Ticker: JPME CUSIP: 46641Q886 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Pflug Koory, LLC | 200 | $22 |
| CITADEL ADVISORS LLC | 14,349 | $1,559 |
| TWO SIGMA INVESTMENTS, LP | 7,000 | $761 |
| OneDigital Investment Advisors LLC | 1,873 | $203 |
| Greykasell Wealth Strategies, Inc. | 34 | $4 |
| WealthShield Partners, LLC | 34 | $4 |
| Root Financial Partners, LLC | 36 | $4 |
| Allworth Financial LP | 25 | $3 |
| Parallel Advisors, LLC | 17 | $2 |
| Capital Investment Advisory Services, LLC | 6 | $1 |
| Aptus Capital Advisors, LLC | 4 | $0 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 22,122 | 22,717 | +595 (+2.7%) |
| Empirical Asset Management, LLC | 9,871 | 16,177 | +6,306 (+63.9%) |
| Manske Wealth Management | 53,798 | 54,840 | +1,042 (+1.9%) |
| Advyzon Investment Management, LLC | 2,113 | 15,375 | +13,262 (+627.6%) |
| LWM Advisory Services, LLC | 15,500 | 16,110 | +610 (+3.9%) |
| Gallacher Capital Management LLC | 12,104 | 13,332 | +1,228 (+10.1%) |
| N.E.W. Advisory Services LLC | 833 | 7,711 | +6,878 (+825.7%) |
| LUTS & GREENLEIGH GROUP, INC | 2,046 | 2,459 | +413 (+20.2%) |
| Sanctuary Advisors, LLC | 45,463 | 69,363 | +23,900 (+52.6%) |
| KWB Wealth | 18,005 | 19,504 | +1,499 (+8.3%) |
| APPLETON PARTNERS INC/MA | 89,679 | 91,742 | +2,063 (+2.3%) |
| COMPASS CAPITAL MANAGEMENT, INC | 3,370 | 5,320 | +1,950 (+57.9%) |
| HighTower Advisors, LLC | 313,601 | 338,574 | +24,973 (+8.0%) |
| JOURNEY STRATEGIC WEALTH LLC | 9,405 | 11,240 | +1,835 (+19.5%) |
| JONES FINANCIAL COMPANIES LLLP | 96,016 | 111,159 | +15,143 (+15.8%) |
| LPL Financial LLC | 227,100 | 244,782 | +17,682 (+7.8%) |
| CoreCap Advisors, LLC | 4,101 | 5,260 | +1,159 (+28.3%) |
| PRINCIPAL SECURITIES, INC. | 1,533 | 3,096 | +1,563 (+102.0%) |
| OSAIC HOLDINGS, INC. | 13,163 | 18,374 | +5,211 (+39.6%) |
| MORGAN STANLEY | 438,632 | 446,483 | +7,851 (+1.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RVW Wealth, LLC | 67,171 | 65,362 | -1,809 (-2.7%) |
| Dynamic Advisor Solutions LLC | 155,608 | 153,652 | -1,956 (-1.3%) |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 3,909 | 3,538 | -371 (-9.5%) |
| CreativeOne Wealth, LLC | 19,611 | 16,846 | -2,765 (-14.1%) |
| FSM Wealth Advisors, LLC | 10,537 | 10,040 | -497 (-4.7%) |
| Goldstein Advisors, LLC | 11,022 | 10,544 | -478 (-4.3%) |
| Richard P Slaughter Associates Inc | 9,521 | 9,286 | -235 (-2.5%) |
| Trilogy Capital Inc. | 20,795 | 19,841 | -954 (-4.6%) |
| NOTTINGHAM ADVISORS, INC. | 5,229 | 4,896 | -333 (-6.4%) |
| Cerity Partners LLC | 98,920 | 94,460 | -4,460 (-4.5%) |
| Kestra Advisory Services, LLC | 15,192 | 12,586 | -2,606 (-17.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,186 | 4,575 | -2,611 (-36.3%) |
| AMERIPRISE FINANCIAL INC | 4,211 | 2,648 | -1,563 (-37.1%) |
| Private Advisor Group, LLC | 19,694 | 19,015 | -679 (-3.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 2,672 | 2,114 | -558 (-20.9%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,589 | 3,234 | -355 (-9.9%) |
| Steward Partners Investment Advisory, LLC | 956 | 542 | -414 (-43.3%) |
| PFG Advisors | 2,531 | 2,339 | -192 (-7.6%) |
| Apella Capital, LLC | 12,098 | 11,905 | -193 (-1.6%) |
| JPMORGAN CHASE & CO | 7,525 | 7,373 | -152 (-2.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GeoWealth Management, LLC | 3,054 | $331 |
| Merit Financial Group, LLC | 2,835 | $307 |
| GOLDMAN SACHS GROUP INC | 7,560 | $820 |
| MML INVESTORS SERVICES, LLC | 2,699 | $293 |
| JANE STREET GROUP, LLC | 2,725 | $296 |
| Rise Advisors, LLC | 96 | $10 |
| Ameritas Advisory Services, LLC | 304 | $33 |
| Clearstead Advisors, LLC | 229 | $25 |