Vault-13

J P MORGAN EXCHANGE TRADED F JBND

ACTIVE BOND ETF · ETP · CUSIP 46654Q716

175 institutional holders +34 vs Q1 2025
37,332,74537.3m shares reported held*
$2.0bnreported value*
43 new 87 added 34 reduced 11 sold out net bought ≈ $525.9m (+9.8m 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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.57.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q4 23: 15Q1 24: 31Q2 24: 52Q3 24: 74Q4 24: 117Q1 25: 141Q2 25: 175175Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 202315
Q1 202431
Q2 202452
Q3 202474
Q4 2024117
Q1 2025141
Q2 2025175

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 24: 26 bought or addedQ1 24: 3 cut or sold outQ1 24Q2 24: 43 bought or addedQ2 24: 9 cut or sold outQ2 24Q3 24: 65 bought or addedQ3 24: 7 cut or sold outQ3 24Q4 24: 96 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 98 bought or addedQ1 25: 40 cut or sold outQ1 25Q2 25: 130 bought or addedQ2 25: 45 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024263
Q2 2024439
Q3 2024657
Q4 20249616
Q1 20259840
Q2 202513045

Biggest buyers

LPL Financial LLC Added +2,631,775+2.6m
ROYAL BANK OF CANADA Added +1,455,664+1.5m
CWM, LLC Added +873,387+873.4k
Cetera Investment Advisers Added +661,624+661.6k
Lifelong Wealth Advisors, Inc. New +566,067+566.1k
CGC Financial Services, LLC New +443,166+443.2k
Private Advisor Group, LLC Added +439,364+439.4k
NewEdge Wealth, LLC Added +420,318+420.3k
SAGESPRING WEALTH PARTNERS, LLC New +368,452+368.5k
BANK OF AMERICA CORP /DE/ New +346,945+346.9k

Biggest sellers

INNEALTA CAPITAL, LLC Reduced -322,326-322.3k
Fermata Advisors, LLC Reduced -290,027-290.0k
GOLDMAN SACHS GROUP INC Sold out -197,800-197.8k
Focus Financial Network, Inc. Reduced -195,297-195.3k
Aveo Capital Partners, LLC Sold out -129,610-129.6k
Goldstone Financial Group, LLC Reduced -117,553-117.6k
IAG Wealth Partners, LLC Reduced -88,871-88.9k
RAYMOND JAMES FINANCIAL INC Reduced -80,713-80.7k
Vawter Financial, Ltd. Reduced -79,714-79.7k
Advisor Resource Council Sold out -63,445-63.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 7,155,3697.2m $383.5m $383.5m 0.13% Added +2.6m +2,631,775
2 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,976,6262.0m $105.9m $105.9m 0.01% Added +1.5m +1,455,664
3 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 1,700,1501.7m $91.1m $91.1m 0.15% Added +661.6k +661,624
4 Diversified Portfolios, Inc. 8.31% of their portfolio Bloomfield Hills, MI 1,625,2091.6m $87.1m $87.1m 8.31% Added +134.8k +134,761
5 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,475,8281.5m $78.7m $78.7m 0.02% Added +48.2k +48,194
6 BALDWIN WEALTH PARTNERS LLC/MA 4.89% of their portfolio Marion, MA 1,343,7411.3m $72.0m $72.0m 4.89% Reduced -8.4k -8,396
7 Berger Financial Group, Inc 4.41% of their portfolio PLYMOUTH, MN 1,266,9531.3m $67.9m $67.9m 4.41% Added +16.0k +16,023
8 IAG Wealth Partners, LLC 7.03% of their portfolio WAUKESHA, WI 991,378991.4k $53.1m $53.1m 7.03% Reduced -88.9k -88,871
9 CWM, LLC 0.18% of their portfolio OMAHA, NE 978,086978.1k $52.4m $52.4m 0.18% Added +873.4k +873,387
10 MML INVESTORS SERVICES, LLC 0.14% of their portfolio SPRINGFIELD, MA 934,225934.2k $50.1m $50.1m 0.14% Added +158.2k +158,229
11 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 932,398932.4k $50.0m $50.0m 0.07% Added +134.4k +134,411
12 LVZ, Inc. 5.91% of their portfolio Holland, MI 920,066920.1k $49.3m $49.3m 5.91% Added +7.2k +7,225
13 Intrua Financial, LLC 5.06% of their portfolio Houston, TX 657,211657.2k $35.2m $35.2m 5.06% Reduced -9.8k -9,785
14 Pallas Capital Advisors LLC 1.25% of their portfolio BRAINTREE, MA 612,640612.6k $32.8m $32.8m 1.25% Reduced -15.5k -15,523
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 570,031570.0k $30.5m $30.5m 0.00% Added +47.4k +47,356
16 Lifelong Wealth Advisors, Inc. 10.08% of their portfolio Arden Hills, MN 566,067566.1k $30.3m $30.3m 10.08% New
17 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 532,384532.4k $28.5m $28.5m 0.07% Added +24.6k +24,634
18 Private Advisor Group, LLC 0.15% of their portfolio MORRISTOWN, NJ 505,074505.1k $27.1m $27.1m 0.15% Added +439.4k +439,364
19 CGC Financial Services, LLC 8.02% of their portfolio LAKE OSWEGO, OR 443,166443.2k $23.7m $23.7m 8.02% New
20 NewEdge Wealth, LLC 0.36% of their portfolio STAMFORD, CT 424,089424.1k $22.7m $22.7m 0.36% Added +420.3k +420,318
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 412,063412.1k $21.9m $21.9m 0.04% Added +137.4k +137,404
22 Larson Financial Group LLC 0.82% of their portfolio ST LOUIS, MO 379,409379.4k $20.3m $20.3m 0.82% Added +155.4k +155,392
23 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 377,875377.9k $20.3m $20.3m 0.01% Reduced -80.7k -80,713
24 SAGESPRING WEALTH PARTNERS, LLC 0.43% of their portfolio FRANKLIN, TN 368,452368.5k $19.7m $19.7m 0.43% New
25 MEANS INVESTMENT CO., INC. 1.85% of their portfolio BANGOR, ME 364,117364.1k $19.5m $19.5m 1.85% Added +6.1k +6,087
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 346,945346.9k $18.6m $18.6m 0.00% New
27 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 326,852326.9k $17.5m $17.5m 0.01% Added +176.2k +176,238
28 Capital Investment Advisory Services, LLC 1.39% of their portfolio RALEIGH, NC 316,167316.2k $16.9m $16.9m 1.39% Added +3.6k +3,593
29 Pine Valley Investments Ltd Liability Co 0.96% of their portfolio MARLTON, NJ 306,311306.3k $16.4m $16.4m 0.96% Added +2.4k +2,402
30 D.A. DAVIDSON & CO. 0.11% of their portfolio GREAT FALLS, MT 288,528288.5k $15.5m $15.5m 0.11% Added +19.7k +19,675
