J P MORGAN EXCHANGE TRADED F JMOM
US MOMENTUM · ETP · CUSIP 46641Q779
47
institutional holders
+0 vs Q1 2023
4.0m
shares reported held*
$162.1mreported value*
8 new
17 added
15 reduced
9 sold out
net sold ≈ $7.6m (-179.9k 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 ($4.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.54.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 41 |
| Q4 2022 | 48 |
| Q1 2023 | 47 |
| Q2 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 |
| Q2 2023 | 25 | 24 |
Biggest buyers
| FLOW TRADERS U.S. LLC | New | +22.8k |
| Savant Capital, LLC | Added | +19.7k |
| LPL Financial LLC | Added | +16.9k |
| Nova R Wealth, Inc. | New | +10.0k |
| RHS Financial, LLC | New | +7.8k |
| GREAT VALLEY ADVISOR GROUP, INC. | New | +7.6k |
| RAYMOND JAMES & ASSOCIATES | New | +7.5k |
| Shore Point Advisors, LLC | Added | +6.8k |
| Wealthfront Advisers LLC | New | +6.6k |
| HighTower Advisors, LLC | New | +5.2k |
Biggest sellers
| Blue Trust, Inc. | Reduced | -93.6k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -37.5k |
| KWB Wealth | Sold out | -26.2k |
| Raymond James Financial Services Advisors, Inc. | Reduced | -26.2k |
| ROYAL BANK OF CANADA | Reduced | -24.4k |
| Kathmere Capital Management, LLC | Reduced | -19.5k |
| Dynamic Advisor Solutions LLC | Sold out | -17.6k |
| JANE STREET GROUP, LLC | Reduced | -15.5k |
| Ayalon Insurance Comp Ltd. | Sold out | -13.0k |
| Kestra Advisory Services, LLC | Sold out | -10.3k |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Blue Trust, Inc. 1.76% of their portfolio | 2.8m $111.0m | Reduced -93.6k |
| Shore Point Advisors, LLC 7.27% of their portfolio | 240.6k $10.2m | Added +6.8k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio | 160.0k $6.8m | Reduced -37.5k |
| Vident Investment Advisory, LLC 0.17% of their portfolio | 116.5k $4.9m | Added +4.2k |
| Savant Capital, LLC 0.06% of their portfolio | 97.7k $4.1m | Added +19.7k |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.12% of their portfolio | 84.4k $3.6m | Reduced -3.0k |
| LPL Financial LLC 0.00% of their portfolio | 70.4k $3.0m | Added +16.9k |
| Kathmere Capital Management, LLC 0.44% of their portfolio | 66.7k $2.8m | Reduced -19.5k |
| INTRUST BANK NA 0.33% of their portfolio | 65.1k $2.8m | Reduced -1.1k |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.24% of their portfolio | 40.8k $1.7m | Added +2.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 39.0k $1.7m | Unchanged |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 37.4k $1.6m | Added +745 |
| Strategic Financial Services, Inc. 0.11% of their portfolio | 34.1k $1.4m | Added +1.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 29.9k $1.3m | Reduced -15.5k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 25.1k $1.1m | Reduced -26.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 24.9k $1.1m | Reduced -1.0k |
| Delos Wealth Advisors, LLC 1.26% of their portfolio | 23.2k $985.0k | Reduced -36 |
| FLOW TRADERS U.S. LLC 0.04% of their portfolio | 22.8k $966.0k | New |
| Gallacher Capital Management LLC 0.50% of their portfolio | 20.4k $863.9k | Added +368 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 17.1k $725.8k | Reduced -909 |
| Nova R Wealth, Inc. 0.28% of their portfolio | 10.0k $423.2k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.0k $422.0k | Reduced -24.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.9k $418.8k | Added +869 |
| RHS Financial, LLC 0.24% of their portfolio | 7.8k $329.1k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 7.7k $328.0k | Reduced -161 |
| GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio | 7.6k $322.1k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 7.5k $315.7k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7.4k $312.8k | Added +53 |
| Fort Point Capital Partners LLC 0.05% of their portfolio | 7.1k $301.7k | Added +10 |
| Wealthfront Advisers LLC 0.00% of their portfolio | 6.6k $280.2k | New |
| COLONY GROUP LLC 0.00% of their portfolio | 6.4k $273.0k | Reduced -78 |
| HighTower Advisors, LLC 0.00% of their portfolio | 5.2k $220.0k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 5.0k $212.2k | New |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 2.8k $119.2k | Added +8 |
| HHM Wealth Advisors, LLC 0.01% of their portfolio | 1.6k $69.0k | Added +63 |
| UBS Group AG 0.00% of their portfolio | 1.1k $45.8k | Reduced -511 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 961 $40.7k | Added +98 |
| MORGAN STANLEY 0.00% of their portfolio | 610 $25.8k | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 472 $20.0k | Added +1 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 439 $18.6k | Not comparable |
| IFP Advisors, Inc 0.00% of their portfolio | 320 $11.1k | Added +160 |
| Pacifica Partners Inc. 0.00% of their portfolio | 141 $5.9k | Unchanged |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 100 $4.2k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 53 $2.2k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 44 $1.9k | Reduced -15 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $27 | Added +1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |