Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

96 institutional holders +11 vs Q1 2023
5,615,8585.6m shares reported held*
$261.6mreported value*
15 new 47 added 19 reduced 5 sold out net bought ≈ $59.9m (+1.3m 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 ≈ $46.59.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 72Q4 22: 87Q1 23: 85Q2 23: 9696Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202272
Q4 202287
Q1 202385
Q2 202396

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 42 bought or addedQ4 22: 40 cut or sold outQ4 22Q1 23: 42 bought or addedQ1 23: 42 cut or sold outQ1 23Q2 23: 62 bought or addedQ2 23: 24 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224240
Q1 20234242
Q2 20236224

Biggest buyers

Baird Financial Group, Inc. New +181,128+181.1k
CAPTRUST FINANCIAL ADVISORS New +159,424+159.4k
JANE STREET GROUP, LLC Added +157,806+157.8k
Prime Capital Investment Advisors, LLC New +156,275+156.3k
GOLDMAN SACHS GROUP INC New +100,000+100.0k
Vertex Planning Partners, LLC Added +58,694+58.7k
Fiduciary Alliance LLC New +53,874+53.9k
CITADEL ADVISORS LLC New +49,641+49.6k
ForthRight Wealth Management, LLC New +47,302+47.3k
BANK OF AMERICA CORP /DE/ Added +43,740+43.7k

Biggest sellers

Goodman Advisory Group, LLC Reduced -110,387-110.4k
OneDigital Investment Advisors LLC Reduced -25,821-25.8k
Peterson Wealth Advisors, LLC Reduced -17,585-17.6k
Sunflower Bank, N.A. Reduced -16,462-16.5k
Ameritas Advisory Services, LLC Sold out -14,777-14.8k
Avantax Planning Partners, Inc. Reduced -10,292-10.3k
Lane & Associates LLC Reduced -6,715-6.7k
Financial Insights, Inc. Reduced -5,769-5.8k
SAXON INTERESTS, INC. Reduced -3,291-3.3k
Falcon Wealth Planning Reduced -2,198-2.2k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 416,937416.9k $19.4m $19.4m 0.00% Added +43.7k +43,740
2 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 285,440285.4k $13.3m $13.3m 0.03% Added +32.1k +32,055
3 Avantax Planning Partners, Inc. 0.51% of their portfolio DUBUQUE, IA 272,896272.9k $12.7m $12.7m 0.51% Reduced -10.3k -10,292
4 Sunflower Bank, N.A. 2.90% of their portfolio DALLAS, TX 267,452267.5k $12.5m $12.5m 2.90% Reduced -16.5k -16,462
5 ADAMSBROWN WEALTH CONSULTANTS LLC 6.42% of their portfolio WICHITA, KS 260,807260.8k $12.2m $12.2m 6.42% Added +38.6k +38,645
6 CGN Advisors LLC 1.58% of their portfolio MANHATTAN, KS 235,802235.8k $11.0m $11.0m 1.58% Added +19.5k +19,483
7 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 222,152222.2k $10.4m $10.4m 0.01% Added +157.8k +157,806
8 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 192,342192.3k $9.0m $9.0m 0.05% Reduced -939 -939
9 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 181,128181.1k $8.4m $8.4m 0.02% New
10 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 159,424159.4k $7.4m $7.4m 0.03% New
11 Prime Capital Investment Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 156,275156.3k $7.3m $7.3m 0.14% New
12 Vertex Planning Partners, LLC 2.32% of their portfolio DOWNERS GROVE, IL 145,940145.9k $6.8m $6.8m 2.32% Added +58.7k +58,694
13 Windsor Capital Management, LLC 2.21% of their portfolio Phoenix, AZ 143,508143.5k $6.7m $6.7m 2.21% Added +17 +17
14 Hyperion Partners, LLC 5.44% of their portfolio BERWYN, PA 138,406138.4k $6.4m $6.4m 5.44% Added +5.3k +5,257
15 Peterson Wealth Advisors, LLC 1.61% of their portfolio Orem, UT 131,031131.0k $6.1m $6.1m 1.61% Reduced -17.6k -17,585
16 KMG FIDUCIARY PARTNERS, LLC 0.78% of their portfolio TOLEDO, OH 129,737129.7k $6.0m $6.0m 0.78% Added +11.0k +10,981
17 Hills Bank & Trust Co 0.75% of their portfolio North Liberty, IA 125,619125.6k $5.9m $5.9m 0.75% Added +27.5k +27,513
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 118,771118.8k $5.5m $5.5m 0.00% Added +3.3k +3,308
19 Treasure Coast Financial Planning 3.40% of their portfolio VERO BEACH, FL 108,056108.1k $5.0m $5.0m 3.40% Added +34.4k +34,447
20 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 100,427100.4k $4.7m $4.7m 0.01% Added +7.1k +7,114
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 100,000100.0k $4.7m $4.7m 0.00% New
22 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.33% of their portfolio LONG BEACH, CA 96,90696.9k $4.5m $4.5m 0.33% Added +27.5k +27,484
23 Financial Management Professionals, Inc. 0.75% of their portfolio AUSTIN, TX 96,39796.4k $4.5m $4.5m 0.75% Added +657 +657
24 Simplicity Solutions, LLC 0.12% of their portfolio MINNEAPOLIS, MN 95,18495.2k $4.4m $4.4m 0.12% Added +5.1k +5,124
25 Bleakley Financial Group, LLC 0.14% of their portfolio PARSIPPANY, NJ 95,18495.2k $4.4m $4.4m 0.14% Added +5.1k +5,124
26 FSM Wealth Advisors, LLC 2.10% of their portfolio CLEVELAND, OH 90,23790.2k $4.2m $4.2m 2.10% Added +28.5k +28,454
27 Freedom Investment Management, Inc. 0.40% of their portfolio SOUTH WINDSOR, CT 76,34976.3k $3.6m $3.6m 0.40% Reduced -1.9k -1,924
28 Koshinski Asset Management, Inc. 0.37% of their portfolio DECATUR, IL 74,92774.9k $3.5m $3.5m 0.37% Added +23.3k +23,286
29 Certified Advisory Corp 0.59% of their portfolio ALTAMONTE SPRINGS, FL 69,21569.2k $3.2m $3.2m 0.59% Added +18.5k +18,460
30 SAXON INTERESTS, INC. 1.65% of their portfolio HOUSTON, TX 65,99366.0k $3.1m $3.1m 1.65% Reduced -3.3k -3,291
31 LexAurum Advisors, LLC 0.77% of their portfolio OVERLAND PARK, KS 55,16355.2k $2.6m $2.6m 0.77% Added +10.0k +10,015
32 LAKE STREET PRIVATE WEALTH, LLC 0.44% of their portfolio CHICAGO, IL 54,49254.5k $2.5m $2.5m 0.44% Added +11.7k +11,702
33 Fiduciary Alliance LLC 0.54% of their portfolio GREENVILLE, SC 53,87453.9k $2.5m $2.5m 0.54% New
34 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 49,64149.6k $2.3m $2.3m 0.00% New
35 ForthRight Wealth Management, LLC 0.92% of their portfolio ALPHARETTA, GA 47,30247.3k $2.2m $2.2m 0.92% New
36 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 43,00543.0k $2.0m $2.0m 0.04% Reduced -25.8k -25,821
37 COLONY GROUP LLC 0.03% of their portfolio Boston, MA 42,71842.7k $2.0m $2.0m 0.03% Added +35.2k +35,155
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 33,88433.9k $1.6m $1.6m 0.00% Added +4.8k +4,779
39 Etesian Wealth Advisors, Inc. 1.01% of their portfolio West Linn, OR 33,24833.2k $1.5m $1.5m 1.01% Added +230 +230
40 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 32,15232.2k $1.5m $1.5m 0.00% Added +27.4k +27,436
41 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 31,37031.4k $1.5m $1.5m 0.03% Added +1.9k +1,930
42 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 27,59927.6k $1.3m $1.3m 0.03% Added +3.5k +3,501
43 Lane & Associates LLC 1.02% of their portfolio MOORESTOWN, NJ 27,56327.6k $1.3m $1.3m 1.02% Reduced -6.7k -6,715
44 PFG Advisors 0.09% of their portfolio Phoenix, AZ 25,95226.0k $1.2m $1.2m 0.09% New
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,26322.3k $1.0m $1.0m 0.00% Added +1.2k +1,200
46 Dubuque Bank & Trust Co 0.13% of their portfolio Dubuque, IA 21,56921.6k $1.0m $1.0m 0.13% Unchanged
47 Good Life Advisors, LLC 0.11% of their portfolio READING, PA 20,66320.7k $962.9k $962.9k 0.11% Reduced -321 -321
48 Running Point Capital Advisors, LLC 0.51% of their portfolio EL SEGUNDO, CA 19,59819.6k $913.3k $913.3k 0.51% Added +211 +211
49 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 19,26019.3k $897.5k $897.5k 0.00% Unchanged
50 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 18,63918.6k $868.6k $868.6k 0.03% New
51 StrategIQ Financial Group, LLC 0.09% of their portfolio MERRILLVILLE, IN 17,77417.8k $828.3k $828.3k 0.09% New
52 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,89315.9k $741.0k $741.0k 0.00% Added +70 +70
53 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 15,42715.4k $718.9k $718.9k 0.01% New
54 SPC Financial, Inc. 0.08% of their portfolio ROCKVILLE, MD 15,34315.3k $715.0k $715.0k 0.08% Reduced -681 -681
55 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 15,27515.3k $711.8k $711.8k 0.04% Added +12.1k +12,065
56 Financial Insights, Inc. 0.25% of their portfolio TACOMA, WA 14,58914.6k $679.8k $679.8k 0.25% Reduced -5.8k -5,769
57 Dynamic Advisor Solutions LLC 0.03% of their portfolio PHOENIX, AZ 12,67012.7k $590.4k $590.4k 0.03% Added +446 +446
58 First Citizens Financial Corp 0.40% of their portfolio MASON CITY, IA 12,49812.5k $582.4k $582.4k 0.40% First filing
59 SYM FINANCIAL Corp 0.11% of their portfolio WINONA LAKE, IN 11,32211.3k $527.6k $527.6k 0.11% Added +163 +163
60 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 10,61810.6k $494.8k $494.8k 0.01% Added +2.5k +2,472
61 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 10,61810.6k $494.8k $494.8k 0.01% Added +2.5k +2,472
62 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 10,57310.6k $492.7k $492.7k 0.00% Added +20 +20
63 DRIVE WEALTH MANAGEMENT, LLC 0.17% of their portfolio LEHI, UT 9,6319.6k $448.9k $448.9k 0.17% Reduced -560 -560
64 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 9,4409.4k $439.9k $439.9k 0.01% Reduced -58 -58
65 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,9889.0k $418.8k $418.8k 0.00% Reduced -23 -23
66 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 7,5407.5k $351.4k $351.4k 0.00% Added +185 +185
67 Gallacher Capital Management LLC 0.20% of their portfolio LONE TREE, CO 7,4397.4k $346.7k $346.7k 0.20% Unchanged
68 Falcon Wealth Planning 0.07% of their portfolio Ontario, CA 6,7916.8k $316.5k $316.5k 0.07% Reduced -2.2k -2,198
69 Atlas Private Wealth Advisors 0.06% of their portfolio RED BANK, NJ 6,6986.7k $312.1k $312.1k 0.06% New
70 MOTCO 0.02% of their portfolio SAN ANTONIO, TX 6,4106.4k $298.7k $298.7k 0.02% Added +480 +480
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,3876.4k $298.0k $298.0k 0.00% Added +42 +42
72 Beaumont Financial Advisors, LLC 0.03% of their portfolio NEEDHAM, MA 6,1806.2k $288.0k $288.0k 0.03% Unchanged
73 CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.05% of their portfolio RICHMOND, VA 6,0356.0k $281.2k $281.2k 0.05% Added +5.6k +5,586
74 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 5,9556.0k $277.5k $277.5k 0.01% Unchanged
75 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 5,6735.7k $264.4k $264.4k 0.02% Added +308 +308
76 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 4,7804.8k $222.7k $222.7k 0.01% Unchanged
77 Wescott Financial Advisory Group, LLC 0.04% of their portfolio Philadelphia, PA 4,4984.5k $209.6k $209.6k 0.04% Added +50 +50
78 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,3724.4k $203.7k $203.7k 0.00% Added +4.0k +3,971
79 Park Place Capital Corp 0.04% of their portfolio Homewood, AL 2,7052.7k $126.1k $126.1k 0.04% Added +110 +110
80 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,2212.2k $103.5k $103.5k 0.01% Reduced -51 -51
81 WFA of San Diego, LLC 0.10% of their portfolio SAN DIEGO, CA 2,0782.1k $96.8k $96.8k 0.10% New
82 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 1,5841.6k $73.8k $73.8k 0.00% Reduced -180 -180
83 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,4201.4k $66.2k $66.2k 0.01% Unchanged
84 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,1511.2k $54.0k $54.0k 0.00% Added +182 +182
85 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 561561 $26.1k $26.1k 0.00% Unchanged
86 Goodman Advisory Group, LLC 0.01% of their portfolio NEEDHAM, MA 456456 $21.2k $21.2k 0.01% Reduced -110.4k -110,387
87 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 440440 $20.5k $20.5k 0.00% Added +82 +82
88 Tyler-Stone Wealth Management 0.01% of their portfolio Beachwood, OH 350350 $16.0k $16.0k 0.01% First filing
89 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 262262 $12.2k $12.2k 0.00% Unchanged
90 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 247247 $11.5k $11.5k 0.00% Unchanged
91 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 245245 $11.4k $11.4k 0.00% Unchanged
92 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 8585 $4.0k $4.0k 0.00% Reduced -185 -185
93 Financial Gravity Asset Management, Inc. 0.01% of their portfolio Lakeway, TX 4747 $15.7k $15.7k 0.01% New
94 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 3939 $1.8k $1.8k 0.00% Unchanged
95 UBS Group AG 0.00% of their portfolio ZURICH, V8 3333 $1.5k $1.5k 0.00% New
96 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 2020 $932 $932 0.00% Unchanged