Vault-13

J P MORGAN EXCHANGE TRADED F JGRO

ACTIVE GROWTH · ETP · CUSIP 46654Q609

291 institutional holders +30 vs Q1 2025
57,783,17457.8m shares reported held*
$5.0bnreported value*
45 new 159 added 60 reduced 14 sold out net bought ≈ $602.3m (+7.0m 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 ($6.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $86.05.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 11Q4 22: 29Q1 23: 53Q2 23: 64Q3 23: 77Q4 23: 109Q1 24: 136Q2 24: 168Q3 24: 187Q4 24: 228Q1 25: 261Q2 25: 291291Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202211
Q4 202229
Q1 202353
Q2 202364
Q3 202377
Q4 2023109
Q1 2024136
Q2 2024168
Q3 2024187
Q4 2024228
Q1 2025261
Q2 2025291

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 53 bought or addedQ3 23: 25 cut or sold outQ4 23: 76 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 107 bought or addedQ1 24: 31 cut or sold outQ2 24: 123 bought or addedQ2 24: 42 cut or sold outQ2 24Q3 24: 135 bought or addedQ3 24: 49 cut or sold outQ4 24: 160 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 196 bought or addedQ1 25: 53 cut or sold outQ2 25: 204 bought or addedQ2 25: 74 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235325
Q4 20237625
Q1 202410731
Q2 202412342
Q3 202413549
Q4 202416046
Q1 202519653
Q2 202520474

Biggest buyers

LPL Financial LLC Added +1,099,020+1.1m
JONES FINANCIAL COMPANIES LLLP Added +812,419+812.4k
ROYAL BANK OF CANADA Added +789,102+789.1k
JPMORGAN CHASE & CO Added +766,315+766.3k
Vestmark Advisory Solutions, Inc. Added +680,460+680.5k
TWO SIGMA INVESTMENTS, LP New +462,300+462.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +440,460+440.5k
OSAIC HOLDINGS, INC. Added +272,429+272.4k
CAPTRUST FINANCIAL ADVISORS Added +262,875+262.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +250,937+250.9k

Biggest sellers

Provenance Wealth Advisors, LLC Reduced -198,099-198.1k
Ferguson Shapiro LLC Sold out -157,490-157.5k
AMERIPRISE FINANCIAL INC Reduced -157,132-157.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -148,853-148.9k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -116,926-116.9k
Geneos Wealth Management Inc. Reduced -115,369-115.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -107,991-108.0k
John W. Brooker & Co., CPAs Reduced -87,435-87.4k
Alpha Advisors, LLC/VA Reduced -76,885-76.9k
Brookwood Investment Group LLC Sold out -74,277-74.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 9,351,7049.4m $804.9m $804.9m 0.06% Added +766.3k +766,315
2 LPL Financial LLC 0.16% of their portfolio FORT MILL, SC 5,512,2885.5m $474.4m $474.4m 0.16% Added +1.1m +1,099,020
3 AMERIPRISE FINANCIAL INC 0.09% of their portfolio MINNEAPOLIS, MN 4,144,9564.1m $356.7m $356.7m 0.09% Reduced -157.1k -157,132
4 CAPTRUST FINANCIAL ADVISORS 0.70% of their portfolio RALEIGH, NC 3,634,4743.6m $312.8m $312.8m 0.70% Added +262.9k +262,875
5 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,903,6241.9m $163.8m $163.8m 0.02% Added +789.1k +789,102
6 JONES FINANCIAL COMPANIES LLLP 0.11% of their portfolio DES PERES, MO 1,757,1661.8m $150.2m $150.2m 0.11% Added +812.4k +812,419
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,610,2521.6m $138.6m $138.6m 0.01% Added +140.2k +140,188
8 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,534,3441.5m $132.1m $132.1m 0.05% Added +45.5k +45,507
9 Janney Montgomery Scott LLC 0.33% of their portfolio PHILADELPHIA, PA 1,487,2901.5m $128.0m $128.0m 0.33% Added +205.6k +205,582
10 CWM, LLC 0.44% of their portfolio OMAHA, NE 1,434,7071.4m $123.5m $123.5m 0.44% Added +100.1k +100,060
11 COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio WALTHAM, MA 1,434,3321.4m $123.5m $123.5m 0.16% Added +250.9k +250,937
12 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,308,4371.3m $112.6m $112.6m 0.02% Added +163.9k +163,865
13 Vestmark Advisory Solutions, Inc. 1.37% of their portfolio Wakefield, MA 1,100,2501.1m $94.7m $94.7m 1.37% Added +680.5k +680,460
14 CORRECT CAPITAL WEALTH MANAGEMENT 15.99% of their portfolio CLAYTON, MO 954,568954.6k $82.2m $82.2m 15.99% Added +121.1k +121,065
15 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 912,802912.8k $78.6m $78.6m 0.02% Reduced -148.9k -148,853
16 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 850,587850.6k $73.2m $73.2m 0.13% Added +272.4k +272,429
17 Avior Wealth Management, LLC 2.52% of their portfolio OMAHA, NE 849,065849.1k $73.1m $73.1m 2.52% Added +61.9k +61,880
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.11% of their portfolio PLYMOUTH, MN 754,876754.9k $65.3m $65.3m 0.11% Added +440.5k +440,460
19 Goldstein Advisors, LLC 7.57% of their portfolio Madison, WI 654,261654.3k $56.3m $56.3m 7.57% Reduced -59.5k -59,513
20 Focus Partners Wealth 0.11% of their portfolio ST LOUIS, MO 601,943601.9k $51.8m $51.8m 0.11% Added +16.6k +16,573
21 GGM Financial LLC 27.80% of their portfolio COLUMBUS, OH 556,436556.4k $47.9m $47.9m 27.80% Added +23.6k +23,644
22 GREAT VALLEY ADVISOR GROUP, INC. 1.03% of their portfolio WILMINGTON, DE 540,013540.0k $46.5m $46.5m 1.03% Reduced -116.9k -116,926
23 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 509,168509.2k $43.8m $43.8m 0.01% Added +4.5k +4,504
24 STEPH & CO 13.41% of their portfolio MARINETTE, WI 480,283480.3k $41.3m $41.3m 13.41% Added +3.2k +3,216
25 Stratos Wealth Partners, LTD. 0.56% of their portfolio BEACHWOOD, OH 477,584477.6k $41.1m $41.1m 0.56% Added +34.5k +34,487
26 TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio NEW YORK, NY 462,300462.3k $39.8m $39.8m 0.07% New
27 CARY STREET PARTNERS FINANCIAL LLC 1.11% of their portfolio RICHMOND, VA 460,101460.1k $39.6m $39.6m 1.11% Added +45.1k +45,128
28 American Trust 3.69% of their portfolio LEXINGTON, KY 455,183455.2k $39.2m $39.2m 3.69% Added +28.0k +28,033
29 Trust Co 3.91% of their portfolio MANHATTAN, KS 402,834402.8k $34.7m $34.7m 3.91% Reduced -323 -323
30 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 393,129393.1k $33.8m $33.8m 0.03% Added +72.1k +72,146
31 WCG Wealth Advisors LLC 2.11% of their portfolio LAS VEGAS, NV 378,412378.4k $32.6m $32.6m 2.11% Added +17.1k +17,127
32 DAYMARK WEALTH PARTNERS, LLC 1.17% of their portfolio CINCINNATI, OH 356,989357.0k $30.7m $30.7m 1.17% Added +32.0k +32,032
33 Sterling Financial Group, Inc. 10.24% of their portfolio PASADENA, CA 354,535354.5k $30.5m $30.5m 10.24% Added +2.6k +2,559
34 Beaumont Financial Advisors, LLC 2.15% of their portfolio NEEDHAM, MA 344,487344.5k $29.6m $29.6m 2.15% Added +90.7k +90,671
35 Crumly & Associates Inc. 7.04% of their portfolio SPRINGFIELD, IL 336,112336.1k $28.9m $28.9m 7.04% Added +53.1k +53,055
36 HUB Investment Partners, LLC 0.93% of their portfolio AUSTIN, TX 309,405309.4k $26.6m $26.6m 0.93% Added +28.5k +28,532
37 AlphaCore Capital LLC 1.02% of their portfolio LA JOLLA, CA 308,986309.0k $26.6m $26.6m 1.02% Added +126.0k +125,950
38 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 298,238298.2k $25.7m $25.7m 0.04% Added +50.0k +49,982
39 Mariner, LLC 0.04% of their portfolio Overland Park, KS 289,128289.1k $24.9m $24.9m 0.04% Reduced -51.9k -51,861
40 Frontier Asset Management, LLC 6.67% of their portfolio SHERIDAN, WY 284,833284.8k $24.5m $24.5m 6.67% Added +89.5k +89,462
41 Advantage Trust Co 11.57% of their portfolio SALINA, KS 272,979273.0k $23.5m $23.5m 11.57% Added +864 +864
42 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 268,109268.1k $23.1m $23.1m 0.03% Added +12.4k +12,419
43 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 247,015247.0k $21.3m $21.3m 0.11% Added +66.6k +66,603
44 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 212,241212.2k $18.3m $18.3m 0.05% Added +22.4k +22,412
45 Venture Visionary Partners LLC 0.68% of their portfolio Sylvania, OH 208,850208.8k $18.0m $18.0m 0.68% Added +18.1k +18,148
46 ORRSTOWN FINANCIAL SERVICES INC 3.62% of their portfolio HARRISBURG, PA 199,937199.9k $17.2m $17.2m 3.62% Added +4.1k +4,057
47 Wagner Wealth Management, LLC 3.62% of their portfolio GREENVILLE, SC 184,640184.6k $15.9m $15.9m 3.62% Added +15.3k +15,302
48 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 184,197184.2k $15.9m $15.9m 0.08% Reduced -32.5k -32,483
49 Arlington Financial Advisors, LLC 2.57% of their portfolio SANTA BARBARA, CA 182,309182.3k $15.7m $15.7m 2.57% Added +11.9k +11,907
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 174,998175.0k $15.1m $15.1m 0.00% Added +174.1k +174,083
51 Provenance Wealth Advisors, LLC 2.14% of their portfolio FORT LAUDERDALE, FL 173,389173.4k $14.9m $14.9m 2.14% Reduced -198.1k -198,099
52 Tradition Wealth Management, LLC 1.19% of their portfolio EDINA, MN 173,036173.0k $14.9m $14.9m 1.19% Added +5.7k +5,706
53 Financial Advocates Investment Management 1.21% of their portfolio OLYMPIA, WA 172,395172.4k $14.8m $14.8m 1.21% Reduced -13.5k -13,506
54 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 169,217169.2k $14.6m $14.6m 0.01% Added +17.6k +17,631
55 STRATEGIC PLANNING GROUP, LLC 2.30% of their portfolio Bountiful, UT 164,823164.8k $14.2m $14.2m 2.30% Reduced -14.3k -14,294
56 KEYVANTAGE WEALTH, LLC 6.34% of their portfolio BETHLEHEM, PA 164,064164.1k $14.1m $14.1m 6.34% Added +8.1k +8,065
57 D.A. DAVIDSON & CO. 0.09% of their portfolio GREAT FALLS, MT 144,104144.1k $12.4m $12.4m 0.09% Reduced -4.6k -4,563
58 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 137,680137.7k $11.8m $11.8m 0.04% Added +15.4k +15,421
59 Sprinkle Financial Consultants LLC 6.83% of their portfolio LITTLETON, CO 129,759129.8k $11.2m $11.2m 6.83% Added +27.3k +27,315
60 Geneos Wealth Management Inc. 0.27% of their portfolio ENGLEWOOD, CO 129,751129.8k $11.2m $11.2m 0.27% Reduced -115.4k -115,369
61 MN Wealth Advisors, LLC 5.89% of their portfolio OVERLAND PARK, KS 117,637117.6k $10.1m $10.1m 5.89% Added +4.7k +4,690
62 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 114,391114.4k $9.8m $9.8m 0.10% Added +12.5k +12,462
63 Greenbush Financial Group, LLC 3.95% of their portfolio ALBANY, NY 105,408105.4k $9.1m $9.1m 3.95% Reduced -13.3k -13,285
64 Good Life Advisors, LLC 0.53% of their portfolio READING, PA 99,00399.0k $8.5m $8.5m 0.53% Added +11.2k +11,161
65 Strategic Blueprint, LLC 0.41% of their portfolio ATLANTA, GA 96,90296.9k $8.3m $8.3m 0.41% Added +3.2k +3,207
66 Alpha Advisors, LLC/VA 6.77% of their portfolio RICHMOND, VA 91,86991.9k $7.9m $7.9m 6.77% Reduced -76.9k -76,885
67 Guided Capital Wealth Management, LLC 5.81% of their portfolio HOUSTON, TX 87,61887.6k $7.5m $7.5m 5.81% Reduced -640 -640
68 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 86,73886.7k $7.5m $7.5m 0.04% Reduced -9.2k -9,245
69 MENORA MIVTACHIM HOLDINGS LTD. 0.04% of their portfolio Ramat Gan, L3 75,79175.8k $6.5m $6.5m 0.04% Added +26.9k +26,918
70 EXCHANGE TRADED CONCEPTS, LLC 0.08% of their portfolio Oklahoma City, OK 71,28071.3k $6.1m $6.1m 0.08% Added +14.0k +14,040
71 CreativeOne Wealth, LLC 0.16% of their portfolio OVERLAND PARK, KS 71,18871.2k $6.1m $6.1m 0.16% Added +8.9k +8,948
72 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 64,69864.7k $5.6m $5.6m 0.01% New
73 Centerpoint Advisory Group 4.80% of their portfolio Overland Park, KS 64,23964.2k $5.5m $5.5m 4.80% Reduced -4.6k -4,606
74 Foundry Financial Group, Inc. 3.11% of their portfolio LACONIA, NH 63,51263.5k $5.5m $5.5m 3.11% Reduced -94 -94
75 Modern Wealth Management, LLC 0.13% of their portfolio KANSAS CITY, MO 63,20763.2k $5.4m $5.4m 0.13% Added +783 +783
76 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 62,60162.6k $5.4m $5.4m 0.01% Added +3.9k +3,872
77 MGO ONE SEVEN LLC 0.17% of their portfolio Beachwood, OH 60,95961.0k $5.2m $5.2m 0.17% Added +23.8k +23,828
78 YARGER WEALTH STRATEGIES, LLC 2.55% of their portfolio WESTERVILLE, OH 56,78356.8k $4.9m $4.9m 2.55% Added +3.4k +3,382
79 STEPHENS INC /AR/ 0.07% of their portfolio LITTLE ROCK, AR 55,28155.3k $4.8m $4.8m 0.07% Added +8.9k +8,925
80 Perigon Wealth Management, LLC 0.11% of their portfolio SAN FRANCISCO, CA 54,67554.7k $4.7m $4.7m 0.11% Added +4.7k +4,671
81 Visionary Wealth Advisors 0.24% of their portfolio O'FALLON, IL 53,96554.0k $4.6m $4.6m 0.24% Reduced -8.4k -8,397
82 Argent Trust Co 0.17% of their portfolio NASHVILLE, TN 51,31351.3k $4.4m $4.4m 0.17% Added +5.4k +5,440
83 Formidable Asset Management, LLC 0.63% of their portfolio CINCINNATI, OH 51,18551.2k $3.8m $3.8m 0.63% Unchanged
84 LexAurum Advisors, LLC 0.69% of their portfolio OVERLAND PARK, KS 50,91950.9k $4.4m $4.4m 0.69% Added +10.1k +10,053
85 Tyler-Stone Wealth Management 0.70% of their portfolio Beachwood, OH 50,83250.8k $4.4m $4.4m 0.70% Reduced -44 -44
86 Echo Wealth Management, LLC 2.66% of their portfolio PLYMOUTH, MN 50,36550.4k $4.3m $4.3m 2.66% Added +3.3k +3,252
87 IFG Advisory, LLC 0.22% of their portfolio ATLANTA, GA 49,78149.8k $4.3m $4.3m 0.22% Added +30.9k +30,906
88 Patriot Financial Group Insurance Agency, LLC 0.47% of their portfolio Westborough, MA 47,64447.6k $4.1m $4.1m 0.47% Reduced -2.7k -2,745
89 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 43,69243.7k $3.8m $3.8m 0.05% Added +6.0k +5,988
90 Prospera Financial Services Inc 0.07% of their portfolio Dallas, TX 42,91042.9k $3.7m $3.7m 0.07% Added +1.3k +1,314
91 Broadway Wealth Solutions, Inc. 2.22% of their portfolio San Antonio, TX 41,41341.4k $3.6m $3.6m 2.22% New
92 Wealthcare Advisory Partners LLC 0.08% of their portfolio WEST CHESTER, PA 40,95241.0k $3.5m $3.5m 0.08% Added +1.7k +1,748
93 Resolute Wealth Strategies, LLC 1.87% of their portfolio JACKSON, MS 40,54740.5k $3.5m $3.5m 1.87% Added +3.0k +3,034
94 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 39,77039.8k $3.4m $3.4m 0.03% Added +854 +854
95 MOTCO 0.33% of their portfolio SAN ANTONIO, TX 39,60539.6k $3.5m $3.5m 0.33% New
96 Strategic Financial Concepts, LLC 0.47% of their portfolio SAN ANTONIO, TX 38,41138.4k $3.3m $3.3m 0.47% Added +4.3k +4,316
97 rebel Financial LLC 1.51% of their portfolio GROVEPORT, OH 38,37938.4k $3.3m $3.3m 1.51% First filing
98 Aurdan Capital Management, LLC 1.12% of their portfolio Wayne, PA 38,09538.1k $3.3m $3.3m 1.12% Added +7.6k +7,649
99 FMR LLC 0.00% of their portfolio BOSTON, MA 38,07338.1k $3.3m $3.3m 0.00% Added +38.0k +38,004
100 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.07% of their portfolio LOS ANGELES, CA 37,50737.5k $3.2m $3.2m 0.07% Added +14.1k +14,069