MO 3,9463.9k $268.9k $268.9k 0.07% Added +248 +248
86 Burk Holdings LLC 0.12% of their portfolio TULSA, OK 3,7703.8k $256.9k $256.9k 0.12% Unchanged
87 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,7313.7k $254.3k $254.3k 0.00% New
88 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 3,5323.5k $240.7k $240.7k 0.00% Added +56 +56
89 Triumph Capital Management 0.05% of their portfolio DENVER, CO 3,5223.5k $240.0k $240.0k 0.05% Reduced -630 -630
90 AWM CAPITAL, LLC 0.02% of their portfolio Phoenix, AZ 3,4613.5k $235.9k $235.9k 0.02% Added +8 +8
91 FMR LLC 0.00% of their portfolio BOSTON, MA 3,3183.3k $226.1k $226.1k 0.00% Reduced -900 -900
92 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% of their portfolio CONCORD, MA 3,1683.2k $215.9k $215.9k 0.03% New
93 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,1183.1k $212.5k $212.5k 0.00% Reduced -1.3k -1,294
94 MLG Wealth Management DBA Pine Grove Financial Group 0.03% of their portfolio WOODBURY, MN 3,0473.0k $207.7k $207.7k 0.03% First filing
95 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 3,0243.0k $206.1k $206.1k 0.00% New
96 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 3,0173.0k $205.6k $205.6k 0.01% New
97 THOROUGHBRED FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 2,9402.9k $200.0k $200.0k 0.01% New
98 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,8171.8k $123.8k $123.8k 0.00% Reduced -731 -731
99 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,8041.8k $122.9k $122.9k 0.00% Added +130 +130
100 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,6711.7k $113.9k $113.9k 0.00% Unchanged