31 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 283,186283.2k $15.2m $15.2m 0.02% Added +24.2k +24,154
32 StoneX Group Inc. 0.69% of their portfolio NEW YORK, NY 264,181264.2k $14.2m $14.2m 0.69% Added +35.4k +35,350
33 CGN Advisors LLC 1.22% of their portfolio MANHATTAN, KS 254,980255.0k $13.7m $13.7m 1.22% Reduced -51.5k -51,511
34 KESTRA PRIVATE WEALTH SERVICES, LLC 0.19% of their portfolio AUSTIN, TX 252,157252.2k $13.5m $13.5m 0.19% Added +67.1k +67,143
35 VestGen Advisors, LLC 0.51% of their portfolio CHICAGO, IL 236,931236.9k $12.7m $12.7m 0.51% Added +45.1k +45,087
36 Pinnacle Wealth Management, LLC 10.62% of their portfolio ROSEVILLE, CA 236,927236.9k $12.7m $12.7m 10.62% Added +46.3k +46,312
37 Ruggaard & Associates LLC 4.89% of their portfolio HUDSON, OH 227,167227.2k $12.2m $12.2m 4.89% Added +129 +129
38 Savvy Advisors, Inc. 0.73% of their portfolio NEW YORK, NY 205,026205.0k $11.0m $11.0m 0.73% New
39 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 203,111203.1k $10.9m $10.9m 0.02% Reduced -38.7k -38,700
40 Eldridge Investment Advisors, Inc. 2.25% of their portfolio MANCHESTER, NH 201,405201.4k $10.8m $10.8m 2.25% Added +125.4k +125,359
41 Citizens Business Bank 2.08% of their portfolio ONTARIO, CA 199,665199.7k $10.7m $10.7m 2.08% New
42 Cobblestone Asset Management LLC 5.52% of their portfolio RICHMOND, VA 195,775195.8k $10.5m $10.5m 5.52% Reduced -25.5k -25,515
43 Mariner, LLC 0.01% of their portfolio Overland Park, KS 183,168183.2k $9.8m $9.8m 0.01% Added +31.5k +31,526
44 Centurion Wealth Management LLC 2.81% of their portfolio Mclean, VA 183,158183.2k $9.8m $9.8m 2.81% Reduced -12.7k -12,694
45 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 177,922177.9k $9.5m $9.5m 0.02% Added +34.8k +34,838
46 Peterson Wealth Advisors, LLC 1.56% of their portfolio Orem, UT 176,130176.1k $9.4m $9.4m 1.56% Added +23.4k +23,359
47 Opes Wealth Management LLC 1.63% of their portfolio MENLO PARK, CA 170,970171.0k $9.2m $9.2m 1.63% Added +15.6k +15,630
48 Royal Harbor Partners, LLC 3.25% of their portfolio HOUSTON, TX 166,166166.2k $8.9m $8.9m 3.25% Added +1.5k +1,517
49 Goldstone Financial Group, LLC 1.08% of their portfolio OAKBROOK TERRACE, IL 154,474154.5k $8.2m $8.2m 1.08% Reduced -117.6k -117,553
50 AXXCESS WEALTH MANAGEMENT, LLC 0.18% of their portfolio CARLSBAD, CA 141,567141.6k $7.6m $7.6m 0.18% Added +90.1k +90,077
51 Essex Financial Services, Inc. 0.48% of their portfolio ESSEX, CT 135,131135.1k $7.2m $7.2m 0.48% Added +6.8k +6,809
52 GREAT VALLEY ADVISOR GROUP, INC. 0.15% of their portfolio WILMINGTON, DE 128,997129.0k $6.9m $6.9m 0.15% Reduced -5.1k -5,135
53 Guided Capital Wealth Management, LLC 5.29% of their portfolio HOUSTON, TX 128,188128.2k $6.9m $6.9m 5.29% Reduced -4.9k -4,907
54 AGH Wealth Advisors, LLC 5.25% of their portfolio Wichita, KS 118,797118.8k $6.4m $6.4m 5.25% Added +5.6k +5,594
55 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 116,289116.3k $6.2m $6.2m 0.02% Added +10.3k +10,254
56 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 112,727112.7k $6.0m $6.0m 0.01% Added +1.9k +1,886
57 Cooper Financial Group 0.68% of their portfolio IRVINE, CA 107,522107.5k $5.8m $5.8m 0.68% Reduced -1.7k -1,657
58 KWB Wealth 0.70% of their portfolio REDLANDS, CA 106,932106.9k $5.7m $5.7m 0.70% Added +52.2k +52,173
59 Gallacher Capital Management LLC 2.64% of their portfolio LONE TREE, CO 106,630106.6k $5.7m $5.7m 2.64% Added +3.4k +3,380
60 MATTERN CAPITAL MANAGEMENT, LLC 0.67% of their portfolio LAKEWOOD, CO 104,228104.2k $5.6m $5.6m 0.67% New
61 Tyler-Stone Wealth Management 0.89% of their portfolio Beachwood, OH 102,707102.7k $5.5m $5.5m 0.89% Added +2.0k +2,030
62 Global Retirement Partners, LLC 0.13% of their portfolio San Rafael, CA 95,26895.3k $5.1m $5.1m 0.13% First filing
63 Insight Wealth Partners, LLC 2.81% of their portfolio Plano, TX 94,43694.4k $5.1m $5.1m 2.81% Added +6.5k +6,500
64 YARGER WEALTH STRATEGIES, LLC 2.59% of their portfolio WESTERVILLE, OH 92,50592.5k $5.0m $5.0m 2.59% Reduced -5.8k -5,850
