J P MORGAN EXCHANGE-TRADED F (JMIN)
Institutional ownership reported to the SEC as of Q2 2022, across 15 quarters.
25
Reporting holders
$20.8M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $5.1M | 143,851 | 0.00% | 10q | +413.3%+$4.1M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.6M | 67,623 | 0.32% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.8M | 50,000 | 0.00% | 12q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $1.5M | 41,902 | 0.00% | 10q | +7.4%+$101.6K |
| JANE STREET GROUP, LLC | $1.0M | 28,347 | 0.00% | 4q | +79.6%+$444.5K |
| CITADEL ADVISORS LLC | $975.0K | 27,541 | 0.00% | 2q | +74.7%+$416.8K |
| Raymond James Financial Services Advisors, Inc. | $875.0K | 24,724 | 0.00% | 10q | -7.6%-$71.8K |
| Retirement Planning Group | $856.0K | 24,178 | 0.11% | 12q | -9.0%-$84.9K |
| INTRUST BANK NA | $800.0K | 22,593 | 0.12% | 6q | +128.7%+$450.1K |
| ALTFEST L J & CO INC | $653.0K | 18,437 | 0.12% | 2q | +18.3%+$101.2K |
| BlackDiamond Wealth Management Inc. | $606.0K | 16,964 | 0.76% | 3q | +11.4%+$62.0K |
| AVANTAX ADVISORY SERVICES, INC. | $603.0K | 17,039 | 0.01% | new | NEW |
| Kovack Advisors, Inc. | $550.0K | 15,535 | 0.07% | new | NEW |
| KWB Wealth | $422.0K | 11,928 | 0.08% | new | NEW |
| HighTower Advisors, LLC | $368.0K | 10,451 | 0.00% | new | NEW |
| PERSONAL CFO SOLUTIONS, LLC | $272.0K | 7,693 | 0.06% | new | NEW |
| Concorde Asset Management, LLC | $264.0K | 7,465 | 0.40% | 6q | -12.2%-$36.7K |
| 55I, LLC | $243.0K | 6,856 | 0.01% | 2q | +26.2%+$50.4K |
| Fort Point Capital Partners LLC | $224.0K | 6,325 | 0.04% | 2q | +16.4%+$31.5K |
| BANK OF AMERICA CORP /DE/ | $110.0K | 3,116 | 0.00% | 14q | +13.0%+$12.7K |
| CWM, LLC | $18.0K | 500 | 0.00% | new | NEW |
| UBS Group AG | $18.0K | 498 | 0.00% | 9q | -79.1%-$68.1K |
| MORGAN STANLEY | $11.0K | 306 | 0.00% | 4q | HELD |
| Parallel Advisors, LLC | $10.0K | 280 | 0.00% | 10q | HELD |
| Global Retirement Partners, LLC | $6.0K | 164 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2022 | 25 | $20.8M | 554,316 | 7 | 10 | 4 | 0.0% |
| Q1 2022 | 20 | $13.8M | 357,274 | 5 | 4 | 6 | 0.0% |
| Q4 2021 | 18 | $15.6M | 402,411 | 3 | 6 | 4 | 0.0% |
| Q3 2021 | 16 | $11.1M | 316,890 | 3 | 3 | 4 | 0.0% |
| Q2 2021 | 14 | $10.4M | 295,680 | 1 | 2 | 5 | 0.0% |
| Q1 2021 | 14 | $10.3M | 308,258 | 3 | 2 | 4 | 0.0% |
| Q4 2020 | 12 | $10.3M | 324,358 | 0 | 3 | 7 | 0.0% |
| Q3 2020 | 15 | $31.7M | 1,087,316 | 0 | 6 | 7 | 0.0% |
| Q2 2020 | 16 | $52.0M | 1,860,372 | 4 | 4 | 5 | 0.0% |
| Q1 2020 | 15 | $71.7M | 2,904,723 | 5 | 3 | 4 | 0.0% |
| Q4 2019 | 14 | $96.3M | 3,071,362 | 1 | 6 | 3 | 0.0% |
| Q3 2019 | 12 | $94.3M | 3,122,411 | 6 | 3 | 1 | 0.0% |
| Q2 2019 | 6 | $39.3M | 1,359,130 | 3 | 2 | 0 | 0.0% |
| Q1 2019 | 5 | $31.5M | 1,127,184 | 2 | 2 | 0 | 0.0% |
| Q4 2018 | 3 | $27.1M | 1,090,024 | 0 | 0 | 0 | 0.0% |