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%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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% |