J P MORGAN EXCHANGE TRADED F JMOM
US MOMENTUM · ETP · CUSIP 46641Q779
48
institutional holders
+7 vs Q3 2022
4.2m
shares reported held*
$150.3mreported value*
11 new
17 added
15 reduced
3 sold out
net bought ≈ $9.4m (+249.0k 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 ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.05.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 41 |
| Q4 2022 | 48 |
Biggest buyers
| Equitable Holdings, Inc. | New | +56.9k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +43.4k |
| Vident Investment Advisory, LLC | Added | +34.7k |
| Shore Point Advisors, LLC | Added | +31.4k |
| Global Retirement Partners, LLC | Added | +25.6k |
| KWB Wealth | New | +25.3k |
| JPMORGAN CHASE & CO | Added | +23.5k |
| PRUDENTIAL FINANCIAL INC | Added | +22.9k |
| Savant Capital, LLC | New | +22.6k |
| Cetera Advisor Networks LLC | Added | +13.4k |
Biggest sellers
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -21.8k |
| JANE STREET GROUP, LLC | Reduced | -19.2k |
| LPL Financial LLC | Reduced | -11.6k |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Reduced | -11.1k |
| Integrity Advisory, LLC | Sold out | -10.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -9.8k |
| Prospera Financial Services Inc | Reduced | -3.5k |
| INTRUST BANK NA | Reduced | -2.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -2.5k |
| Realta Investment Advisors | Sold out | -850 |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Blue Trust, Inc. 1.81% of their portfolio | 2.9m $101.3m | Reduced -606 |
| Shore Point Advisors, LLC 6.96% of their portfolio | 224.4k $8.5m | Added +31.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.11% of their portfolio | 214.2k $8.3m | Reduced -21.8k |
| Kathmere Capital Management, LLC 0.58% of their portfolio | 87.7k $3.3m | Reduced -735 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.11% of their portfolio | 79.5k $3.0m | Reduced -11.1k |
| INTRUST BANK NA 0.34% of their portfolio | 64.7k $2.4m | Reduced -2.9k |
| Vident Investment Advisory, LLC 0.08% of their portfolio | 57.8k $2.2m | Added +34.7k |
| Equitable Holdings, Inc. 0.04% of their portfolio | 56.9k $2.1m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 53.5k $2.0m | Added +23.5k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 53.0k $2.0m | Reduced -36 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 51.2k $1.9m | Added +43.4k |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 31.4k $1.2m | Added +13.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 30.3k $1.1m | Added +22.9k |
| Ayalon Insurance Comp Ltd. 0.48% of their portfolio | 26.8k $1.0m | Added +634 |
| Global Retirement Partners, LLC 0.07% of their portfolio | 25.6k $964.3k | Added +25.6k |
| KWB Wealth 0.18% of their portfolio | 25.3k $953.0k | New |
| Savant Capital, LLC 0.02% of their portfolio | 22.6k $851.2k | New |
| Delos Wealth Advisors, LLC 1.29% of their portfolio | 22.3k $839.1k | Added +446 |
| LPL Financial LLC 0.00% of their portfolio | 21.8k $823.0k | Reduced -11.6k |
| Gallacher Capital Management LLC 0.49% of their portfolio | 21.4k $805.9k | First filing |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.23% of their portfolio | 19.6k $737.3k | First filing |
| Strategic Financial Services, Inc. 0.06% of their portfolio | 19.0k $715.1k | Reduced -604 |
| Dynamic Advisor Solutions LLC 0.05% of their portfolio | 18.6k $701.0k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 18.2k $684.3k | Added +8.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 10.3k $388.0k | Reduced -19.2k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 10.3k $387.3k | Added +5.8k |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 10.0k $377.2k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 9.9k $372.1k | New |
| Prospera Financial Services Inc 0.02% of their portfolio | 9.2k $346.0k | Reduced -3.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 9.0k $341.1k | Reduced -2.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.7k $327.0k | Added +7.2k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 7.8k $294.0k | Added +446 |
| Fort Point Capital Partners LLC 0.05% of their portfolio | 7.1k $267.7k | Reduced -36 |
| COLONY GROUP LLC 0.00% of their portfolio | 7.1k $267.0k | Reduced -125 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 6.3k $236.8k | Added +301 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 5.8k $220.4k | Reduced -9.8k |
| HHM Wealth Advisors, LLC 0.01% of their portfolio | 1.5k $56.7k | Added +59 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 779 $29.4k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 699 $27.0k | Added +679 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 469 $17.7k | Added +2 |
| IFP Advisors, Inc 0.00% of their portfolio | 300 $8.0k | Unchanged |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 265 $10.0k | New |
| UBS Group AG 0.00% of their portfolio | 212 $8.0k | New |
| MORGAN STANLEY 0.00% of their portfolio | 142 $5.4k | Reduced -408 |
| U.S. Capital Wealth Advisors, LLC 0.00% of their portfolio | 139 $5.2k | New |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 52 $2.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $0 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |