Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

116 institutional holders +6 vs Q4 2023
7,433,6457.4m shares reported held*
$353.9mreported value*
19 new 54 added 29 reduced 11 sold out net bought ≈ $60.7m (+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 ($275.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.61.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 72Q4 22: 87Q1 23: 85Q2 23: 96Q3 23: 100Q4 23: 110Q1 24: 116116Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202272
Q4 202287
Q1 202385
Q2 202396
Q3 2023100
Q4 2023110
Q1 2024116

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 23Q3 23: 61 bought or addedQ3 23: 38 cut or sold outQ3 23Q4 23: 65 bought or addedQ4 23: 46 cut or sold outQ4 23Q1 24: 73 bought or addedQ1 24: 40 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224240
Q1 20234242
Q2 20236224
Q3 20236138
Q4 20236546
Q1 20247340

Biggest buyers

MORGAN STANLEY Added +286,052+286.1k
ACIMA PRIVATE WEALTH, LLC New +273,556+273.6k
Simplicity Wealth,LLC New +134,041+134.0k
JANE STREET GROUP, LLC Added +99,452+99.5k
BBJS FINANCIAL ADVISORS, LLC New +84,224+84.2k
KMG FIDUCIARY PARTNERS, LLC Added +77,678+77.7k
Koshinski Asset Management, Inc. New +75,121+75.1k
Hobart Private Capital, LLC New +59,003+59.0k
Cetera Investment Advisers New +58,486+58.5k
NewEdge Wealth, LLC New +56,253+56.3k

Biggest sellers

Thrivent Financial for Lutherans Reduced -127,987-128.0k
MML INVESTORS SERVICES, LLC Reduced -102,793-102.8k
CAPTRUST FINANCIAL ADVISORS Reduced -36,004-36.0k
CITADEL ADVISORS LLC Sold out -17,771-17.8k
SAXON INTERESTS, INC. Reduced -16,764-16.8k
Avantax Planning Partners, Inc. Reduced -15,105-15.1k
CGN Advisors LLC Reduced -14,771-14.8k
Cetera Advisor Networks LLC Sold out -8,929-8.9k
OLD MISSION CAPITAL LLC Sold out -7,692-7.7k
Financial Insights, Inc. Sold out -7,321-7.3k

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 438,817438.8k $20.9m $20.9m 0.00% Added +25.1k +25,101
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 364,482364.5k $17.4m $17.4m 0.00% Added +286.1k +286,052
3 ADAMSBROWN WEALTH CONSULTANTS LLC 6.01% of their portfolio WICHITA, KS 311,691311.7k $14.8m $14.8m 6.01% Added +12.4k +12,413
4 ACIMA PRIVATE WEALTH, LLC 4.80% of their portfolio RICHMOND, VA 273,556273.6k $13.0m $13.0m 4.80% New
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 271,795271.8k $12.9m $12.9m 0.02% Added +22.7k +22,739
6 Sunflower Bank, N.A. 2.82% of their portfolio DALLAS, TX 263,150263.1k $12.5m $12.5m 2.82% Added +6.2k +6,235
7 McCarthy & Cox 4.54% of their portfolio MARYSVILLE, OH 252,245252.2k $12.0m $12.0m 4.54% First filing
8 Avantax Planning Partners, Inc. 0.36% of their portfolio DUBUQUE, IA 235,044235.0k $11.2m $11.2m 0.36% Reduced -15.1k -15,105
9 CGN Advisors LLC 1.39% of their portfolio MANHATTAN, KS 229,848229.8k $10.9m $10.9m 1.39% Reduced -14.8k -14,771
10 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 224,906224.9k $10.7m $10.7m 0.02% Added +2.1k +2,056
11 KMG FIDUCIARY PARTNERS, LLC 1.07% of their portfolio TOLEDO, OH 217,882217.9k $10.4m $10.4m 1.07% Added +77.7k +77,678
12 Hills Bank & Trust Co 0.84% of their portfolio North Liberty, IA 209,269209.3k $10.0m $10.0m 0.84% Added +1.1k +1,087
13 FSM Wealth Advisors, LLC 3.36% of their portfolio CLEVELAND, OH 198,552198.6k $9.5m $9.5m 3.36% Added +47.5k +47,458
14 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 187,356187.4k $8.9m $8.9m 0.02% Added +9.2k +9,152
15 Prime Capital Investment Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 162,884162.9k $7.8m $7.8m 0.11% Added +8.0k +7,990
16 Certified Advisory Corp 1.06% of their portfolio ALTAMONTE SPRINGS, FL 159,364159.4k $7.6m $7.6m 1.06% Added +3.5k +3,504
17 Hyperion Partners, LLC 5.33% of their portfolio BERWYN, PA 152,854152.9k $7.3m $7.3m 5.33% Added +6.6k +6,628
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 150,016150.0k $7.1m $7.1m 0.00% Added +7.9k +7,890
19 ForthRight Wealth Management, LLC 2.54% of their portfolio ALPHARETTA, GA 148,634148.6k $7.1m $7.1m 2.54% Added +14.5k +14,495
20 Windsor Capital Management, LLC 2.10% of their portfolio Phoenix, AZ 142,068142.1k $6.8m $6.8m 2.10% Reduced -128 -128
21 Simplicity Wealth,LLC 0.15% of their portfolio SUMMIT, NJ 134,041134.0k $6.4m $6.4m 0.15% New
22 Bleakley Financial Group, LLC 0.18% of their portfolio PARSIPPANY, NJ 134,041134.0k $6.4m $6.4m 0.18% Added +7.2k +7,190
23 Peterson Wealth Advisors, LLC 1.35% of their portfolio Orem, UT 133,724133.7k $6.4m $6.4m 1.35% Added +4.1k +4,139
24 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 118,666118.7k $5.7m $5.7m 0.02% Reduced -36.0k -36,004
25 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.37% of their portfolio LONG BEACH, CA 118,234118.2k $5.6m $5.6m 0.37% Added +1.0k +1,031
26 Treasure Coast Financial Planning 3.55% of their portfolio VERO BEACH, FL 113,864113.9k $5.4m $5.4m 3.55% Added +4.9k +4,943
27 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 108,784108.8k $5.2m $5.2m 0.01% Added +99.5k +99,452
28 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 105,140105.1k $5.0m $5.0m 0.01% Reduced -128.0k -127,987
29 Financial Management Professionals, Inc. 0.68% of their portfolio AUSTIN, TX 96,70696.7k $4.6m $4.6m 0.68% Reduced -355 -355
30 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 93,67193.7k $4.5m $4.5m 0.02% Reduced -102.8k -102,793
31 Running Point Capital Advisors, LLC 1.98% of their portfolio EL SEGUNDO, CA 93,07693.1k $4.4m $4.4m 1.98% Added +4.1k +4,057
32 Ignite Planners, LLC 1.21% of their portfolio SAN CLEMENTE, CA 90,98791.0k $4.3m $4.3m 1.21% Added +24.7k +24,725
33 BBJS FINANCIAL ADVISORS, LLC 1.43% of their portfolio SEATTLE, WA 84,22484.2k $4.0m $4.0m 1.43% New
34 Koshinski Asset Management, Inc. 0.37% of their portfolio DECATUR, IL 75,12175.1k $3.6m $3.6m 0.37% New
35 Fiduciary Alliance LLC 0.60% of their portfolio GREENVILLE, SC 71,49671.5k $3.4m $3.4m 0.60% Added +4.0k +4,044
36 LexAurum Advisors, LLC 0.77% of their portfolio OVERLAND PARK, KS 64,62164.6k $3.1m $3.1m 0.77% Added +9.4k +9,388
37 Hobart Private Capital, LLC 0.86% of their portfolio CHARLOTTE, NC 59,00359.0k $2.8m $2.8m 0.86% New
38 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 58,48658.5k $2.8m $2.8m 0.01% New
39 NewEdge Wealth, LLC 0.06% of their portfolio STAMFORD, CT 56,25356.3k $2.6m $2.6m 0.06% New
40 Freedom Investment Management, Inc. 0.21% of their portfolio SOUTH WINDSOR, CT 54,23254.2k $2.6m $2.6m 0.21% Reduced -3.9k -3,888
41 Marmo Financial Group, LLC 1.54% of their portfolio Johnson City, TN 53,09453.1k $2.5m $2.5m 1.54% New
42 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 52,53352.5k $2.5m $2.5m 0.00% Added +5.3k +5,259
43 WETZEL INVESTMENT ADVISORS, INC. 1.41% of their portfolio INDIANAPOLIS, IN 51,29651.3k $2.4m $2.4m 1.41% Reduced -124 -124
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,41242.4k $2.0m $2.0m 0.00% Added +21.0k +21,020
45 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 42,05842.1k $2.0m $2.0m 0.00% Added +20.8k +20,831
46 Stratos Wealth Advisors, LLC 0.11% of their portfolio BEACHWOOD, OH 38,74738.7k $1.8m $1.8m 0.11% Added +8.6k +8,560
47 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 37,09137.1k $1.8m $1.8m 0.03% Added +1.9k +1,850
48 Ameritas Advisory Services, LLC 0.07% of their portfolio Lincoln, NE 34,52534.5k $1.6m $1.6m 0.07% Added +19.6k +19,584
49 SYM FINANCIAL Corp 0.26% of their portfolio WINONA LAKE, IN 33,08133.1k $1.6m $1.6m 0.26% Added +4.9k +4,888
50 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 32,07732.1k $1.5m $1.5m 0.01% Added +6.7k +6,687
51 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 30,58330.6k $1.5m $1.5m 0.03% New
52 Etesian Wealth Advisors, Inc. 0.83% of their portfolio West Linn, OR 30,43830.4k $1.4m $1.4m 0.83% Reduced -3.4k -3,358
53 PFG Advisors 0.10% of their portfolio Phoenix, AZ 29,08829.1k $1.4m $1.4m 0.10% Reduced -762 -762
54 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 27,83427.8k $1.3m $1.3m 0.02% Reduced -109 -109
55 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 27,40327.4k $1.3m $1.3m 0.04% Added +16.3k +16,265
56 First Citizens Financial Corp 0.69% of their portfolio MASON CITY, IA 24,28024.3k $1.2m $1.2m 0.69% Added +583 +583
57 Good Life Advisors, LLC 0.10% of their portfolio READING, PA 23,61223.6k $1.1m $1.1m 0.10% Added +1.1k +1,127
58 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 23,41323.4k $1.1m $1.1m 0.00% Reduced -4.9k -4,941
59 HTLF Bank 0.12% of their portfolio Denver, CO 21,56921.6k $1.0m $1.0m 0.12% Unchanged
60 CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.14% of their portfolio RICHMOND, VA 19,09119.1k $909.1k $909.1k 0.14% Added +2.9k +2,873
61 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio ORLANDO, FL 18,22818.2k $862.7k $862.7k 0.09% Reduced -222 -222
62 Jacobi Capital Management LLC 0.08% of their portfolio PITTSTON, PA 18,14118.1k $863.9k $863.9k 0.08% New
63 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 18,03618.0k $858.9k $858.9k 0.04% Added +1.7k +1,657
64 Lane & Associates LLC 0.46% of their portfolio MOORESTOWN, NJ 15,34015.3k $730.5k $730.5k 0.46% Reduced -3.0k -2,980
65 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 14,91614.9k $710.3k $710.3k 0.02% Added +459 +459
66 SAXON INTERESTS, INC. 0.29% of their portfolio HOUSTON, TX 12,86112.9k $612.4k $612.4k 0.29% Reduced -16.8k -16,764
