J P MORGAN EXCHANGE TRADED F JPEM
DIV RTN EM EQT · ETP · CUSIP 46641Q308
80
institutional holders
+21 vs Q3 2022
4.1m
shares reported held*
$203.0mreported value*
23 new
32 added
17 reduced
5 sold out
net bought ≈ $73.6m (+1.5m 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 ≈ $49.36. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 59 |
| Q4 2022 | 80 |
Biggest buyers
| Amplius Wealth Advisors, LLC | New | +510.6k |
| JANE STREET GROUP, LLC | Added | +365.9k |
| SAM Advisors, LLC | New | +173.4k |
| KWB Wealth | Added | +85.1k |
| Financial Partners Group, Inc | New | +76.2k |
| AMERIPRISE FINANCIAL INC | Added | +74.2k |
| RHS Financial, LLC | Added | +65.2k |
| LPL Financial LLC | Added | +54.7k |
| WADE G W & INC | Added | +45.7k |
| BANK OF AMERICA CORP /DE/ | Added | +40.0k |
Biggest sellers
| Crumly & Associates Inc. | Sold out | -108.3k |
| FLOW TRADERS U.S. LLC | Reduced | -34.1k |
| Thrivent Financial for Lutherans | Reduced | -26.8k |
| OLD MISSION CAPITAL LLC | Sold out | -21.4k |
| MORGAN STANLEY | Reduced | -20.7k |
| Raymond James Financial Services Advisors, Inc. | Reduced | -17.8k |
| HERON FINANCIAL GROUP, LLC | Reduced | -12.5k |
| CITADEL ADVISORS LLC | Sold out | -11.9k |
| Wolf Group Capital Advisors | Reduced | -9.3k |
| SYM FINANCIAL Corp | Reduced | -8.8k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| JANE STREET GROUP, LLC 0.05% of their portfolio | 534.8k $26.4m | Added +365.9k |
| Amplius Wealth Advisors, LLC 4.02% of their portfolio | 510.6k $25.2m | New |
| Corient Private Wealth LP 0.06% of their portfolio | 334.5k $16.5m | First filing |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 277.6k $13.7m | Added +40.0k |
| MORGAN STANLEY 0.00% of their portfolio | 231.2k $11.4m | Reduced -20.7k |
| Linscomb Wealth, Inc. 0.55% of their portfolio | 217.8k $10.7m | Added +3.6k |
| Cerity Partners OCIO LLC 0.31% of their portfolio | 197.2k $9.7m | Added +27.3k |
| SAM Advisors, LLC 3.76% of their portfolio | 173.4k $8.5m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 144.3k $7.1m | Added +74.2k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 129.1k $6.4m | Reduced -26.8k |
| American Money Management, LLC 1.67% of their portfolio | 118.7k $5.8m | Reduced -1.4k |
| WADE G W & INC 0.21% of their portfolio | 101.8k $5.0m | Added +45.7k |
| KWB Wealth 0.85% of their portfolio | 90.5k $4.5m | Added +85.1k |
| LPL Financial LLC 0.00% of their portfolio | 79.9k $3.9m | Added +54.7k |
| Financial Partners Group, Inc 0.85% of their portfolio | 76.2k $3.9m | New |
| CreativeOne Wealth, LLC 0.20% of their portfolio | 72.6k $3.6m | Added +5.9k |
| RHS Financial, LLC 2.78% of their portfolio | 70.8k $3.5m | Added +65.2k |
| Berger Financial Group, Inc 0.39% of their portfolio | 59.9k $3.0m | Reduced -1.8k |
| Wolf Group Capital Advisors 1.09% of their portfolio | 46.9k $2.3m | Reduced -9.3k |
| CITIGROUP INC 0.00% of their portfolio | 39.9k $2.0m | Added +737 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 36.4k $1.8m | Added +2.2k |
| Allworth Financial LP 0.02% of their portfolio | 31.4k $1.5m | Reduced -5.4k |
| SHEPHERD KAPLAN KROCHUK, LLC 0.90% of their portfolio | 30.9k $1.5m | New |
| HERON FINANCIAL GROUP, LLC 0.97% of their portfolio | 29.1k $1.4m | Reduced -12.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 28.1k $1.4m | New |
| Slow Capital, Inc. 0.29% of their portfolio | 26.1k $1.3m | Added +7.5k |
| KCS Wealth Advisory 0.50% of their portfolio | 24.4k $1.2m | Added +710 |
| GeoWealth Management, LLC 0.12% of their portfolio | 23.6k $1.2m | Added +3.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 21.3k $1.1m | New |
| TIEMANN INVESTMENT ADVISORS, LLC 0.59% of their portfolio | 20.4k $1.0m | Added +5.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 19.8k $977.0k | Added +1.3k |
| Argent Trust Co 0.06% of their portfolio | 17.2k $849.2k | New |
| Laurel Wealth Advisors, Inc. 0.07% of their portfolio | 15.1k $742.0k | Added +5.8k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 14.1k $694.4k | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 13.8k $673.8k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 13.3k $654.1k | Added +4.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 12.4k $611.0k | Added +5.5k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 12.1k $596.6k | Added +7.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.7k $525.9k | Added +9.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.4k $513.4k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 10.4k $512.0k | Added +1.2k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 10.0k $490.6k | Reduced -166 |
| UBS Group AG 0.00% of their portfolio | 9.8k $483.2k | Reduced -714 |
| Dynamic Advisor Solutions LLC 0.03% of their portfolio | 9.8k $482.0k | Added +2.3k |
| Focus Financial Network, Inc. 0.04% of their portfolio | 9.7k $475.9k | Reduced -2.5k |
| Integrity Advisory, LLC 0.42% of their portfolio | 9.4k $463.6k | Added +4.2k |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ 0.03% of their portfolio | 9.3k $456.7k | New |
| SeaCrest Wealth Management, LLC 0.07% of their portfolio | 9.2k $454.2k | New |
| AE Wealth Management LLC 0.00% of their portfolio | 8.9k $440.2k | New |
| Schiavi & Co LLC 0.28% of their portfolio | 8.9k $437.4k | Reduced -5.1k |
| Lodestone Wealth Management LLC 0.33% of their portfolio | 8.2k $404.9k | First filing |
| SYM FINANCIAL Corp 0.09% of their portfolio | 8.1k $397.3k | Reduced -8.8k |
| EdgeRock Capital LLC 0.20% of their portfolio | 7.4k $364.0k | New |
| Wagner Wealth Management, LLC 0.22% of their portfolio | 7.3k $358.4k | Added +1.1k |
| Cadence Bank 0.03% of their portfolio | 6.9k $341.0k | Reduced -44 |
| HighTower Advisors, LLC 0.00% of their portfolio | 6.1k $300.0k | Reduced -1.4k |
| Bond & Devick Financial Network, Inc. 0.20% of their portfolio | 5.6k $275.0k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 5.6k $273.9k | Reduced -1.9k |
| FLOW TRADERS U.S. LLC 0.01% of their portfolio | 5.5k $273.0k | Reduced -34.1k |
| Trilogy Capital Inc. 0.02% of their portfolio | 5.5k $272.0k | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 5.1k $253.5k | Reduced -17.8k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 5.0k $248.0k | New |
| RVW Wealth, LLC 0.03% of their portfolio | 4.9k $239.1k | Unchanged |
| PFG Advisors 0.02% of their portfolio | 4.8k $234.4k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 2.9k $144.6k | Added +2.9k |
| Horan Securities, Inc. 0.08% of their portfolio | 2.8k $135.9k | Added +5 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 2.5k $123.0k | New |
| Rain Capital Management, LLC 0.09% of their portfolio | 2.5k $121.9k | Added +16 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.3k $66.0k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 1.1k $55.0k | Unchanged |
| PRIVATE TRUST CO NA 0.01% of their portfolio | 787 $39.0k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 537 $31.0k | Unchanged |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 534 $26.3k | Added +212 |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 318 $15.7k | First filing |
| Family Asset Management, LLC 0.01% of their portfolio | 130 $6.4k | First filing |
| Investors Research Corp 0.00% of their portfolio | 72 $3.5k | Unchanged |
| Sanctuary Wealth Management, L.L.C. 0.00% of their portfolio | 50 $2.5k | New |
| Spire Wealth Management 0.00% of their portfolio | 50 $2.0k | New |
| Mariner Managed Account Solutions, LLC 0.00% of their portfolio | 36 $2.0k | Added +1 |
| Disciplined Investments, LLC 0.00% of their portfolio | 36 $1.8k | Added +1 |