Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

161 institutional holders +31 vs Q1 2025
14,566,40414.6m shares reported held*
$708.0mreported value*
35 new 74 added 34 reduced 7 sold out net bought ≈ $244.5m (+5.0m 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. Holder counts are more reliable. Implied quarter-end price ≈ $48.60.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 72Q4 22: 87Q1 23: 85Q2 23: 96Q3 23: 100Q4 23: 110Q1 24: 116Q2 24: 121Q3 24: 114Q4 24: 126Q1 25: 130Q2 25: 161161Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202272
Q4 202287
Q1 202385
Q2 202396
Q3 2023100
Q4 2023110
Q1 2024116
Q2 2024121
Q3 2024114
Q4 2024126
Q1 2025130
Q2 2025161

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q3 24: 71 bought or addedQ3 24: 44 cut or sold outQ4 24: 73 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 87 bought or addedQ1 25: 42 cut or sold outQ2 25: 109 bought or addedQ2 25: 41 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236138
Q4 20236546
Q1 20247340
Q2 20247338
Q3 20247144
Q4 20247337
Q1 20258742
Q2 202510941

Biggest buyers

MAINSTAY CAPITAL MANAGEMENT LLC /ADV Added +923,716+923.7k
Avantax Planning Partners, Inc. Added +555,190+555.2k
JANE STREET GROUP, LLC Added +489,178+489.2k
Goldstone Financial Group, LLC Added +442,333+442.3k
Hughes Financial Services, LLC Added +378,005+378.0k
Systelligence, LLC New +200,867+200.9k
NewEdge Advisors, LLC New +146,101+146.1k
LPL Financial LLC Added +134,990+135.0k
Tidemark, LLC New +132,836+132.8k
CREATIVE FINANCIAL DESIGNS INC /ADV New +121,557+121.6k

Biggest sellers

AssuredPartners Investment Advisors, LLC Reduced -53,031-53.0k
Prime Capital Investment Advisors, LLC Reduced -46,814-46.8k
Geneos Wealth Management Inc. Reduced -21,015-21.0k
WETZEL INVESTMENT ADVISORS, INC. Reduced -17,834-17.8k
Running Point Capital Advisors, LLC Reduced -14,547-14.5k
ADAMSBROWN WEALTH CONSULTANTS LLC Reduced -12,940-12.9k
McCarthy & Cox Reduced -10,088-10.1k
LexAurum Advisors, LLC Reduced -8,077-8.1k
Freedom Investment Management, Inc. Reduced -6,837-6.8k
ACIMA PRIVATE WEALTH, LLC Reduced -6,232-6.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Avantax Planning Partners, Inc. 2.01% of their portfolio DUBUQUE, IA 1,302,3921.3m $63.3m $63.3m 2.01% Added +555.2k +555,190
2 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2.23% of their portfolio GRAND BLANC, MI 928,901928.9k $45.2m $45.2m 2.23% Added +923.7k +923,716
3 FSM Wealth Advisors, LLC 5.27% of their portfolio CLEVELAND, OH 669,596669.6k $32.4m $32.4m 5.27% Added +102.8k +102,771
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 616,260616.3k $30.0m $30.0m 0.00% Added +119.6k +119,627
5 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 526,367526.4k $25.6m $25.6m 0.04% Added +489.2k +489,178
6 Goldstone Financial Group, LLC 2.94% of their portfolio OAKBROOK TERRACE, IL 459,330459.3k $22.3m $22.3m 2.94% Added +442.3k +442,333
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 443,234443.2k $21.6m $21.6m 0.01% Added +92.9k +92,948
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 426,119426.1k $20.7m $20.7m 0.01% Added +135.0k +134,990
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 418,608418.6k $20.4m $20.4m 0.00% Added +63.5k +63,453
10 Hughes Financial Services, LLC 3.16% of their portfolio HERNDON, VA 378,378378.4k $18.4m $18.4m 3.16% Added +378.0k +378,005
11 McCarthy & Cox 4.53% of their portfolio MARYSVILLE, OH 355,852355.9k $17.3m $17.3m 4.53% Reduced -10.1k -10,088
12 Hills Bank & Trust Co 1.01% of their portfolio North Liberty, IA 328,375328.4k $16.0m $16.0m 1.01% Added +36.5k +36,508
13 ForthRight Wealth Management, LLC 4.94% of their portfolio ALPHARETTA, GA 325,518325.5k $15.8m $15.8m 4.94% Added +21.9k +21,872
14 KMG FIDUCIARY PARTNERS, LLC 1.08% of their portfolio TOLEDO, OH 298,686298.7k $14.5m $14.5m 1.08% Added +5.7k +5,731
15 Peak Financial Management, Inc. 3.99% of their portfolio WELLESLEY, MA 288,578288.6k $14.0m $14.0m 3.99% Added +6.0k +5,969
16 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 274,348274.3k $13.3m $13.3m 0.02% Added +1.4k +1,360
17 AVANTAX ADVISORY SERVICES, INC. 0.07% of their portfolio DALLAS, TX 248,358248.4k $12.1m $12.1m 0.07% Added +44.9k +44,876
18 ACIMA PRIVATE WEALTH, LLC 3.50% of their portfolio RICHMOND, VA 211,503211.5k $10.3m $10.3m 3.50% Reduced -6.2k -6,232
19 Systelligence, LLC 1.81% of their portfolio BLOOMINGTON, MN 200,867200.9k $9.8m $9.8m 1.81% New
20 Certified Advisory Corp 1.01% of their portfolio ALTAMONTE SPRINGS, FL 199,543199.5k $9.7m $9.7m 1.01% Added +1.8k +1,757
21 CGN Advisors LLC 0.87% of their portfolio MANHATTAN, KS 199,320199.3k $9.7m $9.7m 0.87% Added +9.3k +9,288
22 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 189,146189.1k $9.2m $9.2m 0.06% Added +14.0k +14,022
23 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 175,343175.3k $8.5m $8.5m 0.01% Reduced -3.3k -3,262
24 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 170,594170.6k $8.3m $8.3m 0.02% Added +88.1k +88,116
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 167,202167.2k $8.1m $8.1m 0.00% Added +80.9k +80,925
26 Peterson Wealth Advisors, LLC 1.32% of their portfolio Orem, UT 164,837164.8k $8.0m $8.0m 1.32% Added +3.2k +3,226
27 Ignite Planners, LLC 1.33% of their portfolio SAN CLEMENTE, CA 157,525157.5k $7.6m $7.6m 1.33% Added +9.7k +9,691
28 Windsor Capital Management, LLC 2.09% of their portfolio Phoenix, AZ 147,177147.2k $7.2m $7.2m 2.09% Reduced -1.1k -1,081
29 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 146,101146.1k $7.1m $7.1m 0.04% New
30 Fiduciary Alliance LLC 0.49% of their portfolio GREENVILLE, SC 135,820135.8k $6.6m $6.6m 0.49% Reduced -646 -646
31 Bleakley Financial Group, LLC 0.17% of their portfolio PARSIPPANY, NJ 135,358135.4k $6.6m $6.6m 0.17% Added +5.1k +5,120
32 Tidemark, LLC 2.08% of their portfolio SAN DIEGO, CA 132,836132.8k $6.5m $6.5m 2.08% New
33 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.32% of their portfolio LONG BEACH, CA 126,901126.9k $6.2m $6.2m 0.32% Added +2.4k +2,433
34 Treasure Coast Financial Planning 3.46% of their portfolio VERO BEACH, FL 122,098122.1k $5.9m $5.9m 3.46% Added +2.2k +2,160
35 CREATIVE FINANCIAL DESIGNS INC /ADV 0.43% of their portfolio KOKOMO, IN 121,557121.6k $5.9m $5.9m 0.43% New
36 Broadway Wealth Solutions, Inc. 3.67% of their portfolio San Antonio, TX 121,196121.2k $5.9m $5.9m 3.67% Added +10.9k +10,950
37 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 117,500117.5k $5.7m $5.7m 0.01% Added +82.0k +82,039
38 VERUS CAPITAL PARTNERS, LLC 0.51% of their portfolio SCOTTSDALE, AZ 116,548116.5k $5.7m $5.7m 0.51% Added +9.0k +8,972
39 Financial Management Professionals, Inc. 0.63% of their portfolio AUSTIN, TX 114,398114.4k $5.6m $5.6m 0.63% Reduced -2.6k -2,650
40 Prime Capital Investment Advisors, LLC 0.07% of their portfolio OVERLAND PARK, KS 110,555110.6k $5.4m $5.4m 0.07% Reduced -46.8k -46,814
41 Manske Wealth Management 1.77% of their portfolio HOUSTON, TX 109,921109.9k $5.3m $5.3m 1.77% Reduced -1.2k -1,175
42 Marmo Financial Group, LLC 2.46% of their portfolio Johnson City, TN 101,593101.6k $4.9m $4.9m 2.46% Reduced -399 -399
43 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 100,830100.8k $4.9m $4.9m 0.01% Added +60.0k +59,961
44 Running Point Capital Advisors, LLC 1.20% of their portfolio EL SEGUNDO, CA 89,09289.1k $4.3m $4.3m 1.20% Reduced -14.5k -14,547
45 Hobart Private Capital, LLC 0.98% of their portfolio CHARLOTTE, NC 88,89288.9k $4.3m $4.3m 0.98% Added +3.4k +3,403
46 FIRST AMERICAN TRUST, FSB 0.34% of their portfolio SANTA ANA, CA 88,74888.7k $4.3m $4.3m 0.34% New
47 Roof Eidam Maycock Peralta, LLC 0.96% of their portfolio San Francisco, CA 79,88579.9k $3.9m $3.9m 0.96% New
48 ADAMSBROWN WEALTH CONSULTANTS LLC 1.09% of their portfolio WICHITA, KS 77,52077.5k $3.8m $3.8m 1.09% Reduced -12.9k -12,940
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 77,47377.5k $3.8m $3.8m 0.00% Added +22.8k +22,812
50 LexAurum Advisors, LLC 0.58% of their portfolio OVERLAND PARK, KS 75,35475.4k $3.7m $3.7m 0.58% Reduced -8.1k -8,077
51 Koshinski Asset Management, Inc. 0.27% of their portfolio DECATUR, IL 74,08074.1k $3.6m $3.6m 0.27% Reduced -3.1k -3,131
52 AllGen Financial Advisors, Inc. 0.96% of their portfolio ORLANDO, FL 73,58873.6k $3.6m $3.6m 0.96% New
53 Elmwood Wealth Management, Inc. 1.39% of their portfolio BERKELEY, CA 71,96972.0k $3.5m $3.5m 1.39% Reduced -826 -826
54 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 70,07070.1k $3.4m $3.4m 0.00% Added +36.3k +36,338
55 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 68,05068.0k $3.3m $3.3m 0.01% New
56 White & Co Financial Planning Inc 2.50% of their portfolio SUNNYSIDE, WA 64,35664.4k $3.1m $3.1m 2.50% Reduced -200 -200
57 Stratos Wealth Advisors, LLC 0.15% of their portfolio BEACHWOOD, OH 59,11459.1k $2.9m $2.9m 0.15% Added +2.8k +2,781
58 Walkner Condon Financial Advisors LLC 0.51% of their portfolio MADISON, WI 57,12557.1k $2.8m $2.8m 0.51% Added +11.0k +11,030
59 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 55,99556.0k $2.7m $2.7m 0.03% Added +1.5k +1,500
60 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 51,15351.2k $2.5m $2.5m 0.01% Added +5.4k +5,419
61 CARY STREET PARTNERS FINANCIAL LLC 0.07% of their portfolio RICHMOND, VA 47,66047.7k $2.3m $2.3m 0.07% Added +4.4k +4,430
62 Bouvel Investment Partners, LLC 0.72% of their portfolio PHOENIXVILLE, PA 43,52343.5k $2.1m $2.1m 0.72% New
63 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 42,48342.5k $2.1m $2.1m 0.02% New
64 Jacobi Capital Management LLC 0.13% of their portfolio PITTSTON, PA 40,36040.4k $2.0m $2.0m 0.13% Added +4.9k +4,887
65 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 39,90239.9k $1.9m $1.9m 0.03% Added +8.3k +8,274
66 FFG RETIREMENT ADVISORS LLC 1.18% of their portfolio CENTENNIAL, CO 38,69138.7k $1.9m $1.9m 1.18% New
67 Ameritas Advisory Services, LLC 0.10% of their portfolio Lincoln, NE 38,14338.1k $1.9m $1.9m 0.10% Reduced -64 -64
68 SYM FINANCIAL Corp 0.21% of their portfolio WINONA LAKE, IN 37,92237.9k $1.8m $1.8m 0.21% Added +4.1k +4,136
69 Pine Harbor Wealth Management, LLC 0.63% of their portfolio FAIRFAX, VA 36,88136.9k $1.8m $1.8m 0.63% New
70 Mariner, LLC 0.00% of their portfolio Overland Park, KS 36,37236.4k $1.8m $1.8m 0.00% Reduced -66 -66
71 BlackDiamond Wealth Management, LLC 1.01% of their portfolio NEW YORK, NY 36,17536.2k $1.8m $1.8m 1.01% New
72 Freedom Investment Management, Inc. 0.14% of their portfolio SOUTH WINDSOR, CT 36,15736.2k $1.8m $1.8m 0.14% Reduced -6.8k -6,837
73 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 31,93731.9k $1.6m $1.6m 0.00% Added +31.5k +31,492
74 Berger Financial Group, Inc 0.09% of their portfolio PLYMOUTH, MN 28,98629.0k $1.4m $1.4m 0.09% Added +7.2k +7,160
75 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 26,21326.2k $1.3m $1.3m 0.03% New
76 First Citizens Financial Corp 0.69% of their portfolio MASON CITY, IA 25,94225.9k $1.3m $1.3m 0.69% Reduced -1.2k -1,208
77 AssuredPartners Investment Advisors, LLC 0.30% of their portfolio Tampa, FL 25,57825.6k $1.2m $1.2m 0.30% Reduced -53.0k -53,031
78 Sunflower Bank, N.A. 0.31% of their portfolio DALLAS, TX 25,07125.1k $1.2m $1.2m 0.31% Reduced -4.8k -4,814
79 Balanced Rock Investment Advisors LLC 0.90% of their portfolio ROSLINDALE, MA 23,69423.7k $1.2m $1.2m 0.90% New
80 Argent Trust Co 0.04% of their portfolio NASHVILLE, TN 23,18423.2k $1.1m $1.1m 0.04% Added +4.4k +4,360
81 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 22,66322.7k $1.1m $1.1m 0.03% New
82 InTrack Investment Management Inc 0.71% of their portfolio SOUTH BURLINGTON, VT 21,61321.6k $1.1m $1.1m 0.71% New
83 Mach-1 Financial Group, LLC 0.30% of their portfolio Rogers, AR 20,80220.8k $1.0m $1.0m 0.30% Added +6.7k +6,721
84 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 20,61120.6k $1.0m $1.0m 0.02% Reduced -2.3k -2,298
85 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 20,43420.4k $993.5k $993.5k 0.02% Reduced -21.0k -21,015
86 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 19,75819.8k $960.6k $960.6k 0.02% Added +505 +505
87 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,58917.6k $855.2k $855.2k 0.00% Reduced -386 -386
88 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio ORLANDO, FL 17,26917.3k $839.6k $839.6k 0.07% Reduced -877 -877
89 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 16,93416.9k $823.3k $823.3k 0.01% Added +739 +739
90 REGATTA CAPITAL GROUP, LLC 0.12% of their portfolio EL SEGUNDO, CA 14,83614.8k $721.3k $721.3k 0.12% New
91 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 14,35314.4k $697.8k $697.8k 0.02% Reduced -309 -309
92 PKS Advisory Services, LLC 0.17% of their portfolio ALBANY, NY 13,92413.9k $677.0k $677.0k 0.17% Added +1.7k +1,692
93 Narus Financial Partners, LLC 0.21% of their portfolio SALT LAKE CITY, UT 13,79313.8k $670.6k $670.6k 0.21% Added +1.7k +1,716
94 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 13,72613.7k $667.4k $667.4k 0.01% Added +987 +987
95 Advisory Alpha, LLC 0.02% of their portfolio HOLLAND, MI 12,89112.9k $626.8k $626.8k 0.02% Added +939 +939
96 Etesian Wealth Advisors, Inc. 0.23% of their portfolio West Linn, OR 12,82112.8k $623.4k $623.4k 0.23% Added +5.0k +4,978
97 Clear Point Advisors Inc. 0.51% of their portfolio MELVILLE, NY 12,51312.5k $608.4k $608.4k 0.51% Added +96 +96
98 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,13612.1k $590.1k $590.1k 0.00% New
99 SAXON INTERESTS, INC. 0.26% of their portfolio HOUSTON, TX 11,42811.4k $547.3k $547.3k 0.26% Unchanged
100 Advisor OS, LLC 0.05% of their portfolio CHICAGO, IL 11,40011.4k $554.3k $554.3k 0.05% Added +6.9k +6,866