Vault-13

J P MORGAN EXCHANGE TRADED F JPME

DIVERSFED RTRN · ETP · CUSIP 46641Q886

90 institutional holders +2 vs Q1 2025
2,358,6212.4m shares reported held*
$244.6mreported value*
9 new 29 added 35 reduced 9 sold out net sold ≈ $63.3m (-610.0k 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 ($682.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.69.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 53Q4 22: 59Q1 23: 61Q2 23: 62Q3 23: 67Q4 23: 77Q1 24: 79Q2 24: 79Q3 24: 83Q4 24: 89Q1 25: 88Q2 25: 9090Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202253
Q4 202259
Q1 202361
Q2 202362
Q3 202367
Q4 202377
Q1 202479
Q2 202479
Q3 202483
Q4 202489
Q1 202588
Q2 202590

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 40 bought or addedQ3 23: 28 cut or sold outQ4 23: 44 bought or addedQ4 23: 33 cut or sold outQ4 23Q1 24: 38 bought or addedQ1 24: 41 cut or sold outQ2 24: 36 bought or addedQ2 24: 36 cut or sold outQ2 24Q3 24: 39 bought or addedQ3 24: 34 cut or sold outQ4 24: 37 bought or addedQ4 24: 34 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 37 cut or sold outQ2 25: 38 bought or addedQ2 25: 44 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234028
Q4 20234433
Q1 20243841
Q2 20243636
Q3 20243934
Q4 20243734
Q1 20254237
Q2 20253844

Biggest buyers

MORGAN STANLEY Added +148,136+148.1k
ROYAL BANK OF CANADA Added +73,258+73.3k
JONES FINANCIAL COMPANIES LLLP Added +22,216+22.2k
Dynamic Advisor Solutions LLC Added +11,267+11.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +8,621+8.6k
LPL Financial LLC Added +7,781+7.8k
Cambridge Investment Research Advisors, Inc. Added +7,342+7.3k
Manske Wealth Management Added +5,295+5.3k
AMERIPRISE FINANCIAL INC New +4,723+4.7k
FSM Wealth Advisors, LLC Added +2,680+2.7k

Biggest sellers

Cerity Partners LLC Reduced -602,494-602.5k
CreativeOne Wealth, LLC Reduced -146,560-146.6k
N.E.W. Advisory Services LLC Reduced -78,683-78.7k
GOLDMAN SACHS GROUP INC Sold out -26,846-26.8k
JPMORGAN CHASE & CO Reduced -10,361-10.4k
Atria Wealth Solutions, Inc. Sold out -9,768-9.8k
Gateway Wealth Partners, LLC Sold out -7,710-7.7k
Kestra Advisory Services, LLC Reduced -5,537-5.5k
Trilogy Capital Inc. Reduced -5,316-5.3k
HighTower Advisors, LLC Reduced -4,930-4.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 429,945429.9k $44.6m $44.6m 0.00% Added +148.1k +148,136
2 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 294,604294.6k $30.6m $30.6m 0.04% Reduced -4.9k -4,930
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 230,072230.1k $23.9m $23.9m 0.01% Added +7.8k +7,781
4 Dynamic Advisor Solutions LLC 0.48% of their portfolio PHOENIX, AZ 150,959151.0k $15.7m $15.7m 0.48% Added +11.3k +11,267
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 118,328118.3k $12.3m $12.3m 0.00% Added +73.3k +73,258
6 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 100,162100.2k $10.4m $10.4m 0.02% Reduced -602.5k -602,494
7 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 93,78193.8k $9.7m $9.7m 0.03% Added +7.3k +7,342
8 APPLETON PARTNERS INC/MA 0.65% of their portfolio BOSTON, MA 88,47788.5k $9.2m $9.2m 0.65% Added +790 +790
9 CreativeOne Wealth, LLC 0.20% of their portfolio OVERLAND PARK, KS 72,51372.5k $7.5m $7.5m 0.20% Reduced -146.6k -146,560
10 RVW Wealth, LLC 0.60% of their portfolio LOS ANGELES, CA 68,20668.2k $7.1m $7.1m 0.60% Reduced -994 -994
11 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 65,54265.5k $6.8m $6.8m 0.01% Added +22.2k +22,216
12 Manske Wealth Management 1.86% of their portfolio HOUSTON, TX 54,16054.2k $5.6m $5.6m 1.86% Added +5.3k +5,295
13 1900 WEALTH MANAGEMENT LLC 0.37% of their portfolio SAN ANTONIO, TX 47,54047.5k $4.9m $4.9m 0.37% Reduced -1.6k -1,560
14 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 45,82445.8k $4.8m $4.8m 0.03% Added +361 +361
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 36,20036.2k $3.8m $3.8m 0.00% Added +8.6k +8,621
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 29,97730.0k $3.1m $3.1m 0.00% Reduced -387 -387
17 Good Life Advisors, LLC 0.18% of their portfolio READING, PA 27,46327.5k $2.8m $2.8m 0.18% Added +917 +917
18 Trilogy Capital Inc. 0.11% of their portfolio IRVINE, CA 22,67422.7k $2.4m $2.4m 0.11% Reduced -5.3k -5,316
19 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2.25% of their portfolio APPLETON, WI 22,27022.3k $2.3m $2.3m 2.25% Added +1.1k +1,116
20 MAS Advisors LLC 3.70% of their portfolio Miami, FL 21,83821.8k $2.3m $2.3m 3.70% Reduced -3.5k -3,465
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,32720.3k $2.1m $2.1m 0.00% Added +1.6k +1,564
22 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 20,06020.1k $2.1m $2.1m 0.01% Reduced -5.5k -5,537
23 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 19,00319.0k $2.0m $2.0m 0.01% Added +1.9k +1,872
24 KWB Wealth 0.22% of their portfolio REDLANDS, CA 17,99818.0k $1.8m $1.8m 0.22% Added +597 +597
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,53115.5k $1.6m $1.6m 0.00% Reduced -776 -776
26 LWM Advisory Services, LLC 1.08% of their portfolio PLANTATION, FL 15,07715.1k $1.6m $1.6m 1.08% Reduced -23 -23
27 Gallacher Capital Management LLC 0.63% of their portfolio LONE TREE, CO 13,22613.2k $1.4m $1.4m 0.63% Reduced -81 -81
28 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 12,10012.1k $1.3m $1.3m 0.03% Reduced -44 -44
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,99012.0k $1.2m $1.2m 0.00% Added +2.2k +2,204
30 Goldstein Advisors, LLC 0.16% of their portfolio Madison, WI 11,44211.4k $1.2m $1.2m 0.16% Reduced -160 -160
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,94510.9k $1.1m $1.1m 0.00% Added +1.1k +1,070
32 FSM Wealth Advisors, LLC 0.18% of their portfolio CLEVELAND, OH 10,85110.9k $1.1m $1.1m 0.18% Added +2.7k +2,680
33 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 10,72910.7k $1.1m $1.1m 0.04% Added +328 +328
34 Archford Capital Strategies, LLC 0.14% of their portfolio SWANSEA, IL 10,69310.7k $1.1m $1.1m 0.14% Unchanged
35 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,35510.4k $1.1m $1.1m 0.00% Added +1.0k +1,020
36 Richard P Slaughter Associates Inc 0.21% of their portfolio AUSTIN, TX 9,7649.8k $1.0m $1.0m 0.21% Reduced -2.8k -2,798
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,0399.0k $937.4k $937.4k 0.00% Reduced -45 -45
38 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 8,1918.2k $849.4k $849.4k 0.01% Unchanged
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,6147.6k $789.6k $789.6k 0.00% Reduced -10.4k -10,361
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,2547.3k $752.3k $752.3k 0.00% Added +1.6k +1,639
41 N.E.W. Advisory Services LLC 0.07% of their portfolio DE PERE, WI 6,9937.0k $725.2k $725.2k 0.07% Reduced -78.7k -78,683
42 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 6,7546.8k $700.4k $700.4k 0.02% Added +32 +32
43 LANDMARK WEALTH MANAGEMENT, INC. 0.29% of their portfolio NORMAL, IL 6,5176.5k $675.9k $675.9k 0.29% Reduced -181 -181
44 Cosner Financial Group, LLC 0.36% of their portfolio WINDSOR, CO 6,1996.2k $642.8k $642.8k 0.36% Reduced -24 -24
45 NOTTINGHAM ADVISORS, INC. 0.08% of their portfolio AMHERST, NY 5,2295.2k $542.3k $542.3k 0.08% Reduced -100 -100
46 Astoria Portfolio Advisors LLC. 0.15% of their portfolio NEW YORK, NY 5,1895.2k $550.6k $550.6k 0.15% Added +10 +10
47 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 5,1005.1k $528.9k $528.9k 0.01% Reduced -62 -62
48 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 4,9484.9k $513.2k $513.2k 0.00% Reduced -750 -750
49 THOROUGHBRED FINANCIAL SERVICES, LLC 0.04% of their portfolio BRENTWOOD, TN 4,8894.9k $507.0k $507.0k 0.04% Unchanged
50 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,7234.7k $489.8k $489.8k 0.00% New
51 Fifth Third Securities, Inc. 0.04% of their portfolio Cincinnati, OH 4,5904.6k $476.0k $476.0k 0.04% Added +137 +137
52 Traub Capital Management LLC 0.40% of their portfolio NEEDHAM, MA 4,1504.2k $430.4k $430.4k 0.40% First filing
53 ADAMSBROWN WEALTH CONSULTANTS LLC 0.12% of their portfolio WICHITA, KS 3,9554.0k $410.1k $410.1k 0.12% Added +1 +1
54 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 3,6333.6k $376.8k $376.8k 0.01% Reduced -198 -198
55 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 3,2913.3k $341.3k $341.3k 0.01% Reduced -491 -491
56 PFG Advisors 0.01% of their portfolio Phoenix, AZ 2,5762.6k $267.1k $267.1k 0.01% Reduced -139 -139
57 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,5762.6k $267.2k $267.2k 0.01% Reduced -176 -176
58 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,4901.5k $154.6k $154.6k 0.00% Reduced -303 -303
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0951.1k $113.6k $113.6k 0.00% Added +57 +57
60 FMR LLC 0.00% of their portfolio BOSTON, MA 957957 $99.2k $99.2k 0.00% Added +17 +17
61 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 936936 $97.1k $97.1k 0.01% Reduced -674 -674
62 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 915915 $94.9k $94.9k 0.00% New
63 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 905905 $93.9k $93.9k 0.00% First filing
64 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 864864 $89.6k $89.6k 0.00% Reduced -2 -2
65 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 531531 $55.1k $55.1k 0.01% Reduced -81 -81
66 UBS Group AG 0.00% of their portfolio ZURICH, V8 504504 $52.3k $52.3k 0.00% New
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 470470 $48.7k $48.7k 0.00% Reduced -35 -35
68 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 317317 $32.8k $32.8k 0.00% Added +2 +2
69 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 302302 $31.4k $31.4k 0.00% New
70 COMERICA BANK 0.00% of their portfolio DALLAS, TX 286286 $29.7k $29.7k 0.00% New
71 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 275275 $28.5k $28.5k 0.00% Reduced -41 -41
72 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 234234 $24.3k $24.3k 0.00% Unchanged
73 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 229229 $23.7k $23.7k 0.00% New
74 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 169169 $17.5k $17.5k 0.00% Reduced -22 -22
75 Talon Private Wealth, LLC 0.00% of their portfolio THE VILLAGES, FL 136136 $14.1k $14.1k 0.00% New
76 TOTAL INVESTMENT MANAGEMENT INC 0.00% of their portfolio SCOTTSDALE, AZ 128128 $13.3k $13.3k 0.00% New
77 Team Financial Group, LLC 0.01% of their portfolio TEMECULA, CA 114114 $11.8k $11.8k 0.01% New
78 Rise Advisors, LLC 0.00% of their portfolio ROCHESTER, NY 9595 $9.9k $9.9k 0.00% Unchanged
79 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 8282 $8.5k $8.5k 0.00% Unchanged
80 Investors Research Corp 0.00% of their portfolio ATLANTA, GA 3636 $3.7k $3.7k 0.00% Unchanged
81 FSA Wealth Management LLC 0.00% of their portfolio Needham, MA 2525 $2.6k $2.6k 0.00% Unchanged
82 IMG Wealth Management, Inc. 0.00% of their portfolio JACKSONVILLE, FL 2121 $2.2k $2.2k 0.00% Unchanged
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1919 $2.0k $2.0k 0.00% Added +18 +18
84 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 1313 $1.3k $1.3k 0.00% Unchanged
85 Park Square Financial Group, LLC 0.00% of their portfolio ROSWELL, GA 77 $726 $726 0.00% Unchanged
86 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 66 $650 $650 0.00% Unchanged
87 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 33 $311 $311 0.00% Reduced -537 -537
88 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 22 $207 $207 0.00% Unchanged
89 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11 $104 $104 0.00% Unchanged
90 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged