Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

87 institutional holders +15 vs Q3 2022
5,552,1365.6m shares reported held*
$255.4mreported value*
18 new 24 added 30 reduced 10 sold out net bought ≈ $10.8m (+233.8k 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 ≈ $46.00.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 72Q4 22: 8787Q3 22Q4 22
Numbers
QuarterHolders
Q3 202272
Q4 202287

Biggest buyers

JANE STREET GROUP, LLC Added +1,312,745+1.3m
Avantax Planning Partners, Inc. Added +162,109+162.1k
Prime Capital Investment Advisors, LLC New +158,868+158.9k
CGN Advisors LLC Added +122,858+122.9k
SAXON INTERESTS, INC. New +68,922+68.9k
Certified Advisory Corp New +46,960+47.0k
Freedom Investment Management, Inc. Added +41,276+41.3k
LPL Financial LLC Added +34,509+34.5k
OSAIC HOLDINGS, INC. Added +31,778+31.8k
BANK OF AMERICA CORP /DE/ Added +22,494+22.5k

Biggest sellers

OneDigital Investment Advisors LLC Reduced -1,167,452-1.2m
Hills Bank & Trust Co Reduced -453,107-453.1k
HighTower Advisors, LLC Reduced -38,565-38.6k
Foresight Wealth Management, LLC Sold out -24,723-24.7k
Financial Management Professionals, Inc. Reduced -19,680-19.7k
Dynamic Advisor Solutions LLC Reduced -19,654-19.7k
Sunflower Bank, N.A. Reduced -18,269-18.3k
Financial Insights, Inc. Reduced -16,162-16.2k
ADAMSBROWN WEALTH CONSULTANTS LLC Reduced -16,093-16.1k
Peterson Wealth Advisors, LLC Reduced -11,541-11.5k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JANE STREET GROUP, LLC 0.12% of their portfolio NEW YORK, NY 1,379,1861.4m $63.4m $63.4m 0.12% Added +1.3m +1,312,745
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 372,005372.0k $17.1m $17.1m 0.00% Added +22.5k +22,494
3 Sunflower Bank, N.A. 3.10% of their portfolio DALLAS, TX 309,718309.7k $14.2m $14.2m 3.10% Reduced -18.3k -18,269
4 CGN Advisors LLC 2.42% of their portfolio MANHATTAN, KS 299,398299.4k $13.8m $13.8m 2.42% Added +122.9k +122,858
5 Avantax Planning Partners, Inc. 0.53% of their portfolio DUBUQUE, IA 288,415288.4k $13.3m $13.3m 0.53% Added +162.1k +162,109
6 ADAMSBROWN WEALTH CONSULTANTS LLC 5.78% of their portfolio WICHITA, KS 207,099207.1k $9.5m $9.5m 5.78% Reduced -16.1k -16,093
7 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 199,289199.3k $9.2m $9.2m 0.06% Added +8.5k +8,534
8 Prime Capital Investment Advisors, LLC 0.28% of their portfolio OVERLAND PARK, KS 158,868158.9k $7.3m $7.3m 0.28% New
9 Peterson Wealth Advisors, LLC 2.14% of their portfolio Orem, UT 154,403154.4k $7.1m $7.1m 2.14% Reduced -11.5k -11,541
10 Quantitative Advantage, LLC 1.09% of their portfolio MINNETONKA, MN 154,237154.2k $7.1m $7.1m 1.09% Reduced -473 -473
11 Windsor Capital Management, LLC 2.44% of their portfolio Phoenix, AZ 145,630145.6k $6.7m $6.7m 2.44% Reduced -4.8k -4,840
12 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 137,998138.0k $6.3m $6.3m 0.01% Reduced -38.6k -38,565
13 Hyperion Partners, LLC 5.73% of their portfolio BERWYN, PA 130,461130.5k $6.0m $6.0m 5.73% First filing
14 Freedom Investment Management, Inc. 0.66% of their portfolio SOUTH WINDSOR, CT 127,094127.1k $5.8m $5.8m 0.66% Added +41.3k +41,276
15 KMG FIDUCIARY PARTNERS, LLC 0.85% of their portfolio TOLEDO, OH 112,652112.7k $5.2m $5.2m 0.85% Added +6.0k +5,960
16 Hills Bank & Trust Co 0.66% of their portfolio North Liberty, IA 96,87396.9k $4.5m $4.5m 0.66% Reduced -453.1k -453,107
17 Financial Management Professionals, Inc. 0.84% of their portfolio AUSTIN, TX 89,46189.5k $4.1m $4.1m 0.84% Reduced -19.7k -19,680
18 Bleakley Financial Group, LLC 0.14% of their portfolio PARSIPPANY, NJ 86,76186.8k $4.0m $4.0m 0.14% First filing
19 Vertex Planning Partners, LLC 1.45% of their portfolio DOWNERS GROVE, IL 80,82780.8k $3.7m $3.7m 1.45% First filing
20 OneDigital Investment Advisors LLC 0.11% of their portfolio OVERLAND PARK, KS 79,73579.7k $3.7m $3.7m 0.11% Reduced -1.2m -1,167,452
21 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 77,88477.9k $3.6m $3.6m 0.01% Added +492 +492
22 SAXON INTERESTS, INC. 1.83% of their portfolio HOUSTON, TX 68,92268.9k $3.2m $3.2m 1.83% New
23 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.22% of their portfolio LONG BEACH, CA 67,32367.3k $3.1m $3.1m 0.22% Added +8.2k +8,246
24 FSM Wealth Advisors, LLC 1.91% of their portfolio CLEVELAND, OH 58,42758.4k $2.7m $2.7m 1.91% Added +10.2k +10,243
25 Koshinski Asset Management, Inc. 0.25% of their portfolio DECATUR, IL 55,70755.7k $2.6m $2.6m 0.25% Reduced -962 -962
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 54,45654.5k $2.5m $2.5m 0.00% Added +34.5k +34,509
27 Certified Advisory Corp 0.43% of their portfolio ALTAMONTE SPRINGS, FL 46,96047.0k $2.2m $2.2m 0.43% New
28 LexAurum Advisors, LLC 0.69% of their portfolio OVERLAND PARK, KS 41,87241.9k $1.9m $1.9m 0.69% Reduced -1.4k -1,403
29 LAKE STREET PRIVATE WEALTH, LLC 0.38% of their portfolio CHICAGO, IL 40,02640.0k $1.8m $1.8m 0.38% Reduced -263 -263
30 Lane & Associates LLC 1.59% of their portfolio MOORESTOWN, NJ 36,47136.5k $1.7m $1.7m 1.59% First filing
31 Etesian Wealth Advisors, Inc. 1.17% of their portfolio West Linn, OR 35,01735.0k $1.6m $1.6m 1.17% First filing
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,00232.0k $1.5m $1.5m 0.00% Added +31.8k +31,778
33 Financial Insights, Inc. 0.53% of their portfolio TACOMA, WA 24,18124.2k $1.1m $1.1m 0.53% Reduced -16.2k -16,162
34 Dubuque Bank & Trust Co 0.13% of their portfolio Dubuque, IA 21,56921.6k $992.0k $992.0k 0.13% Unchanged
35 Running Point Capital Advisors, LLC 0.55% of their portfolio EL SEGUNDO, CA 19,36619.4k $890.5k $890.5k 0.55% Added +677 +677
36 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 19,26019.3k $885.6k $885.6k 0.00% Reduced -2.8k -2,769
37 Good Life Advisors, LLC 0.11% of their portfolio READING, PA 17,99218.0k $827.3k $827.3k 0.11% New
38 SPC Financial, Inc. 0.09% of their portfolio ROCKVILLE, MD 16,13316.1k $741.8k $741.8k 0.09% Reduced -1.7k -1,725
39 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,90115.9k $731.0k $731.0k 0.00% Reduced -5.7k -5,708
40 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 14,20714.2k $653.3k $653.3k 0.03% Added +90 +90
41 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 13,41713.4k $617.0k $617.0k 0.04% Reduced -19.7k -19,654
42 SYM FINANCIAL Corp 0.12% of their portfolio WINONA LAKE, IN 11,15711.2k $513.0k $513.0k 0.12% Added +288 +288
43 DRIVE WEALTH MANAGEMENT, LLC 0.25% of their portfolio LEHI, UT 10,81810.8k $497.6k $497.6k 0.25% New
44 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 10,64910.6k $489.7k $489.7k 0.00% Added +36 +36
45 Orion Portfolio Solutions, LLC 0.02% of their portfolio Omaha, NE 9,99010.0k $459.4k $459.4k 0.02% Reduced -4.5k -4,504
46 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 9,4779.5k $435.8k $435.8k 0.01% Reduced -321 -321
47 Falcon Wealth Planning 0.12% of their portfolio Ontario, CA 9,2499.2k $425.3k $425.3k 0.12% Reduced -24 -24
48 COLONY GROUP LLC 0.01% of their portfolio Boston, MA 7,6857.7k $359.0k $359.0k 0.01% Reduced -178 -178
49 Gallacher Capital Management LLC 0.21% of their portfolio LONE TREE, CO 7,4397.4k $342.1k $342.1k 0.21% First filing
50 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 7,1597.2k $329.2k $329.2k 0.01% New
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,7026.7k $308.0k $308.0k 0.00% Added +386 +386
52 Beaumont Financial Advisors, LLC 0.03% of their portfolio NEEDHAM, MA 6,1806.2k $284.2k $284.2k 0.03% First filing
53 EQ LLC 0.21% of their portfolio BELLEVUE, WA 5,6155.6k $258.2k $258.2k 0.21% Reduced -1.3k -1,311
54 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 5,3755.4k $247.2k $247.2k 0.00% Reduced -925 -925
55 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 5,2395.2k $248.2k $248.2k 0.01% New
56 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 5,0365.0k $231.6k $231.6k 0.02% Reduced -8.5k -8,537
57 Summit Wealth Partners, LLC 0.06% of their portfolio Orlando, FL 4,5754.6k $210.3k $210.3k 0.06% Reduced -289 -289
58 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,4354.4k $203.9k $203.9k 0.00% Reduced -1.0k -1,006
59 Wescott Financial Advisory Group, LLC 0.04% of their portfolio Philadelphia, PA 4,4184.4k $203.2k $203.2k 0.04% New
60 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 4,4004.4k $202.3k $202.3k 0.00% Reduced -5.0k -5,000
61 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 4,3824.4k $201.0k $201.0k 0.02% New
62 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,3664.4k $201.0k $201.0k 0.00% New
63 MOTCO 0.01% of their portfolio SAN ANTONIO, TX 2,9392.9k $135.1k $135.1k 0.01% Added +208 +208
64 CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.03% of their portfolio RICHMOND, VA 2,7222.7k $125.2k $125.2k 0.03% New
65 WFA of San Diego, LLC 0.09% of their portfolio SAN DIEGO, CA 2,5802.6k $118.6k $118.6k 0.09% New
66 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 1,7641.8k $81.1k $81.1k 0.00% New
67 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,7541.8k $80.6k $80.6k 0.00% Added +1.1k +1,123
68 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,6471.6k $76.0k $76.0k 0.00% Added +686 +686
69 Park Place Capital Corp 0.02% of their portfolio Homewood, AL 1,5361.5k $71.0k $71.0k 0.02% First filing
70 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,4201.4k $65.3k $65.3k 0.01% Added +1 +1
71 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 561561 $26.0k $26.0k 0.00% New
72 ICA Group Wealth Management, LLC 0.01% of their portfolio DENVER, CO 522522 $24.0k $24.0k 0.01% New
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 501501 $23.0k $23.0k 0.00% Added +1 +1
74 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 460460 $23.0k $23.0k 0.00% Reduced -113 -113
75 Beacon Capital Management, Inc. 0.00% of their portfolio DAYTON, OH 357357 $16.4k $16.4k 0.00% New
76 Tyler-Stone Wealth Management 0.01% of their portfolio Beachwood, OH 350350 $16.0k $16.0k 0.01% Unchanged
77 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 313313 $14.4k $14.4k 0.00% Added +72 +72
78 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 294294 $13.5k $13.5k 0.00% Unchanged
79 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 270270 $12.0k $12.0k 0.00% Unchanged
80 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 262262 $12.0k $12.0k 0.00% Reduced -100 -100
81 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 200200 $9.2k $9.2k 0.00% New
82 Financial Gravity Asset Management, Inc. 0.10% of their portfolio Lakeway, TX 4646 $68.0k $68.0k 0.10% Reduced -42 -42
83 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 3939 $1.8k $1.8k 0.00% Unchanged
84 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2626 $1.2k $1.2k 0.00% Unchanged
85 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 2020 $920 $920 0.00% New
86 FMR LLC 0.00% of their portfolio BOSTON, MA 44 $184 $184 0.00% Added +3 +3
87 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged