Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

85 institutional holders -2 vs Q4 2022
4,472,1554.5m shares reported held*
$211.7mreported value*
10 new 32 added 30 reduced 12 sold out net sold ≈ $56.5m (-1.2m 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 ≈ $47.33.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 72Q4 22: 87Q1 23: 8585Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202272
Q4 202287
Q1 202385

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 42 bought or addedQ4 22: 40 cut or sold outQ4 22Q1 23: 42 bought or addedQ1 23: 42 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224240
Q1 20234242

Biggest buyers

HighTower Advisors, LLC Added +115,387+115.4k
Simplicity Solutions, LLC New +90,060+90.1k
Treasure Coast Financial Planning New +73,609+73.6k
LPL Financial LLC Added +61,007+61.0k
Integrated Wealth Concepts LLC New +29,440+29.4k
OPPENHEIMER & CO INC New +24,098+24.1k
Cambridge Investment Research Advisors, Inc. Added +16,697+16.7k
Thrivent Financial for Lutherans Added +15,429+15.4k
ADAMSBROWN WEALTH CONSULTANTS LLC Added +15,063+15.1k
Private Advisor Group, LLC New +9,011+9.0k

Biggest sellers

JANE STREET GROUP, LLC Reduced -1,314,840-1.3m
Prime Capital Investment Advisors, LLC Sold out -158,868-158.9k
CGN Advisors LLC Reduced -83,079-83.1k
Freedom Investment Management, Inc. Reduced -48,821-48.8k
Sunflower Bank, N.A. Reduced -25,804-25.8k
OneDigital Investment Advisors LLC Reduced -10,909-10.9k
MML INVESTORS SERVICES, LLC Reduced -6,008-6.0k
Peterson Wealth Advisors, LLC Reduced -5,787-5.8k
EQ LLC Sold out -5,615-5.6k
MONETA GROUP INVESTMENT ADVISORS LLC Sold out -5,239-5.2k

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 373,197373.2k $17.7m $17.7m 0.00% Added +1.2k +1,192
2 Sunflower Bank, N.A. 3.04% of their portfolio DALLAS, TX 283,914283.9k $13.4m $13.4m 3.04% Reduced -25.8k -25,804
3 Avantax Planning Partners, Inc. 0.54% of their portfolio DUBUQUE, IA 283,188283.2k $13.4m $13.4m 0.54% Reduced -5.2k -5,227
4 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 253,385253.4k $12.0m $12.0m 0.03% Added +115.4k +115,387
5 ADAMSBROWN WEALTH CONSULTANTS LLC 6.06% of their portfolio WICHITA, KS 222,162222.2k $10.5m $10.5m 6.06% Added +15.1k +15,063
6 CGN Advisors LLC 1.61% of their portfolio MANHATTAN, KS 216,319216.3k $10.2m $10.2m 1.61% Reduced -83.1k -83,079
7 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 193,281193.3k $9.2m $9.2m 0.06% Reduced -6.0k -6,008
8 Quantitative Advantage, LLC 1.07% of their portfolio MINNETONKA, MN 155,144155.1k $7.3m $7.3m 1.07% Added +907 +907
9 Peterson Wealth Advisors, LLC 1.94% of their portfolio Orem, UT 148,616148.6k $7.0m $7.0m 1.94% Reduced -5.8k -5,787
10 Windsor Capital Management, LLC 2.34% of their portfolio Phoenix, AZ 143,491143.5k $6.8m $6.8m 2.34% Reduced -2.1k -2,139
11 Hyperion Partners, LLC 5.67% of their portfolio BERWYN, PA 133,149133.1k $6.3m $6.3m 5.67% Added +2.7k +2,688
12 KMG FIDUCIARY PARTNERS, LLC 0.81% of their portfolio TOLEDO, OH 118,756118.8k $5.6m $5.6m 0.81% Added +6.1k +6,104
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 115,463115.5k $5.5m $5.5m 0.00% Added +61.0k +61,007
14 Goodman Advisory Group, LLC 2.86% of their portfolio NEEDHAM, MA 110,843110.8k $5.2m $5.2m 2.86% Not comparable
15 Hills Bank & Trust Co 0.64% of their portfolio North Liberty, IA 98,10698.1k $4.6m $4.6m 0.64% Added +1.2k +1,233
16 Financial Management Professionals, Inc. 0.87% of their portfolio AUSTIN, TX 95,74095.7k $4.5m $4.5m 0.87% Added +6.3k +6,279
17 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 93,31393.3k $4.4m $4.4m 0.01% Added +15.4k +15,429
18 Simplicity Solutions, LLC 0.11% of their portfolio MINNEAPOLIS, MN 90,06090.1k $4.3m $4.3m 0.11% New
19 Bleakley Financial Group, LLC 0.14% of their portfolio PARSIPPANY, NJ 90,06090.1k $4.3m $4.3m 0.14% Added +3.3k +3,299
20 Vertex Planning Partners, LLC 1.56% of their portfolio DOWNERS GROVE, IL 87,24687.2k $4.1m $4.1m 1.56% Added +6.4k +6,419
21 Freedom Investment Management, Inc. 0.42% of their portfolio SOUTH WINDSOR, CT 78,27378.3k $3.7m $3.7m 0.42% Reduced -48.8k -48,821
22 Treasure Coast Financial Planning 2.44% of their portfolio VERO BEACH, FL 73,60973.6k $3.5m $3.5m 2.44% New
23 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.22% of their portfolio LONG BEACH, CA 69,42269.4k $3.3m $3.3m 0.22% Added +2.1k +2,099
24 SAXON INTERESTS, INC. 1.85% of their portfolio HOUSTON, TX 69,28469.3k $3.3m $3.3m 1.85% Added +362 +362
25 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 68,82668.8k $3.3m $3.3m 0.08% Reduced -10.9k -10,909
26 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 64,34664.3k $3.0m $3.0m 0.01% Reduced -1.3m -1,314,840
27 FSM Wealth Advisors, LLC 1.70% of their portfolio CLEVELAND, OH 61,78361.8k $2.9m $2.9m 1.70% Added +3.4k +3,356
28 Koshinski Asset Management, Inc. 0.24% of their portfolio DECATUR, IL 51,64151.6k $2.4m $2.4m 0.24% Reduced -4.1k -4,066
29 Certified Advisory Corp 0.43% of their portfolio ALTAMONTE SPRINGS, FL 50,75550.8k $2.4m $2.4m 0.43% Added +3.8k +3,795
30 LexAurum Advisors, LLC 0.71% of their portfolio OVERLAND PARK, KS 45,14845.1k $2.1m $2.1m 0.71% Added +3.3k +3,276
31 LAKE STREET PRIVATE WEALTH, LLC 0.38% of their portfolio CHICAGO, IL 42,79042.8k $2.0m $2.0m 0.38% Added +2.8k +2,764
32 Lane & Associates LLC 1.45% of their portfolio MOORESTOWN, NJ 34,27834.3k $1.6m $1.6m 1.45% Reduced -2.2k -2,193
33 Etesian Wealth Advisors, Inc. 1.04% of their portfolio West Linn, OR 33,01833.0k $1.6m $1.6m 1.04% Reduced -2.0k -1,999
34 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 29,44029.4k $1.4m $1.4m 0.03% New
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 29,10529.1k $1.4m $1.4m 0.00% Reduced -2.9k -2,897
36 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 24,09824.1k $1.1m $1.1m 0.02% New
37 Dubuque Bank & Trust Co 0.13% of their portfolio Dubuque, IA 21,56921.6k $1.0m $1.0m 0.13% Unchanged
38 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,06321.1k $998.0k $998.0k 0.00% Added +16.7k +16,697
39 Good Life Advisors, LLC 0.13% of their portfolio READING, PA 20,98421.0k $993.8k $993.8k 0.13% Added +3.0k +2,992
40 Financial Insights, Inc. 0.39% of their portfolio TACOMA, WA 20,35820.4k $964.1k $964.1k 0.39% Reduced -3.8k -3,823
41 Running Point Capital Advisors, LLC 0.56% of their portfolio EL SEGUNDO, CA 19,38719.4k $918.2k $918.2k 0.56% Added +21 +21
42 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 19,26019.3k $912.2k $912.2k 0.00% Unchanged
43 SPC Financial, Inc. 0.09% of their portfolio ROCKVILLE, MD 16,02416.0k $758.9k $758.9k 0.09% Reduced -109 -109
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,82315.8k $749.0k $749.0k 0.00% Reduced -78 -78
45 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 14,77714.8k $698.1k $698.1k 0.04% Added +570 +570
46 Dynamic Advisor Solutions LLC 0.03% of their portfolio PHOENIX, AZ 12,22412.2k $578.9k $578.9k 0.03% Reduced -1.2k -1,193
47 SYM FINANCIAL Corp 0.12% of their portfolio WINONA LAKE, IN 11,15911.2k $528.5k $528.5k 0.12% Added +2 +2
48 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 10,55310.6k $499.8k $499.8k 0.00% Reduced -96 -96
49 DRIVE WEALTH MANAGEMENT, LLC 0.20% of their portfolio LEHI, UT 10,19110.2k $482.6k $482.6k 0.20% Reduced -627 -627
50 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 9,4989.5k $449.8k $449.8k 0.01% Added +21 +21
51 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,0119.0k $426.8k $426.8k 0.00% New
52 Falcon Wealth Planning 0.11% of their portfolio Ontario, CA 8,9899.0k $425.7k $425.7k 0.11% Reduced -260 -260
53 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,1468.1k $385.8k $385.8k 0.00% New
54 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 8,1468.1k $385.8k $385.8k 0.00% Reduced -1.8k -1,844
55 COLONY GROUP LLC 0.01% of their portfolio Boston, MA 7,5637.6k $358.0k $358.0k 0.01% Reduced -122 -122
56 Gallacher Capital Management LLC 0.21% of their portfolio LONE TREE, CO 7,4397.4k $352.3k $352.3k 0.21% Unchanged
57 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 7,3557.4k $238.2k $238.2k 0.00% Added +2.0k +1,980
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,3456.3k $300.0k $300.0k 0.00% Reduced -357 -357
59 Beaumont Financial Advisors, LLC 0.03% of their portfolio NEEDHAM, MA 6,1806.2k $292.7k $292.7k 0.03% Unchanged
60 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 5,9556.0k $282.0k $282.0k 0.01% Reduced -1.2k -1,204
61 MOTCO 0.02% of their portfolio SAN ANTONIO, TX 5,9305.9k $280.8k $280.8k 0.02% Added +3.0k +2,991
62 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 5,3655.4k $254.1k $254.1k 0.02% Added +983 +983
63 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 4,7804.8k $226.1k $226.1k 0.01% Reduced -256 -256
64 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,7164.7k $223.3k $223.3k 0.00% Added +281 +281
65 Wescott Financial Advisory Group, LLC 0.05% of their portfolio Philadelphia, PA 4,4484.4k $210.7k $210.7k 0.05% Added +30 +30
66 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 3,2103.2k $152.0k $152.0k 0.01% New
67 Park Place Capital Corp 0.03% of their portfolio Homewood, AL 2,5952.6k $122.9k $122.9k 0.03% Added +1.1k +1,059
68 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 2,2722.3k $107.1k $107.1k 0.02% New
69 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 1,7641.8k $83.5k $83.5k 0.00% Unchanged
70 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,5271.5k $72.3k $72.3k 0.00% New
71 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,4201.4k $67.2k $67.2k 0.01% Unchanged
72 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 969969 $46.0k $46.0k 0.00% Reduced -678 -678
73 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 561561 $26.6k $26.6k 0.00% Unchanged
74 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 535535 $25.3k $25.3k 0.00% Added +509 +509
75 ICA Group Wealth Management, LLC 0.01% of their portfolio DENVER, CO 522522 $24.7k $24.7k 0.01% Unchanged
76 CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.00% of their portfolio RICHMOND, VA 449449 $21.3k $21.3k 0.00% Reduced -2.3k -2,273
77 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 401401 $19.0k $19.0k 0.00% Reduced -100 -100
78 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 358358 $17.0k $17.0k 0.00% New
79 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 270270 $12.8k $12.8k 0.00% Unchanged
80 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 262262 $12.4k $12.4k 0.00% Unchanged
81 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 247247 $11.7k $11.7k 0.00% Added +247 +247
82 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 245245 $11.6k $11.6k 0.00% Reduced -49 -49
83 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 3939 $1.8k $1.8k 0.00% Unchanged
84 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 2020 $947 $947 0.00% Unchanged
85 FMR LLC 0.00% of their portfolio BOSTON, MA 22 $94 $94 0.00% Reduced -2 -2