Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

114 institutional holders -7 vs Q2 2024
7,567,5777.6m shares reported held*
$368.2mreported value*
8 new 63 added 29 reduced 15 sold out net sold ≈ $2.0m (-40.4k 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 ($535.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.66.

Trends to Q3 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: 121Q3 24: 114114Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202272
Q4 202287
Q1 202385
Q2 202396
Q3 2023100
Q4 2023110
Q1 2024116
Q2 2024121
Q3 2024114

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 outQ1 23: 42 bought or addedQ1 23: 42 cut or sold outQ1 23Q2 23: 62 bought or addedQ2 23: 24 cut or sold outQ3 23: 61 bought or addedQ3 23: 38 cut or sold outQ3 23Q4 23: 65 bought or addedQ4 23: 46 cut or sold outQ1 24: 73 bought or addedQ1 24: 40 cut or sold outQ1 24Q2 24: 73 bought or addedQ2 24: 38 cut or sold outQ3 24: 71 bought or addedQ3 24: 44 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224240
Q1 20234242
Q2 20236224
Q3 20236138
Q4 20236546
Q1 20247340
Q2 20247338
Q3 20247144

Biggest buyers

Avantax Planning Partners, Inc. Added +180,433+180.4k
McCarthy & Cox Added +91,883+91.9k
ForthRight Wealth Management, LLC Added +88,043+88.0k
KMG FIDUCIARY PARTNERS, LLC Added +54,102+54.1k
AVANTAX ADVISORY SERVICES, INC. Added +49,711+49.7k
FSM Wealth Advisors, LLC Added +41,932+41.9k
MORGAN STANLEY Added +30,427+30.4k
CGN Advisors LLC Added +29,194+29.2k
Hobart Private Capital, LLC Added +27,875+27.9k
Ignite Planners, LLC Added +22,077+22.1k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -228,643-228.6k
Simplicity Wealth,LLC Sold out -139,956-140.0k
JPMORGAN CHASE & CO Reduced -94,244-94.2k
JANE STREET GROUP, LLC Reduced -93,595-93.6k
FLOW TRADERS U.S. LLC Sold out -78,238-78.2k
NewEdge Wealth, LLC Sold out -57,270-57.3k
Sunflower Bank, N.A. Reduced -46,264-46.3k
WETZEL INVESTMENT ADVISORS, INC. Reduced -29,960-30.0k
Sigma Planning Corp Reduced -23,827-23.8k
MML INVESTORS SERVICES, LLC Reduced -19,739-19.7k

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Avantax Planning Partners, Inc. 0.84% of their portfolio DUBUQUE, IA 482,673482.7k $23.5m $23.5m 0.84% Added +180.4k +180,433
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 455,006455.0k $22.1m $22.1m 0.00% Reduced -626 -626
3 ADAMSBROWN WEALTH CONSULTANTS LLC 5.76% of their portfolio WICHITA, KS 340,877340.9k $16.6m $16.6m 5.76% Added +19.0k +19,016
4 McCarthy & Cox 6.12% of their portfolio MARYSVILLE, OH 328,155328.2k $16.0m $16.0m 6.12% Added +91.9k +91,883
5 ForthRight Wealth Management, LLC 4.60% of their portfolio ALPHARETTA, GA 283,717283.7k $13.8m $13.8m 4.60% Added +88.0k +88,043
6 CGN Advisors LLC 1.37% of their portfolio MANHATTAN, KS 279,070279.1k $13.6m $13.6m 1.37% Added +29.2k +29,194
7 KMG FIDUCIARY PARTNERS, LLC 1.17% of their portfolio TOLEDO, OH 279,067279.1k $13.6m $13.6m 1.17% Added +54.1k +54,102
8 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 274,710274.7k $13.4m $13.4m 0.02% Added +10.4k +10,358
9 FSM Wealth Advisors, LLC 3.51% of their portfolio CLEVELAND, OH 271,697271.7k $13.2m $13.2m 3.51% Added +41.9k +41,932
10 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 251,630251.6k $12.3m $12.3m 0.02% Added +21.2k +21,163
11 Hills Bank & Trust Co 0.82% of their portfolio North Liberty, IA 224,076224.1k $10.9m $10.9m 0.82% Added +5.7k +5,680
12 Certified Advisory Corp 1.02% of their portfolio ALTAMONTE SPRINGS, FL 188,821188.8k $9.2m $9.2m 1.02% Added +15.9k +15,906
13 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 182,854182.9k $8.9m $8.9m 0.02% Reduced -1.2k -1,154
14 ACIMA PRIVATE WEALTH, LLC 2.97% of their portfolio RICHMOND, VA 182,047182.0k $8.9m $8.9m 2.97% Reduced -19.6k -19,556
15 Hyperion Partners, LLC 5.21% of their portfolio BERWYN, PA 167,686167.7k $8.2m $8.2m 5.21% Added +6.4k +6,418
16 Prime Capital Investment Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 160,191160.2k $7.8m $7.8m 0.11% Added +958 +958
17 Peterson Wealth Advisors, LLC 1.46% of their portfolio Orem, UT 158,662158.7k $7.7m $7.7m 1.46% Added +9.5k +9,523
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 154,149154.1k $7.5m $7.5m 0.00% Added +30.4k +30,427
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 151,385151.4k $7.4m $7.4m 0.00% Added +5.2k +5,164
20 Windsor Capital Management, LLC 2.08% of their portfolio Phoenix, AZ 146,970147.0k $7.2m $7.2m 2.08% Added +1.4k +1,357
21 Bleakley Financial Group, LLC 0.20% of their portfolio PARSIPPANY, NJ 132,408132.4k $6.4m $6.4m 0.20% Reduced -7.5k -7,548
22 Ignite Planners, LLC 1.46% of their portfolio SAN CLEMENTE, CA 131,181131.2k $6.4m $6.4m 1.46% Added +22.1k +22,077
23 Treasure Coast Financial Planning 3.67% of their portfolio VERO BEACH, FL 122,137122.1k $5.9m $5.9m 3.67% Added +3.5k +3,493
24 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.32% of their portfolio LONG BEACH, CA 120,062120.1k $5.8m $5.8m 0.32% Added +3.6k +3,608
25 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 117,941117.9k $5.7m $5.7m 0.04% Added +49.7k +49,711
26 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 108,982109.0k $5.3m $5.3m 0.01% Reduced -767 -767
27 Financial Management Professionals, Inc. 0.65% of their portfolio AUSTIN, TX 107,193107.2k $5.2m $5.2m 0.65% Added +5.5k +5,466
28 VERUS CAPITAL PARTNERS, LLC 0.51% of their portfolio SCOTTSDALE, AZ 106,208106.2k $5.2m $5.2m 0.51% Added +1.8k +1,801
29 Running Point Capital Advisors, LLC 1.73% of their portfolio EL SEGUNDO, CA 91,89691.9k $4.5m $4.5m 1.73% Reduced -2.7k -2,748
30 Hobart Private Capital, LLC 1.14% of their portfolio CHARLOTTE, NC 91,48891.5k $4.5m $4.5m 1.14% Added +27.9k +27,875
31 BBJS FINANCIAL ADVISORS, LLC 1.53% of their portfolio SEATTLE, WA 88,07088.1k $4.3m $4.3m 1.53% Added +3.6k +3,616
32 Marmo Financial Group, LLC 2.18% of their portfolio Johnson City, TN 84,14984.1k $4.1m $4.1m 2.18% Added +13.3k +13,336
33 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 77,12477.1k $3.8m $3.8m 0.01% Added +2.9k +2,872
34 LexAurum Advisors, LLC 0.82% of their portfolio OVERLAND PARK, KS 77,09177.1k $3.8m $3.8m 0.82% Added +6.0k +6,024
35 Fiduciary Alliance LLC 0.50% of their portfolio GREENVILLE, SC 76,84076.8k $3.7m $3.7m 0.50% Added +2.7k +2,708
36 Koshinski Asset Management, Inc. 0.31% of their portfolio DECATUR, IL 74,70874.7k $3.6m $3.6m 0.31% Added +2.1k +2,094
37 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 68,00068.0k $3.3m $3.3m 0.01% Added +8.1k +8,129
38 Ameritas Advisory Services, LLC 0.13% of their portfolio Lincoln, NE 62,07962.1k $3.0m $3.0m 0.13% Added +7.9k +7,920
39 Sunflower Bank, N.A. 0.67% of their portfolio DALLAS, TX 50,14950.1k $2.4m $2.4m 0.67% Reduced -46.3k -46,264
40 Stratos Wealth Advisors, LLC 0.10% of their portfolio BEACHWOOD, OH 47,06347.1k $2.3m $2.3m 0.10% Added +7.1k +7,053
41 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 46,77246.8k $2.3m $2.3m 0.04% Added +1.9k +1,924
42 Freedom Investment Management, Inc. 0.17% of their portfolio SOUTH WINDSOR, CT 44,58444.6k $2.2m $2.2m 0.17% Reduced -846 -846
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 34,77634.8k $1.7m $1.7m 0.00% Added +20.6k +20,614
44 SYM FINANCIAL Corp 0.22% of their portfolio WINONA LAKE, IN 33,92233.9k $1.7m $1.7m 0.22% Added +1.9k +1,877
45 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 33,80033.8k $1.6m $1.6m 0.01% Added +1.1k +1,104
46 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 32,45432.5k $1.6m $1.6m 0.00% Reduced -560 -560
47 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 30,14930.1k $1.5m $1.5m 0.02% Added +365 +365
48 Jacobi Capital Management LLC 0.10% of their portfolio PITTSTON, PA 27,88727.9k $1.4m $1.4m 0.10% Added +9.5k +9,474
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,25227.3k $1.3m $1.3m 0.00% Reduced -228.6k -228,643
50 CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.17% of their portfolio RICHMOND, VA 26,39526.4k $1.3m $1.3m 0.17% Added +3.1k +3,082
51 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 26,25526.3k $1.3m $1.3m 0.01% Added +13.8k +13,773
52 First Citizens Financial Corp 0.64% of their portfolio MASON CITY, IA 24,73424.7k $1.2m $1.2m 0.64% Reduced -214 -214
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,60324.6k $1.2m $1.2m 0.00% Reduced -93.6k -93,595
54 HTLF Bank 0.11% of their portfolio Denver, CO 21,56921.6k $1.0m $1.0m 0.11% Unchanged
55 WETZEL INVESTMENT ADVISORS, INC. 0.53% of their portfolio INDIANAPOLIS, IN 21,48221.5k $1.0m $1.0m 0.53% Reduced -30.0k -29,960
56 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 19,05819.1k $927.4k $927.4k 0.04% Reduced -754 -754
57 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,98419.0k $923.7k $923.7k 0.00% Added +14.2k +14,164
58 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,26517.3k $840.0k $840.0k 0.00% New
59 Etesian Wealth Advisors, Inc. 0.37% of their portfolio West Linn, OR 16,97717.0k $826.0k $826.0k 0.37% Reduced -7.8k -7,757
60 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,00715.0k $730.0k $730.0k 0.00% Reduced -19.7k -19,739
61 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 14,62614.6k $711.6k $711.6k 0.02% Added +331 +331
62 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio RICHMOND, VA 13,29013.3k $646.6k $646.6k 0.02% Added +3.2k +3,182
63 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 12,86812.9k $626.1k $626.1k 0.01% Added +1.5k +1,476
64 Clear Point Advisors Inc. 0.46% of their portfolio MELVILLE, NY 12,25012.2k $596.0k $596.0k 0.46% Added +55 +55
65 Narus Financial Partners, LLC 0.21% of their portfolio SALT LAKE CITY, UT 12,15812.2k $591.5k $591.5k 0.21% Added +2.1k +2,064
66 SAXON INTERESTS, INC. 0.26% of their portfolio HOUSTON, TX 11,63111.6k $565.9k $565.9k 0.26% Reduced -131 -131
67 BRASADA CAPITAL MANAGEMENT, LP 0.09% of their portfolio HOUSTON, TX 11,15711.2k $540.6k $540.6k 0.09% Reduced -1.6k -1,587
68 SPC Financial, Inc. 0.04% of their portfolio ROCKVILLE, MD 10,07810.1k $490.3k $490.3k 0.04% Reduced -1.1k -1,109
69 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 8,0528.1k $391.8k $391.8k 0.01% Added +170 +170