67 BRASADA CAPITAL MANAGEMENT, LP 0.11% of their portfolio HOUSTON, TX 12,71212.7k $605.3k $605.3k 0.11% Reduced -917 -917
68 Clear Point Advisors Inc. 0.47% of their portfolio MELVILLE, NY 12,10512.1k $576.5k $576.5k 0.47% Reduced -60 -60
69 SPC Financial, Inc. 0.05% of their portfolio ROCKVILLE, MD 11,99712.0k $571.3k $571.3k 0.05% Reduced -1.6k -1,621
70 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,98312.0k $570.6k $570.6k 0.00% Added +1.1k +1,133
71 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 11,83311.8k $563.5k $563.5k 0.01% Reduced -3.3k -3,327
72 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,79611.8k $561.7k $561.7k 0.00% Added +1.4k +1,432
73 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 10,43910.4k $497.1k $497.1k 0.01% Added +539 +539
74 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 8,6118.6k $410.0k $410.0k 0.02% New
75 Narus Financial Partners, LLC 0.17% of their portfolio SALT LAKE CITY, UT 8,5288.5k $406.1k $406.1k 0.17% Added +1.1k +1,098
76 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio RICHMOND, VA 7,4107.4k $352.9k $352.9k 0.01% Added +2.7k +2,730
77 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 7,3817.4k $351.5k $351.5k 0.01% Added +811 +811
78 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 6,5706.6k $312.9k $312.9k 0.00% Added +1.2k +1,229
79 Falcon Wealth Planning 0.05% of their portfolio Ontario, CA 6,3006.3k $300.0k $300.0k 0.05% Added +2.0k +1,989
80 Beaumont Financial Advisors, LLC 0.02% of their portfolio NEEDHAM, MA 6,1806.2k $294.3k $294.3k 0.02% Unchanged
81 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.05% of their portfolio GRAND BLANC, MI 5,9706.0k $284.3k $284.3k 0.05% New
82 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,8815.9k $280.1k $280.1k 0.00% New
83 MOTCO 0.02% of their portfolio SAN ANTONIO, TX 5,6235.6k $267.8k $267.8k 0.02% Added +119 +119
84 DRIVE WEALTH MANAGEMENT, LLC 0.07% of their portfolio LEHI, UT 5,4895.5k $261.4k $261.4k 0.07% Reduced -1.4k -1,361
85 Prosperity Wealth Management, Inc. 0.12% of their portfolio San Ramon, CA 5,3875.4k $256.5k $256.5k 0.12% Added +776 +776
86 Virtue Capital Management, LLC 0.05% of their portfolio BRENTWOOD, TN 5,3545.4k $288.4k $288.4k 0.05% Added +1.2k +1,239
87 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 4,8814.9k $232.4k $232.4k 0.02% Reduced -812 -812
88 Wescott Financial Advisory Group, LLC 0.03% of their portfolio Philadelphia, PA 4,6534.7k $221.6k $221.6k 0.03% Added +40 +40
89 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,5364.5k $216.0k $216.0k 0.00% Reduced -2.1k -2,090
90 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 4,5154.5k $212.9k $212.9k 0.00% Unchanged
91 SAGE FINANCIAL GROUP INC 0.02% of their portfolio W. CONSHOHOCKEN, PA 4,2084.2k $200.4k $200.4k 0.02% Unchanged
92 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 2,9753.0k $141.7k $141.7k 0.01% Reduced -795 -795
93 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,2032.2k $104.9k $104.9k 0.01% Added +4 +4
94 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 1,9592.0k $92.5k $92.5k 0.01% New
95 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,8321.8k $87.0k $87.0k 0.00% Reduced -87 -87
96 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,3841.4k $65.9k $65.9k 0.01% Added +1 +1
97 Park Place Capital Corp 0.02% of their portfolio Homewood, AL 1,2511.3k $59.6k $59.6k 0.02% Reduced -142 -142
98 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2321.2k $58.7k $58.7k 0.00% Unchanged
99 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,1191.1k $52.4k $52.4k 0.00% New
100 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 896896 $42.7k $42.7k 0.00% Added +686 +686