Vault-13

J P MORGAN EXCHANGE TRADED F HELO

HEDGED EQUITY LA · ETP · CUSIP 46654Q724

325 institutional holders +26 vs Q1 2025
46,378,81446.4m shares reported held*
$2.9bnreported value*
48 new 150 added 98 reduced 22 sold out net bought ≈ $515.7m (+8.2m 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 ($449.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.60.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 23: 6Q4 23: 51Q1 24: 101Q2 24: 153Q3 24: 206Q4 24: 273Q1 25: 299Q2 25: 325325Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 20236
Q4 202351
Q1 2024101
Q2 2024153
Q3 2024206
Q4 2024273
Q1 2025299
Q2 2025325

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 41 bought or addedQ4 23: 5 cut or sold outQ4 23Q1 24: 90 bought or addedQ1 24: 8 cut or sold outQ2 24: 131 bought or addedQ2 24: 18 cut or sold outQ2 24Q3 24: 174 bought or addedQ3 24: 24 cut or sold outQ4 24: 197 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 224 bought or addedQ1 25: 68 cut or sold outQ2 25: 198 bought or addedQ2 25: 120 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023415
Q1 2024908
Q2 202413118
Q3 202417424
Q4 202419744
Q1 202522468
Q2 2025198120

Biggest buyers

ROYAL BANK OF CANADA Added +3,166,581+3.2m
Bank of New York Mellon Corp New +1,498,016+1.5m
RWA WEALTH PARTNERS, LLC New +873,399+873.4k
LPL Financial LLC Added +434,200+434.2k
HighTower Advisors, LLC Added +412,361+412.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +373,033+373.0k
BANK OF AMERICA CORP /DE/ Added +334,184+334.2k
ENVESTNET ASSET MANAGEMENT INC Added +324,692+324.7k
Forvis Mazars Wealth Advisors, LLC Added +268,943+268.9k
Leo Wealth, LLC New +267,931+267.9k

Biggest sellers

N.E.W. Advisory Services LLC Reduced -330,828-330.8k
Vertex Planning Partners, LLC Sold out -252,234-252.2k
Modern Wealth Management, LLC Reduced -230,638-230.6k
UBS Group AG Reduced -207,159-207.2k
CPC Advisors, LLC Reduced -165,128-165.1k
Legacy CG, LLC Reduced -126,288-126.3k
Carr Financial Group Corp Reduced -117,325-117.3k
Thrivent Financial for Lutherans Reduced -112,451-112.5k
Cetera Investment Advisers Reduced -100,311-100.3k
Capital A Wealth Management, LLC Sold out -89,163-89.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Forvis Mazars Wealth Advisors, LLC 13G · institution new · filed 2026-08-11 5.8% new 3.3m≈ $225.7m 2026-08-11

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 3,627,2823.6m $227.0m $227.0m 0.02% Added +3.2m +3,166,581
2 OSAIC HOLDINGS, INC. 0.34% of their portfolio SCOTTSDALE, AZ 3,008,4023.0m $188.3m $188.3m 0.34% Added +31.7k +31,657
3 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 2,566,3232.6m $160.5m $160.5m 0.05% Added +324.7k +324,692
4 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 2,392,9542.4m $149.8m $149.8m 0.05% Added +434.2k +434,200
5 Forvis Mazars Wealth Advisors, LLC 2.92% of their portfolio Springfield, MO 2,163,5902.2m $135.4m $135.4m 2.92% Added +268.9k +268,943
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.19% of their portfolio PLYMOUTH, MN 1,777,0861.8m $111.9m $111.9m 0.19% Added +373.0k +373,033
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,677,2511.7m $105.0m $105.0m 0.01% Added +334.2k +334,184
8 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,591,0281.6m $99.6m $99.6m 0.03% Added +140.1k +140,094
9 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,498,0161.5m $93.7m $93.7m 0.02% New
10 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 1,415,6511.4m $88.6m $88.6m 0.15% Reduced -100.3k -100,311
11 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,229,1931.2m $76.9m $76.9m 0.10% Added +412.4k +412,361
12 CGC Financial Services, LLC 22.63% of their portfolio LAKE OSWEGO, OR 1,071,0121.1m $67.0m $67.0m 22.63% Added +15.6k +15,645
13 Legacy Financial Group LLC 8.53% of their portfolio DES MOINES, IA 976,253976.3k $61.1m $61.1m 8.53% Added +60.5k +60,450
14 RWA WEALTH PARTNERS, LLC 0.68% of their portfolio BOSTON, MA 873,399873.4k $54.7m $54.7m 0.68% New
15 Gradient Investments LLC 0.90% of their portfolio ARDEN HILLS, MN 786,491786.5k $49.2m $49.2m 0.90% Added +3.8k +3,831
16 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 694,694694.7k $43.5m $43.5m 0.09% Added +23.1k +23,086
17 Dynasty Wealth Management, LLC 0.63% of their portfolio ST. PETERSBURG, FL 593,021593.0k $37.1m $37.1m 0.63% Reduced -42.0k -41,963
18 Peterson Wealth Advisors, LLC 6.09% of their portfolio Orem, UT 589,884589.9k $36.9m $36.9m 6.09% Added +11.3k +11,289
19 UBS Group AG 0.01% of their portfolio ZURICH, V8 579,638579.6k $36.3m $36.3m 0.01% Reduced -207.2k -207,159
20 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 567,530567.5k $35.5m $35.5m 0.05% Reduced -25.1k -25,051
21 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 484,487484.5k $30.3m $30.3m 0.09% Reduced -30.3k -30,313
22 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 456,905456.9k $28.6m $28.6m 0.08% Added +28.9k +28,862
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 425,936425.9k $26.7m $26.7m 0.00% Added +20.8k +20,827
24 Mariner, LLC 0.03% of their portfolio Overland Park, KS 358,332358.3k $22.4m $22.4m 0.03% Added +113.3k +113,348
25 HUB Investment Partners, LLC 0.70% of their portfolio AUSTIN, TX 319,356319.4k $20.0m $20.0m 0.70% Added +5.7k +5,721
26 CPC Advisors, LLC 2.40% of their portfolio Atlanta, GA 305,906305.9k $19.1m $19.1m 2.40% Reduced -165.1k -165,128
27 SIGNATUREFD, LLC 0.32% of their portfolio ATLANTA, GA 300,354300.4k $18.8m $18.8m 0.32% Reduced -60.4k -60,357
28 GREAT VALLEY ADVISOR GROUP, INC. 0.37% of their portfolio WILMINGTON, DE 270,280270.3k $16.9m $16.9m 0.37% Added +121.3k +121,335
29 CARY STREET PARTNERS FINANCIAL LLC 0.47% of their portfolio RICHMOND, VA 269,187269.2k $16.8m $16.8m 0.47% Added +14.4k +14,411
30 Leo Wealth, LLC 1.30% of their portfolio HURST, TX 267,931267.9k $16.8m $16.8m 1.30% New
31 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 263,510263.5k $16.5m $16.5m 0.02% Added +30.3k +30,305
32 Legacy CG, LLC 4.85% of their portfolio PLANO, TX 259,826259.8k $16.3m $16.3m 4.85% Reduced -126.3k -126,288
33 PATTEN & PATTEN INC/TN 1.04% of their portfolio CHATTANOOGA, TN 257,719257.7k $16.1m $16.1m 1.04% Reduced -19.2k -19,190
34 Carr Financial Group Corp 4.75% of their portfolio WORCESTER, MA 257,354257.4k $16.1m $16.1m 4.75% Reduced -117.3k -117,325
35 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 254,894254.9k $16.0m $16.0m 0.09% Added +17.4k +17,418
36 HTG Investment Advisors, Inc. 5.65% of their portfolio NEW CANAAN, CT 242,683242.7k $15.2m $15.2m 5.65% Added +21.1k +21,073
37 SK Wealth Management, LLC 6.54% of their portfolio PROVIDENCE, RI 239,643239.6k $15.1m $15.1m 6.54% Reduced -9.6k -9,641
38 CreativeOne Wealth, LLC 0.37% of their portfolio OVERLAND PARK, KS 226,122226.1k $14.2m $14.2m 0.37% Added +9.6k +9,583
39 SouthState Bank Corp 0.61% of their portfolio Winter Haven, FL 223,759223.8k $14.0m $14.0m 0.61% Reduced -21.9k -21,895
40 CENTRAL TRUST Co 0.32% of their portfolio JEFFERSON CITY, MO 222,442222.4k $13.9m $13.9m 0.32% Reduced -51.6k -51,583
41 Advisory Services Network, LLC 0.22% of their portfolio ATLANTA, GA 215,388215.4k $13.6m $13.6m 0.22% Added +98.6k +98,634
42 Longview Financial Advisors LLC 8.22% of their portfolio SAN RAFAEL, CA 209,635209.6k $13.1m $13.1m 8.22% Added +16.0k +15,958
43 WealthPlan Investment Management, LLC 0.95% of their portfolio OMAHA, NE 208,109208.1k $13.0m $13.0m 0.95% Added +61.0k +61,045
44 Investment Planning Advisors, Inc. 4.50% of their portfolio CUMMING, GA 203,442203.4k $12.7m $12.7m 4.50% New
45 Campbell Deegan Wealth Management, LLC 11.76% of their portfolio RICHMOND, VA 190,788190.8k $11.9m $11.9m 11.76% Added +79.1k +79,080
46 Capital Planning Advisors, LLC 1.75% of their portfolio Roseville, CA 190,694190.7k $11.9m $11.9m 1.75% Added +8.0k +8,000
47 Visionary Wealth Advisors 0.61% of their portfolio O'FALLON, IL 189,967190.0k $11.9m $11.9m 0.61% Added +7.5k +7,480
48 Aspire Capital Advisors LLC 3.27% of their portfolio SEATTLE, WA 189,205189.2k $11.8m $11.8m 3.27% Added +8.3k +8,295
49 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.09% of their portfolio IRVING, TX 182,588182.6k $11.4m $11.4m 0.09% Added +64.7k +64,666
50 Philip James Wealth Mangement, LLC 1.37% of their portfolio MILTON, GA 171,625171.6k $10.7m $10.7m 1.37% Added +1.2k +1,160
51 Avior Wealth Management, LLC 0.37% of their portfolio OMAHA, NE 169,089169.1k $10.6m $10.6m 0.37% New
52 Skyline Advisors, Inc. 3.81% of their portfolio BELLINGHAM, WA 165,017165.0k $10.3m $10.3m 3.81% Reduced -22.0k -22,043
53 KESTRA PRIVATE WEALTH SERVICES, LLC 0.14% of their portfolio AUSTIN, TX 156,661156.7k $9.8m $9.8m 0.14% Reduced -2.0k -2,027
54 FLAGSHIP HARBOR ADVISORS, LLC 0.45% of their portfolio BOSTON, MA 151,593151.6k $9.5m $9.5m 0.45% Added +88.9k +88,934
55 DAYMARK WEALTH PARTNERS, LLC 0.35% of their portfolio CINCINNATI, OH 148,616148.6k $9.3m $9.3m 0.35% Added +1.4k +1,416
56 USAdvisors Wealth Management, LLC 3.33% of their portfolio EDEN PRAIRIE, MN 143,068143.1k $8.9m $8.9m 3.33% Added +28.7k +28,719
57 Curtis Advisory Group, LLC 2.25% of their portfolio SANTA BARBARA, CA 143,055143.1k $9.0m $9.0m 2.25% Added +8.4k +8,450
58 Waverly Advisors, LLC 0.10% of their portfolio BIRMINGHAM, AL 140,702140.7k $8.8m $8.8m 0.10% Reduced -9.6k -9,627
59 AVAII WEALTH MANAGEMENT, LLC 3.87% of their portfolio APPLETON, WI 139,224139.2k $8.7m $8.7m 3.87% Reduced -26.5k -26,509
60 AIRE ADVISORS, LLC 1.65% of their portfolio BEVERLY HILLS, CA 136,356136.4k $8.5m $8.5m 1.65% Added +9.9k +9,946
61 Lifelong Wealth Advisors, Inc. 2.83% of their portfolio Arden Hills, MN 135,947135.9k $8.5m $8.5m 2.83% New
62 Crewe Advisors LLC 1.18% of their portfolio SALT LAKE CITY, UT 132,739132.7k $8.3m $8.3m 1.18% New
63 Redhawk Wealth Advisors, Inc. 1.02% of their portfolio MINNEAPOLIS, MN 129,683129.7k $8.1m $8.1m 1.02% Reduced -70.9k -70,916
64 Pine Valley Investments Ltd Liability Co 0.46% of their portfolio MARLTON, NJ 126,343126.3k $7.9m $7.9m 0.46% Added +2.7k +2,682
65 Brookstone Capital Management 0.10% of their portfolio WHEATON, IL 123,919123.9k $7.8m $7.8m 0.10% Reduced -3.2k -3,227
66 Hughes Financial Services, LLC 1.28% of their portfolio HERNDON, VA 117,767117.8k $7.4m $7.4m 1.28% Added +8.7k +8,660
67 Alaska Permanent Capital Management, LLC 0.56% of their portfolio ANCHORAGE, AK 116,202116.2k $7.3m $7.3m 0.56% New
68 OLD MISSION CAPITAL LLC 0.19% of their portfolio CHICAGO, IL 114,697114.7k $7.2m $7.2m 0.19% Added +71.7k +71,668
69 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 113,119113.1k $7.1m $7.1m 0.03% Added +16.7k +16,673
70 WealthPLAN Partners, LLC 1.14% of their portfolio OMAHA, NE 113,065113.1k $7.1m $7.1m 1.14% Reduced -57.5k -57,463
71 ORRSTOWN FINANCIAL SERVICES INC 1.49% of their portfolio HARRISBURG, PA 112,858112.9k $7.1m $7.1m 1.49% Added +9.3k +9,322
72 Planned Solutions, Inc. 2.54% of their portfolio FOLSOM, CA 105,657105.7k $6.6m $6.6m 2.54% Added +6.4k +6,371
73 PRAIRIEVIEW WEALTH PARTNERS, LLC 6.86% of their portfolio FRANKFORT, IL 105,617105.6k $6.6m $6.6m 6.86% Reduced -9.5k -9,452
74 Tyler-Stone Wealth Management 1.04% of their portfolio Beachwood, OH 103,617103.6k $6.5m $6.5m 1.04% Added +11.5k +11,508
75 MONECO ADVISORS, LLC 0.60% of their portfolio FAIRFIELD, CT 102,675102.7k $6.4m $6.4m 0.60% Added +73.5k +73,451
76 Cooper Financial Group 0.74% of their portfolio IRVINE, CA 101,052101.1k $6.3m $6.3m 0.74% Reduced -9.1k -9,128
77 Oak Wealth Advisors LLC 4.00% of their portfolio NORTHBROOK, IL 99,61499.6k $6.2m $6.2m 4.00% Reduced -3.9k -3,901
78 OPPENHEIMER & CO INC 0.08% of their portfolio NEW YORK, NY 97,96098.0k $6.1m $6.1m 0.08% Added +16.5k +16,493
79 Milestone Investment Advisors LLC 1.56% of their portfolio MIDDLETON, WI 95,58795.6k $6.0m $6.0m 1.56% Reduced -2.8k -2,772
80 Orion Porfolio Solutions, LLC 0.05% of their portfolio OMAHA, NE 88,76088.8k $5.6m $5.6m 0.05% Added +3.9k +3,922
81 Echo Wealth Management, LLC 3.23% of their portfolio PLYMOUTH, MN 84,27084.3k $5.3m $5.3m 3.23% Added +14.0k +14,024
82 Palumbo Wealth Management LLC 1.63% of their portfolio GREAT NECK, NY 83,99984.0k $5.3m $5.3m 1.63% Added +7.5k +7,505
83 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 82,68982.7k $5.2m $5.2m 0.04% Added +3.3k +3,276
84 BRADLEY FOSTER & SARGENT INC/CT 0.08% of their portfolio HARTFORD, CT 79,66279.7k $5.0m $5.0m 0.08% New
85 Apexium Financial, LP 0.26% of their portfolio Dallas, TX 78,49178.5k $4.9m $4.9m 0.26% Added +42.8k +42,836
86 Fiduciary Alliance LLC 0.36% of their portfolio GREENVILLE, SC 78,13178.1k $4.9m $4.9m 0.36% Reduced -612 -612
87 Park Place Capital Corp 1.08% of their portfolio Homewood, AL 76,08476.1k $4.8m $4.8m 1.08% Added +32.3k +32,299
88 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 73,10873.1k $4.6m $4.6m 0.04% Added +56.3k +56,308
89 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 73,09673.1k $4.6m $4.6m 0.02% Added +23.3k +23,263
90 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 71,26971.3k $4.5m $4.5m 0.05% Added +2.6k +2,564
91 Per Stirling Capital Management, LLC. 0.58% of their portfolio AUSTIN, TX 70,51570.5k $4.4m $4.4m 0.58% Added +734 +734
92 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 70,02870.0k $4.4m $4.4m 0.01% Reduced -10.8k -10,768
93 Cordgrass Capital Advisors, LLC 1.15% of their portfolio RALEIGH, NC 68,27968.3k $4.3m $4.3m 1.15% Added +5.4k +5,444
94 Perigon Wealth Management, LLC 0.10% of their portfolio SAN FRANCISCO, CA 67,36767.4k $4.2m $4.2m 0.10% Added +1.4k +1,392
95 Gotham Asset Management, LLC 0.02% of their portfolio NEW YORK, NY 66,31966.3k $4.2m $4.2m 0.02% Unchanged
96 Clear Creek Financial Management, LLC 0.39% of their portfolio SILVERDALE, WA 66,23166.2k $4.1m $4.1m 0.39% Added +916 +916
97 HARBOR INVESTMENT ADVISORY, LLC 0.36% of their portfolio LUTHERVILLE, MD 64,72564.7k $4.1m $4.1m 0.36% Added +1.8k +1,814
98 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 64,21064.2k $4.0m $4.0m 0.02% Reduced -1.7k -1,731
99 Financial Management Professionals, Inc. 0.45% of their portfolio AUSTIN, TX 63,30663.3k $4.0m $4.0m 0.45% Reduced -1.4k -1,419
100 Mach-1 Financial Group, LLC 1.15% of their portfolio Rogers, AR 63,11863.1k $4.0m $4.0m 1.15% Added +5.0k +5,007