70 Atlas Private Wealth Advisors 0.06% of their portfolio RED BANK, NJ 8,0048.0k $389.5k $389.5k 0.06% Added +336 +336
71 PFG Advisors 0.02% of their portfolio Phoenix, AZ 7,7337.7k $376.3k $376.3k 0.02% Reduced -1.4k -1,372
72 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 7,6207.6k $370.8k $370.8k 0.00% Reduced -2.9k -2,901
73 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,2457.2k $352.5k $352.5k 0.00% Added +575 +575
74 Prosperity Wealth Management, Inc. 0.14% of their portfolio San Ramon, CA 7,2397.2k $352.2k $352.2k 0.14% Added +1.1k +1,098
75 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 6,4666.5k $314.6k $314.6k 0.02% Added +225 +225
76 Beaumont Financial Advisors, LLC 0.02% of their portfolio NEEDHAM, MA 6,1806.2k $300.7k $300.7k 0.02% Unchanged
77 MOTCO 0.03% of their portfolio SAN ANTONIO, TX 5,9766.0k $290.8k $290.8k 0.03% Added +159 +159
78 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.05% of their portfolio GRAND BLANC, MI 5,8525.9k $284.7k $284.7k 0.05% Reduced -118 -118
79 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,7265.7k $278.6k $278.6k 0.00% Added +1.1k +1,100
80 Advocacy Wealth Management, LLC 0.02% of their portfolio ATLANTA, GA 5,5755.6k $271.3k $271.3k 0.02% Added +554 +554
81 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 5,5105.5k $268.1k $268.1k 0.01% Reduced -23.8k -23,827
82 SAGE FINANCIAL GROUP INC 0.02% of their portfolio W. CONSHOHOCKEN, PA 5,4535.5k $265.3k $265.3k 0.02% Unchanged
83 Gilman Hill Asset Management, LLC 0.04% of their portfolio NEW CANAAN, CT 5,0005.0k $243.3k $243.3k 0.04% New
84 Wescott Financial Advisory Group, LLC 0.02% of their portfolio Philadelphia, PA 4,7634.8k $231.7k $231.7k 0.02% Added +56 +56
85 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 4,5154.5k $219.7k $219.7k 0.00% Reduced -133 -133
86 Stonehearth Capital Management, LLC 0.08% of their portfolio DANVERS, MA 4,2214.2k $205.4k $205.4k 0.08% New
87 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.05% of their portfolio INDIANAPOLIS, IN 3,5173.5k $171.1k $171.1k 0.05% Added +2.1k +2,077
88 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,3673.4k $163.8k $163.8k 0.00% Reduced -8.6k -8,624
89 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,3632.4k $115.0k $115.0k 0.01% Added +708 +708
90 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,0952.1k $101.9k $101.9k 0.01% Reduced -10 -10
91 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,0212.0k $98.3k $98.3k 0.00% Reduced -954 -954
92 Financial Connections Group, Inc. 0.05% of their portfolio CORTE MADERA, CA 2,0082.0k $97.0k $97.0k 0.05% Added +30 +30
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,6691.7k $81.2k $81.2k 0.00% New
94 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,6641.7k $81.0k $81.0k 0.00% Reduced -94.2k -94,244
95 WFA of San Diego, LLC 0.07% of their portfolio SAN DIEGO, CA 1,5901.6k $77.4k $77.4k 0.07% Unchanged
96 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 1,4011.4k $66.7k $66.7k 0.01% Reduced -558 -558
97 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,3841.4k $67.3k $67.3k 0.00% Unchanged
98 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 728728 $35.0k $35.0k 0.00% Added +3 +3
99 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 524524 $25.0k $25.0k 0.00% Unchanged
100 RESTON WEALTH MANAGEMENT LLC 0.01% of their portfolio Reston, VA 406406 $19.8k $19.8k 0.01% New