J P MORGAN EXCHANGE TRADED F

Ticker: JPIE CUSIP: 46641Q159 Class: Com

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
JPMORGAN CHASE & CO7,731,323$357,883
MORGAN STANLEY6,790,024$314,310
Sequoia Financial Advisors, LLC5,592,163$258,861
WELLS FARGO & COMPANY/MN3,759,117$174,009
Savant Capital, LLC3,532,480$163,518
BANK OF AMERICA CORP /DE/3,103,338$143,654
Heritage Financial Services, LLC2,848,628$131,863
ENVESTNET ASSET MANAGEMENT INC2,541,476$117,645
Waverly Advisors, LLC2,276,189$105,365
ROYAL BANK OF CANADA2,164,598$100,199
OSAIC HOLDINGS, INC.1,480,357$68,542
RAYMOND JAMES FINANCIAL INC1,469,124$68,006
Rockefeller Capital Management L.P.1,131,981$52,399
Janney Montgomery Scott LLC1,109,045$51
Syntegra Private Wealth Group, LLC1,081,981$50,085
CARY STREET PARTNERS FINANCIAL LLC1,063,485$49,229
Williams Financial, LLC1,053,702$48,776
Enclave Advisors LLC937,379$43,395
D'Orazio & Associates, Inc.933,629$43,218
Hilton Capital Management, LLC927,662$42,941
Wagner Wealth Management, LLC874,075$40,461
TRUIST FINANCIAL CORP835,817$38,690
Diversified Enterprises, LLC759,765$35,170
LPL Financial LLC652,659$30,212
Capital Advisors Wealth Management, LLC648,730$30,030
Cornerstone Advisory, LLC632,844$29,294
COMMONWEALTH EQUITY SERVICES, LLC576,780$26,699
Visionary Wealth Advisors561,513$25,992
Scott Capital Advisors, LLC554,452$25,666
Cetera Investment Advisers551,425$25,526
Lineweaver Wealth Advisors, LLC550,174$25,468
Vestmark Advisory Solutions, Inc.546,067$25,277
STIFEL FINANCIAL CORP537,259$24,870
NewEdge Wealth, LLC534,415$24,738
Wealthcare Advisory Partners LLC532,785$24,663
LODESTAR PRIVATE ASSET MANAGEMENT LLC520,833$24,109
Planned Solutions, Inc.519,501$24,048
Longview Financial Advisors LLC511,466$23,676
D.A. DAVIDSON & CO.510,423$23,627
TPG Financial Advisors, LLC497,834$23,045
ELEMENT POINTE ADVISORS, LLC463,201$21,442
NavPoint Financial, Inc.460,776$21,329
Confluence Wealth Services, Inc.458,059$21,204
GREAT VALLEY ADVISOR GROUP, INC.454,774$21,051
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV453,100$20,974
Vigilare Wealth Management447,971$20,737
Certified Advisory Corp434,639$20,119
Echo Wealth Management, LLC417,704$19,336
NORTHLAND SECURITIES, INC.416,007$19,257
Schneider Downs Wealth Management Advisors, LP411,612$19,054
One Capital Management, LLC392,108$18,151
Peterson Wealth Advisors, LLC390,618$18,082
Private Advisor Group, LLC381,213$17,646
KINTRA WEALTH, LLC360,269$16,677
Farther Finance Advisors, LLC359,069$16,621
Greenwich Wealth Management LLC349,395$16
Armor Investment Advisors, LLC348,917$16,151
Geneos Wealth Management Inc.337,607$15,628
Magnus Financial Group LLC335,466$15,529
Merit Financial Group, LLC311,542$14,421
Arkadios Wealth Advisors299,860$13,881
SMITH, MOORE & CO.299,656$13,871
Bernardo Wealth Planning LLC296,491$13,725
Tradition Wealth Management, LLC295,311$13,670
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC287,192$13,314
FMA Wealth Management, LLC272,585$12,618
Cambridge Investment Research Advisors, Inc.270,602$13
American Financial Advisors, LLC260,167$12,043
JONES FINANCIAL COMPANIES LLLP256,004$11,850
Krilogy Financial LLC244,845$11,360
Perigon Wealth Management, LLC243,326$11,264
Legacy Edge Advisors, LLC233,624$10,814
Richard W. Paul & Associates, LLC225,353$10,432
Bridgewealth Advisory Group, LLC215,438$9,973
NewEdge Advisors, LLC212,450$9,834
RENAISSANCE TECHNOLOGIES LLC206,988$9,581
Penney Financial, LLC201,316$9,319
DAYMARK WEALTH PARTNERS, LLC200,083$9,262
Focus Partners Wealth196,975$9,119
PNC Financial Services Group, Inc.195,162$9,034
O'ROURKE & COMPANY, Inc194,134$8,986
Royal Harbor Partners, LLC193,138$8,940
Financial Futures Ltd Liability Co.193,076$8,937
S Harris Financial Group, LLC192,336$8,903
JOURNEY STRATEGIC WEALTH LLC192,319$8,902
Envestnet Portfolio Solutions, Inc.191,748$8,876
Waterloo Capital, L.P.185,167$8,571
MML INVESTORS SERVICES, LLC184,468$8,539
MATHER GROUP, LLC.179,952$8,330
BankPlus Wealth Management LLC178,646$8,270
Andrews Advisory Associates, LLC178,574$8,266
McCarthy Asset Management, Inc.178,275$8,252
FOUNDERS FINANCIAL SECURITIES LLC173,015$8,009
Horizon Investments, LLC172,703$7,994
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO172,209$7,972
Financial Management Professionals, Inc.171,463$7,974
Seascape Capital Management171,093$8
AXXCESS WEALTH MANAGEMENT, LLC170,086$7,873
HBW ADVISORY SERVICES LLC169,953$7,867
SkyOak Wealth, LLC169,510$7,847
304 other institutions10,562,193$472,583
Total (404 institutions)90,508,031$4,085,510