65 WBH ADVISORY INC 0.41% of their portfolio BALTIMORE, MD 90,44590.4k $4.8m $4.8m 0.41% Added +80.6k +80,575
66 Martin Worley Group 2.36% of their portfolio COTTONWOOD HEIGHTS, UT 89,95490.0k $4.8m $4.8m 2.36% Added +12.0k +11,999
67 Parallel Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 84,46384.5k $4.5m $4.5m 0.09% Reduced -846 -846
68 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 83,88383.9k $4.5m $4.5m 0.05% Added +26.9k +26,873
69 ROSENBLUM SILVERMAN SUTTON S F INC /CA 1.08% of their portfolio SAN FRANCISCO, CA 83,01083.0k $4.4m $4.4m 1.08% Added +23.2k +23,155
70 Sovran Advisors, LLC 0.42% of their portfolio SAN DIEGO, CA 75,30275.3k $4.0m $4.0m 0.42% New
71 ERn Financial, LLC 0.84% of their portfolio MIDDLETON, WI 74,13774.1k $4.0m $4.0m 0.84% New
72 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 72,91572.9k $3.9m $3.9m 0.02% Reduced -2.0k -1,965
73 IFG Advisory, LLC 0.17% of their portfolio ATLANTA, GA 63,62163.6k $3.4m $3.4m 0.17% Added +48.7k +48,667
74 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 63,46963.5k $3.4m $3.4m 0.04% New
75 Defined Financial Planning LLC 2.95% of their portfolio SAN RAFAEL, CA 62,91162.9k $3.3m $3.3m 2.95% New
76 Compass Financial Group, Inc. 1.63% of their portfolio DEERFIELD BEACH, FL 60,63460.6k $3.2m $3.2m 1.63% Reduced -114 -114
77 Sigma Planning Corp 0.10% of their portfolio ANN ARBOR, MI 60,04660.0k $3.2m $3.2m 0.10% New
78 OmniStar Financial Group, Inc. 2.16% of their portfolio Wilmington, NC 53,93753.9k $2.9m $2.9m 2.16% Added +7.6k +7,577
79 Cedar Mountain Advisors, LLC 0.59% of their portfolio LAKE OSWEGO, OR 53,09653.1k $2.8m $2.8m 0.59% Reduced -1.6k -1,550
80 WESPAC Advisors, LLC 1.94% of their portfolio ORINDA, CA 51,76251.8k $2.8m $2.8m 1.94% Added +46.6k +46,646
81 Foster Victor Wealth Advisors, LLC 0.18% of their portfolio GREENVILLE, SC 49,97550.0k $2.7m $2.7m 0.18% New
82 Ashton Thomas Private Wealth, LLC 0.09% of their portfolio SCOTTSDALE, AZ 49,91449.9k $2.7m $2.7m 0.09% Added +9.3k +9,302
83 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 48,69548.7k $2.6m $2.6m 0.07% Added +45.4k +45,379
84 INNEALTA CAPITAL, LLC 1.26% of their portfolio AUSTIN, TX 44,59144.6k $2.4m $2.4m 1.26% Reduced -322.3k -322,326
85 Fermata Advisors, LLC 0.62% of their portfolio SONOMA, CA 43,29143.3k $2.3m $2.3m 0.62% Reduced -290.0k -290,027
86 Evernest Financial Advisors, LLC 0.73% of their portfolio CARMEL, IN 41,93941.9k $2.2m $2.2m 0.73% New
87 Northwest Financial Advisors 3.13% of their portfolio HERNDON, VA 41,91541.9k $2.2m $2.2m 3.13% Added +1.4k +1,384
88 Sollinda Capital Management LLC 0.58% of their portfolio HICKORY, NC 41,81041.8k $2.2m $2.2m 0.58% New
89 Legacy Investment Solutions, LLC 1.18% of their portfolio BOISE, ID 41,46241.5k $2.2m $2.2m 1.18% First filing
90 Legacy Wealth Managment, LLC/ID 1.18% of their portfolio BOISE, ID 41,46241.5k $2.2m $2.2m 1.18% Added +2.8k +2,810
91 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 41,18141.2k $2.2m $2.2m 0.05% Added +2.1k +2,145
92 Vienna Asset Management LLC 1.50% of their portfolio SARATOGA, CA 40,57740.6k $2.2m $2.2m 1.50% Added +7.0k +6,975
93 Western Wealth Management, LLC 0.13% of their portfolio GOLDEN, CO 40,07540.1k $2.1m $2.1m 0.13% Added +4.8k +4,844
94 BEAM WEALTH ADVISORS, INC. 0.64% of their portfolio COVINGTON, LA 39,79339.8k $2.1m $2.1m 0.64% Added +27.9k +27,932
95 Essex LLC 0.38% of their portfolio DEER PARK, IL 36,40036.4k $2.0m $2.0m 0.38% New
96 Vestmark Advisory Solutions, Inc. 0.03% of their portfolio Wakefield, MA 35,21335.2k $1.9m $1.9m 0.03% New
97 SILVERLAKE WEALTH MANAGEMENT LLC 0.54% of their portfolio WILLISTON, VT 34,50534.5k $1.8m $1.8m 0.54% Added +2.2k +2,187
98 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 34,21634.2k $1.8m $1.8m 0.02% Added +12.3k +12,350
99 USAdvisors Wealth Management, LLC 0.65% of their portfolio EDEN PRAIRIE, MN 32,55432.6k $1.7m $1.7m 0.65% Added +3.4k +3,412
100 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 29,93529.9k $1.6m $1.6m 0.03% Added +4.2k +4,222