Ticker: JPUS CUSIP: 46641Q407 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Allegheny Financial Group LTD | 3,426 | $425 |
| Harbor Asset Planning, Inc. | 393 | $49 |
| TWO SIGMA INVESTMENTS, LP | 7,100 | $880 |
| CIBC Private Wealth Group, LLC | 731 | $91 |
| Wagner Wealth Management, LLC | 56 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sterneck Capital Management, LLC | 86,400 | 89,024 | +2,624 (+3.0%) |
| Schiavi & Co LLC | 6,567 | 26,410 | +19,843 (+302.2%) |
| Vise Technologies, Inc. | 2,882 | 23,509 | +20,627 (+715.7%) |
| Independent Wealth Network Inc. | 14,495 | 15,514 | +1,019 (+7.0%) |
| RHS Financial, LLC | 10,674 | 10,842 | +168 (+1.6%) |
| NewEdge Advisors, LLC | 6,232 | 10,847 | +4,615 (+74.1%) |
| CAPTRUST FINANCIAL ADVISORS | 220,267 | 224,867 | +4,600 (+2.1%) |
| LPL Financial LLC | 63,728 | 69,305 | +5,577 (+8.8%) |
| OSAIC HOLDINGS, INC. | 27,521 | 30,541 | +3,020 (+11.0%) |
| MORGAN STANLEY | 46,493 | 50,828 | +4,335 (+9.3%) |
| JONES FINANCIAL COMPANIES LLLP | 38,193 | 41,640 | +3,447 (+9.0%) |
| BANK OF AMERICA CORP /DE/ | 274,097 | 278,040 | +3,943 (+1.4%) |
| RAYMOND JAMES FINANCIAL INC | 41,257 | 44,758 | +3,501 (+8.5%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 19,021 | 22,585 | +3,564 (+18.7%) |
| Farther Finance Advisors, LLC | 11,165 | 11,647 | +482 (+4.3%) |
| Horizon Investments, LLC | 301 | 500 | +199 (+66.1%) |
| Private Advisor Group, LLC | 11,523 | 11,663 | +140 (+1.2%) |
| Cetera Investment Advisers | 3,283 | 3,409 | +126 (+3.8%) |
| Global Retirement Partners, LLC | 5 | 71 | +66 (+1320.0%) |
| Spire Wealth Management | 3,020 | 3,051 | +31 (+1.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Clear Point Advisors Inc. | 8,134 | 4,044 | -4,090 (-50.3%) |
| Empire Financial Management Company, LLC | 10,636 | 4,518 | -6,118 (-57.5%) |
| ST GERMAIN D J CO INC | 248,975 | 244,850 | -4,125 (-1.7%) |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 4,153 | 2,859 | -1,294 (-31.2%) |
| MN Wealth Advisors, LLC | 16,226 | 15,896 | -330 (-2.0%) |
| Avant Capital LLC | 7,264 | 6,872 | -392 (-5.4%) |
| PLANNING ALTERNATIVES LTD /ADV | 15,002 | 12,079 | -2,923 (-19.5%) |
| Apollon Wealth Management, LLC | 51,262 | 39,152 | -12,110 (-23.6%) |
| Modera Wealth Management, LLC | 272,402 | 264,562 | -7,840 (-2.9%) |
| Etesian Wealth Advisors, Inc. | 3,969 | 3,250 | -719 (-18.1%) |
| BELLEVUE ASSET MANAGEMENT, LLC | 4,521 | 4,215 | -306 (-6.8%) |
| Patten Group, Inc. | 5,527 | 4,865 | -662 (-12.0%) |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 3,443 | 3,250 | -193 (-5.6%) |
| HHM Wealth Advisors, LLC | 22,291 | 22,036 | -255 (-1.1%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 131,680 | 124,702 | -6,978 (-5.3%) |
| JANE STREET GROUP, LLC | 14,203 | 4,986 | -9,217 (-64.9%) |
| JPMORGAN CHASE & CO | 50,677 | 45,124 | -5,553 (-11.0%) |
| FMR LLC | 4,405 | 3,622 | -783 (-17.8%) |
| TRUIST FINANCIAL CORP | 2,711 | 2,000 | -711 (-26.2%) |
| AMERIPRISE FINANCIAL INC | 2,812 | 2,216 | -596 (-21.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| NWAM LLC | 3,629 | $448 |
| VestGen Advisors, LLC | 2,844 | $352 |
| Arlington Trust Co LLC | 500 | $62 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,381 | $791 |
| Advisory Services Network, LLC | 928 | $115 |
| ENVESTNET ASSET MANAGEMENT INC | 1,882 | $233 |
| PRINCIPAL SECURITIES, INC. | 352 | $44 |
| Capital Investment Advisory Services, LLC | 53 | $7 |