J P MORGAN EXCHANGE TRADED F BBHY
BETABUILDERS USD · ETP · CUSIP 46641Q878
75
institutional holders
+6 vs Q3 2022
7.7m
shares reported held*
$339.0mreported value*
9 new
27 added
26 reduced
7 sold out
net bought ≈ $10.7m (+244.2k 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 ≈ $43.86.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 69 |
| Q4 2022 | 75 |
Biggest buyers
| State of New Jersey Common Pension Fund D | New | +500.0k |
| JANE STREET GROUP, LLC | Added | +162.4k |
| Gradient Investments LLC | Added | +102.1k |
| Founders Financial Alliance, LLC | New | +77.9k |
| LPL Financial LLC | Added | +49.6k |
| Pinnacle Wealth Planning Services, Inc. | Added | +36.5k |
| NEUBERGER BERMAN GROUP LLC | Added | +34.4k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +29.1k |
| OLD MISSION CAPITAL LLC | Added | +26.5k |
| Galvin, Gaustad & Stein, LLC | Added | +26.2k |
Biggest sellers
| RAINEY & RANDALL WEALTH ADVISORS INC. | Sold out | -344.0k |
| JPMORGAN CHASE & CO | Reduced | -319.0k |
| CONDOR CAPITAL MANAGEMENT | Reduced | -49.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -39.2k |
| CONNING INC. | Sold out | -35.0k |
| FLOW TRADERS U.S. LLC | Sold out | -32.8k |
| Simmons Bank | Reduced | -15.7k |
| WealthPlan Investment Management, LLC | Sold out | -15.6k |
| MISSION WEALTH MANAGEMENT, LP | Reduced | -13.2k |
| CreativeOne Wealth, LLC | Reduced | -13.2k |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.03% of their portfolio | 4.2m $182.9m | Reduced -319.0k |
| State of New Jersey Common Pension Fund D 0.08% of their portfolio | 500.0k $21.9m | New |
| Gradient Investments LLC 0.55% of their portfolio | 398.2k $17.5m | Added +102.1k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 330.1k $14.5m | Added +162.4k |
| HighTower Advisors, LLC 0.03% of their portfolio | 319.1k $14.0m | Reduced -2.8k |
| Simmons Bank 0.64% of their portfolio | 169.0k $7.4m | Reduced -15.7k |
| NICOLET ADVISORY SERVICES, LLC 0.79% of their portfolio | 132.3k $6.0m | Reduced -7.5k |
| Windsor Capital Management, LLC 2.05% of their portfolio | 128.4k $5.6m | Reduced -3.8k |
| LPL Financial LLC 0.00% of their portfolio | 102.3k $4.5m | Added +49.6k |
| CONDOR CAPITAL MANAGEMENT 0.56% of their portfolio | 102.3k $4.5m | Reduced -49.7k |
| Pinnacle Wealth Planning Services, Inc. 0.73% of their portfolio | 93.5k $4.1m | Added +36.5k |
| Visionary Wealth Advisors 0.35% of their portfolio | 85.9k $3.8m | Added +369 |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 84.0k $3.7m | Reduced -1.7k |
| Galvin, Gaustad & Stein, LLC 0.35% of their portfolio | 79.6k $3.5m | Added +26.2k |
| Founders Financial Alliance, LLC 1.57% of their portfolio | 77.9k $3.4m | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio | 77.7k $3.4m | Added +7.3k |
| MISSION WEALTH MANAGEMENT, LP 0.15% of their portfolio | 72.1k $3.2m | Reduced -13.2k |
| Royal Fund Management, LLC 0.48% of their portfolio | 66.8k $2.9m | Reduced -670 |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 65.3k $2.9m | Added +34.4k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 59.4k $2.6m | Added +10.7k |
| Gallacher Capital Management LLC 1.13% of their portfolio | 42.7k $1.9m | First filing |
| CreativeOne Wealth, LLC 0.10% of their portfolio | 42.6k $1.9m | Reduced -13.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 42.3k $1.9m | Added +29.1k |
| Graves Light Lenhart Wealth, Inc. 0.24% of their portfolio | 35.3k $1.5m | Added +16.8k |
| OLD MISSION CAPITAL LLC 0.06% of their portfolio | 33.5k $1.5m | Added +26.5k |
| Wolf Group Capital Advisors 0.65% of their portfolio | 31.6k $1.4m | Added +3.2k |
| Dynamic Advisor Solutions LLC 0.08% of their portfolio | 27.0k $1.2m | Added +21.4k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 25.5k $1.1m | Added +20.0k |
| ALBION FINANCIAL GROUP /UT 0.11% of their portfolio | 25.1k $1.1m | Added +5.2k |
| Lido Advisors, LLC 0.02% of their portfolio | 24.3k $1.1m | Reduced -376 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 23.4k $1.0m | Reduced -39.2k |
| Lane & Associates LLC 0.96% of their portfolio | 23.1k $1.0m | First filing |
| CAPE COD FIVE CENTS SAVINGS BANK 0.11% of their portfolio | 22.2k $971.2k | New |
| GeoWealth Management, LLC 0.10% of their portfolio | 22.0k $965.0k | Added +706 |
| KCS Wealth Advisory 0.32% of their portfolio | 17.8k $780.2k | Added +1.6k |
| MORGAN STANLEY 0.00% of their portfolio | 17.3k $758.7k | Reduced -4.6k |
| Graypoint LLC 0.07% of their portfolio | 13.3k $584.5k | Reduced -2.9k |
| Vawter Financial, Ltd. 0.65% of their portfolio | 12.6k $554.0k | First filing |
| RAYMOND JAMES TRUST N.A. 0.02% of their portfolio | 12.3k $541.0k | Reduced -349 |
| Avestar Capital, LLC 0.11% of their portfolio | 11.8k $518.3k | New |
| Slow Capital, Inc. 0.11% of their portfolio | 10.8k $475.4k | Added +728 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 10.7k $469.6k | Reduced -279 |
| Donoghue Forlines LLC 0.16% of their portfolio | 10.5k $461.7k | Reduced -1.1k |
| BAKER BOYER NATIONAL BANK 0.16% of their portfolio | 8.7k $381.3k | Unchanged |
| Acorn Wealth Advisors, LLC 0.26% of their portfolio | 7.8k $340.0k | Reduced -1.1k |
| Independent Wealth Network Inc. 0.23% of their portfolio | 7.5k $330.9k | Reduced -47 |
| PARK AVENUE SECURITIES LLC 0.01% of their portfolio | 7.1k $313.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 6.5k $284.0k | Reduced -7.7k |
| Patriot Financial Group Insurance Agency, LLC 0.06% of their portfolio | 5.7k $248.4k | Reduced -796 |
| Capital Advisors Wealth Management, LLC 0.07% of their portfolio | 5.6k $244.8k | Added +636 |
| Capital Analysts, LLC 0.01% of their portfolio | 5.0k $218.0k | Added +1.4k |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.05% of their portfolio | 5.0k $217.3k | Added +50 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.8k $124.7k | Added +199 |
| Advisors Asset Management, Inc. 0.00% of their portfolio | 2.3k $98.7k | Reduced -17 |
| Highlander Capital Management, LLC 0.04% of their portfolio | 1.6k $70.0k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6k $68.7k | Reduced -235 |
| UBS Group AG 0.00% of their portfolio | 1.4k $59.6k | Added +448 |
| ASSETMARK, INC 0.00% of their portfolio | 1.2k $51.8k | Added +997 |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 1.1k $48.3k | Reduced -1.9k |
| Rosenberg Matthew Hamilton 0.02% of their portfolio | 1.1k $46.2k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 559 $24.5k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 500 $22.0k | Unchanged |
| Avior Wealth Management, LLC 0.00% of their portfolio | 488 $21.4k | Reduced -4.8k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 400 $18 | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 381 $16.7k | Added +185 |
| MRP Capital Investments, LLC 0.02% of their portfolio | 312 $13.7k | First filing |
| Belpointe Asset Management LLC 0.00% of their portfolio | 280 $12.3k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 210 $9.2k | Added +6 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio | 150 $6.6k | New |
| McIlrath & Eck, LLC 0.00% of their portfolio | 140 $6.1k | Unchanged |
| Mascoma Wealth Management LLC 0.00% of their portfolio | 104 $4.6k | Unchanged |
| JANICZEK WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 82 $3.7k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 35 $1.5k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 32 $2.0k | Reduced -56 |
| FMR LLC 0.00% of their portfolio | 4 $175 | New |