J P MORGAN EXCHANGE TRADED F JGRO
ACTIVE GROWTH · ETP · CUSIP 46654Q609
29
institutional holders
+18 vs Q3 2022
2.6m
shares reported held*
$116.8mreported value*
16 new
8 added
0 reduced
2 sold out
net bought ≈ $62.4m (+1.4m 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 ≈ $44.43.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 11 |
| Q4 2022 | 29 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +230.6k |
| Janney Montgomery Scott LLC | New | +218.5k |
| Vestmark Advisory Solutions, Inc. | New | +166.3k |
| Integrity Advisory, LLC | New | +132.7k |
| Avior Wealth Management, LLC | New | +130.7k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +82.7k |
| Wagner Wealth Management, LLC | Added | +79.7k |
| MassMutual Private Wealth & Trust, FSB | New | +66.3k |
| TRUIST FINANCIAL CORP | Added | +59.1k |
| STIFEL FINANCIAL CORP | New | +55.1k |
Biggest sellers
| RFG Advisory, LLC | Sold out | -45.0k |
| BANK OF AMERICA CORP /DE/ | Sold out | -5 |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.00% of their portfolio | 730.6k $32.5m | Added +230.6k |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 256.2k $11.4m | Added +59.1k |
| Goldstein Advisors, LLC 2.50% of their portfolio | 232.3k $10.3m | First filing |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 218.5k $9.7m | New |
| Vestmark Advisory Solutions, Inc. 0.36% of their portfolio | 166.3k $7.4m | New |
| Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio | 135.7k $6.0m | Added +44.3k |
| Integrity Advisory, LLC 5.40% of their portfolio | 132.7k $5.9m | New |
| Avior Wealth Management, LLC 0.44% of their portfolio | 130.7k $5.8m | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 118.6k $5.3m | Added +82.7k |
| Wagner Wealth Management, LLC 2.55% of their portfolio | 92.9k $4.1m | Added +79.7k |
| MassMutual Private Wealth & Trust, FSB 0.12% of their portfolio | 66.3k $2.9m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 55.1k $2.4m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 50.5k $2.2m | Added +45.6k |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 46.9k $2.1m | Added +32.4k |
| Sigma Planning Corp 0.07% of their portfolio | 41.7k $1.9m | New |
| Beaumont Financial Advisors, LLC 0.18% of their portfolio | 40.8k $1.8m | First filing |
| DAYMARK WEALTH PARTNERS, LLC 0.22% of their portfolio | 27.9k $1.2m | First filing |
| John W. Brooker & Co., CPAs 0.54% of their portfolio | 18.6k $826.7k | Added +4.9k |
| LAKE STREET PRIVATE WEALTH, LLC 0.15% of their portfolio | 16.6k $736.6k | New |
| Security Financial Services, INC. 0.17% of their portfolio | 12.2k $541.6k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 8.2k $363.0k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 7.6k $336.0k | New |
| Family Capital Management, Inc. 0.27% of their portfolio | 7.4k $327.2k | First filing |
| NWAM LLC 0.03% of their portfolio | 6.6k $293.6k | New |
| LPL Financial LLC 0.00% of their portfolio | 6.0k $265.5k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.1k $94.0k | New |
| Realta Investment Advisors 0.00% of their portfolio | 100 $4.4k | New |
| Truvestments Capital LLC 0.00% of their portfolio | 37 $1.6k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |