Vault-13

J P MORGAN EXCHANGE TRADED F JPST

ULTRA SHRT ETF · ETP · CUSIP 46641Q837

1,122 institutional holders +4 vs Q2 2025
560,162,802560.2m shares reported held*
$28.4bnreported value*
81 new 537 added 386 reduced 59 sold out net bought ≈ $5.9bn (+116.0m 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 ($6.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.72.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 863Q4 22: 933Q1 23: 918Q2 23: 955Q3 23: 968Q4 23: 974Q1 24: 953Q2 24: 992Q3 24: 980Q4 24: 1,080Q1 25: 1,099Q2 25: 1,118Q3 25: 1,1221,122Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022863
Q4 2022933
Q1 2023918
Q2 2023955
Q3 2023968
Q4 2023974
Q1 2024953
Q2 2024992
Q3 2024980
Q4 20241,080
Q1 20251,099
Q2 20251,118
Q3 20251,122

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ4 23: 364 bought or addedQ4 23: 563 cut or sold outQ1 24: 439 bought or addedQ1 24: 501 cut or sold outQ1 24Q2 24: 488 bought or addedQ2 24: 464 cut or sold outQ3 24: 486 bought or addedQ3 24: 460 cut or sold outQ3 24Q4 24: 563 bought or addedQ4 24: 407 cut or sold outQ1 25: 613 bought or addedQ1 25: 434 cut or sold outQ1 25Q2 25: 613 bought or addedQ2 25: 469 cut or sold outQ3 25: 618 bought or addedQ3 25: 445 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023364563
Q1 2024439501
Q2 2024488464
Q3 2024486460
Q4 2024563407
Q1 2025613434
Q2 2025613469
Q3 2025618445

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60kQ4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $55.7kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$0$55.7k—
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

JPMORGAN CHASE & CO Added +104,529,081+104.5m
Temasek Holdings (Private) Ltd New +5,919,494+5.9m
WELLS FARGO & COMPANY/MN Added +1,269,783+1.3m
LPL Financial LLC Added +1,246,926+1.2m
Kensington Asset Management, LLC Added +1,007,375+1.0m
Cetera Investment Advisers Added +997,049+997.0k
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Added +891,700+891.7k
Betterment LLC Added +887,516+887.5k
OLD MISSION CAPITAL LLC New +882,681+882.7k
Janney Montgomery Scott LLC New +824,332+824.3k

Biggest sellers

ROYAL BANK OF CANADA Reduced -4,295,253-4.3m
FMR LLC Reduced -1,407,827-1.4m
BNP PARIBAS FINANCIAL MARKETS Reduced -981,505-981.5k
State of Tennessee, Department of Treasury Reduced -791,700-791.7k
Rockefeller Capital Management L.P. Reduced -578,806-578.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -508,329-508.3k
MORGAN STANLEY Reduced -491,214-491.2k
NorthCoast Asset Management LLC Reduced -482,032-482.0k
Palumbo Wealth Management LLC Sold out -388,328-388.3k
UBS Group AG Reduced -387,947-387.9k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.31% of their portfolio NEW YORK, NY 193,485,646193.5m $9.8bn $9.8bn 0.31% Added +104.5m +104,529,081
2 MORGAN STANLEY 0.18% of their portfolio NEW YORK, NY 60,019,25960.0m $3.0bn $3.0bn 0.18% Reduced -491.2k -491,214
3 LPL Financial LLC 0.27% of their portfolio FORT MILL, SC 18,161,58818.2m $921.3m $921.3m 0.27% Added +1.2m +1,246,926
4 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 16,027,22616.0m $813.1m $813.1m 0.06% Reduced -279.8k -279,751
5 Betterment LLC 1.22% of their portfolio NEW YORK, NY 12,178,59512.2m $617.8m $617.8m 1.22% Added +887.5k +887,516
6 FMR LLC 0.03% of their portfolio BOSTON, MA 11,782,90011.8m $597.7m $597.7m 0.03% Reduced -1.4m -1,407,827
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio SAN FRANCISCO, CA 11,250,54111.3m $570.7m $570.7m 0.09% Added +157.2k +157,245
8 WELLS FARGO & COMPANY/MN 0.10% of their portfolio SAN FRANCISCO, CA 9,373,9329.4m $475.5m $475.5m 0.10% Added +1.3m +1,269,783
9 HB Wealth Management, LLC 3.19% of their portfolio Atlanta, GA 9,302,5639.3m $469.5m $469.5m 3.19% Added +413.8k +413,847
10 UBS Group AG 0.09% of their portfolio ZURICH, V8 8,938,3188.9m $453.4m $453.4m 0.09% Reduced -387.9k -387,947
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.54% of their portfolio PLYMOUTH, MN 7,086,7957.1m $358.7m $358.7m 0.54% Added +232.9k +232,920
12 Temasek Holdings (Private) Ltd 1.05% of their portfolio SINGAPORE, U0 5,919,4945.9m $300.3m $300.3m 1.05% New
13 RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio ST. PETERSBURG, FL 5,197,8225.2m $263.7m $263.7m 0.08% Added +557.4k +557,413
14 Cerity Partners LLC 0.42% of their portfolio NEW YORK, NY 5,092,9445.1m $258.4m $258.4m 0.42% Reduced -138.2k -138,190
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.17% of their portfolio MILWAUKEE, WI 5,007,1495.0m $254.0m $254.0m 0.17% Added +184.0k +183,980
16 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 4,440,5214.4m $225.3m $225.3m 0.04% Reduced -4.3m -4,295,253
17 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 3,964,9624.0m $201.1m $201.1m 0.06% Reduced -25.4k -25,382
18 FOSTER DYKEMA CABOT & PARTNERS, LLC 12.87% of their portfolio WALTHAM, MA 3,867,9383.9m $196.2m $196.2m 12.87% Added +53.1k +53,096
19 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 3,557,6793.6m $180.6m $180.6m 0.04% Reduced -24.9k -24,905
20 Cetera Investment Advisers 0.17% of their portfolio SCHAUMBURG, IL 2,934,5292.9m $148.9m $148.9m 0.17% Added +997.0k +997,049
21 OSAIC HOLDINGS, INC. 0.20% of their portfolio SCOTTSDALE, AZ 2,822,0742.8m $143.2m $143.2m 0.20% Added +72.0k +72,037
22 Cambridge Investment Research Advisors, Inc. 0.34% of their portfolio FAIRFIELD, IA 2,436,6882.4m $123.6m $123.6m 0.34% Added +52.6k +52,605
23 NorthCoast Asset Management LLC 0.39% of their portfolio STAMFORD, CT 1,964,9912.0m $99.7m $99.7m 0.39% Reduced -482.0k -482,032
24 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 1,941,6371.9m $98.5m $98.5m 0.13% Reduced -508.3k -508,329
25 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 4.17% of their portfolio Altamonte Springs, FL 1,891,7001.9m $96.0m $96.0m 4.17% Added +891.7k +891,700
26 Cornerstone Management, Inc. 15.73% of their portfolio DULUTH, GA 1,874,6191.9m $95.1m $95.1m 15.73% Added +160.6k +160,613
27 STIFEL FINANCIAL CORP 0.09% of their portfolio ST. LOUIS, MO 1,854,6121.9m $94.1m $94.1m 0.09% Added +192.3k +192,290
28 Bridgewater Advisors Inc. 6.35% of their portfolio NEW YORK, NY 1,808,0711.8m $91.5m $91.5m 6.35% Reduced -118.0k -118,030
29 Ancora Advisors LLC 1.68% of their portfolio Cleveland, OH 1,654,6111.7m $83.9m $83.9m 1.68% Added +19.4k +19,436
30 Legacy Wealth Management, LLC 4.62% of their portfolio MEMPHIS, TN 1,548,2371.5m $78.5m $78.5m 4.62% Added +69.9k +69,920
31 QUADRANT CAPITAL GROUP LLC 2.48% of their portfolio CINCINNATI, OH 1,504,0971.5m $76.3m $76.3m 2.48% Reduced -163.1k -163,132
32 Crane Advisory, LLC 11.75% of their portfolio FULLERTON, CA 1,477,5741.5m $74.8m $74.8m 11.75% Added +56.4k +56,362
33 OBSIDIAN CIO, LLC 9.75% of their portfolio NEW YORK, NY 1,464,7091.5m $74.3m $74.3m 9.75% Reduced -105.0k -105,013
34 JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio DES PERES, MO 1,444,9971.4m $73.3m $73.3m 0.05% Added +300.2k +300,174
35 ASSETMARK, INC 0.16% of their portfolio CONCORD, CA 1,441,7681.4m $73.1m $73.1m 0.16% Added +34.9k +34,904
36 Spire Wealth Management 2.47% of their portfolio MCLEAN, VA 1,432,5311.4m $72.7m $72.7m 2.47% Reduced -258.0k -258,013
37 GREENWOOD GEARHART LLC 4.08% of their portfolio FAYETTEVILLE, AR 1,394,8691.4m $70.8m $70.8m 4.08% Added +83.9k +83,876
38 FIFTH THIRD BANCORP 0.22% of their portfolio CINCINNATI, OH 1,381,5431.4m $70.1m $70.1m 0.22% Added +61.9k +61,870
39 RiverFront Investment Group, LLC 1.20% of their portfolio RICHMOND, VA 1,352,3771.4m $68.6m $68.6m 1.20% Added +93.5k +93,500
40 MML INVESTORS SERVICES, LLC 0.18% of their portfolio SPRINGFIELD, MA 1,305,7761.3m $66.2m $66.2m 0.18% Added +123.1k +123,080
41 Rock Creek Group LLC 6.71% of their portfolio Washington, DC 1,257,0371.3m $63.8m $63.8m 6.71% Added +119.7k +119,732
42 AXXCESS WEALTH MANAGEMENT, LLC 1.25% of their portfolio CARLSBAD, CA 1,164,1221.2m $59.1m $59.1m 1.25% Reduced -17.3k -17,254
43 CWM, LLC 0.18% of their portfolio OMAHA, NE 1,161,8361.2m $58.9m $58.9m 0.18% Added +27.1k +27,067
44 Private Advisor Group, LLC 0.29% of their portfolio MORRISTOWN, NJ 1,155,3911.2m $58.6m $58.6m 0.29% Added +65.2k +65,198
45 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.42% of their portfolio IRVING, TX 1,150,8951.2m $58.4m $58.4m 0.42% Added +15.3k +15,325
46 SEI INVESTMENTS CO 0.06% of their portfolio OAKS, PA 1,128,0381.1m $57.2m $57.2m 0.06% Added +18.6k +18,587
47 N.E.W. Advisory Services LLC 5.00% of their portfolio DE PERE, WI 1,103,6991.1m $56.0m $56.0m 5.00% Added +74.6k +74,647
48 Kensington Asset Management, LLC 3.28% of their portfolio AUSTIN, TX 1,080,2321.1m $54.8m $54.8m 3.28% Added +1.0m +1,007,375
49 Acorns Advisers, LLC 0.39% of their portfolio IRVINE, CA 986,901986.9k $50.1m $50.1m 0.39% Added +11.1k +11,072
50 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 958,127958.1k $48.6m $48.6m 0.10% Added +51.7k +51,717
51 RETIREMENT INCOME SOLUTIONS, INC 8.16% of their portfolio ANN ARBOR, MI 940,277940.3k $47.7m $47.7m 8.16% Added +12.6k +12,626
52 Paragon Advisors, LLC 11.95% of their portfolio COLLEGE STATION, TX 911,578911.6k $46.2m $46.2m 11.95% Added +658.2k +658,248
53 Integrated Wealth Concepts LLC 0.41% of their portfolio WALTHAM, MA 901,291901.3k $45.7m $45.7m 0.41% Added +358.8k +358,787
54 Valmark Advisers, Inc. 0.59% of their portfolio AKRON, OH 892,217892.2k $45.3m $45.3m 0.59% Reduced -35.6k -35,569
55 NewEdge Advisors, LLC 0.21% of their portfolio NEW ORLEANS, LA 891,380891.4k $45.2m $45.2m 0.21% Reduced -25.3k -25,266
56 OLD MISSION CAPITAL LLC 1.60% of their portfolio CHICAGO, IL 882,681882.7k $44.8m $44.8m 1.60% New
57 Round Rock Advisors LLC 7.07% of their portfolio WILTON, CT 879,756879.8k $44.6m $44.6m 7.07% Reduced -303.2k -303,154
58 CITIZENS FINANCIAL GROUP INC/RI 0.60% of their portfolio PROVIDENCE, RI 866,913866.9k $44.0m $44.0m 0.60% Added +499.4k +499,381
59 MCMORGAN & CO LLC 6.60% of their portfolio SAN FRANCISCO, CA 844,992845.0k $42.9m $42.9m 6.60% Added +134.7k +134,742
60 SIGNATUREFD, LLC 0.67% of their portfolio ATLANTA, GA 836,007836.0k $42.4m $42.4m 0.67% Added +78.5k +78,502
61 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 824,332824.3k $41.8m $41.8m 0.10% New
62 Naviter Wealth, LLC 4.85% of their portfolio LITTLE ROCK, AR 820,700820.7k $41.6m $41.6m 4.85% Reduced -137.5k -137,495
63 Peterson Wealth Advisors, LLC 6.18% of their portfolio Orem, UT 816,067816.1k $41.3m $41.3m 6.18% Reduced -116.7k -116,709
64 Alpha Omega Wealth Management LLC 6.77% of their portfolio RICHMOND, VA 801,865801.9k $40.7m $40.7m 6.77% Added +36.6k +36,594
65 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 788,502788.5k $40.0m $40.0m 0.05% Added +51.7k +51,659
66 Bramshill Investments, LLC 2.70% of their portfolio NAPLES, FL 780,797780.8k $39.6m $39.6m 2.70% Unchanged
67 San Luis Wealth Advisors LLC 7.01% of their portfolio SAN LUIS OBISPO, CA 766,685766.7k $38.9m $38.9m 7.01% Added +92.2k +92,187
68 MGO ONE SEVEN LLC 0.89% of their portfolio Beachwood, OH 762,159762.2k $38.7m $38.7m 0.89% Reduced -91.1k -91,127
69 STEPHENS INC /AR/ 0.49% of their portfolio LITTLE ROCK, AR 759,194759.2k $38.5m $38.5m 0.49% Added +16.6k +16,568
70 TRUSTMARK BANK TRUST DEPARTMENT 2.45% of their portfolio JACKSON, MS 742,101742.1k $37.6m $37.6m 2.45% Reduced -69.0k -69,033
71 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1.88% of their portfolio Greenbrae, CA 731,938731.9k $37.1m $37.1m 1.88% Added +23.7k +23,730
72 Cynosure Group, LLC 2.00% of their portfolio Salt Lake City, UT 724,670724.7k $36.8m $36.8m 2.00% Added +343.9k +343,933
73 Great Point Wealth Advisors, LLC 6.55% of their portfolio BOSTON, MA 687,491687.5k $34.9m $34.9m 6.55% First filing
74 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 681,508681.5k $34.6m $34.6m 0.07% Reduced -578.8k -578,806
75 AdvisorNet Financial, Inc 1.95% of their portfolio MINNETONKA, MN 679,593679.6k $34.5m $34.5m 1.95% Added +95.4k +95,424
76 Rosenberg Matthew Hamilton 7.22% of their portfolio GRAND JUNCTION, CO 658,650658.6k $33.4m $33.4m 7.22% Added +53.3k +53,286
77 Mariner, LLC 0.04% of their portfolio Overland Park, KS 654,198654.2k $33.2m $33.2m 0.04% Reduced -257.2k -257,219
78 Donoghue Forlines LLC 10.22% of their portfolio Boston, MA 653,942653.9k $33.2m $33.2m 10.22% Added +120.8k +120,825
79 Phoenix Wealth Advisors 12.16% of their portfolio CHAPEL HILL, NC 623,861623.9k $31.6m $31.6m 12.16% Added +161.8k +161,771
80 MAI Capital Management 0.20% of their portfolio INDEPENDENCE, OH 619,237619.2k $31.4m $31.4m 0.20% Added +126.1k +126,126
81 Waverly Advisors, LLC 0.31% of their portfolio BIRMINGHAM, AL 612,321612.3k $31.1m $31.1m 0.31% Added +118.1k +118,061
82 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 611,648611.6k $31.0m $31.0m 0.01% Reduced -32.6k -32,649
83 Cobblestone Asset Management LLC 14.03% of their portfolio RICHMOND, VA 604,854604.9k $30.7m $30.7m 14.03% Added +58.9k +58,890
84 Tower Research Capital LLC (TRC) 0.84% of their portfolio NEW YORK, NY 603,010603.0k $30.6m $30.6m 0.84% New
85 Beacon Bank & Trust 6.53% of their portfolio Boston, MA 598,172598.2k $30.3m $30.3m 6.53% Added +32.0k +32,016
86 Gerber Kawasaki Wealth & Investment Management 1.04% of their portfolio SANTA MONICA, CA 597,737597.7k $30.3m $30.3m 1.04% Added +57.8k +57,755
87 LexAurum Advisors, LLC 4.29% of their portfolio OVERLAND PARK, KS 596,683596.7k $30.3m $30.3m 4.29% Added +27.1k +27,103
88 Equitable Holdings, Inc. 0.22% of their portfolio NEW YORK, NY 595,572595.6k $30.2m $30.2m 0.22% Reduced -14.2k -14,214
89 Frisch Financial Group, Inc. 6.97% of their portfolio MELVILLE, NY 590,925590.9k $30.0m $30.0m 6.97% Reduced -13.8k -13,753
90 Capital Asset Advisory Services LLC 1.27% of their portfolio Williamston, MI 579,633579.6k $29.4m $29.4m 1.27% Added +20.7k +20,736
91 PEAPACK GLADSTONE FINANCIAL CORP 0.38% of their portfolio BEDMINSTER, NJ 578,893578.9k $29.4m $29.4m 0.38% Reduced -6.2k -6,221
92 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 576,204576.2k $29.2m $29.2m 0.05% Reduced -111.6k -111,638
93 StrongBox Wealth, LLC 9.81% of their portfolio LEE'S SUMMIT, MO 571,611571.6k $29.0m $29.0m 9.81% Added +17.9k +17,950
94 FLOW TRADERS U.S. LLC 1.17% of their portfolio NEW YORK, NY 570,869570.9k $29.0m $29.0m 1.17% Added +562.4k +562,368
95 Dynamic Advisor Solutions LLC 0.84% of their portfolio PHOENIX, AZ 570,817570.8k $29.0m $29.0m 0.84% Reduced -13.6k -13,604
96 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 552,287552.3k $28.0m $28.0m 0.13% Reduced -29.6k -29,593
97 FLAGSHIP HARBOR ADVISORS, LLC 1.19% of their portfolio BOSTON, MA 537,916537.9k $27.3m $27.3m 1.19% Added +21.7k +21,688
98 American Trust 2.24% of their portfolio LEXINGTON, KY 523,498523.5k $26.6m $26.6m 2.24% Added +6.1k +6,141
99 Sollinda Capital Management LLC 7.25% of their portfolio HICKORY, NC 521,450521.5k $26.5m $26.5m 7.25% Reduced -24.6k -24,603
100 GREAT VALLEY ADVISOR GROUP, INC. 0.53% of their portfolio WILMINGTON, DE 518,488518.5k $26.3m $26.3m 0.53% Reduced -34.8k -34,767