J P MORGAN EXCHANGE TRADED F JMOM
US MOMENTUM · ETP · CUSIP 46641Q779
47
institutional holders
-1 vs Q4 2022
4.2m
shares reported held*
$160.4mreported value*
8 new
24 added
13 reduced
8 sold out
net bought ≈ $3.8m (+95.2k 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 ($4.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.33.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 41 |
| Q4 2022 | 48 |
| Q1 2023 | 47 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 28 | 18 |
| Q1 2023 | 32 | 21 |
Biggest buyers
| Savant Capital, LLC | Added | +55.4k |
| Vident Investment Advisory, LLC | Added | +54.5k |
| JANE STREET GROUP, LLC | Added | +35.2k |
| LPL Financial LLC | Added | +31.7k |
| GOLDMAN SACHS GROUP INC | Added | +30.0k |
| ROYAL BANK OF CANADA | Added | +25.7k |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Added | +18.4k |
| Strategic Financial Services, Inc. | Added | +14.0k |
| Blue Trust, Inc. | Added | +12.5k |
| Kestra Advisory Services, LLC | New | +10.3k |
Biggest sellers
| Equitable Holdings, Inc. | Sold out | -56.9k |
| JPMORGAN CHASE & CO | Reduced | -44.5k |
| PRUDENTIAL FINANCIAL INC | Sold out | -30.3k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -25.3k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -16.8k |
| Ayalon Insurance Comp Ltd. | Reduced | -13.8k |
| Stratos Wealth Partners, LTD. | Sold out | -10.0k |
| Prospera Financial Services Inc | Sold out | -9.2k |
| RAYMOND JAMES & ASSOCIATES | Sold out | -6.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -5.8k |
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| Blue Trust, Inc. 1.79% of their portfolio | 2.9m $109.0m | Added +12.5k |
| Shore Point Advisors, LLC 7.03% of their portfolio | 233.8k $9.3m | Added +9.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio | 197.5k $7.8m | Reduced -16.8k |
| Vident Investment Advisory, LLC 0.14% of their portfolio | 112.3k $4.5m | Added +54.5k |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.12% of their portfolio | 87.4k $3.5m | Added +7.8k |
| Kathmere Capital Management, LLC 0.56% of their portfolio | 86.2k $3.4m | Reduced -1.5k |
| Savant Capital, LLC 0.06% of their portfolio | 78.0k $3.1m | Added +55.4k |
| INTRUST BANK NA 0.34% of their portfolio | 66.2k $2.6m | Added +1.6k |
| LPL Financial LLC 0.00% of their portfolio | 53.5k $2.1m | Added +31.7k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 51.3k $2.0m | Reduced -1.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 45.5k $1.8m | Added +35.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 39.0k $1.5m | Added +30.0k |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.23% of their portfolio | 38.0k $1.5m | Added +18.4k |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 36.7k $1.5m | Added +5.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 34.4k $1.4m | Added +25.7k |
| Strategic Financial Services, Inc. 0.10% of their portfolio | 33.0k $1.3m | Added +14.0k |
| KWB Wealth 0.18% of their portfolio | 26.2k $989.3k | Added +964 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 25.9k $1.0m | Reduced -25.3k |
| Delos Wealth Advisors, LLC 1.17% of their portfolio | 23.3k $923.9k | Added +1.0k |
| Gallacher Capital Management LLC 0.48% of their portfolio | 20.0k $794.5k | Reduced -1.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 18.0k $715.8k | Reduced -116 |
| Dynamic Advisor Solutions LLC 0.04% of their portfolio | 17.6k $698.4k | Reduced -1.0k |
| Ayalon Insurance Comp Ltd. 0.22% of their portfolio | 13.0k $514.0k | Reduced -13.8k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 10.3k $409.3k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.0k $357.8k | Reduced -44.5k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 7.9k $314.8k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 7.9k $314.0k | Added +107 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7.3k $290.8k | Reduced -2.9k |
| Fort Point Capital Partners LLC 0.05% of their portfolio | 7.1k $282.1k | Added +8 |
| COLONY GROUP LLC 0.00% of their portfolio | 6.5k $259.0k | Reduced -565 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 6.5k $256.2k | Reduced -3.4k |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 2.8k $111.3k | Added +2.0k |
| UBS Group AG 0.00% of their portfolio | 1.6k $63.2k | Added +1.4k |
| HHM Wealth Advisors, LLC 0.01% of their portfolio | 1.6k $62.1k | Added +59 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 863 $34.2k | Added +164 |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 822 $32.7k | New |
| MORGAN STANLEY 0.00% of their portfolio | 610 $24.2k | Added +468 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 471 $18.7k | Added +2 |
| Advisory Services Network, LLC 0.00% of their portfolio | 194 $7.7k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 160 $4.3k | Reduced -140 |
| Pacifica Partners Inc. 0.00% of their portfolio | 141 $5.5k | New |
| Clarkston Capital Partners, LLC 0.00% of their portfolio | 101 $4.0k | New |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 100 $4.0k | New |
| Spire Wealth Management 0.00% of their portfolio | 59 $2.3k | New |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 53 $2.1k | Added +1 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $29 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |