Vault-13

J P MORGAN EXCHANGE TRADED F JPEF

EQUITY FOCUS ETF · ETP · CUSIP 46654Q781

109 institutional holders +4 vs Q1 2025
12,109,09312.1m shares reported held*
$849.2mreported value*
13 new 51 added 23 reduced 9 sold out net bought ≈ $164.0m (+2.3m 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 ($3.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $70.13.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 23: 18Q4 23: 27Q1 24: 41Q2 24: 54Q3 24: 63Q4 24: 95Q1 25: 105Q2 25: 109109Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 202318
Q4 202327
Q1 202441
Q2 202454
Q3 202463
Q4 202495
Q1 2025105
Q2 2025109

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 15 bought or addedQ4 23: 9 cut or sold outQ4 23Q1 24: 28 bought or addedQ1 24: 9 cut or sold outQ2 24: 37 bought or addedQ2 24: 11 cut or sold outQ2 24Q3 24: 49 bought or addedQ3 24: 9 cut or sold outQ4 24: 72 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 72 bought or addedQ1 25: 28 cut or sold outQ2 25: 64 bought or addedQ2 25: 32 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023159
Q1 2024289
Q2 20243711
Q3 2024499
Q4 20247214
Q1 20257228
Q2 20256432

Biggest buyers

LPL Financial LLC Added +453,659+453.7k
Beaumont Financial Advisors, LLC Added +353,389+353.4k
Thrivent Financial for Lutherans New +322,194+322.2k
Leverty Financial Group, LLC New +285,994+286.0k
RAYMOND JAMES FINANCIAL INC Added +175,204+175.2k
Balance Wealth Partners LLC Added +166,396+166.4k
ROYAL BANK OF CANADA Added +158,369+158.4k
JONES FINANCIAL COMPANIES LLLP Added +135,255+135.3k
OSAIC HOLDINGS, INC. Added +125,771+125.8k
MML INVESTORS SERVICES, LLC Added +76,189+76.2k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -86,590-86.6k
SFG Wealth Management, LLC. Sold out -64,952-65.0k
Vienna Asset Management LLC Reduced -54,793-54.8k
Empire Life Investments Inc. Reduced -37,230-37.2k
Eldridge Investment Advisors, Inc. Sold out -23,568-23.6k
JANE STREET GROUP, LLC Reduced -20,125-20.1k
IFP Advisors, Inc Reduced -17,862-17.9k
Fifth Third Securities, Inc. Reduced -15,977-16.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -13,568-13.6k
Good Life Advisors, LLC Reduced -12,835-12.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,958,5652.0m $137.4m $137.4m 0.05% Added +175.2k +175,204
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,195,1331.2m $83.8m $83.8m 0.03% Added +453.7k +453,659
3 MML INVESTORS SERVICES, LLC 0.22% of their portfolio SPRINGFIELD, MA 1,076,3711.1m $75.5m $75.5m 0.22% Added +76.2k +76,189
4 Beaumont Financial Advisors, LLC 3.55% of their portfolio NEEDHAM, MA 699,354699.4k $49.1m $49.1m 3.55% Added +353.4k +353,389
5 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 558,669558.7k $39.2m $39.2m 0.07% Added +125.8k +125,771
6 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 532,493532.5k $37.3m $37.3m 0.05% Added +45.1k +45,114
7 Investment Planning Advisors, Inc. 11.95% of their portfolio CUMMING, GA 482,072482.1k $33.8m $33.8m 11.95% Added +36.3k +36,304
8 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 367,880367.9k $25.7m $25.7m 0.02% Added +135.3k +135,255
9 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 334,092334.1k $23.4m $23.4m 0.04% Added +61.9k +61,906
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 327,792327.8k $23.0m $23.0m 0.00% Added +158.4k +158,369
11 Balance Wealth Partners LLC 13.42% of their portfolio WORTHINGTON, OH 326,863326.9k $22.9m $22.9m 13.42% Added +166.4k +166,396
12 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 322,194322.2k $22.6m $22.6m 0.05% New
13 Stratos Wealth Partners, LTD. 0.30% of their portfolio BEACHWOOD, OH 314,949314.9k $22.1m $22.1m 0.30% Added +9.6k +9,633
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 291,588291.6k $20.5m $20.5m 0.01% Reduced -86.6k -86,590
15 Leverty Financial Group, LLC 5.99% of their portfolio HUDSON, WI 285,994286.0k $20.1m $20.1m 5.99% New
16 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 253,545253.5k $17.8m $17.8m 0.05% Added +33.8k +33,772
17 AVANTAX ADVISORY SERVICES, INC. 0.09% of their portfolio DALLAS, TX 236,329236.3k $16.6m $16.6m 0.09% Added +11.7k +11,680
18 MONECO ADVISORS, LLC 1.49% of their portfolio FAIRFIELD, CT 227,618227.6k $16.0m $16.0m 1.49% Added +20.1k +20,134
19 NOVEM GROUP 1.64% of their portfolio Rochester, NY 184,183184.2k $12.9m $12.9m 1.64% Added +3.9k +3,883
20 LEVEL FOUR ADVISORY SERVICES, LLC 0.44% of their portfolio DALLAS, TX 169,821169.8k $11.9m $11.9m 0.44% Reduced -2.1k -2,124
21 COZAD ASSET MANAGEMENT INC 0.84% of their portfolio CHAMPAIGN, IL 137,753137.8k $9.7m $9.7m 0.84% Added +1.6k +1,551
22 SPC Financial, Inc. 0.75% of their portfolio ROCKVILLE, MD 127,614127.6k $9.0m $9.0m 0.75% Added +7.5k +7,470
23 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 91,88591.9k $6.4m $6.4m 0.03% Added +18.6k +18,584
24 Empire Life Investments Inc. 0.38% of their portfolio Toronto, A6 84,30084.3k $5.9m $5.9m 0.38% Reduced -37.2k -37,230
25 BridgePort Financial Solutions, LLC 1.84% of their portfolio FAIRFIELD, IA 78,77678.8k $5.5m $5.5m 1.84% Added +53.5k +53,546
26 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 76,28076.3k $5.4m $5.4m 0.03% Added +4.2k +4,213
27 CASTLE WEALTH MANAGEMENT LLC 1.90% of their portfolio BOYNTON BEACH, FL 74,54974.5k $5.2m $5.2m 1.90% Added +2.7k +2,715
28 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 71,65171.7k $5.0m $5.0m 0.04% Added +19.9k +19,855
29 Fifth Third Securities, Inc. 0.37% of their portfolio Cincinnati, OH 71,06771.1k $5.0m $5.0m 0.37% Reduced -16.0k -15,977
30 MBL Wealth, LLC 0.47% of their portfolio CHARLOTTE, NC 70,56570.6k $4.9m $4.9m 0.47% Added +31.6k +31,565
31 IFP Advisors, Inc 0.14% of their portfolio TAMPA, FL 70,28070.3k $4.9m $4.9m 0.14% Reduced -17.9k -17,862
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 69,70369.7k $4.9m $4.9m 0.00% Added +17.3k +17,328
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 69,33569.3k $4.9m $4.9m 0.00% Reduced -13.6k -13,568
34 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 61,92161.9k $4.3m $4.3m 0.01% Reduced -2.6k -2,568
35 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 57,04357.0k $4.0m $4.0m 0.07% Added +6.0k +6,001
36 CARY STREET PARTNERS FINANCIAL LLC 0.10% of their portfolio RICHMOND, VA 49,53649.5k $3.5m $3.5m 0.10% Added +894 +894
37 Crestwood Advisors Group, LLC 0.06% of their portfolio BOSTON, MA 44,74344.7k $3.1m $3.1m 0.06% Added +5.8k +5,789
38 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 40,27340.3k $2.8m $2.8m 0.02% Reduced -3.8k -3,773
39 THOROUGHBRED FINANCIAL SERVICES, LLC 0.19% of their portfolio BRENTWOOD, TN 39,71939.7k $2.8m $2.8m 0.19% Reduced -10.6k -10,570
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 39,28339.3k $2.8m $2.8m 0.00% Added +2.7k +2,681
41 FLAGSHIP WEALTH ADVISORS, LLC 1.00% of their portfolio WAKEFIELD, MA 37,65237.7k $2.6m $2.6m 1.00% Added +133 +133
42 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 36,00836.0k $2.5m $2.5m 0.01% Reduced -5.4k -5,410
43 Good Life Advisors, LLC 0.15% of their portfolio READING, PA 34,84434.8k $2.4m $2.4m 0.15% Reduced -12.8k -12,835
44 Tyler-Stone Wealth Management 0.38% of their portfolio Beachwood, OH 33,60233.6k $2.4m $2.4m 0.38% Added +3.6k +3,620
45 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 24,73224.7k $1.7m $1.7m 0.04% Added +1.5k +1,544
46 Ignite Planners, LLC 0.30% of their portfolio SAN CLEMENTE, CA 24,01424.0k $1.7m $1.7m 0.30% Reduced -622 -622
47 INTEGRITY WEALTH ADVISORS, INC. 0.90% of their portfolio Ventura, CA 18,33018.3k $1.3m $1.3m 0.90% Added +7.7k +7,738
48 Capital Advisors, Ltd. LLC 0.15% of their portfolio SHAKER HEIGHTS, OH 17,35917.4k $1.2m $1.2m 0.15% Added +861 +861
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,12016.1k $1.1m $1.1m 0.00% New
50 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,76415.8k $1.1m $1.1m 0.01% Added +11.7k +11,683
51 Fort Point Capital Partners LLC 0.11% of their portfolio San Francisco, CA 15,38715.4k $1.1m $1.1m 0.11% Added +471 +471
52 Herold Advisors, Inc. 0.23% of their portfolio New York, NY 15,31515.3k $1.1m $1.1m 0.23% Added +1.9k +1,923
53 Morangie Management LLC 0.91% of their portfolio New York, NY 15,02015.0k $1.1m $1.1m 0.91% New
54 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 13,13913.1k $921.6k $921.6k 0.02% Unchanged
55 Prosperity Financial Group, Inc. 0.34% of their portfolio San Ramon, CA 11,35211.4k $796.2k $796.2k 0.34% Added +509 +509
56 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,43610.4k $732.0k $732.0k 0.00% Added +1.6k +1,623
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,3739.4k $657.4k $657.4k 0.00% Reduced -20.1k -20,125
58 Capital Advisors Wealth Management, LLC 0.10% of their portfolio YAKIMA, WA 9,2929.3k $651.8k $651.8k 0.10% Added +602 +602
59 5T Wealth, LLC 0.32% of their portfolio Napa, CA 8,9599.0k $628.4k $628.4k 0.32% New
60 Csenge Advisory Group 0.03% of their portfolio CLEARWATER, FL 8,6208.6k $577.9k $577.9k 0.03% Unchanged
61 First Citizens Financial Corp 0.31% of their portfolio MASON CITY, IA 8,1108.1k $568.8k $568.8k 0.31% Unchanged
62 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,0088.0k $561.7k $561.7k 0.01% Added +309 +309
63 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 7,3497.3k $515.5k $515.5k 0.00% Unchanged
64 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,3447.3k $520.2k $520.2k 0.00% Added +991 +991
65 Southland Equity Partners LLC 0.11% of their portfolio WILDWOOD, MO 7,1877.2k $504.1k $504.1k 0.11% Added +3.8k +3,800
66 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 7,1367.1k $500.5k $500.5k 0.01% Added +2.2k +2,171
67 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,9436.9k $487.0k $487.0k 0.01% Reduced -1.4k -1,399
68 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 6,9076.9k $484.5k $484.5k 0.01% Unchanged
69 Atlas Private Wealth Advisors 0.06% of their portfolio RED BANK, NJ 6,4906.5k $455.2k $455.2k 0.06% Added +2.3k +2,290
70 WNY Asset Management, LLC 0.05% of their portfolio Williamsville, NY 6,0796.1k $426.4k $426.4k 0.05% Reduced -104 -104
71 CORA CAPITAL ADVISORS LLC 0.19% of their portfolio MARLTON, NJ 6,0246.0k $422.5k $422.5k 0.19% Reduced -6.3k -6,296
72 Vienna Asset Management LLC 0.25% of their portfolio SARATOGA, CA 5,2225.2k $366.3k $366.3k 0.25% Reduced -54.8k -54,793
73 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 4,9735.0k $348.8k $348.8k 0.02% New
74 DENVER WEALTH MANAGEMENT, INC. 0.14% of their portfolio DENVER, CO 4,8834.9k $342.5k $342.5k 0.14% Unchanged
75 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,7594.8k $333.8k $333.8k 0.00% New
76 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 4,7474.7k $333.0k $333.0k 0.03% Reduced -1.9k -1,860
77 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.04% of their portfolio ALAMO, CA 4,5964.6k $322.4k $322.4k 0.04% Reduced -3.4k -3,380
78 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 4,5534.6k $319.4k $319.4k 0.01% Added +815 +815
79 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.04% of their portfolio WEST HARTFORD, CT 4,3574.4k $306.0k $306.0k 0.04% New
80 PARSONS CAPITAL MANAGEMENT INC/RI 0.02% of their portfolio PROVIDENCE, RI 4,2004.2k $294.6k $294.6k 0.02% Added +27 +27
81 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,1574.2k $291.6k $291.6k 0.00% Reduced -102 -102
82 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 4,0644.1k $285.0k $285.0k 0.00% Added +328 +328
83 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 4,0214.0k $282.0k $282.0k 0.01% Reduced -606 -606
84 Carnegie Lake Advisors LLC 0.10% of their portfolio PRINCETON, NJ 3,7753.8k $265.0k $265.0k 0.10% Unchanged
85 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 3,4593.5k $242.6k $242.6k 0.00% New
86 GENTRY PRIVATE WEALTH, LLC 0.18% of their portfolio WICHITA, KS 3,2993.3k $231.4k $231.4k 0.18% Unchanged
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,1323.1k $220.0k $220.0k 0.00% Reduced -783 -783
88 ST GERMAIN D J CO INC 0.01% of their portfolio SPRINGFIELD, MA 2,8362.8k $198.9k $198.9k 0.01% Unchanged
89 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,9942.0k $139.9k $139.9k 0.01% Unchanged
90 3Chopt Investment Partners, LLC 0.03% of their portfolio RICHMOND, VA 1,8771.9k $131.7k $131.7k 0.03% Added +1.0k +1,032
91 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,8691.9k $131.1k $131.1k 0.00% Added +62 +62
92 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1891.2k $83.4k $83.4k 0.00% Reduced -269 -269
93 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0461.0k $73.4k $73.4k 0.00% First filing
94 HAZLETT, BURT & WATSON, INC. 0.02% of their portfolio WHEELING, WV 827827 $58.0k $58.0k 0.02% Added +105 +105
95 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 799799 $56.0k $56.0k 0.00% Unchanged
96 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 787787 $55.2k $55.2k 0.00% New
97 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 714714 $50.1k $50.1k 0.00% Unchanged
98 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 571571 $40.0k $40.0k 0.00% Unchanged
99 Financial Network Wealth Advisors LLC 0.04% of their portfolio MURRAY, UT 502502 $35.2k $35.2k 0.04% Unchanged
100 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 473473 $33.2k $33.2k 0.00% New