Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

121 institutional holders +5 vs Q1 2024
7,618,9897.6m shares reported held*
$359.2mreported value*
11 new 62 added 30 reduced 8 sold out net bought ≈ $8.4m (+177.7k 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. Holder counts are more reliable. Implied quarter-end price ≈ $47.14.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 72Q4 22: 87Q1 23: 85Q2 23: 96Q3 23: 100Q4 23: 110Q1 24: 116Q2 24: 121121Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202272
Q4 202287
Q1 202385
Q2 202396
Q3 2023100
Q4 2023110
Q1 2024116
Q2 2024121

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 42 bought or addedQ4 22: 40 cut or sold outQ4 22Q1 23: 42 bought or addedQ1 23: 42 cut or sold outQ2 23: 62 bought or addedQ2 23: 24 cut or sold outQ2 23Q3 23: 61 bought or addedQ3 23: 38 cut or sold outQ4 23: 65 bought or addedQ4 23: 46 cut or sold outQ4 23Q1 24: 73 bought or addedQ1 24: 40 cut or sold outQ2 24: 73 bought or addedQ2 24: 38 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224240
Q1 20234242
Q2 20236224
Q3 20236138
Q4 20236546
Q1 20247340
Q2 20247338

Biggest buyers

Raymond James Financial Services Advisors, Inc. Added +211,819+211.8k
VERUS CAPITAL PARTNERS, LLC New +104,407+104.4k
JPMORGAN CHASE & CO Added +94,676+94.7k
FLOW TRADERS U.S. LLC Added +69,627+69.6k
AVANTAX ADVISORY SERVICES, INC. New +68,230+68.2k
Avantax Planning Partners, Inc. Added +67,196+67.2k
ForthRight Wealth Management, LLC Added +47,040+47.0k
FSM Wealth Advisors, LLC Added +31,213+31.2k
CGN Advisors LLC Added +20,028+20.0k
Ameritas Advisory Services, LLC Added +19,634+19.6k

Biggest sellers

MORGAN STANLEY Reduced -240,760-240.8k
Sunflower Bank, N.A. Reduced -166,737-166.7k
ACIMA PRIVATE WEALTH, LLC Reduced -71,953-72.0k
MML INVESTORS SERVICES, LLC Reduced -58,925-58.9k
CAPTRUST FINANCIAL ADVISORS Reduced -44,414-44.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -42,412-42.4k
Integrated Wealth Concepts LLC Sold out -37,091-37.1k
Good Life Advisors, LLC Sold out -23,612-23.6k
PFG Advisors Reduced -19,983-20.0k
McCarthy & Cox Reduced -15,973-16.0k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 455,632455.6k $21.5m $21.5m 0.00% Added +16.8k +16,815
2 ADAMSBROWN WEALTH CONSULTANTS LLC 5.90% of their portfolio WICHITA, KS 321,861321.9k $15.2m $15.2m 5.90% Added +10.2k +10,170
3 Avantax Planning Partners, Inc. 0.46% of their portfolio DUBUQUE, IA 302,240302.2k $14.2m $14.2m 0.46% Added +67.2k +67,196
4 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 264,352264.4k $12.5m $12.5m 0.02% Added +211.8k +211,819
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 255,895255.9k $12.1m $12.1m 0.02% Reduced -15.9k -15,900
6 CGN Advisors LLC 1.37% of their portfolio MANHATTAN, KS 249,876249.9k $11.8m $11.8m 1.37% Added +20.0k +20,028
7 McCarthy & Cox 4.27% of their portfolio MARYSVILLE, OH 236,272236.3k $11.1m $11.1m 4.27% Reduced -16.0k -15,973
8 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 230,467230.5k $10.9m $10.9m 0.02% Added +5.6k +5,561
9 FSM Wealth Advisors, LLC 3.63% of their portfolio CLEVELAND, OH 229,765229.8k $10.8m $10.8m 3.63% Added +31.2k +31,213
10 KMG FIDUCIARY PARTNERS, LLC 1.04% of their portfolio TOLEDO, OH 224,965225.0k $10.6m $10.6m 1.04% Added +7.1k +7,083
11 Hills Bank & Trust Co 0.83% of their portfolio North Liberty, IA 218,396218.4k $10.3m $10.3m 0.83% Added +9.1k +9,127
12 ACIMA PRIVATE WEALTH, LLC 3.49% of their portfolio RICHMOND, VA 201,603201.6k $9.5m $9.5m 3.49% Reduced -72.0k -71,953
13 ForthRight Wealth Management, LLC 3.31% of their portfolio ALPHARETTA, GA 195,674195.7k $9.2m $9.2m 3.31% Added +47.0k +47,040
14 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 184,008184.0k $8.7m $8.7m 0.02% Reduced -3.3k -3,348
15 Certified Advisory Corp 1.02% of their portfolio ALTAMONTE SPRINGS, FL 172,915172.9k $8.1m $8.1m 1.02% Added +13.6k +13,551
16 Hyperion Partners, LLC 5.42% of their portfolio BERWYN, PA 161,268161.3k $7.6m $7.6m 5.42% Added +8.4k +8,414
17 Prime Capital Investment Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 159,233159.2k $7.5m $7.5m 0.11% Reduced -3.7k -3,651
18 Peterson Wealth Advisors, LLC 1.47% of their portfolio Orem, UT 149,139149.1k $7.0m $7.0m 1.47% Added +15.4k +15,415
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 146,221146.2k $6.9m $6.9m 0.00% Reduced -3.8k -3,795
20 Windsor Capital Management, LLC 2.12% of their portfolio Phoenix, AZ 145,613145.6k $6.9m $6.9m 2.12% Added +3.5k +3,545
21 Simplicity Wealth,LLC 0.15% of their portfolio SUMMIT, NJ 139,956140.0k $6.6m $6.6m 0.15% Added +5.9k +5,915
22 Bleakley Financial Group, LLC 0.19% of their portfolio PARSIPPANY, NJ 139,956140.0k $6.6m $6.6m 0.19% Added +5.9k +5,915
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 123,722123.7k $5.8m $5.8m 0.00% Reduced -240.8k -240,760
24 Treasure Coast Financial Planning 3.69% of their portfolio VERO BEACH, FL 118,644118.6k $5.6m $5.6m 3.69% Added +4.8k +4,780
25 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 118,198118.2k $5.6m $5.6m 0.01% Added +9.4k +9,414
26 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.32% of their portfolio LONG BEACH, CA 116,454116.5k $5.5m $5.5m 0.32% Reduced -1.8k -1,780
27 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 109,749109.7k $5.2m $5.2m 0.01% Added +4.6k +4,609
28 Ignite Planners, LLC 1.26% of their portfolio SAN CLEMENTE, CA 109,104109.1k $5.2m $5.2m 1.26% Added +18.1k +18,117
29 VERUS CAPITAL PARTNERS, LLC 0.51% of their portfolio SCOTTSDALE, AZ 104,407104.4k $4.9m $4.9m 0.51% New
30 Financial Management Professionals, Inc. 0.66% of their portfolio AUSTIN, TX 101,727101.7k $4.8m $4.8m 0.66% Added +5.0k +5,021
31 Sunflower Bank, N.A. 1.07% of their portfolio DALLAS, TX 96,41396.4k $4.5m $4.5m 1.07% Reduced -166.7k -166,737
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 95,90895.9k $4.5m $4.5m 0.00% Added +94.7k +94,676
33 Running Point Capital Advisors, LLC 1.84% of their portfolio EL SEGUNDO, CA 94,64494.6k $4.5m $4.5m 1.84% Added +1.6k +1,568
34 BBJS FINANCIAL ADVISORS, LLC 1.48% of their portfolio SEATTLE, WA 84,45484.5k $4.0m $4.0m 1.48% Added +230 +230
35 FLOW TRADERS U.S. LLC 0.18% of their portfolio NEW YORK, NY 78,23878.2k $3.7m $3.7m 0.18% Added +69.6k +69,627
36 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 74,25274.3k $3.5m $3.5m 0.01% Reduced -44.4k -44,414
37 Fiduciary Alliance LLC 0.57% of their portfolio GREENVILLE, SC 74,13274.1k $3.5m $3.5m 0.57% Added +2.6k +2,636
38 Koshinski Asset Management, Inc. 0.32% of their portfolio DECATUR, IL 72,61472.6k $3.4m $3.4m 0.32% Reduced -2.5k -2,507
39 LexAurum Advisors, LLC 0.82% of their portfolio OVERLAND PARK, KS 71,06771.1k $3.3m $3.3m 0.82% Added +6.4k +6,446
40 Marmo Financial Group, LLC 2.02% of their portfolio Johnson City, TN 70,81370.8k $3.3m $3.3m 2.02% Added +17.7k +17,719
41 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 68,23068.2k $3.2m $3.2m 0.02% New
42 Hobart Private Capital, LLC 0.85% of their portfolio CHARLOTTE, NC 63,61363.6k $3.0m $3.0m 0.85% Added +4.6k +4,610
43 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 59,87159.9k $2.8m $2.8m 0.01% Added +1.4k +1,385
44 NewEdge Wealth, LLC 0.06% of their portfolio STAMFORD, CT 57,27057.3k $2.7m $2.7m 0.06% Added +1.0k +1,017
45 Ameritas Advisory Services, LLC 0.10% of their portfolio Lincoln, NE 54,15954.2k $2.6m $2.6m 0.10% Added +19.6k +19,634
46 WETZEL INVESTMENT ADVISORS, INC. 1.40% of their portfolio INDIANAPOLIS, IN 51,44251.4k $2.4m $2.4m 1.40% Added +146 +146
47 Freedom Investment Management, Inc. 0.18% of their portfolio SOUTH WINDSOR, CT 45,43045.4k $2.1m $2.1m 0.18% Reduced -8.8k -8,802
48 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 44,84844.8k $2.1m $2.1m 0.04% Added +14.3k +14,265
49 Stratos Wealth Advisors, LLC 0.09% of their portfolio BEACHWOOD, OH 40,01040.0k $1.9m $1.9m 0.09% Added +1.3k +1,263
50 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 34,74634.7k $1.6m $1.6m 0.01% Reduced -58.9k -58,925
51 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 33,01433.0k $1.6m $1.6m 0.00% Reduced -9.0k -9,044
52 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 32,69632.7k $1.5m $1.5m 0.01% Added +619 +619
53 SYM FINANCIAL Corp 0.24% of their portfolio WINONA LAKE, IN 32,04532.0k $1.5m $1.5m 0.24% Reduced -1.0k -1,036
54 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 29,78429.8k $1.4m $1.4m 0.02% Added +1.9k +1,950
55 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 29,33729.3k $1.4m $1.4m 0.04% Added +1.9k +1,934
56 First Citizens Financial Corp 0.70% of their portfolio MASON CITY, IA 24,94824.9k $1.2m $1.2m 0.70% Added +668 +668
57 Etesian Wealth Advisors, Inc. 0.66% of their portfolio West Linn, OR 24,73424.7k $1.2m $1.2m 0.66% Reduced -5.7k -5,704
58 CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.16% of their portfolio RICHMOND, VA 23,31323.3k $1.1m $1.1m 0.16% Added +4.2k +4,222
59 HTLF Bank 0.12% of their portfolio Denver, CO 21,56921.6k $1.0m $1.0m 0.12% Unchanged
60 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 19,81219.8k $933.7k $933.7k 0.04% Added +1.8k +1,776
61 Jacobi Capital Management LLC 0.08% of their portfolio PITTSTON, PA 18,41318.4k $867.7k $867.7k 0.08% Added +272 +272
62 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio ORLANDO, FL 18,28318.3k $861.6k $861.6k 0.08% Added +55 +55
63 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 14,29514.3k $673.6k $673.6k 0.02% Reduced -621 -621
64 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,16214.2k $667.4k $667.4k 0.00% Added +2.2k +2,179
65 BRASADA CAPITAL MANAGEMENT, LP 0.11% of their portfolio HOUSTON, TX 12,74412.7k $605.5k $605.5k 0.11% Added +32 +32
66 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,48212.5k $588.2k $588.2k 0.00% Added +686 +686
67 Clear Point Advisors Inc. 0.47% of their portfolio MELVILLE, NY 12,19512.2k $574.7k $574.7k 0.47% Added +90 +90
68 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,99112.0k $565.1k $565.1k 0.00% Reduced -11.4k -11,422
69 SAXON INTERESTS, INC. 0.26% of their portfolio HOUSTON, TX 11,76211.8k $554.3k $554.3k 0.26% Reduced -1.1k -1,099
70 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 11,39211.4k $536.8k $536.8k 0.01% Added +953 +953
71 SPC Financial, Inc. 0.05% of their portfolio ROCKVILLE, MD 11,18711.2k $527.2k $527.2k 0.05% Reduced -810 -810
72 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 10,52110.5k $495.8k $495.8k 0.01% Reduced -1.3k -1,312
73 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio RICHMOND, VA 10,10810.1k $476.4k $476.4k 0.02% Added +2.7k +2,698
74 Narus Financial Partners, LLC 0.19% of their portfolio SALT LAKE CITY, UT 10,09410.1k $475.7k $475.7k 0.19% Added +1.6k +1,566
75 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,3309.3k $439.7k $439.7k 0.00% New
76 PFG Advisors 0.03% of their portfolio Phoenix, AZ 9,1059.1k $429.1k $429.1k 0.03% Reduced -20.0k -19,983
77 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,6938.7k $409.7k $409.7k 0.00% Added +2.1k +2,123
78 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 7,8827.9k $371.5k $371.5k 0.01% Added +501 +501
79 Atlas Private Wealth Advisors 0.06% of their portfolio RED BANK, NJ 7,6687.7k $361.4k $361.4k 0.06% New
80 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,6706.7k $314.3k $314.3k 0.00% Added +789 +789
81 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 6,2416.2k $294.1k $294.1k 0.02% Added +1.4k +1,360
82 Beaumont Financial Advisors, LLC 0.02% of their portfolio NEEDHAM, MA 6,1806.2k $291.3k $291.3k 0.02% Unchanged
83 Prosperity Wealth Management, Inc. 0.14% of their portfolio San Ramon, CA 6,1416.1k $289.4k $289.4k 0.14% Added +754 +754
84 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.05% of their portfolio GRAND BLANC, MI 5,9706.0k $281.3k $281.3k 0.05% Unchanged
85 MOTCO 0.02% of their portfolio SAN ANTONIO, TX 5,8175.8k $274.1k $274.1k 0.02% Added +194 +194
86 SAGE FINANCIAL GROUP INC 0.02% of their portfolio W. CONSHOHOCKEN, PA 5,4535.5k $257.0k $257.0k 0.02% Added +1.2k +1,245
87 Lane & Associates LLC 0.14% of their portfolio MOORESTOWN, NJ 5,2115.2k $245.6k $245.6k 0.14% Reduced -10.1k -10,129
88 DRIVE WEALTH MANAGEMENT, LLC 0.07% of their portfolio LEHI, UT 5,1415.1k $242.3k $242.3k 0.07% Reduced -348 -348
89 Trademark Financial Management, LLC 0.20% of their portfolio Bloomington, MN 5,1415.1k $242.3k $242.3k 0.20% New
90 Advocacy Wealth Management, LLC 0.02% of their portfolio ATLANTA, GA 5,0215.0k $236.6k $236.6k 0.02% New
91 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 4,8204.8k $227.1k $227.1k 0.00% New
92 Wescott Financial Advisory Group, LLC 0.03% of their portfolio Philadelphia, PA 4,7074.7k $221.8k $221.8k 0.03% Added +54 +54
93 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 4,6484.6k $219.1k $219.1k 0.00% Added +133 +133
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,6264.6k $218.0k $218.0k 0.00% Added +90 +90
95 Virtue Capital Management, LLC 0.04% of their portfolio BRENTWOOD, TN 4,4984.5k $246.2k $246.2k 0.04% Reduced -856 -856
96 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,9753.0k $140.2k $140.2k 0.00% Unchanged
97 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,1052.1k $99.2k $99.2k 0.01% Reduced -98 -98
98 Financial Connections Group, Inc. 0.05% of their portfolio CORTE MADERA, CA 1,9782.0k $93.0k $93.0k 0.05% New
99 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 1,9592.0k $92.3k $92.3k 0.01% Unchanged
100 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 1,6551.7k $79.3k $79.3k 0.01% Added +536 +536