Vault-13

J P MORGAN EXCHANGE TRADED F JPSE

DIVERSFD EQT ETF · ETP · CUSIP 46641Q845

111 institutional holders +9 vs Q3 2025
7,936,6407.9m shares reported held*
$397.4mreported value*
10 new 38 added 42 reduced 5 sold out net bought ≈ $15.4m (+307.6k 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 ≈ $50.08.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 58Q4 22: 70Q1 23: 75Q2 23: 81Q3 23: 84Q4 23: 90Q1 24: 94Q2 24: 97Q3 24: 99Q4 24: 104Q1 25: 105Q2 25: 103Q3 25: 102Q4 25: 111111Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202258
Q4 202270
Q1 202375
Q2 202381
Q3 202384
Q4 202390
Q1 202494
Q2 202497
Q3 202499
Q4 2024104
Q1 2025105
Q2 2025103
Q3 2025102
Q4 2025111

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 50 bought or addedQ1 24: 39 cut or sold outQ2 24: 44 bought or addedQ2 24: 38 cut or sold outQ2 24Q3 24: 47 bought or addedQ3 24: 38 cut or sold outQ4 24: 46 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 40 cut or sold outQ2 25: 43 bought or addedQ2 25: 48 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 48 cut or sold outQ4 25: 48 bought or addedQ4 25: 47 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245039
Q2 20244438
Q3 20244738
Q4 20244636
Q1 20255340
Q2 20254348
Q3 20254748
Q4 20254847

Biggest buyers

Aprio Wealth Management, LLC New +310,338+310.3k
LPL Financial LLC Added +38,838+38.8k
MORGAN STANLEY Added +27,580+27.6k
Advyzon Investment Management, LLC New +26,878+26.9k
JONES FINANCIAL COMPANIES LLLP Added +18,244+18.2k
TRUIST FINANCIAL CORP Added +16,438+16.4k
Sprinkle Financial Consultants LLC Added +16,321+16.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +14,994+15.0k
Hartford Financial Management Inc. Added +12,394+12.4k
GOLDMAN SACHS GROUP INC New +11,890+11.9k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -40,726-40.7k
JANE STREET GROUP, LLC Reduced -29,364-29.4k
JPMORGAN CHASE & CO Reduced -25,927-25.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -20,413-20.4k
RAYMOND JAMES FINANCIAL INC Reduced -20,069-20.1k
TOCQUEVILLE ASSET MANAGEMENT L.P. Reduced -16,801-16.8k
Sanctuary Advisors, LLC Reduced -16,603-16.6k
Kingsview Wealth Management, LLC Reduced -13,752-13.8k
Goldstein Advisors, LLC Reduced -7,860-7.9k
Prospera Financial Services Inc Sold out -7,519-7.5k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Koss-Olinger Consulting, LLC 4.79% of their portfolio GAINESVILLE, FL 1,233,4871.2m $61.8m $61.8m 4.79% Reduced -6.7k -6,709
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 900,097900.1k $45.1m $45.1m 0.01% Added +38.8k +38,838
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 748,030748.0k $37.5m $37.5m 0.01% Reduced -20.1k -20,069
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 585,271585.3k $29.3m $29.3m 0.00% Added +7.6k +7,637
5 Hartford Financial Management Inc. 4.34% of their portfolio WEST HARTFORD, CT 333,388333.4k $16.7m $16.7m 4.34% Added +12.4k +12,394
6 Aprio Wealth Management, LLC 0.89% of their portfolio ATLANTA, GA 310,338310.3k $15.5m $15.5m 0.89% New
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 308,209308.2k $15.4m $15.4m 0.00% Added +6.4k +6,358
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 290,788290.8k $14.6m $14.6m 0.00% Added +27.6k +27,580
9 Goldstein Advisors, LLC 1.30% of their portfolio Madison, WI 228,459228.5k $11.4m $11.4m 1.30% Reduced -7.9k -7,860
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 207,636207.6k $10.4m $10.4m 0.01% Added +15.0k +14,994
11 Gerber Kawasaki Wealth & Investment Management 0.34% of their portfolio SANTA MONICA, CA 195,859195.9k $9.8m $9.8m 0.34% Added +2.8k +2,784
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 194,854194.9k $9.8m $9.8m 0.00% Reduced -1.6k -1,583
13 APPLETON PARTNERS INC/MA 0.63% of their portfolio BOSTON, MA 190,012190.0k $9.5m $9.5m 0.63% Added +4.8k +4,756
14 Keystone Financial Services, LLC 5.34% of their portfolio OMAHA, NE 156,573156.6k $7.8m $7.8m 5.34% Added +2.7k +2,698
15 Sprinkle Financial Consultants LLC 3.81% of their portfolio LITTLETON, CO 149,867149.9k $7.5m $7.5m 3.81% Added +16.3k +16,321
16 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.10% of their portfolio New York, NY 140,118140.1k $7.0m $7.0m 0.10% Reduced -16.8k -16,801
17 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 124,526124.5k $6.2m $6.2m 0.01% Added +16.4k +16,438
18 Ipsen Advisor Group LLC 4.02% of their portfolio LITTLE ROCK, AR 113,028113.0k $5.7m $5.7m 4.02% Added +725 +725
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 109,475109.5k $5.5m $5.5m 0.00% Added +18.2k +18,244
20 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 107,544107.5k $5.4m $5.4m 0.03% Reduced -513 -513
21 Capital Advisors Wealth Management, LLC 0.65% of their portfolio YAKIMA, WA 95,28795.3k $4.8m $4.8m 0.65% Reduced -80 -80
22 First Pacific Financial 0.47% of their portfolio VANCOUVER, WA 71,65771.7k $3.6m $3.6m 0.47% Added +161 +161
23 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 69,60369.6k $3.5m $3.5m 0.05% Reduced -13.8k -13,752
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 59,05259.1k $3.0m $3.0m 0.00% Added +1.5k +1,544
25 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 57,01057.0k $2.9m $2.9m 0.03% Reduced -2.3k -2,271
26 Family Capital Management, Inc. 1.19% of their portfolio GRAND RAPIDS, MI 53,46753.5k $2.7m $2.7m 1.19% Added +2.1k +2,106
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 52,37052.4k $2.6m $2.6m 0.00% Added +771 +771
28 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,94046.9k $2.4m $2.4m 0.01% Added +5.7k +5,744
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 42,71842.7k $2.1m $2.1m 0.00% Added +696 +696
30 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.83% of their portfolio APPLETON, WI 40,66840.7k $2.0m $2.0m 1.83% Reduced -180 -180
31 Western Wealth Management, LLC 0.08% of their portfolio GOLDEN, CO 34,29634.3k $1.7m $1.7m 0.08% Reduced -335 -335
32 Fifth Third Securities, Inc. 0.11% of their portfolio Cincinnati, OH 33,61733.6k $1.7m $1.7m 0.11% Added +1.3k +1,316
33 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 31,68531.7k $1.6m $1.6m 0.04% Added +125 +125
34 KWB Wealth 0.13% of their portfolio REDLANDS, CA 27,32927.3k $1.4m $1.4m 0.13% Added +647 +647
35 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 26,97427.0k $1.4m $1.4m 0.07% Reduced -472 -472
36 Vantus Wealth LLC 0.99% of their portfolio LANCASTER, PA 26,93526.9k $1.3m $1.3m 0.99% First filing
37 Advyzon Investment Management, LLC 0.16% of their portfolio LISLE, IL 26,87826.9k $1.3m $1.3m 0.16% New
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 26,10126.1k $1.3m $1.3m 0.00% Reduced -25.9k -25,927
39 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 24,46924.5k $1.2m $1.2m 0.01% Reduced -16.6k -16,603
40 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 24,34324.3k $1.2m $1.2m 0.00% Reduced -343 -343
41 LWM Advisory Services, LLC 0.69% of their portfolio PLANTATION, FL 23,48823.5k $1.2m $1.2m 0.69% Added +882 +882
42 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.18% of their portfolio CEDARBURG, WI 22,67822.7k $1.1m $1.1m 0.18% Reduced -373 -373
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 20,68920.7k $1.0m $1.0m 0.00% Reduced -2.1k -2,066
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 19,92519.9k $997.7k $997.7k 0.00% Added +1.2k +1,190
45 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 19,27219.3k $965.0k $965.0k 0.03% Added +150 +150
46 Gallacher Capital Management LLC 0.31% of their portfolio LONE TREE, CO 16,06416.1k $804.4k $804.4k 0.31% Added +2.4k +2,402
47 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,80414.8k $741.3k $741.3k 0.00% Reduced -1.4k -1,450
48 Capital Developers, LLC 0.63% of their portfolio Greenville, NC 13,94713.9k $698.4k $698.4k 0.63% First filing
49 Cordgrass Capital Advisors, LLC 0.17% of their portfolio RALEIGH, NC 13,73413.7k $687.7k $687.7k 0.17% Reduced -5.6k -5,642
50 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 13,04813.0k $653.4k $653.4k 0.01% Reduced -273 -273
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,48412.5k $625.1k $625.1k 0.00% Reduced -1.8k -1,776
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,44212.4k $623.1k $623.1k 0.00% Reduced -40.7k -40,726
53 McLaughlin Asset Management, Inc. 0.55% of their portfolio DANVILLE, IL 12,19012.2k $610.4k $610.4k 0.55% First filing
54 COMPASS CAPITAL MANAGEMENT, INC 0.03% of their portfolio MINNEAPOLIS, MN 12,17012.2k $609.4k $609.4k 0.03% Unchanged
55 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 11,89011.9k $595.4k $595.4k 0.00% New
56 NOTTINGHAM ADVISORS, INC. 0.08% of their portfolio AMHERST, NY 11,03411.0k $552.5k $552.5k 0.08% Unchanged
57 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 10,37110.4k $519.3k $519.3k 0.01% New
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,5869.6k $480.0k $480.0k 0.00% Reduced -26 -26
59 Go Invest LLC 0.15% of their portfolio WEST JORDAN, UT 9,3439.3k $467.8k $467.8k 0.15% First filing
60 PINNACLE ASSOCIATES LTD 0.01% of their portfolio NEW YORK, NY 8,9659.0k $448.9k $448.9k 0.01% Added +106 +106
61 Pinnacle Wealth Management Advisory Group, LLC 0.03% of their portfolio RED BANK, NJ 8,9659.0k $448.9k $448.9k 0.03% Added +106 +106
62 Miller Global Investments, LLC 0.41% of their portfolio DALLAS, TX 8,9368.9k $447.5k $447.5k 0.41% First filing
63 KPP Advisory Services LLC 0.06% of their portfolio Louisville, KY 8,9268.9k $447.0k $447.0k 0.06% Reduced -35 -35
64 Redwood Financial Network Corp 0.26% of their portfolio SOLON, OH 8,0618.1k $403.6k $403.6k 0.26% Reduced -4.1k -4,075
65 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,0338.0k $402.2k $402.2k 0.00% Added +518 +518
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,7267.7k $386.9k $386.9k 0.00% Reduced -20.4k -20,413
67 TITLEIST ASSET MANAGEMENT, LLC 0.03% of their portfolio SAN ANTONIO, TX 7,1217.1k $356.6k $356.6k 0.03% New
68 Aviance Capital Partners, LLC 0.04% of their portfolio NAPLES, FL 7,1137.1k $356.2k $356.2k 0.04% Unchanged
69 INTERACTIVE FINANCIAL ADVISORS, INC. 0.20% of their portfolio New Lenox, IL 6,2726.3k $314.1k $314.1k 0.20% Reduced -7.3k -7,327
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,0436.0k $312.4k $312.4k 0.00% Reduced -37 -37
71 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,0346.0k $302.2k $302.2k 0.00% Reduced -665 -665
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,8185.8k $291.3k $291.3k 0.00% Added +140 +140
73 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 5,6295.6k $281.9k $281.9k 0.00% Reduced -2.5k -2,518
74 ProCore Advisors, LLC 0.28% of their portfolio NEWPORT BEACH, CA 5,5205.5k $276.4k $276.4k 0.28% First filing
75 Intrua Financial, LLC 0.03% of their portfolio Houston, TX 5,4985.5k $275.3k $275.3k 0.03% Unchanged
76 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,2735.3k $264.0k $264.0k 0.00% Reduced -29.4k -29,364
77 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 5,2585.3k $263.0k $263.0k 0.02% Added +6 +6
78 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 4,7654.8k $238.6k $238.6k 0.01% Reduced -613 -613
79 Beck Bode, LLC 0.04% of their portfolio DEDHAM, MA 4,3444.3k $217.5k $217.5k 0.04% Reduced -8 -8
80 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 4,0694.1k $223.5k $223.5k 0.01% Unchanged
81 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,9984.0k $200.2k $200.2k 0.00% Reduced -1.1k -1,100
82 N.E.W. Advisory Services LLC 0.01% of their portfolio DE PERE, WI 2,8522.9k $142.8k $142.8k 0.01% Added +2.5k +2,502
83 ALBION FINANCIAL GROUP /UT 0.00% of their portfolio SALT LAKE CITY, UT 1,5731.6k $78.8k $78.8k 0.00% Unchanged
84 Caldwell Trust Co 0.01% of their portfolio Venice, FL 1,3011.3k $65.1k $65.1k 0.01% New
85 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 1,2901.3k $64.6k $64.6k 0.00% Added +804 +804
86 Private Wealth Management Group, LLC 0.02% of their portfolio PRINCETON, NJ 1,2531.3k $62.7k $62.7k 0.02% New
87 FMR LLC 0.00% of their portfolio BOSTON, MA 1,2281.2k $61.5k $61.5k 0.00% Added +13 +13
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 993993 $49.7k $49.7k 0.00% Reduced -1.9k -1,922
89 SageView Advisory Group, LLC 0.00% of their portfolio Newport Beach, CA 728728 $36.4k $36.4k 0.00% New
90 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 685685 $34.3k $34.3k 0.00% Unchanged
91 Lodestone Wealth Management LLC 0.01% of their portfolio SPOKANE, WA 658658 $33.0k $33.0k 0.01% New
92 CWM, LLC 0.00% of their portfolio OMAHA, NE 525525 $26.0k $26.0k 0.00% Reduced -232 -232
93 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 461461 $23.1k $23.1k 0.00% Reduced -166 -166
94 UBS Group AG 0.00% of their portfolio ZURICH, V8 436436 $21.8k $21.8k 0.00% Unchanged
95 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 417417 $20.9k $20.9k 0.00% Added +3 +3
96 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 413413 $20.7k $20.7k 0.00% Reduced -6 -6
97 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 297297 $14.9k $14.9k 0.00% Reduced -15 -15
98 Bell Investment Advisors, Inc 0.00% of their portfolio ORINDA, CA 217217 $10.9k $10.9k 0.00% Reduced -19 -19
99 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 188188 $9.4k $9.4k 0.00% Added +117 +117
100 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 130130 $6.5k $6.5k 0.00% Unchanged