Vault-13

J P MORGAN EXCHANGE TRADED F JPIN

DIV RTN INT EQ · ETP · CUSIP 46641Q209

90 institutional holders
11,949,56711.9m shares reported held*
$514.1mreported 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 ($73.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.02. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Biggest calls

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3.86% of their portfolio PLYMOUTH, MN 6,249,5486.2m $270.0m $270.0m 3.86% —
2 UBS Group AG 0.02% of their portfolio ZURICH, V8 860,610860.6k $36.9m $36.9m 0.02% —
3 CreativeOne Wealth, LLC 1.88% of their portfolio OVERLAND PARK, KS 729,009729.0k $31.2m $31.2m 1.88% —
4 Wealthspire Advisors, LLC 0.44% of their portfolio NEW YORK, NY 489,498489.5k $21.0m $21.0m 0.44% —
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 460,992461.0k $19.7m $19.7m 0.00% —
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 361,937361.9k $15.5m $15.5m 0.00% —
7 Cerity Partners OCIO LLC 0.52% of their portfolio New York, NY 349,437349.4k $15.0m $15.0m 0.52% —
8 Stonehearth Capital Management, LLC 5.15% of their portfolio DANVERS, MA 196,450196.4k $8.4m $8.4m 5.15% —
9 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 195,036195.0k $8.4m $8.4m 0.02% —
10 RVW Wealth, LLC 0.94% of their portfolio LOS ANGELES, CA 156,284156.3k $6.7m $6.7m 0.94% —
11 GeoWealth Management, LLC 0.66% of their portfolio CHICAGO, IL 141,436141.4k $6.1m $6.1m 0.66% —
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 140,437140.4k $6.0m $6.0m 0.01% —
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 127,999128.0k $5.5m $5.5m 0.00% —
14 Sterneck Capital Management, LLC 3.48% of their portfolio KANSAS CITY, MO 114,875114.9k $4.9m $4.9m 3.48% —
15 Quantitative Advantage, LLC 0.82% of their portfolio MINNETONKA, MN 108,709108.7k $4.7m $4.7m 0.82% —
16 Day & Ennis, LLC 1.91% of their portfolio MACON, GA 106,976107.0k $4.6m $4.6m 1.91% —
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 86,97087.0k $3.7m $3.7m 0.00% —
18 WADE G W & INC 0.17% of their portfolio Wellesley, MA 82,49782.5k $3.5m $3.5m 0.17% —
19 LexAurum Advisors, LLC 1.25% of their portfolio OVERLAND PARK, KS 75,34175.3k $3.2m $3.2m 1.25% —
20 FLOW TRADERS U.S. LLC 0.14% of their portfolio NEW YORK, NY 59,47759.5k $2.5m $2.5m 0.14% —
21 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 48,06248.1k $2.1m $2.1m 0.03% —
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 48,00748.0k $2.1m $2.1m 0.01% —
23 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 46,89246.9k $2.0m $2.0m 0.00% —
24 BELLEVUE ASSET MANAGEMENT, LLC 1.51% of their portfolio BELLEVUE, WA 44,80844.8k $1.9m $1.9m 1.51% —
25 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 42,17342.2k $1.8m $1.8m 0.00% —
26 SYM FINANCIAL Corp 0.81% of their portfolio WINONA LAKE, IN 38,92538.9k $1.7m $1.7m 0.81% —
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 38,31638.3k $1.6m $1.6m 0.00% —
28 LINCOLN NATIONAL CORP 0.04% of their portfolio RADNOR, PA 33,21533.2k $1.4m $1.4m 0.04% —
29 Galvin, Gaustad & Stein, LLC 0.15% of their portfolio Scottsdale, AZ 32,33232.3k $1.4m $1.4m 0.15% —
30 SYNOVUS FINANCIAL CORP 0.02% of their portfolio Columbus, GA 30,36730.4k $1.3m $1.3m 0.02% —
31 Accuvest Global Advisors 0.81% of their portfolio PROVO, UT 27,57327.6k $1.2m $1.2m 0.81% —
32 Apella Capital, LLC 0.13% of their portfolio WEST HARTFORD, CT 26,15126.2k $1.1m $1.1m 0.13% —
33 VALICENTI ADVISORY SERVICES INC 0.39% of their portfolio ELMIRA, NY 25,04125.0k $1.1m $1.1m 0.39% —
34 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 24,57024.6k $1.1m $1.1m 0.05% —
35 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 24,13924.1k $1.0m $1.0m 0.01% —
36 HHM Wealth Advisors, LLC 0.24% of their portfolio CHATTANOOGA, TN 21,69221.7k $929.0k $929.0k 0.24% —
37 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,99220.0k $856.0k $856.0k 0.00% —
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 19,24119.2k $814.0k $814.0k 0.00% —
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 18,34518.3k $785.0k $785.0k 0.00% —
40 SIGNET FINANCIAL MANAGEMENT, LLC 0.15% of their portfolio PARSIPPANY, NJ 18,25918.3k $782.0k $782.0k 0.15% —
41 First Commonwealth Financial Corp /PA/ 0.29% of their portfolio Indiana, PA 16,42416.4k $703.0k $703.0k 0.29% —
42 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,74815.7k $674.0k $674.0k 0.01% —
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,38315.4k $659.0k $659.0k 0.00% —
44 Schneider Downs Wealth Management Advisors, LP 0.19% of their portfolio Pittsburgh, PA 14,92414.9k $639.0k $639.0k 0.19% —
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,49213.5k $578.0k $578.0k 0.00% —
46 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,07113.1k $560.0k $560.0k 0.00% —
47 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 11,00311.0k $471.0k $471.0k 0.00% —
48 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 10,65310.7k $456.0k $456.0k 0.01% —
49 APPLETON PARTNERS INC/MA 0.04% of their portfolio BOSTON, MA 9,8259.8k $421.0k $421.0k 0.04% —
50 Trilogy Capital Inc. 0.03% of their portfolio IRVINE, CA 9,1079.1k $390.0k $390.0k 0.03% —
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,0259.0k $386.0k $386.0k 0.00% —
52 BOKF, NA 0.01% of their portfolio TULSA, OK 7,8697.9k $337.0k $337.0k 0.01% —
53 Mendel Money Management 0.20% of their portfolio NORTHBROOK, IL 7,4457.4k $319.0k $319.0k 0.20% —
54 Independent Wealth Network Inc. 0.24% of their portfolio URBANDALE, IA 7,0887.1k $304.0k $304.0k 0.24% —
55 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,7176.7k $287.0k $287.0k 0.01% —
56 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,4296.4k $275.0k $275.0k 0.00% —
57 Old Port Advisors 0.11% of their portfolio PORTLAND, ME 6,1876.2k $274.0k $274.0k 0.11% —
58 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 5,6345.6k $241.0k $241.0k 0.00% —
59 FDx Advisors, Inc. 0.01% of their portfolio BERWYN, PA 5,5365.5k $237.0k $237.0k 0.01% —
60 Interchange Capital Partners, LLC 0.26% of their portfolio PITTSBURGH, PA 5,5365.5k $237.0k $237.0k 0.26% —
61 Frisch Financial Group, Inc. 0.09% of their portfolio MELVILLE, NY 5,2085.2k $223.0k $223.0k 0.09% —
62 HM PAYSON & CO 0.01% of their portfolio PORTLAND, ME 4,9505.0k $212.0k $212.0k 0.01% —
63 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,6344.6k $198.0k $198.0k 0.00% —
64 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.02% of their portfolio WEST HARTFORD, CT 3,0003.0k $128.0k $128.0k 0.02% —
65 MUFG Americas Holdings Corp 0.00% of their portfolio NEW YORK, NY 2,8032.8k $120.0k $120.0k 0.00% —
66 Horan Securities, Inc. 0.05% of their portfolio CINCINNATI, X1 1,6861.7k $72.0k $72.0k 0.05% —
67 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,5981.6k $68.0k $68.0k 0.00% —
68 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,5491.5k $66.0k $66.0k 0.00% —
69 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0951.1k $47.0k $47.0k 0.00% —
70 Professional Financial Advisors, LLC 0.03% of their portfolio NORTH PLATTE, NE 1,0261.0k $44.0k $44.0k 0.03% —
71 Beacon Capital Management, LLC 0.01% of their portfolio FRANKLIN, TN 645645 $32.0k $32.0k 0.01% —
72 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 544544 $23.0k $23.0k 0.00% —
73 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 475475 $20.0k $20.0k 0.00% —
74 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 458458 $20.0k $20.0k 0.00% —
75 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 405405 $17.0k $17.0k 0.00% —
76 INTERACTIVE FINANCIAL ADVISORS, INC. 0.01% of their portfolio New Lenox, IL 353353 $15.0k $15.0k 0.01% —
77 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 347347 $15.0k $15.0k 0.00% —
78 Founders Financial Alliance, LLC 0.01% of their portfolio RALEIGH, NC 335335 $14.0k $14.0k 0.01% —
79 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 305305 $13.0k $13.0k 0.01% —
80 FMR LLC 0.00% of their portfolio BOSTON, MA 293293 $12.0k $12.0k 0.00% —
81 Aspire Private Capital, LLC 0.00% of their portfolio Cornelius, NC 213213 $9.0k $9.0k 0.00% —
82 Ellis Investment Partners, LLC 0.00% of their portfolio Berwyn, PA 200200 $8.0k $8.0k 0.00% —
83 John W. Brooker & Co., CPAs 0.00% of their portfolio OAKLAND, CA 100100 $4.0k $4.0k 0.00% —
84 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 9090 $4.0k $4.0k 0.00% —
85 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 9090 $4.0k $4.0k 0.00% —
86 Tyler-Stone Wealth Management 0.00% of their portfolio Beachwood, OH 9090 $4.0k $4.0k 0.00% —
87 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 3333 $1.0k $1.0k 0.00% —
88 American Portfolios Advisors 0.00% of their portfolio HOLBROOK, NY 1818 $771 $771 0.00% —
89 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 44 $0 $0 0.00% —
90 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% —