Vault-13

J P MORGAN EXCHANGE TRADED F JPSE

DIVERSFD EQT ETF · ETP · CUSIP 46641Q845

99 institutional holders +2 vs Q2 2024
7,960,4288.0m shares reported held*
$382.2mreported value*
7 new 40 added 34 reduced 4 sold out net bought ≈ $19.2m (+399.5k 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. Holder counts are more reliable. Implied quarter-end price ≈ $48.01.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 58Q4 22: 70Q1 23: 75Q2 23: 81Q3 23: 84Q4 23: 90Q1 24: 94Q2 24: 97Q3 24: 9999Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202258
Q4 202270
Q1 202375
Q2 202381
Q3 202384
Q4 202390
Q1 202494
Q2 202497
Q3 202499

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 35 bought or addedQ4 22: 28 cut or sold outQ1 23: 48 bought or addedQ1 23: 19 cut or sold outQ1 23Q2 23: 50 bought or addedQ2 23: 30 cut or sold outQ3 23: 57 bought or addedQ3 23: 27 cut or sold outQ3 23Q4 23: 49 bought or addedQ4 23: 36 cut or sold outQ1 24: 50 bought or addedQ1 24: 39 cut or sold outQ1 24Q2 24: 44 bought or addedQ2 24: 38 cut or sold outQ3 24: 47 bought or addedQ3 24: 38 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223528
Q1 20234819
Q2 20235030
Q3 20235727
Q4 20234936
Q1 20245039
Q2 20244438
Q3 20244738

Biggest buyers

RAYMOND JAMES & ASSOCIATES Added +522,168+522.2k
Raymond James Financial Services Advisors, Inc. Added +52,160+52.2k
Teamwork Financial Advisors, LLC Added +40,754+40.8k
JONES FINANCIAL COMPANIES LLLP Added +31,308+31.3k
Koss-Olinger Consulting, LLC Added +15,541+15.5k
Goldstein Advisors, LLC Added +15,428+15.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +11,718+11.7k
NOTTINGHAM ADVISORS, INC. New +11,034+11.0k
Cetera Investment Advisers Added +10,743+10.7k
Focus Partners Wealth New +8,860+8.9k

Biggest sellers

LPL Financial LLC Reduced -88,031-88.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -66,633-66.6k
OSAIC HOLDINGS, INC. Reduced -48,024-48.0k
ROYAL BANK OF CANADA Reduced -47,513-47.5k
CITADEL ADVISORS LLC Reduced -26,081-26.1k
Cambridge Investment Research Advisors, Inc. Reduced -25,059-25.1k
BANK OF AMERICA CORP /DE/ Reduced -16,077-16.1k
JANE STREET GROUP, LLC Reduced -13,737-13.7k
GOLDMAN SACHS GROUP INC Sold out -12,185-12.2k
AMERIPRISE FINANCIAL INC Reduced -11,400-11.4k

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Koss-Olinger Consulting, LLC 5.05% of their portfolio GAINESVILLE, FL 1,211,8921.2m $58.2m $58.2m 5.05% Added +15.5k +15,541
2 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 780,718780.7k $37.5m $37.5m 0.05% Added +52.2k +52,160
3 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 564,297564.3k $27.1m $27.1m 0.02% Added +522.2k +522,168
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 553,045553.0k $26.6m $26.6m 0.01% Reduced -88.0k -88,031
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 485,046485.0k $23.3m $23.3m 0.00% Reduced -16.1k -16,077
6 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 480,392480.4k $23.1m $23.1m 0.01% Reduced -47.5k -47,513
7 Teamwork Financial Advisors, LLC 2.22% of their portfolio San Antonio, TX 333,125333.1k $16.0m $16.0m 2.22% Added +40.8k +40,754
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 258,484258.5k $12.4m $12.4m 0.00% Added +2.0k +2,041
9 Capital Advisors Wealth Management, LLC 2.14% of their portfolio YAKIMA, WA 241,626241.6k $11.6m $11.6m 2.14% Added +1.8k +1,848
10 Goldstein Advisors, LLC 1.61% of their portfolio Madison, WI 220,057220.1k $10.6m $10.6m 1.61% Added +15.4k +15,428
11 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 190,829190.8k $9.2m $9.2m 0.01% Added +541 +541
12 Gerber Kawasaki Wealth & Investment Management 0.39% of their portfolio SANTA MONICA, CA 177,764177.8k $8.5m $8.5m 0.39% Added +562 +562
13 APPLETON PARTNERS INC/MA 0.63% of their portfolio BOSTON, MA 177,701177.7k $8.5m $8.5m 0.63% Added +842 +842
14 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.13% of their portfolio New York, NY 166,857166.9k $8.0m $8.0m 0.13% Reduced -3.4k -3,382
15 Hartford Financial Management Inc. 1.59% of their portfolio WEST HARTFORD, CT 161,943161.9k $7.8m $7.8m 1.59% Added +336 +336
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 155,743155.7k $7.5m $7.5m 0.00% Reduced -11.4k -11,400
17 Financial Advocates Investment Management 0.42% of their portfolio OLYMPIA, WA 154,909154.9k $7.4m $7.4m 0.42% Added +1.7k +1,737
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 142,704142.7k $6.9m $6.9m 0.01% Added +11.7k +11,718
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 138,633138.6k $6.7m $6.7m 0.00% Added +4.3k +4,322
20 Sprinkle Financial Consultants LLC 3.41% of their portfolio LITTLETON, CO 99,38799.4k $4.8m $4.8m 3.41% Added +5.9k +5,884
21 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 92,51592.5k $4.4m $4.4m 0.03% Added +4.6k +4,597
22 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 84,67384.7k $4.1m $4.1m 0.01% Reduced -48.0k -48,024
23 First Pacific Financial 0.91% of their portfolio VANCOUVER, WA 81,27981.3k $3.9m $3.9m 0.91% Reduced -466 -466
24 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 65,14065.1k $3.1m $3.1m 0.04% Reduced -934 -934
25 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 52,97353.0k $2.5m $2.5m 0.05% Added +2.9k +2,938
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 47,28247.3k $2.3m $2.3m 0.00% Reduced -2.8k -2,796
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 46,42346.4k $2.2m $2.2m 0.00% Added +10.7k +10,743
28 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 43,32643.3k $2.1m $2.1m 0.00% Added +31.3k +31,308
29 Family Capital Management, Inc. 1.30% of their portfolio GRAND RAPIDS, MI 42,08442.1k $2.0m $2.0m 1.30% Added +1.0k +1,030
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 35,16035.2k $1.7m $1.7m 0.00% Added +3.2k +3,204
31 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 29,48829.5k $1.4m $1.4m 0.01% Reduced -1.7k -1,661
32 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 27,85627.9k $1.3m $1.3m 0.01% Reduced -3.8k -3,751
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,91026.9k $1.3m $1.3m 0.00% Reduced -25.1k -25,059
34 KWB Wealth 0.15% of their portfolio REDLANDS, CA 26,46026.5k $1.2m $1.2m 0.15% Added +3.0k +2,951
35 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 26,20126.2k $1.2m $1.2m 0.00% Added +353 +353
36 LexAurum Advisors, LLC 0.27% of their portfolio OVERLAND PARK, KS 25,90425.9k $1.2m $1.2m 0.27% Added +520 +520
37 Fifth Third Securities, Inc. 0.11% of their portfolio Cincinnati, OH 24,92324.9k $1.2m $1.2m 0.11% Reduced -363 -363
38 Zega Financial, LLC 0.39% of their portfolio Palm Beach Gardens, FL 24,89624.9k $1.2m $1.2m 0.39% Added +7.7k +7,714
39 Cordgrass Capital Advisors, LLC 0.32% of their portfolio RALEIGH, NC 22,85422.9k $1.1m $1.1m 0.32% Added +1.8k +1,833
40 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.18% of their portfolio CEDARBURG, WI 21,96522.0k $1.1m $1.1m 0.18% Added +942 +942
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,45121.5k $1.0m $1.0m 0.00% Reduced -66.6k -66,633
42 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 21,41821.4k $1.0m $1.0m 0.07% Added +7.3k +7,300
43 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 20,64320.6k $991.5k $991.5k 0.01% Reduced -12 -12
44 LWM Advisory Services, LLC 0.72% of their portfolio PLANTATION, FL 20,27120.3k $973.6k $973.6k 0.72% Reduced -1.6k -1,560
45 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 19,14419.1k $919.5k $919.5k 0.02% Reduced -350 -350
46 THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio BRENTWOOD, TN 16,99717.0k $816.0k $816.0k 0.05% Reduced -409 -409
47 Gallacher Capital Management LLC 0.37% of their portfolio LONE TREE, CO 16,96517.0k $814.8k $814.8k 0.37% Reduced -262 -262
48 INTERACTIVE FINANCIAL ADVISORS, INC. 0.41% of their portfolio New Lenox, IL 16,62916.6k $798.7k $798.7k 0.41% Added +27 +27
49 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,77915.8k $757.9k $757.9k 0.01% Added +1.4k +1,447
50 Redwood Financial Network Corp 0.56% of their portfolio SOLON, OH 14,86514.9k $713.9k $713.9k 0.56% Added +2 +2
51 Beck Bode, LLC 0.13% of their portfolio DEDHAM, MA 14,52314.5k $697.5k $697.5k 0.13% Reduced -6.6k -6,607
52 HILL ISLAND FINANCIAL LLC 0.21% of their portfolio GRAND RAPIDS, MI 14,28514.3k $686.1k $686.1k 0.21% Added +27 +27
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,09014.1k $676.7k $676.7k 0.00% Reduced -26.1k -26,081
54 BOSTON MOUNTAIN MONEY MANAGEMENT INC 0.39% of their portfolio BENTONVILLE, AR 13,86613.9k $666.0k $666.0k 0.39% Unchanged
55 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,56013.6k $651.3k $651.3k 0.00% Reduced -11 -11
56 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 13,42013.4k $644.6k $644.6k 0.02% Added +422 +422
57 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio CEDAR RAPIDS, IA 11,53211.5k $553.9k $553.9k 0.04% Reduced -30 -30
58 PINNACLE ASSOCIATES LTD 0.01% of their portfolio NEW YORK, NY 11,20511.2k $493.6k $493.6k 0.01% Added +2.3k +2,346
59 NOTTINGHAM ADVISORS, INC. 0.06% of their portfolio AMHERST, NY 11,03411.0k $530.0k $530.0k 0.06% New
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,02210.0k $481.4k $481.4k 0.00% Reduced -13.7k -13,737
61 KPP Advisory Services LLC 0.11% of their portfolio Louisville, KY 9,6839.7k $465.1k $465.1k 0.11% Reduced -707 -707
62 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,8608.9k $425.5k $425.5k 0.00% New
63 Pinnacle Wealth Management Advisory Group, LLC 0.04% of their portfolio RED BANK, NJ 8,8598.9k $425.5k $425.5k 0.04% Unchanged
64 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,3918.4k $403.0k $403.0k 0.01% Added +892 +892
65 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,3178.3k $423.1k $423.1k 0.00% New
66 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 8,0898.1k $388.5k $388.5k 0.01% Added +109 +109
67 Mendel Money Management 0.17% of their portfolio NORTHBROOK, IL 8,0138.0k $384.9k $384.9k 0.17% Reduced -2.2k -2,233
68 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 6,9156.9k $332.3k $332.3k 0.01% Added +22 +22
69 Intrua Financial, LLC 0.04% of their portfolio Houston, TX 5,5065.5k $264.5k $264.5k 0.04% Unchanged
70 N.E.W. Advisory Services LLC 0.03% of their portfolio DE PERE, WI 5,3355.3k $256.2k $256.2k 0.03% Reduced -911 -911
71 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,2965.3k $255.0k $255.0k 0.00% Reduced -1.0k -1,023
72 Choice Wealth Advisors LLC 0.11% of their portfolio WATERVILLE, ME 4,6184.6k $221.8k $221.8k 0.11% Reduced -619 -619
73 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,4304.4k $212.8k $212.8k 0.00% New
74 Aspire Wealth Management Corp 0.08% of their portfolio WALTHAM, MA 2,9322.9k $140.8k $140.8k 0.08% Reduced -204 -204
75 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,2112.2k $106.2k $106.2k 0.00% Unchanged
76 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 1,5731.6k $75.6k $75.6k 0.01% Reduced -1.4k -1,431
77 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,2631.3k $60.6k $60.6k 0.01% Added +422 +422
78 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1431.1k $54.9k $54.9k 0.00% Reduced -107 -107
79 CRITERION CAPITAL ADVISORS, LLC 0.02% of their portfolio NASHVILLE, TN 805805 $35.1k $35.1k 0.02% Unchanged
80 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 800800 $38.4k $38.4k 0.00% Unchanged
81 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 408408 $19.6k $19.6k 0.00% Added +2 +2
82 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 406406 $19.5k $19.5k 0.00% Added +1 +1
83 Bell Investment Advisors, Inc 0.00% of their portfolio ORINDA, CA 368368 $17.7k $17.7k 0.00% Unchanged
84 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 282282 $13.5k $13.5k 0.00% Unchanged
85 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 191191 $9.2k $9.2k 0.00% Unchanged
86 Transcendent Capital Group LLC 0.00% of their portfolio EDMOND, OK 126126 $6.0k $6.0k 0.00% New
87 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 8080 $3.8k $3.8k 0.00% Unchanged
88 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7070 $3.4k $3.4k 0.00% New
89 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 6565 $3.1k $3.1k 0.00% Unchanged
90 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 5454 $2.6k $2.6k 0.00% Unchanged
91 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5151 $2.5k $2.5k 0.00% Unchanged
92 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4343 $2.1k $2.1k 0.00% Unchanged
93 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 4040 $1.9k $1.9k 0.00% New
94 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 3232 $1.5k $1.5k 0.00% Unchanged
95 Family Asset Management, LLC 0.00% of their portfolio CHARLESTON, SC 66 $288 $288 0.00% Unchanged
96 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 33 $0 $0 0.00% Reduced -340 -340
97 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11 $48 $48 0.00% Unchanged
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $10 $10 0.00% Reduced -1 -1
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged