Vault-13

J P MORGAN EXCHANGE TRADED F JPME

DIVERSFED RTRN · ETP · CUSIP 46641Q886

103 institutional holders +9 vs Q3 2025
2,460,1442.5m shares reported held*
$267.3mreported value*
12 new 40 added 28 reduced 8 sold out net bought ≈ $6.6m (+60.7k 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 ≈ $108.66.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 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: 94Q4 25: 103103Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025103

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 40 bought or addedQ3 25: 40 cut or sold outQ4 25: 52 bought or addedQ4 25: 36 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243841
Q2 20243636
Q3 20243934
Q4 20243734
Q1 20254237
Q2 20253844
Q3 20254040
Q4 20255236

Biggest buyers

HighTower Advisors, LLC Added +24,973+25.0k
LPL Financial LLC Added +17,682+17.7k
JONES FINANCIAL COMPANIES LLLP Added +15,143+15.1k
CITADEL ADVISORS LLC New +14,349+14.3k
Advyzon Investment Management, LLC Added +13,262+13.3k
Cambridge Investment Research Advisors, Inc. Added +11,355+11.4k
MORGAN STANLEY Added +7,851+7.9k
TWO SIGMA INVESTMENTS, LP New +7,000+7.0k
N.E.W. Advisory Services LLC Added +6,878+6.9k
Empirical Asset Management, LLC Added +6,306+6.3k

Biggest sellers

Sanctuary Advisors, LLC Reduced -43,114-43.1k
JPMORGAN CHASE & CO Reduced -7,677-7.7k
GOLDMAN SACHS GROUP INC Sold out -7,560-7.6k
Cerity Partners LLC Reduced -4,460-4.5k
GeoWealth Management, LLC Sold out -3,054-3.1k
Merit Financial Group, LLC Sold out -2,835-2.8k
CreativeOne Wealth, LLC Reduced -2,765-2.8k
JANE STREET GROUP, LLC Sold out -2,725-2.7k
MML INVESTORS SERVICES, LLC Sold out -2,699-2.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -2,611-2.6k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 446,483446.5k $48.5m $48.5m 0.00% Added +7.9k +7,851
2 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 338,574338.6k $36.8m $36.8m 0.04% Added +25.0k +24,973
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 244,782244.8k $26.6m $26.6m 0.01% Added +17.7k +17,682
4 Dynamic Advisor Solutions LLC 0.54% of their portfolio PHOENIX, AZ 153,652153.7k $16.7m $16.7m 0.54% Reduced -2.0k -1,956
5 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 123,107123.1k $13.4m $13.4m 0.04% Added +11.4k +11,355
6 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 111,159111.2k $12.1m $12.1m 0.01% Added +15.1k +15,143
7 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 94,46094.5k $10.3m $10.3m 0.01% Reduced -4.5k -4,460
8 APPLETON PARTNERS INC/MA 0.66% of their portfolio BOSTON, MA 91,74291.7k $10.0m $10.0m 0.66% Added +2.1k +2,063
9 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 69,36369.4k $7.5m $7.5m 0.04% Reduced -43.1k -43,114
10 RVW Wealth, LLC 0.54% of their portfolio LOS ANGELES, CA 65,36265.4k $7.1m $7.1m 0.54% Reduced -1.8k -1,809
11 Manske Wealth Management 1.76% of their portfolio HOUSTON, TX 54,84054.8k $6.0m $6.0m 1.76% Added +1.0k +1,042
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 53,51853.5k $5.8m $5.8m 0.00% Added +2.7k +2,689
13 1900 WEALTH MANAGEMENT LLC 0.33% of their portfolio SAN ANTONIO, TX 47,54447.5k $5.2m $5.2m 0.33% Added +2 +2
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 38,21738.2k $4.2m $4.2m 0.00% Added +1.6k +1,643
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,69123.7k $2.6m $2.6m 0.00% Added +611 +611
16 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2.22% of their portfolio APPLETON, WI 22,71722.7k $2.5m $2.5m 2.22% Added +595 +595
17 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 22,38922.4k $2.4m $2.4m 0.00% Added +646 +646
18 Trilogy Capital Inc. 0.10% of their portfolio IRVINE, CA 19,84119.8k $2.2m $2.2m 0.10% Reduced -954 -954
19 KWB Wealth 0.20% of their portfolio REDLANDS, CA 19,50419.5k $2.1m $2.1m 0.20% Added +1.5k +1,499
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,06819.1k $2.1m $2.1m 0.00% Added +112 +112
21 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 19,01519.0k $2.1m $2.1m 0.01% Reduced -679 -679
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,37418.4k $2.0m $2.0m 0.00% Added +5.2k +5,211
23 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 16,84616.8k $1.8m $1.8m 0.04% Reduced -2.8k -2,765
24 Empirical Asset Management, LLC 0.50% of their portfolio WELLESLEY, MA 16,17716.2k $1.8m $1.8m 0.50% Added +6.3k +6,306
25 LWM Advisory Services, LLC 1.03% of their portfolio PLANTATION, FL 16,11016.1k $1.8m $1.8m 1.03% Added +610 +610
26 Vantus Wealth LLC 1.26% of their portfolio LANCASTER, PA 15,68515.7k $1.7m $1.7m 1.26% First filing
27 Advyzon Investment Management, LLC 0.19% of their portfolio LISLE, IL 15,37515.4k $1.7m $1.7m 0.19% Added +13.3k +13,262
28 Cassilly Financial Group LLC 1.47% of their portfolio SEVERNA PARK, MD 15,33515.3k $1.7m $1.7m 1.47% First filing
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,34914.3k $1.6m $1.6m 0.00% New
30 Gallacher Capital Management LLC 0.56% of their portfolio LONE TREE, CO 13,33213.3k $1.4m $1.4m 0.56% Added +1.2k +1,228
31 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 12,58612.6k $1.4m $1.4m 0.01% Reduced -2.6k -2,606
32 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 11,90511.9k $1.3m $1.3m 0.03% Reduced -193 -193
33 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 11,24011.2k $1.2m $1.2m 0.03% Added +1.8k +1,835
34 Archford Capital Strategies, LLC 0.14% of their portfolio SWANSEA, IL 10,69310.7k $1.2m $1.2m 0.14% Unchanged
35 Goldstein Advisors, LLC 0.13% of their portfolio Madison, WI 10,54410.5k $1.1m $1.1m 0.13% Reduced -478 -478
36 FSM Wealth Advisors, LLC 0.15% of their portfolio CLEVELAND, OH 10,04010.0k $1.1m $1.1m 0.15% Reduced -497 -497
37 Richard P Slaughter Associates Inc 0.21% of their portfolio AUSTIN, TX 9,2869.3k $1.0m $1.0m 0.21% Reduced -235 -235
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,8868.9k $965.5k $965.5k 0.00% Added +56 +56
39 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 8,1918.2k $897.7k $897.7k 0.01% Unchanged
40 N.E.W. Advisory Services LLC 0.06% of their portfolio DE PERE, WI 7,7117.7k $837.8k $837.8k 0.06% Added +6.9k +6,878
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,3737.4k $801.2k $801.2k 0.00% Reduced -7.7k -7,677
42 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 7,0197.0k $762.7k $762.7k 0.02% Added +81 +81
43 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 7,0007.0k $760.6k $760.6k 0.00% New
44 LANDMARK WEALTH MANAGEMENT, INC. 0.27% of their portfolio NORMAL, IL 6,5186.5k $708.2k $708.2k 0.27% Unchanged
45 BLUEDOOR PRIVATE WEALTH, LLC 0.32% of their portfolio BEVERLY, MA 6,3166.3k $686.3k $686.3k 0.32% First filing
46 Cosner Financial Group, LLC 0.34% of their portfolio WINDSOR, CO 6,2136.2k $675.1k $675.1k 0.34% Added +9 +9
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,1636.2k $669.6k $669.6k 0.00% Added +721 +721
48 COMPASS CAPITAL MANAGEMENT, INC 0.03% of their portfolio MINNEAPOLIS, MN 5,3205.3k $578.1k $578.1k 0.03% Added +1.9k +1,950
49 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 5,2605.3k $571.6k $571.6k 0.02% Added +1.2k +1,159
50 NOTTINGHAM ADVISORS, INC. 0.07% of their portfolio AMHERST, NY 4,8964.9k $532.0k $532.0k 0.07% Reduced -333 -333
51 THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 4,8264.8k $524.0k $524.0k 0.03% Reduced -63 -63
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,5754.6k $497.1k $497.1k 0.00% Reduced -2.6k -2,611
53 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 4,4974.5k $488.6k $488.6k 0.03% Added +71 +71
54 Entelevest, LLC 0.50% of their portfolio CORAL GABLES, FL 4,4424.4k $482.7k $482.7k 0.50% First filing
55 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 4,4414.4k $482.6k $482.6k 0.01% Reduced -14 -14
56 Traub Capital Management LLC 0.43% of their portfolio NEEDHAM, MA 4,1504.2k $450.9k $450.9k 0.43% Unchanged
57 McLaughlin Asset Management, Inc. 0.40% of their portfolio DANVILLE, IL 4,1244.1k $448.1k $448.1k 0.40% First filing
58 ADAMSBROWN WEALTH CONSULTANTS LLC 0.11% of their portfolio WICHITA, KS 3,5383.5k $384.4k $384.4k 0.11% Reduced -371 -371
59 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 3,2343.2k $351.4k $351.4k 0.00% Reduced -355 -355
60 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 3,0963.1k $336.5k $336.5k 0.01% Added +1.6k +1,563
61 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 2,6482.6k $287.7k $287.7k 0.00% Reduced -1.6k -1,563
62 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 2,6382.6k $286.6k $286.6k 0.01% Added +195 +195
63 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,4902.5k $270.6k $270.6k 0.01% Reduced -5 -5
64 LUTS & GREENLEIGH GROUP, INC. 0.23% of their portfolio BETHESDA, MD 2,4592.5k $267.2k $267.2k 0.23% Added +413 +413
65 PFG Advisors 0.01% of their portfolio Phoenix, AZ 2,3392.3k $254.1k $254.1k 0.01% Reduced -192 -192
66 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 2,1142.1k $229.7k $229.7k 0.00% Reduced -558 -558
67 Curry Webb Wealth Management LLC 0.11% of their portfolio INDIANAPOLIS, IN 2,1012.1k $228.3k $228.3k 0.11% First filing
68 ProCore Advisors, LLC 0.23% of their portfolio NEWPORT BEACH, CA 2,0822.1k $226.2k $226.2k 0.23% First filing
69 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 1,9892.0k $216.1k $216.1k 0.01% Reduced -39 -39
70 MLG Wealth Management DBA Pine Grove Financial Group 0.03% of their portfolio WOODBURY, MN 1,9481.9k $211.7k $211.7k 0.03% First filing
71 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 1,8731.9k $203.5k $203.5k 0.00% New
72 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,2091.2k $131.4k $131.4k 0.01% Added +44 +44
73 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1391.1k $123.8k $123.8k 0.00% Reduced -23 -23
74 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,0201.0k $110.9k $110.9k 0.00% Added +521 +521
75 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 936936 $101.7k $101.7k 0.01% Unchanged
76 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 916916 $99.5k $99.5k 0.00% Added +6 +6
77 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 915915 $99.4k $99.4k 0.00% Unchanged
78 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 858858 $93.2k $93.2k 0.00% Unchanged
79 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 793793 $86.2k $86.2k 0.00% Added +619 +619
80 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 542542 $58.9k $58.9k 0.00% Reduced -414 -414
81 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 450450 $48.9k $48.9k 0.00% Reduced -20 -20
82 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 408408 $44.3k $44.3k 0.00% Unchanged
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 320320 $34.8k $34.8k 0.00% Reduced -22 -22
84 COMERICA BANK 0.00% of their portfolio DALLAS, TX 286286 $31.1k $31.1k 0.00% Unchanged
85 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 234234 $25.4k $25.4k 0.00% Unchanged
86 Pflug Koory, LLC 0.01% of their portfolio OMAHA, NE 200200 $21.7k $21.7k 0.01% New
87 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 129129 $14.1k $14.1k 0.00% Added +3 +3
88 Team Financial Group, LLC 0.01% of their portfolio TEMECULA, CA 115115 $12.5k $12.5k 0.01% Added +1 +1
89 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 8282 $8.9k $8.9k 0.00% Unchanged
90 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 3636 $3.9k $3.9k 0.00% New
91 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 3434 $3.7k $3.7k 0.00% New
92 Greykasell Wealth Strategies, Inc. 0.00% of their portfolio DANVILLE, CA 3434 $3.7k $3.7k 0.00% New
93 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2525 $2.7k $2.7k 0.00% New
94 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 2121 $2.3k $2.3k 0.00% Added +18 +18
95 IMG Wealth Management, Inc. 0.00% of their portfolio JACKSONVILLE, FL 2121 $2.3k $2.3k 0.00% Unchanged
96 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1717 $1.9k $1.9k 0.00% New
97 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 88 $869 $869 0.00% Unchanged
98 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 66 $652 $652 0.00% New
99 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 66 $690 $690 0.00% Unchanged
100 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 44 $435 $435 0.00% New