Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

212 institutional holders +25 vs Q3 2025
22,108,29122.1m shares reported held*
$1.1bnreported value*
32 new 114 added 42 reduced 12 sold out net bought ≈ $149.3m (+3.1m 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 ($527.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.71.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 72Q4 22: 87Q1 23: 85Q2 23: 96Q3 23: 100Q4 23: 110Q1 24: 116Q2 24: 121Q3 24: 114Q4 24: 126Q1 25: 130Q2 25: 161Q3 25: 187Q4 25: 212212Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025187
Q4 2025212

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 137 bought or addedQ3 25: 48 cut or sold outQ4 25: 146 bought or addedQ4 25: 54 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20247340
Q2 20247338
Q3 20247144
Q4 20247337
Q1 20258742
Q2 202510941
Q3 202513748
Q4 202514654

Biggest buyers

LPL Financial LLC Added +607,775+607.8k
HighTower Advisors, LLC Added +550,828+550.8k
KINTRA WEALTH, LLC New +355,700+355.7k
MORGAN STANLEY Added +275,460+275.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +256,745+256.7k
Stadion Money Management, LLC New +233,697+233.7k
JANE STREET GROUP, LLC New +179,739+179.7k
Financial Connections Group, Inc. Added +165,466+165.5k
FSM Wealth Advisors, LLC Added +162,836+162.8k
Cetera Investment Advisers Added +142,959+143.0k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -621,242-621.2k
MAINSTAY CAPITAL MANAGEMENT LLC /ADV Reduced -470,919-470.9k
McCarthy & Cox Reduced -351,356-351.4k
Spectrum Wealth Advisory Group, LLC Reduced -98,090-98.1k
Onyx Bridge Wealth Group LLC Reduced -76,282-76.3k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Reduced -37,544-37.5k
Diversify Advisory Services, LLC Sold out -35,998-36.0k
ACIMA PRIVATE WEALTH, LLC Reduced -34,093-34.1k
Focus Partners Advisor Solutions, LLC Reduced -28,291-28.3k
CAPTRUST FINANCIAL ADVISORS Reduced -19,298-19.3k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Avantax Planning Partners, Inc. 3.17% of their portfolio DUBUQUE, IA 2,329,7252.3m $113.5m $113.5m 3.17% Added +78.6k +78,619
2 Rice Partnership, LLC 9.40% of their portfolio HONOLULU, HI 1,428,2661.4m $69.6m $69.6m 9.40% Added +115.3k +115,270
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,425,5901.4m $69.4m $69.4m 0.02% Added +607.8k +607,775
4 FSM Wealth Advisors, LLC 6.11% of their portfolio CLEVELAND, OH 916,928916.9k $44.7m $44.7m 6.11% Added +162.8k +162,836
5 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 866,906866.9k $42.2m $42.2m 0.05% Added +550.8k +550,828
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 745,083745.1k $36.3m $36.3m 0.00% Added +275.5k +275,460
7 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 587,164587.2k $28.6m $28.6m 0.03% Added +143.0k +142,959
8 Goldstone Financial Group, LLC 2.93% of their portfolio OAKBROOK TERRACE, IL 540,665540.7k $26.3m $26.3m 2.93% Added +39.9k +39,892
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 534,507534.5k $26.0m $26.0m 0.01% Added +36.6k +36,644
10 Hughes Financial Services, LLC 3.32% of their portfolio HERNDON, VA 434,261434.3k $21.1m $21.1m 3.32% Added +37.6k +37,608
11 Midwest Financial Partners Investments, Inc. 11.56% of their portfolio ST. CLOUD, MN 427,065427.1k $20.8m $20.8m 11.56% First filing
12 Hills Bank & Trust Co 1.10% of their portfolio North Liberty, IA 388,022388.0k $18.9m $18.9m 1.10% Added +15.2k +15,222
13 ForthRight Wealth Management, LLC 5.39% of their portfolio ALPHARETTA, GA 385,258385.3k $18.8m $18.8m 5.39% Added +37.7k +37,745
14 KINTRA WEALTH, LLC 2.42% of their portfolio WILLIAMSPORT, PA 355,700355.7k $17.3m $17.3m 2.42% New
15 KMG FIDUCIARY PARTNERS, LLC 1.20% of their portfolio TOLEDO, OH 346,946346.9k $16.9m $16.9m 1.20% Added +29.1k +29,060
16 Certified Advisory Corp 1.42% of their portfolio ALTAMONTE SPRINGS, FL 320,637320.6k $15.6m $15.6m 1.42% Added +19.6k +19,552
17 Peak Financial Management, Inc. 3.92% of their portfolio WELLESLEY, MA 312,115312.1k $15.2m $15.2m 3.92% Added +11.0k +10,976
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 310,530310.5k $15.1m $15.1m 0.00% Added +61.0k +61,004
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 299,872299.9k $14.6m $14.6m 0.01% Added +256.7k +256,745
20 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 287,326287.3k $14.0m $14.0m 0.02% Reduced -9.6k -9,594
21 Stadion Money Management, LLC 0.92% of their portfolio WATKINSVILLE, GA 233,697233.7k $11.4m $11.4m 0.92% New
22 CGN Advisors LLC 0.83% of their portfolio MANHATTAN, KS 215,157215.2k $10.5m $10.5m 0.83% Added +8.9k +8,947
23 ACIMA PRIVATE WEALTH, LLC 3.19% of their portfolio RICHMOND, VA 211,317211.3k $10.3m $10.3m 3.19% Reduced -34.1k -34,093
24 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 202,992203.0k $9.9m $9.9m 0.06% Added +8.0k +8,047
25 Peterson Wealth Advisors, LLC 1.19% of their portfolio Orem, UT 183,205183.2k $8.9m $8.9m 1.19% Added +2.5k +2,500
26 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 179,739179.7k $8.8m $8.8m 0.01% New
27 Bleakley Financial Group, LLC 0.15% of their portfolio PARSIPPANY, NJ 172,257172.3k $8.4m $8.4m 0.15% Added +28.1k +28,114
28 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 171,660171.7k $8.4m $8.4m 0.01% Reduced -5.5k -5,475
29 Financial Connections Group, Inc. 2.83% of their portfolio CORTE MADERA, CA 168,784168.8k $8.2m $8.2m 2.83% Added +165.5k +165,466
30 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 164,316164.3k $8.0m $8.0m 0.03% Added +26.4k +26,357
31 POWER WEALTH MANAGEMENT LLC 2.82% of their portfolio ALPHARETTA, GA 164,298164.3k $8.0m $8.0m 2.82% Added +9.5k +9,492
32 Tidemark, LLC 2.24% of their portfolio SAN DIEGO, CA 161,988162.0k $7.9m $7.9m 2.24% Added +13.5k +13,490
33 Fiduciary Alliance LLC 0.50% of their portfolio GREENVILLE, SC 157,822157.8k $7.7m $7.7m 0.50% Added +16.9k +16,865
34 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 152,810152.8k $7.4m $7.4m 0.01% Reduced -19.3k -19,298
35 Ignite Planners, LLC 1.15% of their portfolio SAN CLEMENTE, CA 152,192152.2k $7.5m $7.5m 1.15% Added +479 +479
36 AllGen Financial Advisors, Inc. 1.73% of their portfolio ORLANDO, FL 149,488149.5k $7.3m $7.3m 1.73% Added +8.5k +8,537
37 Windsor Capital Management, LLC 1.99% of their portfolio Phoenix, AZ 148,100148.1k $7.2m $7.2m 1.99% Reduced -669 -669
38 Sonoma Allocations LLC 2.31% of their portfolio SANTA ROSA, CA 142,451142.5k $7.0m $7.0m 2.31% Added +16.7k +16,719
39 AssuredPartners Investment Advisors, LLC 1.02% of their portfolio Tampa, FL 141,410141.4k $6.9m $6.9m 1.02% Added +120.7k +120,732
40 Broadway Wealth Solutions, Inc. 3.68% of their portfolio San Antonio, TX 141,345141.3k $6.9m $6.9m 3.68% Added +7.9k +7,858
41 Apella Capital, LLC 0.14% of their portfolio WEST HARTFORD, CT 140,338140.3k $6.8m $6.8m 0.14% Added +22.8k +22,763
42 CREATIVE FINANCIAL DESIGNS INC /ADV 0.43% of their portfolio KOKOMO, IN 139,100139.1k $6.8m $6.8m 0.43% Added +8.2k +8,176
43 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 137,756137.8k $6.7m $6.7m 0.02% Added +31.5k +31,510
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 135,294135.3k $6.6m $6.6m 0.00% Added +38.4k +38,371
45 Financial Management Professionals, Inc. 0.67% of their portfolio AUSTIN, TX 133,130133.1k $6.5m $6.5m 0.67% Added +12.5k +12,534
46 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.31% of their portfolio LONG BEACH, CA 132,653132.7k $6.5m $6.5m 0.31% Added +4.3k +4,262
47 VERUS CAPITAL PARTNERS, LLC 0.43% of their portfolio SCOTTSDALE, AZ 131,817131.8k $6.4m $6.4m 0.43% Added +11.2k +11,229
48 Summit Financial, LLC 0.09% of their portfolio PARSIPPANY, NJ 129,002129.0k $6.3m $6.3m 0.09% New
49 Treasure Coast Financial Planning 3.33% of their portfolio VERO BEACH, FL 128,900128.9k $6.3m $6.3m 3.33% Added +4.9k +4,866
50 Running Point Capital Advisors, LLC 1.60% of their portfolio EL SEGUNDO, CA 120,664120.7k $5.9m $5.9m 1.60% Added +20.0k +19,983
51 Manske Wealth Management 1.60% of their portfolio HOUSTON, TX 111,383111.4k $5.4m $5.4m 1.60% Added +2.1k +2,071
52 Marmo Financial Group, LLC 2.56% of their portfolio Johnson City, TN 111,271111.3k $5.4m $5.4m 2.56% Added +941 +941
53 FIRST AMERICAN TRUST, FSB 0.36% of their portfolio SANTA ANA, CA 107,857107.9k $5.3m $5.3m 0.36% Added +15.3k +15,317
54 Prime Capital Investment Advisors, LLC 0.06% of their portfolio OVERLAND PARK, KS 107,430107.4k $5.2m $5.2m 0.06% Reduced -2.9k -2,895
55 Cedar Mountain Advisors, LLC 0.97% of their portfolio LAKE OSWEGO, OR 103,468103.5k $5.0m $5.0m 0.97% Added +1.9k +1,918
56 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 100,479100.5k $4.9m $4.9m 0.00% Reduced -1.8k -1,787
57 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 96,23496.2k $4.7m $4.7m 0.02% Added +54.5k +54,481
58 CARY STREET PARTNERS FINANCIAL LLC 0.11% of their portfolio RICHMOND, VA 94,77294.8k $4.6m $4.6m 0.11% Added +43.2k +43,170
59 Roof Eidam Maycock Peralta, LLC 1.03% of their portfolio San Francisco, CA 93,13593.1k $4.5m $4.5m 1.03% Added +12.0k +12,000
60 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 92,25692.3k $4.5m $4.5m 0.03% New
61 Elmwood Wealth Management, Inc. 1.23% of their portfolio BERKELEY, CA 79,81279.8k $3.9m $3.9m 1.23% Added +2.8k +2,828
62 ARKANSAS FINANCIAL GROUP, INC. 0.56% of their portfolio LITTLE ROCK, AR 79,07279.1k $3.9m $3.9m 0.56% Added +68.8k +68,836
63 Systelligence, LLC 0.73% of their portfolio BLOOMINGTON, MN 78,91678.9k $3.8m $3.8m 0.73% New
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 73,09073.1k $3.6m $3.6m 0.00% Reduced -10.9k -10,882
65 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 72,26172.3k $3.5m $3.5m 0.00% Added +7.6k +7,647
66 ADAMSBROWN WEALTH CONSULTANTS LLC 0.97% of their portfolio WICHITA, KS 71,18971.2k $3.5m $3.5m 0.97% Reduced -748 -748
67 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 70,97871.0k $3.5m $3.5m 0.01% Added +7.5k +7,512
68 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 67,04567.0k $3.3m $3.3m 0.00% Added +28.3k +28,291
69 Stratos Wealth Advisors, LLC 0.15% of their portfolio BEACHWOOD, OH 65,57265.6k $3.2m $3.2m 0.15% Added +396 +396
70 White & Co Financial Planning Inc 2.35% of their portfolio SUNNYSIDE, WA 64,53664.5k $3.1m $3.1m 2.35% Reduced -94 -94
71 Mach-1 Financial Group, LLC 0.63% of their portfolio Rogers, AR 62,63062.6k $3.1m $3.1m 0.63% New
72 OneAscent Financial Services LLC 0.28% of their portfolio BIRMINGHAM, AL 62,52462.5k $3.0m $3.0m 0.28% Added +4.7k +4,680
73 Koshinski Asset Management, Inc. 0.19% of their portfolio DECATUR, IL 61,25661.3k $3.0m $3.0m 0.19% Reduced -9.1k -9,089
74 Beta Wealth Group, Inc. 1.19% of their portfolio SAN DIEGO, CA 60,72460.7k $3.0m $3.0m 1.19% Reduced -595 -595
75 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 60,54460.5k $2.9m $2.9m 0.02% Added +10.8k +10,754
76 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 55,98156.0k $2.7m $2.7m 0.01% Added +2.0k +2,017
77 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 55,36055.4k $2.7m $2.7m 0.00% Added +55.0k +54,950
78 Etesian Wealth Advisors, Inc. 0.84% of their portfolio West Linn, OR 54,83954.8k $2.7m $2.7m 0.84% Added +18.5k +18,520
79 Jacobi Capital Management LLC 0.15% of their portfolio PITTSTON, PA 54,72554.7k $2.7m $2.7m 0.15% Added +3.4k +3,447
80 Advisor OS, LLC 0.21% of their portfolio CHICAGO, IL 52,91752.9k $2.6m $2.6m 0.21% Added +41.8k +41,754
81 Contango Wealth Management LLC 2.75% of their portfolio OAKLAND, CA 50,54150.5k $2.5m $2.5m 2.75% First filing
82 Bouvel Investment Partners, LLC 0.70% of their portfolio PHOENIXVILLE, PA 50,16350.2k $2.4m $2.4m 0.70% Added +4.5k +4,466
83 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 44,91944.9k $2.2m $2.2m 0.03% Reduced -28.3k -28,291
84 Econ Financial Services Corp 1.10% of their portfolio HARRISBURG, PA 44,87244.9k $2.2m $2.2m 1.10% New
85 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 44,83244.8k $2.2m $2.2m 0.03% Added +597 +597
86 Winter & Associates, Inc. 2.02% of their portfolio ST. PAUL, MN 44,80044.8k $2.2m $2.2m 2.02% First filing
87 SYM FINANCIAL Corp 0.22% of their portfolio WINONA LAKE, IN 43,73143.7k $2.1m $2.1m 0.22% Added +1.9k +1,861
88 SHP Wealth Management 0.16% of their portfolio PLYMOUTH, MA 42,85442.9k $2.1m $2.1m 0.16% First filing
89 Financial Partners Group, Inc 0.24% of their portfolio Overland Park, KS 42,22142.2k $2.1m $2.1m 0.24% Added +25.4k +25,358
90 Sunrise Financial Services, LLC 1.50% of their portfolio BURIEN, WA 40,95041.0k $2.0m $2.0m 1.50% First filing
91 Mariner, LLC 0.00% of their portfolio Overland Park, KS 37,19937.2k $1.8m $1.8m 0.00% Added +1.0k +1,001
92 Pine Harbor Wealth Management, LLC 0.55% of their portfolio FAIRFAX, VA 36,88136.9k $1.8m $1.8m 0.55% Unchanged
93 Onyx Bridge Wealth Group LLC 0.19% of their portfolio TARRYTOWN, NY 35,71835.7k $1.7m $1.7m 0.19% Reduced -76.3k -76,282
94 BlackDiamond Wealth Management, LLC 0.85% of their portfolio NEW YORK, NY 35,53835.5k $1.7m $1.7m 0.85% Reduced -3.0k -2,952
95 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 34,38834.4k $1.7m $1.7m 0.01% Added +9.2k +9,222
96 TriaGen Wealth Management LLC 0.43% of their portfolio Calabasas, CA 34,25234.3k $1.7m $1.7m 0.43% Added +176 +176
97 Berger Financial Group, Inc 0.09% of their portfolio PLYMOUTH, MN 32,53632.5k $1.6m $1.6m 0.09% Added +1.1k +1,050
98 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 29,60229.6k $1.4m $1.4m 0.03% Added +200 +200
99 InTrack Investment Management Inc 0.80% of their portfolio SOUTH BURLINGTON, VT 29,23829.2k $1.4m $1.4m 0.80% Added +5.4k +5,372
100 Balanced Rock Investment Advisors LLC 0.95% of their portfolio ROSLINDALE, MA 27,47427.5k $1.3m $1.3m 0.95% Added +1.1k +1,144