J P MORGAN EXCHANGE TRADED F JPIE
INCOME ETF · ETP · CUSIP 46641Q159
37
institutional holders
2.7m
shares reported held*
$121.8mreported value*
* 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 ≈ $44.31. Options: 1 managers hold calls ($1.7m notional), 0 hold puts (—).
Biggest calls
| Paladin Advisory Group, LLC | — | $1.7m38.3k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.2m $52.4m | — |
| TPG Financial Advisors, LLC 9.79% of their portfolio | 360.0k $15.9m | — |
| Capital Advisors Wealth Management, LLC 5.03% of their portfolio | 341.9k $15.1m | — |
| Financial Management Professionals, Inc. 2.55% of their portfolio | 251.7k $11.2m | — |
| Delta Investment Management, LLC 1.38% of their portfolio | 72.0k $3.2m | — |
| Syverson Strege & Co 1.51% of their portfolio | 67.3k $3.0m | — |
| Armor Investment Advisors, LLC 1.62% of their portfolio | 53.8k $2.4m | — |
| BFSG, LLC 0.47% of their portfolio | 50.0k $2.2m | — |
| MORGAN STANLEY 0.00% of their portfolio | 46.1k $2.0m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 35.4k $1.6m | — |
| Tradition Wealth Management, LLC 0.22% of their portfolio | 33.6k $1.5m | — |
| Vestmark Advisory Solutions, Inc. 0.08% of their portfolio | 30.8k $1.4m | — |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.09% of their portfolio | 25.0k $1.1m | — |
| Western Wealth Management, LLC 0.06% of their portfolio | 22.6k $1.0m | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 21.2k $939.0k | — |
| MassMutual Private Wealth & Trust, FSB 0.04% of their portfolio | 21.0k $930.0k | — |
| SILVER OAK SECURITIES, INCORPORATED 0.20% of their portfolio | 20.9k $929.3k | — |
| Virtue Capital Management, LLC 0.12% of their portfolio | 17.6k $782.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 15.8k $699.0k | — |
| Integrity Advisory, LLC 0.55% of their portfolio | 13.3k $588.0k | — |
| Heritage Financial Services, LLC 0.25% of their portfolio | 9.2k $407.0k | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 8.6k $383.0k | — |
| Burt Wealth Advisors 0.15% of their portfolio | 8.5k $378.0k | — |
| Herold Advisors, Inc. 0.16% of their portfolio | 7.7k $339.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 7.1k $313.0k | — |
| FSM Wealth Advisors, LLC 0.26% of their portfolio | 7.0k $311.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 5.6k $248.0k | — |
| Koshinski Asset Management, Inc. 0.03% of their portfolio | 5.6k $249.0k | — |
| Mascoma Wealth Management LLC 0.05% of their portfolio | 2.9k $130.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.0k $90.0k | — |
| Realta Investment Advisors 0.01% of their portfolio | 900 $40.0k | — |
| EverSource Wealth Advisors, LLC 0.01% of their portfolio | 768 $34.0k | — |
| Kistler-Tiffany Companies, LLC 0.01% of their portfolio | 700 $31.0k | — |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 130 $6.0k | — |
| Wagner Wealth Management, LLC 0.00% of their portfolio | 54 $2.0k | — |
| CENTRAL TRUST Co 0.00% of their portfolio | 16 $1.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |