Vault-13

J P MORGAN EXCHANGE TRADED F JPME

DIVERSFED RTRN · ETP · CUSIP 46641Q886

94 institutional holders +4 vs Q2 2025
2,363,1532.4m shares reported held*
$255.3mreported value*
12 new 28 added 34 reduced 6 sold out net bought ≈ $3.4m (+31.6k 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 ($662.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $108.04.

Trends to Q3 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: 90Q3 25: 9494Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202594

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 23: 44 bought or addedQ4 23: 33 cut or sold outQ1 24: 38 bought or addedQ1 24: 41 cut or sold outQ1 24Q2 24: 36 bought or addedQ2 24: 36 cut or sold outQ3 24: 39 bought or addedQ3 24: 34 cut or sold outQ3 24Q4 24: 37 bought or addedQ4 24: 34 cut or sold outQ1 25: 42 bought or addedQ1 25: 37 cut or sold outQ1 25Q2 25: 38 bought or addedQ2 25: 44 cut or sold outQ3 25: 40 bought or addedQ3 25: 40 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234433
Q1 20243841
Q2 20243636
Q3 20243934
Q4 20243734
Q1 20254237
Q2 20253844
Q3 20254040

Biggest buyers

Sanctuary Advisors, LLC Added +66,653+66.7k
JONES FINANCIAL COMPANIES LLLP Added +30,474+30.5k
HighTower Advisors, LLC Added +18,997+19.0k
Cambridge Investment Research Advisors, Inc. Added +17,971+18.0k
Empirical Asset Management, LLC New +9,871+9.9k
MORGAN STANLEY Added +8,687+8.7k
GOLDMAN SACHS GROUP INC New +7,560+7.6k
JPMORGAN CHASE & CO Added +7,436+7.4k
BANK OF AMERICA CORP /DE/ Added +6,597+6.6k
Dynamic Advisor Solutions LLC Added +4,649+4.6k

Biggest sellers

ROYAL BANK OF CANADA Reduced -67,499-67.5k
CreativeOne Wealth, LLC Reduced -52,902-52.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -13,120-13.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -8,273-8.3k
MML INVESTORS SERVICES, LLC Reduced -7,656-7.7k
N.E.W. Advisory Services LLC Reduced -6,160-6.2k
Astoria Portfolio Advisors LLC. Sold out -5,189-5.2k
Kestra Advisory Services, LLC Reduced -4,868-4.9k
LPL Financial LLC Reduced -2,972-3.0k
Trilogy Capital Inc. Reduced -1,879-1.9k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 438,632438.6k $47.6m $47.6m 0.00% Added +8.7k +8,687
2 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 313,601313.6k $34.0m $34.0m 0.04% Added +19.0k +18,997
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 227,100227.1k $24.6m $24.6m 0.01% Reduced -3.0k -2,972
4 Dynamic Advisor Solutions LLC 0.49% of their portfolio PHOENIX, AZ 155,608155.6k $16.9m $16.9m 0.49% Added +4.6k +4,649
5 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 112,477112.5k $11.8m $11.8m 0.04% Added +66.7k +66,653
6 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 111,752111.8k $12.1m $12.1m 0.03% Added +18.0k +17,971
7 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 98,92098.9k $10.7m $10.7m 0.02% Reduced -1.2k -1,242
8 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 96,01696.0k $10.4m $10.4m 0.01% Added +30.5k +30,474
9 APPLETON PARTNERS INC/MA 0.65% of their portfolio BOSTON, MA 89,67989.7k $9.7m $9.7m 0.65% Added +1.2k +1,202
10 RVW Wealth, LLC 0.57% of their portfolio LOS ANGELES, CA 67,17167.2k $7.3m $7.3m 0.57% Reduced -1.0k -1,035
11 Manske Wealth Management 1.79% of their portfolio HOUSTON, TX 53,79853.8k $5.8m $5.8m 1.79% Reduced -362 -362
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 50,82950.8k $5.5m $5.5m 0.00% Reduced -67.5k -67,499
13 1900 WEALTH MANAGEMENT LLC 0.35% of their portfolio SAN ANTONIO, TX 47,54247.5k $5.2m $5.2m 0.35% Added +2 +2
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 36,57436.6k $4.0m $4.0m 0.00% Added +6.6k +6,597
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,08023.1k $2.5m $2.5m 0.00% Reduced -13.1k -13,120
16 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2.22% of their portfolio APPLETON, WI 22,12222.1k $2.4m $2.4m 2.22% Reduced -148 -148
17 MAS Advisors LLC 3.75% of their portfolio Miami, FL 21,83821.8k $2.4m $2.4m 3.75% Unchanged
18 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,74321.7k $2.4m $2.4m 0.00% Added +1.4k +1,416
19 Trilogy Capital Inc. 0.10% of their portfolio IRVINE, CA 20,79520.8k $2.3m $2.3m 0.10% Reduced -1.9k -1,879
20 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 19,69419.7k $2.1m $2.1m 0.01% Added +691 +691
21 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 19,61119.6k $2.1m $2.1m 0.05% Reduced -52.9k -52,902
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 18,95619.0k $2.1m $2.1m 0.00% Added +3.4k +3,425
23 KWB Wealth 0.21% of their portfolio REDLANDS, CA 18,00518.0k $1.9m $1.9m 0.21% Added +7 +7
24 LWM Advisory Services, LLC 0.98% of their portfolio PLANTATION, FL 15,50015.5k $1.7m $1.7m 0.98% Added +423 +423
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 15,19215.2k $1.6m $1.6m 0.01% Reduced -4.9k -4,868
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,05015.1k $1.6m $1.6m 0.00% Added +7.4k +7,436
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,16313.2k $1.4m $1.4m 0.00% Added +1.2k +1,173
28 Gallacher Capital Management LLC 0.52% of their portfolio LONE TREE, CO 12,10412.1k $1.3m $1.3m 0.52% Reduced -1.1k -1,122
29 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 12,09812.1k $1.3m $1.3m 0.03% Reduced -2 -2
30 Goldstein Advisors, LLC 0.15% of their portfolio Madison, WI 11,02211.0k $1.2m $1.2m 0.15% Reduced -420 -420
31 Archford Capital Strategies, LLC 0.14% of their portfolio SWANSEA, IL 10,69310.7k $1.2m $1.2m 0.14% Unchanged
32 FSM Wealth Advisors, LLC 0.16% of their portfolio CLEVELAND, OH 10,53710.5k $1.1m $1.1m 0.16% Reduced -314 -314
33 Empirical Asset Management, LLC 0.30% of their portfolio WELLESLEY, MA 9,8719.9k $1.1m $1.1m 0.30% New
34 Richard P Slaughter Associates Inc 0.22% of their portfolio AUSTIN, TX 9,5219.5k $1.0m $1.0m 0.22% Reduced -243 -243
35 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 9,4059.4k $1.0m $1.0m 0.03% Reduced -1.3k -1,324
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,8308.8k $957.6k $957.6k 0.00% Reduced -209 -209
37 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 8,1918.2k $888.3k $888.3k 0.01% Unchanged
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,5607.6k $819.8k $819.8k 0.00% New
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,1867.2k $779.3k $779.3k 0.00% Reduced -68 -68
40 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 6,9386.9k $752.4k $752.4k 0.02% Added +184 +184
41 LANDMARK WEALTH MANAGEMENT, INC. 0.28% of their portfolio NORMAL, IL 6,5186.5k $706.8k $706.8k 0.28% Added +1 +1
42 Cosner Financial Group, LLC 0.12% of their portfolio WINDSOR, CO 6,2046.2k $218.5k $218.5k 0.12% Added +5 +5
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,4425.4k $590.2k $590.2k 0.00% Added +494 +494
44 NOTTINGHAM ADVISORS, INC. 0.08% of their portfolio AMHERST, NY 5,2295.2k $567.1k $567.1k 0.08% Unchanged
45 THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 4,8894.9k $530.0k $530.0k 0.03% Unchanged
46 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 4,4554.5k $483.2k $483.2k 0.01% Reduced -645 -645
47 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 4,4264.4k $480.0k $480.0k 0.03% Reduced -164 -164
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,2114.2k $456.9k $456.9k 0.00% Reduced -512 -512
49 Traub Capital Management LLC 0.45% of their portfolio NEEDHAM, MA 4,1504.2k $450.0k $450.0k 0.45% Unchanged
50 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 4,1014.1k $444.7k $444.7k 0.02% New
51 ADAMSBROWN WEALTH CONSULTANTS LLC 0.12% of their portfolio WICHITA, KS 3,9093.9k $423.9k $423.9k 0.12% Reduced -46 -46
52 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 3,5893.6k $389.3k $389.3k 0.01% Reduced -44 -44
53 COMPASS CAPITAL MANAGEMENT, INC 0.02% of their portfolio MINNEAPOLIS, MN 3,3703.4k $365.5k $365.5k 0.02% New
54 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 3,0543.1k $331.2k $331.2k 0.01% Reduced -237 -237
55 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 2,8352.8k $307.5k $307.5k 0.00% New
56 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 2,7252.7k $295.5k $295.5k 0.00% New
57 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 2,6992.7k $292.7k $292.7k 0.00% Reduced -7.7k -7,656
58 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 2,6722.7k $289.7k $289.7k 0.00% Reduced -8.3k -8,273
59 PFG Advisors 0.01% of their portfolio Phoenix, AZ 2,5312.5k $274.4k $274.4k 0.01% Reduced -45 -45
60 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,4952.5k $270.6k $270.6k 0.01% Reduced -81 -81
61 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 2,4432.4k $264.9k $264.9k 0.01% New
62 Advyzon Investment Management, LLC 0.04% of their portfolio LISLE, IL 2,1132.1k $229.1k $229.1k 0.04% New
63 LUTS & GREENLEIGH GROUP, INC. 0.20% of their portfolio BETHESDA, MD 2,0462.0k $221.9k $221.9k 0.20% New
64 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 2,0282.0k $219.9k $219.9k 0.01% New
65 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,5331.5k $166.3k $166.3k 0.00% Added +43 +43
66 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,1651.2k $126.3k $126.3k 0.01% Added +634 +634
67 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1621.2k $126.0k $126.0k 0.00% Added +205 +205
68 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 956956 $103.7k $103.7k 0.00% Reduced -139 -139
69 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 936936 $101.5k $101.5k 0.01% Unchanged
70 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 915915 $99.2k $99.2k 0.00% Unchanged
71 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 910910 $98.7k $98.7k 0.00% Added +5 +5
72 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 858858 $93.0k $93.0k 0.00% Reduced -6 -6
73 N.E.W. Advisory Services LLC 0.01% of their portfolio DE PERE, WI 833833 $90.4k $90.4k 0.01% Reduced -6.2k -6,160
74 BlackRock, Inc. 0.00% of their portfolio New York, NY 499499 $54.1k $54.1k 0.00% New
75 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 470470 $51.0k $51.0k 0.00% Unchanged
76 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 408408 $44.2k $44.2k 0.00% Added +133 +133
77 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 342342 $37.1k $37.1k 0.00% Added +25 +25
78 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 304304 $33.0k $33.0k 0.00% Added +2 +2
79 COMERICA BANK 0.00% of their portfolio DALLAS, TX 286286 $31.0k $31.0k 0.00% Unchanged
80 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 234234 $25.4k $25.4k 0.00% Unchanged
81 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 229229 $24.8k $24.8k 0.00% Unchanged
82 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 174174 $18.9k $18.9k 0.00% New
83 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 126126 $13.6k $13.6k 0.00% Reduced -43 -43
84 Team Financial Group, LLC 0.01% of their portfolio TEMECULA, CA 114114 $12.4k $12.4k 0.01% Unchanged
85 Rise Advisors, LLC 0.00% of their portfolio ROCHESTER, NY 9696 $10.4k $10.4k 0.00% Added +1 +1
86 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 8282 $8.9k $8.9k 0.00% Unchanged
87 Abich Financial Wealth Management LLC 0.00% of their portfolio ASHBURN, VA 2727 $2.9k $2.9k 0.00% First filing
88 FSA Wealth Management LLC 0.00% of their portfolio Needham, MA 2525 $2.7k $2.7k 0.00% Unchanged
89 IMG Wealth Management, Inc. 0.00% of their portfolio JACKSONVILLE, FL 2121 $2.3k $2.3k 0.00% Unchanged
90 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 88 $868 $868 0.00% Reduced -5 -5
91 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 66 $684 $684 0.00% Unchanged
92 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 33 $325 $325 0.00% Unchanged
93 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11 $108 $108 0.00% Unchanged
94 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $48 $48 0.00% Reduced -19 -19