J P MORGAN EXCHANGE TRADED F JPMB
USD EMRNG MKT · ETP · CUSIP 46641Q746
* 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 ≈ $39.30.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 20 |
| Q4 2022 | 18 |
| Q1 2023 | 27 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 9 | 8 |
| Q1 2023 | 15 | 11 |
Biggest buyers
| Baker Avenue Asset Management, LP | Added | +104.3k |
| FLOW TRADERS U.S. LLC | New | +26.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +21.2k |
| Equitable Holdings, Inc. | New | +20.7k |
| CITADEL ADVISORS LLC | New | +16.1k |
| Steward Partners Investment Advisory, LLC | Added | +11.8k |
| BANK OF MONTREAL /CAN/ | New | +6.1k |
| HoyleCohen, LLC | Added | +1.9k |
| Ameritas Advisory Services, LLC | New | +652 |
| PRIVATE TRUST CO NA | New | +155 |
Biggest sellers
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | Reduced | -89.5k |
| Slow Capital, Inc. | Reduced | -56.3k |
| JANE STREET GROUP, LLC | Reduced | -42.3k |
| Merit Financial Group, LLC | Reduced | -17.0k |
| LPL Financial LLC | Reduced | -3.7k |
| UBS Group AG | Reduced | -1.2k |
| Pure Financial Advisors, LLC | Reduced | -833 |
| OSAIC HOLDINGS, INC. | Reduced | -174 |
| Financial Gravity Asset Management, Inc. | Sold out | -39 |
| ROYAL BANK OF CANADA | Reduced | -11 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (4.0%, 2026-07-30)
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 12.86% of their portfolio | 4.4m $171.2m | Reduced -89.5k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 344.1k $13.5m | Reduced -42.3k |
| HoyleCohen, LLC 0.43% of their portfolio | 116.7k $4.6m | Added +1.9k |
| Baker Avenue Asset Management, LP 0.22% of their portfolio | 105.2k $4.1m | Added +104.3k |
| LPL Financial LLC 0.00% of their portfolio | 50.3k $2.0m | Reduced -3.7k |
| FLOW TRADERS U.S. LLC 0.04% of their portfolio | 26.7k $1.1m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.2k $834.1k | New |
| Equitable Holdings, Inc. 0.01% of their portfolio | 20.7k $813.1k | New |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 17.9k $704.8k | Added +11.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 16.1k $633.2k | New |
| Focus Financial Network, Inc. 0.03% of their portfolio | 12.9k $508.9k | Added +19 |
| Pure Financial Advisors, LLC 0.02% of their portfolio | 10.7k $422.2k | Reduced -833 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 6.1k $238.2k | New |
| Merit Financial Group, LLC 0.01% of their portfolio | 5.6k $221.7k | Reduced -17.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.8k $150.1k | Added +132 |
| Slow Capital, Inc. 0.01% of their portfolio | 1.6k $64.0k | Reduced -56.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 771 $30.3k | Reduced -174 |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 652 $25.5k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 282 $11.0k | Reduced -11 |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.00% of their portfolio | 203 $8.0k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 155 $6.1k | New |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 81 $3.2k | New |
| Advisory Services Network, LLC 0.00% of their portfolio | 78 $3.1k | New |
| UBS Group AG 0.00% of their portfolio | 55 $2.2k | Reduced -1.2k |
| FMR LLC 0.00% of their portfolio | 6 $236 | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $29 | Reduced -1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |