Vault-13

J P MORGAN EXCHANGE TRADED F JPLD

JPMORGAM LTD DUR · ETP · CUSIP 46654Q773

95 institutional holders +15 vs Q1 2025
27,286,19227.3m shares reported held*
$1.4bnreported value*
19 new 44 added 20 reduced 6 sold out net bought ≈ $591.8m (+11.3m 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 ≈ $52.23.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 36Q4 23: 37Q1 24: 47Q2 24: 46Q3 24: 62Q4 24: 76Q1 25: 80Q2 25: 9595Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 202336
Q4 202337
Q1 202447
Q2 202446
Q3 202462
Q4 202476
Q1 202580
Q2 202595

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 10 bought or addedQ4 23: 23 cut or sold outQ4 23Q1 24: 23 bought or addedQ1 24: 18 cut or sold outQ2 24: 14 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 41 bought or addedQ3 24: 17 cut or sold outQ4 24: 40 bought or addedQ4 24: 24 cut or sold outQ4 24Q1 25: 58 bought or addedQ1 25: 20 cut or sold outQ2 25: 63 bought or addedQ2 25: 26 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231023
Q1 20242318
Q2 20241421
Q3 20244117
Q4 20244024
Q1 20255820
Q2 20256326

Biggest buyers

JPMORGAN CHASE & CO Added +10,508,535+10.5m
MORGAN STANLEY Added +191,587+191.6k
LPL Financial LLC Added +109,713+109.7k
Composition Wealth, LLC Added +98,235+98.2k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors New +62,376+62.4k
OLD MISSION CAPITAL LLC New +60,965+61.0k
UBS Group AG Added +56,993+57.0k
Private Advisor Group, LLC Added +51,860+51.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +38,731+38.7k
RAYMOND JAMES FINANCIAL INC Added +32,481+32.5k

Biggest sellers

Stonebridge Financial Group, LLC Reduced -57,889-57.9k
Coppell Advisory Solutions LLC Sold out -45,069-45.1k
JANE STREET GROUP, LLC Sold out -39,103-39.1k
M&T Bank Corp Reduced -30,130-30.1k
FLOW TRADERS U.S. LLC Sold out -18,710-18.7k
HighTower Advisors, LLC Reduced -14,114-14.1k
FOSTER & MOTLEY INC Sold out -7,730-7.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -6,870-6.9k
CAPTRUST FINANCIAL ADVISORS Reduced -5,231-5.2k
PFG Investments, LLC Reduced -5,002-5.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.07% of their portfolio NEW YORK, NY 19,325,50919.3m $1.0bn $1.0bn 0.07% Added +10.5m +10,508,535
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,035,9611.0m $54.1m $54.1m 0.01% Added +57.0k +56,993
3 M&T Bank Corp 0.17% of their portfolio BUFFALO, NY 972,751972.8k $50.8m $50.8m 0.17% Reduced -30.1k -30,130
4 Schiavi & Co LLC 12.80% of their portfolio WILMINGTON, DE 722,313722.3k $37.7m $37.7m 12.80% Added +18.3k +18,320
5 Composition Wealth, LLC 0.61% of their portfolio LOS ANGELES, CA 698,739698.7k $36.5m $36.5m 0.61% Added +98.2k +98,235
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 488,696488.7k $25.5m $25.5m 0.00% Added +191.6k +191,587
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 421,394421.4k $22.0m $22.0m 0.01% Added +109.7k +109,713
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 405,944405.9k $21.2m $21.2m 0.00% Added +19.4k +19,405
9 MBM WEALTH CONSULTANTS, LLC 3.36% of their portfolio CHESTERFIELD, MO 240,514240.5k $12.6m $12.6m 3.36% Added +8.8k +8,836
10 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 233,185233.2k $12.2m $12.2m 0.02% Reduced -14.1k -14,114
11 FMA Wealth Management, LLC 9.00% of their portfolio DUXBURY, MA 232,824232.8k $12.2m $12.2m 9.00% Added +2.5k +2,525
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 209,844209.8k $11.0m $11.0m 0.00% Added +32.5k +32,481
13 Intellus Advisors LLC 1.57% of their portfolio NAPLES, FL 201,974202.0k $10.5m $10.5m 1.57% Added +3.2k +3,192
14 Stonebridge Financial Group, LLC 1.01% of their portfolio Wormleysburg, PA 199,767199.8k $10.4m $10.4m 1.01% Reduced -57.9k -57,889
15 TD Capital Management LLC 0.91% of their portfolio MEMPHIS, TN 185,521185.5k $9.7m $9.7m 0.91% Added +23.6k +23,559
16 Bulwark Capital Corp 5.29% of their portfolio FERNANDINA BEACH, FL 120,248120.2k $6.3m $6.3m 5.29% First filing
17 Wealth Advisors of Tampa Bay, LLC 2.06% of their portfolio TAMPA, FL 104,688104.7k $5.5m $5.5m 2.06% Added +16.1k +16,130
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 95,44295.4k $5.0m $5.0m 0.00% Added +1.9k +1,938
19 Grey Ledge Advisors, LLC 1.04% of their portfolio GUILFORD, CT 81,32981.3k $4.2m $4.2m 1.04% Added +19.6k +19,621
20 MONECO ADVISORS, LLC 0.34% of their portfolio FAIRFIELD, CT 69,72869.7k $3.6m $3.6m 0.34% Added +1.9k +1,858
21 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 67,17967.2k $3.5m $3.5m 0.02% Added +51.9k +51,860
22 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.45% of their portfolio CONCORD, MA 62,37662.4k $3.3m $3.3m 0.45% New
23 Members Advisory Group LLC 1.20% of their portfolio WILLIAMSVILLE, NY 61,13961.1k $3.2m $3.2m 1.20% Reduced -1.3k -1,280
24 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 60,96561.0k $3.2m $3.2m 0.08% New
25 Wealthcare Advisory Partners LLC 0.07% of their portfolio WEST CHESTER, PA 58,91658.9k $3.1m $3.1m 0.07% Reduced -2.7k -2,676
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 54,15554.2k $2.8m $2.8m 0.00% Reduced -6.9k -6,870
27 Essential Planning, LLC. 1.03% of their portfolio PORTSMOUTH, NH 53,09053.1k $2.8m $2.8m 1.03% Added +14.7k +14,660
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 44,38644.4k $2.3m $2.3m 0.00% Added +10.6k +10,564
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 41,10841.1k $2.1m $2.1m 0.00% Added +3.3k +3,321
30 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 40,96741.0k $2.1m $2.1m 0.00% Added +16.4k +16,424
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 40,46140.5k $2.1m $2.1m 0.00% Added +2.3k +2,335
32 WINEBRENNER CAPITAL MANAGEMENT LLC 1.67% of their portfolio LOUISVILLE, KY 39,71639.7k $2.1m $2.1m 1.67% Added +8.5k +8,548
33 Nautilus Advisors LLC 1.49% of their portfolio La Jolla, CA 38,79638.8k $2.0m $2.0m 1.49% Added +18.3k +18,298
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,73138.7k $2.0m $2.0m 0.00% New
35 MIdWestOne Financial Group, Inc. 0.25% of their portfolio Iowa City, IA 36,51436.5k $1.9m $1.9m 0.25% Reduced -2.8k -2,845
36 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 35,99836.0k $1.9m $1.9m 0.01% Reduced -2.5k -2,530
37 KANE INVESTMENT MANAGEMENT, INC. 0.89% of their portfolio LOS GATOS, CA 32,41532.4k $1.7m $1.7m 0.89% Added +20.5k +20,509
38 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 32,14632.1k $1.7m $1.7m 0.00% Reduced -5.2k -5,231
39 Ascent Group, LLC 0.06% of their portfolio VIRGINIA BEACH, VA 27,59227.6k $1.4m $1.4m 0.06% New
40 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 26,53726.5k $1.4m $1.4m 0.01% Added +7.5k +7,506
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 26,28626.3k $1.4m $1.4m 0.00% Added +6.1k +6,095
42 Saiph Capital, LLC 0.50% of their portfolio WYCKOFF, NJ 24,76024.8k $1.3m $1.3m 0.50% Reduced -1.3k -1,294
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,17723.2k $1.2m $1.2m 0.00% Reduced -1.2k -1,195
44 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 21,04721.0k $1.1m $1.1m 0.01% New
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,29420.3k $1.1m $1.1m 0.00% Added +2.7k +2,722
46 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 16,37516.4k $855.3k $855.3k 0.01% Added +3.7k +3,706
47 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 11,92811.9k $623.0k $623.0k 0.04% Reduced -81 -81
48 Jaffetilchin Investment Partners, LLC 0.04% of their portfolio TAMPA, FL 11,52611.5k $602.0k $602.0k 0.04% New
49 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,00211.0k $574.6k $574.6k 0.00% Added +1.6k +1,611
50 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9,8699.9k $515.5k $515.5k 0.00% Added +2.6k +2,619
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,7989.8k $511.8k $511.8k 0.00% Reduced -71 -71
52 Centerpoint Advisory Group 0.44% of their portfolio Overland Park, KS 9,6609.7k $504.5k $504.5k 0.44% Reduced -19 -19
53 PFG Advisors 0.02% of their portfolio Phoenix, AZ 9,1189.1k $476.2k $476.2k 0.02% Unchanged
54 MBE Wealth Management, LLC 0.20% of their portfolio TOMAH, WI 8,6538.7k $451.9k $451.9k 0.20% New
55 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,4178.4k $439.6k $439.6k 0.00% New
56 Diversified Portfolios, Inc. 0.04% of their portfolio Bloomfield Hills, MI 8,3888.4k $438.1k $438.1k 0.04% New
57 XY Planning Network, Inc. 0.15% of their portfolio BOZEMAN, MT 8,3598.4k $436.6k $436.6k 0.15% New
58 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,3198.3k $434.5k $434.5k 0.00% Added +40 +40
59 Good Life Advisors, LLC 0.03% of their portfolio READING, PA 7,7267.7k $403.5k $403.5k 0.03% New
60 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,0397.0k $368.0k $368.0k 0.00% New
61 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 6,4016.4k $334.3k $334.3k 0.03% Added +637 +637
62 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 6,2326.2k $325.5k $325.5k 0.01% New
63 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,0166.0k $314.2k $314.2k 0.00% Unchanged
64 BlueStem Wealth Partners, LLC 0.04% of their portfolio MINNETONKA, MN 5,9025.9k $308.3k $308.3k 0.04% Reduced -1.1k -1,080
65 Capital Group Private Client Services, Inc. 0.00% of their portfolio Los Angeles, CA 5,6835.7k $296.8k $296.8k 0.00% New
66 Swisher Financial Concepts, Inc. 0.19% of their portfolio WESTERVILLE, OH 5,5925.6k $292.1k $292.1k 0.19% Reduced -424 -424
67 KWB Wealth 0.04% of their portfolio REDLANDS, CA 5,5445.5k $288.3k $288.3k 0.04% Added +1.5k +1,494
68 Beacon Financial Advisory LLC 0.07% of their portfolio CLEVELAND, OH 5,1875.2k $270.9k $270.9k 0.07% New
69 McLean Asset Management Corp 0.07% of their portfolio TYSONS, VA 4,9925.0k $259.5k $259.5k 0.07% New
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,6744.7k $244.0k $244.0k 0.00% Added +4.0k +4,019
71 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 4,1014.1k $214.2k $214.2k 0.01% Reduced -5.0k -5,002
72 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 3,8753.9k $202.4k $202.4k 0.00% Reduced -3.8k -3,778
73 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,8962.9k $151.3k $151.3k 0.00% Added +770 +770
74 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,7162.7k $141.8k $141.8k 0.00% Added +1 +1
75 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 2,1152.1k $110.5k $110.5k 0.01% Added +1.4k +1,418
76 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 2,0542.1k $107.3k $107.3k 0.00% Added +19 +19
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,0262.0k $105.8k $105.8k 0.00% Added +197 +197
78 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,7571.8k $91.8k $91.8k 0.00% Reduced -661 -661
79 FLAGSHIP WEALTH ADVISORS, LLC 0.03% of their portfolio WAKEFIELD, MA 1,7261.7k $90.1k $90.1k 0.03% Unchanged
80 Rossby Financial, LCC 0.02% of their portfolio MELBOURNE, FL 968968 $50.6k $50.6k 0.02% Unchanged
81 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 851851 $44.5k $44.5k 0.00% Added +9 +9
82 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 723723 $37.8k $37.8k 0.00% Unchanged
83 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 624624 $32.6k $32.6k 0.00% First filing
84 GoalVest Advisory LLC 0.01% of their portfolio New York, NY 577577 $30.1k $30.1k 0.01% Added +6 +6
85 HAZLETT, BURT & WATSON, INC. 0.01% of their portfolio WHEELING, WV 384384 $20.0k $20.0k 0.01% New
86 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 361361 $18.9k $18.9k 0.00% Added +341 +341
87 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 281281 $14.7k $14.7k 0.00% New
88 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 249249 $13.0k $13.0k 0.00% New
89 CWM, LLC 0.00% of their portfolio OMAHA, NE 126126 $7.0k $7.0k 0.00% Unchanged
90 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 103103 $5.4k $5.4k 0.00% Added +1 +1
91 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 5151 $2.7k $2.7k 0.00% Unchanged
92 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 4242 $2.2k $2.2k 0.00% Reduced -22 -22
93 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4141 $2.1k $2.1k 0.00% Unchanged
94 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 2323 $1.2k $1.2k 0.00% Unchanged
95 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged