Vault-13

J P MORGAN EXCHANGE TRADED F BBHY

BETABUILDERS USD · ETP · CUSIP 46641Q878

100 institutional holders -5 vs Q4 2024
11,922,25511.9m shares reported held*
$549.0mreported value*
11 new 43 added 34 reduced 14 sold out net sold ≈ $236.4m (-5.1m 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 ($3.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.05.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 69Q4 22: 75Q1 23: 72Q2 23: 67Q3 23: 89Q4 23: 101Q1 24: 101Q2 24: 103Q3 24: 99Q4 24: 105Q1 25: 100100Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202269
Q4 202275
Q1 202372
Q2 202367
Q3 202389
Q4 2023101
Q1 2024101
Q2 2024103
Q3 202499
Q4 2024105
Q1 2025100

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 28 bought or addedQ2 23: 32 cut or sold outQ3 23: 60 bought or addedQ3 23: 22 cut or sold outQ3 23Q4 23: 55 bought or addedQ4 23: 34 cut or sold outQ1 24: 65 bought or addedQ1 24: 34 cut or sold outQ1 24Q2 24: 63 bought or addedQ2 24: 33 cut or sold outQ3 24: 56 bought or addedQ3 24: 40 cut or sold outQ3 24Q4 24: 44 bought or addedQ4 24: 54 cut or sold outQ1 25: 54 bought or addedQ1 25: 48 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232832
Q3 20236022
Q4 20235534
Q1 20246534
Q2 20246333
Q3 20245640
Q4 20244454
Q1 20255448

Biggest buyers

BARCLAYS PLC New +318,453+318.5k
Ocean Park Asset Management, LLC Added +81,600+81.6k
LPL Financial LLC Added +78,952+79.0k
Vestmark Advisory Solutions, Inc. Added +65,805+65.8k
BANK OF AMERICA CORP /DE/ Added +58,516+58.5k
ENVESTNET ASSET MANAGEMENT INC Added +56,136+56.1k
MORGAN STANLEY Added +52,626+52.6k
Cetera Investment Advisers Added +33,958+34.0k
Cambridge Investment Research Advisors, Inc. Added +33,341+33.3k
Janney Montgomery Scott LLC Added +30,899+30.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -5,745,945-5.7m
GOLDMAN SACHS GROUP INC Sold out -122,138-122.1k
JANE STREET GROUP, LLC Sold out -52,577-52.6k
BlackRock, Inc. Reduced -26,867-26.9k
RENAISSANCE TECHNOLOGIES LLC Sold out -21,100-21.1k
Envestnet Portfolio Solutions, Inc. Reduced -17,993-18.0k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -11,266-11.3k
ASSETMARK, INC Reduced -10,553-10.6k
Visionary Wealth Advisors Reduced -10,236-10.2k
HRT FINANCIAL LP Sold out -8,558-8.6k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,197,1402.2m $101.2m $101.2m 0.01% Reduced -5.7m -5,745,945
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,528,3441.5m $70.4m $70.4m 0.03% Added +79.0k +78,952
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,072,4781.1m $49.4m $49.4m 0.00% Added +58.5k +58,516
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 764,363764.4k $35.2m $35.2m 0.01% Added +56.1k +56,136
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 722,001722.0k $33.2m $33.2m 0.00% Added +52.6k +52,626
6 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 608,536608.5k $28.0m $28.0m 0.08% Added +30.9k +30,899
7 Vestmark Advisory Solutions, Inc. 0.67% of their portfolio Wakefield, MA 564,813564.8k $26.0m $26.0m 0.67% Added +65.8k +65,805
8 GREAT VALLEY ADVISOR GROUP, INC. 0.54% of their portfolio WILMINGTON, DE 541,193541.2k $24.9m $24.9m 0.54% Added +8.7k +8,668
9 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 473,374473.4k $21.8m $21.8m 0.03% Added +6.1k +6,114
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 455,937455.9k $21.0m $21.0m 0.00% Reduced -26.9k -26,867
11 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 318,453318.5k $14.7m $14.7m 0.01% New
12 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 312,551312.6k $14.4m $14.4m 0.05% Added +33.3k +33,341
13 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 250,256250.3k $11.5m $11.5m 0.03% Reduced -10.6k -10,553
14 DAYMARK WEALTH PARTNERS, LLC 0.43% of their portfolio CINCINNATI, OH 216,185216.2k $10.0m $10.0m 0.43% Added +1.2k +1,188
15 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 145,839145.8k $6.7m $6.7m 0.01% Added +34.0k +33,958
16 Ocean Park Asset Management, LLC 0.21% of their portfolio SANTA MONICA, CA 127,000127.0k $5.8m $5.8m 0.21% Added +81.6k +81,600
17 Windsor Capital Management, LLC 1.68% of their portfolio Phoenix, AZ 118,562118.6k $5.5m $5.5m 1.68% Reduced -2.9k -2,944
18 Royal Fund Management, LLC 0.55% of their portfolio Lady Lake, FL 99,87799.9k $4.6m $4.6m 0.55% Added +3.6k +3,597
19 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 98,26298.3k $4.5m $4.5m 0.06% Added +2.9k +2,904
20 Pinnacle Wealth Planning Services, Inc. 0.68% of their portfolio MANSFIELD, OH 97,56097.6k $4.5m $4.5m 0.68% Added +4.3k +4,265
21 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 89,61089.6k $4.1m $4.1m 0.08% Reduced -4.9k -4,912
22 MISSION WEALTH MANAGEMENT, LP 0.10% of their portfolio Santa Barbara, CA 87,82287.8k $4.0m $4.0m 0.10% Added +5.3k +5,293
23 Vawter Financial, Ltd. 2.01% of their portfolio COLUMBUS, OH 77,97078.0k $3.6m $3.6m 2.01% Added +24.6k +24,637
24 Blue Oak Capital, LLC 1.85% of their portfolio MENLO PARK, CA 72,65472.7k $3.3m $3.3m 1.85% Reduced -2.8k -2,756
25 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 63,18863.2k $2.9m $2.9m 0.01% Added +3.1k +3,079
26 MN Wealth Advisors, LLC 1.51% of their portfolio OVERLAND PARK, KS 55,88955.9k $2.6m $2.6m 1.51% Reduced -2.2k -2,180
27 ALBION FINANCIAL GROUP /UT 0.17% of their portfolio SALT LAKE CITY, UT 51,21551.2k $2.4m $2.4m 0.17% Added +21.4k +21,403
28 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 47,93347.9k $2.2m $2.2m 0.01% Reduced -853 -853
29 Investment Partners Asset Management, Inc. 1.67% of their portfolio METUCHEN, NJ 46,22646.2k $2.1m $2.1m 1.67% Reduced -533 -533
30 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 44,78644.8k $2.1m $2.1m 0.06% Added +1.5k +1,523
31 Menard Financial Group LLC 1.31% of their portfolio HOUSTON, TX 43,99244.0k $2.0m $2.0m 1.31% Reduced -138 -138
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 43,86043.9k $2.0m $2.0m 0.00% Added +2.7k +2,682
33 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 43,22643.2k $2.0m $2.0m 0.00% Reduced -49 -49
34 Wolf Group Capital Advisors 0.62% of their portfolio FAIRFAX, VA 40,18540.2k $1.9m $1.9m 0.62% Added +8.9k +8,867
35 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 38,05238.1k $1.8m $1.8m 0.01% Added +4.1k +4,122
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,45735.5k $1.6m $1.6m 0.00% Reduced -2.9k -2,924
37 Simmons Bank 0.11% of their portfolio Pine Bluff, AR 33,02533.0k $1.5m $1.5m 0.11% Reduced -782 -782
38 5T Wealth, LLC 0.83% of their portfolio Napa, CA 31,84031.8k $1.5m $1.5m 0.83% Reduced -5.7k -5,746
39 Graypoint LLC 0.08% of their portfolio Albany, NY 29,28429.3k $1.3m $1.3m 0.08% Added +2.5k +2,506
40 MassMutual Private Wealth & Trust, FSB 0.04% of their portfolio Windsor, CT 27,45627.5k $1.3m $1.3m 0.04% Reduced -609 -609
41 WCG Wealth Advisors LLC 0.09% of their portfolio LAS VEGAS, NV 25,10925.1k $1.2m $1.2m 0.09% Added +5.7k +5,681
42 Visionary Wealth Advisors 0.06% of their portfolio O'FALLON, IL 21,40321.4k $985.6k $985.6k 0.06% Reduced -10.2k -10,236
43 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 21,16021.2k $974.4k $974.4k 0.01% Reduced -438 -438
44 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 17,13417.1k $789.0k $789.0k 0.03% Added +4.4k +4,445
45 LOCKERMAN FINANCIAL GROUP, INC. 1.15% of their portfolio NEWPORT BEACH, CA 16,51816.5k $760.7k $760.7k 1.15% Added +1.4k +1,448
46 Wayfinding Financial, LLC 0.31% of their portfolio LYNNWOOD, WA 15,55115.6k $716.0k $716.0k 0.31% Added +666 +666
47 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 11,52211.5k $530.6k $530.6k 0.00% Reduced -1.0k -1,000
48 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,42611.4k $523.0k $523.0k 0.01% Added +3.4k +3,399
49 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 10,42610.4k $480.1k $480.1k 0.01% New
50 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 9,1639.2k $421.9k $421.9k 0.01% Reduced -3.4k -3,409
51 Gateway Wealth Partners, LLC 0.09% of their portfolio APPLETON, WI 8,7278.7k $401.9k $401.9k 0.09% Added +1.9k +1,874
52 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 7,6667.7k $353.0k $353.0k 0.01% Reduced -662 -662
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,3397.3k $337.9k $337.9k 0.00% Reduced -1.8k -1,825
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,1517.2k $329.3k $329.3k 0.00% Reduced -745 -745
55 Acorn Wealth Advisors, LLC 0.13% of their portfolio Grand Blanc, MI 6,8576.9k $315.8k $315.8k 0.13% Reduced -7 -7
56 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 6,1956.2k $285.3k $285.3k 0.01% Reduced -815 -815
57 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,1786.2k $284.5k $284.5k 0.00% Added +744 +744
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,1336.1k $282.0k $282.0k 0.00% Added +1.1k +1,147
59 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 5,9325.9k $273.0k $273.0k 0.01% Reduced -205 -205
60 CGN Advisors LLC 0.03% of their portfolio MANHATTAN, KS 5,7715.8k $265.7k $265.7k 0.03% Reduced -762 -762
61 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,7635.8k $265.4k $265.4k 0.00% Reduced -18.0k -17,993
62 Virtue Capital Management, LLC 0.03% of their portfolio BRENTWOOD, TN 5,7205.7k $263.2k $263.2k 0.03% New
63 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,4735.5k $252.0k $252.0k 0.00% New
64 CAPE COD FIVE CENTS SAVINGS BANK 0.02% of their portfolio HYANNIS, MA 5,3875.4k $255.1k $255.1k 0.02% Unchanged
65 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,8294.8k $222.4k $222.4k 0.00% New
66 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 3,9353.9k $181.2k $181.2k 0.01% Reduced -64 -64
67 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 3,9303.9k $181.0k $181.0k 0.02% Added +94 +94
68 Rosenberg Matthew Hamilton 0.04% of their portfolio GRAND JUNCTION, CO 3,6013.6k $165.8k $165.8k 0.04% Reduced -141 -141
69 Sound Income Strategies, LLC 0.01% of their portfolio FT LAUDERDALE, FL 3,5933.6k $165.5k $165.5k 0.01% Unchanged
70 RICHARDSON FINANCIAL SERVICES INC. 0.08% of their portfolio MEDWAY, MA 2,1412.1k $98.6k $98.6k 0.08% Added +67 +67
71 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,8201.8k $83.8k $83.8k 0.01% New
72 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 1,5881.6k $73.1k $73.1k 0.01% Added +645 +645
73 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 1,0651.1k $49.0k $49.0k 0.01% Unchanged
74 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0501.1k $48.4k $48.4k 0.00% Added +525 +525
75 LGT Financial Advisors LLC 0.13% of their portfolio DALLAS, TX 909909 $41.9k $41.9k 0.13% Added +241 +241
76 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 760760 $35.0k $35.0k 0.01% Unchanged
77 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 673673 $31.0k $31.0k 0.00% Unchanged
78 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 573573 $26.4k $26.4k 0.00% Added +14 +14
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 551551 $25.4k $25.4k 0.00% Added +93 +93
80 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 508508 $23.4k $23.4k 0.00% Unchanged
81 CWM, LLC 0.00% of their portfolio OMAHA, NE 465465 $21.0k $21.0k 0.00% Unchanged
82 Missouri Trust & Investment Co 0.01% of their portfolio SPRINGFIELD, MO 400400 $18.4k $18.4k 0.01% Reduced -239 -239
83 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 398398 $18.3k $18.3k 0.00% New
84 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 395395 $18.2k $18.2k 0.00% New
85 COMERICA BANK 0.00% of their portfolio DALLAS, TX 361361 $16.6k $16.6k 0.00% Added +24 +24
86 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 322322 $14.7k $14.7k 0.01% New
87 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 246246 $11.3k $11.3k 0.00% Added +5 +5
88 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 212212 $9.8k $9.8k 0.00% Unchanged
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 196196 $9.0k $9.0k 0.00% Reduced -1.3k -1,346
90 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 166166 $7.6k $7.6k 0.00% Reduced -1 -1
91 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 151151 $6.9k $6.9k 0.00% Added +3 +3
92 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8686 $4.0k $4.0k 0.00% New
93 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 8585 $3.9k $3.9k 0.00% Unchanged
94 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7878 $3.6k $3.6k 0.00% New
95 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 6565 $3.0k $3.0k 0.00% Added +54 +54
96 FMR LLC 0.00% of their portfolio BOSTON, MA 6262 $2.9k $2.9k 0.00% Reduced -16 -16
97 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 3838 $1.8k $1.8k 0.00% Unchanged
98 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio LONG BEACH, CA 44 $185 $185 0.00% Unchanged
99 NewSquare Capital LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 33 $138 $138 0.00% Unchanged
100 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -11.3k -11,266