Ticker: JIVE CUSIP: 46654Q757 Class: JPMORGAN INTL VL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Modus Advisors, LLC | 66,204 | $5,315 |
| TKG Advisors, LLC | 37,543 | $3,014 |
| Archer Investment Corp | 57,893 | $4,648 |
| KWB Wealth | 88,555 | $7,109 |
| G&S Capital LLC | 25,708 | $2,064 |
| Nikulski Financial, Inc. | 14,362 | $1,153 |
| Clear Point Advisors Inc. | 3,841 | $308 |
| Pine Valley Investments Ltd Liability Co | 48,557 | $3,898 |
| Lido Advisors, LLC | 505,494 | $40,580 |
| Emerald Advisors, LLC | 14,988 | $1,203 |
| Prospect Financial Services LLC | 3,995 | $321 |
| NCM Capital Management, LLC | 5,700 | $458 |
| Echo Wealth Management, LLC | 3,037 | $244 |
| PFG Advisors | 25,140 | $2,018 |
| Robertson Stephens Wealth Management, LLC | 33,660 | $2,702 |
| Capital Advisors Wealth Management, LLC | 6,966 | $559 |
| Claro Advisors Inc. | 4,304 | $345 |
| U.S. Capital Wealth Advisors, LLC | 18,090 | $1,452 |
| Caitlin John, LLC | 1,000 | $80 |
| Aprio Wealth Management, LLC | 6,220 | $499 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Saxony Capital Management, LLC | 3,221 | 51,007 | +47,786 (+1483.6%) |
| WESPAC Advisors, LLC | 44,236 | 68,575 | +24,339 (+55.0%) |
| AVAII WEALTH MANAGEMENT, LLC | 108,336 | 116,163 | +7,827 (+7.2%) |
| N.E.W. Advisory Services LLC | 21,000 | 139,310 | +118,310 (+563.4%) |
| Comprehensive Financial Planning, Inc./PA | 21,634 | 27,198 | +5,564 (+25.7%) |
| RiverFront Investment Group, LLC | 1,352,243 | 1,409,592 | +57,349 (+4.2%) |
| Plan Group Financial, LLC | 26,058 | 38,228 | +12,170 (+46.7%) |
| Walkner Condon Financial Advisors LLC | 32,355 | 46,095 | +13,740 (+42.5%) |
| Lineweaver Wealth Advisors, LLC | 143,273 | 146,594 | +3,321 (+2.3%) |
| Pallas Capital Advisors LLC | 129,744 | 154,008 | +24,264 (+18.7%) |
| FLOW TRADERS U.S. LLC | 9,071 | 63,366 | +54,295 (+598.6%) |
| Private Advisor Group, LLC | 10,573 | 165,588 | +155,015 (+1466.1%) |
| CARY STREET PARTNERS FINANCIAL LLC | 12,973 | 46,324 | +33,351 (+257.1%) |
| Mirador Capital Partners LP | 3,131 | 10,370 | +7,239 (+231.2%) |
| Farther Finance Advisors, LLC | 536 | 64,212 | +63,676 (+11879.9%) |
| Focus Financial Network, Inc. | 11,399 | 31,938 | +20,539 (+180.2%) |
| Cornerstone Wealth Management, LLC | 101,713 | 108,507 | +6,794 (+6.7%) |
| VERUS CAPITAL PARTNERS, LLC | 142,972 | 145,962 | +2,990 (+2.1%) |
| OSAIC HOLDINGS, INC. | 488,933 | 723,516 | +234,583 (+48.0%) |
| Breakwater Investment Management | 3,829 | 5,393 | +1,564 (+40.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OBSIDIAN CIO, LLC | 499,656 | 33,239 | -466,417 (-93.3%) |
| GTS SECURITIES LLC | 164,000 | 3,053 | -160,947 (-98.1%) |
| LOCKERMAN FINANCIAL GROUP, INC. | 4,371 | 4,308 | -63 (-1.4%) |
| JANE STREET GROUP, LLC | 69,139 | 9,053 | -60,086 (-86.9%) |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,848 | 3,295 | -553 (-14.4%) |
| MGO ONE SEVEN LLC | 27,041 | 25,363 | -1,678 (-6.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,538 | 8,588 | -11,950 (-58.2%) |
| RAYMOND JAMES FINANCIAL INC | 435,917 | 431,233 | -4,684 (-1.1%) |
| MASSMUTUAL TRUST CO FSB/ADV | 7,740 | 7,294 | -446 (-5.8%) |
| Savant Capital, LLC | 8,699 | 7,963 | -736 (-8.5%) |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,419 | 1,342 | -77 (-5.4%) |
| Moors & Cabot, Inc. | 3,083 | 2,841 | -242 (-7.8%) |
| COMERICA BANK | 5,854 | 5,496 | -358 (-6.1%) |
| Visionary Wealth Advisors | 8,621 | 8,448 | -173 (-2.0%) |
| Integrated Wealth Concepts LLC | 4,039 | 3,856 | -183 (-4.5%) |
| Sowell Financial Services LLC | 8,756 | 8,636 | -120 (-1.4%) |
| Global Retirement Partners, LLC | 1,901 | 1,839 | -62 (-3.3%) |
| GeoWealth Management, LLC | 1,917 | 1,894 | -23 (-1.2%) |
| Transamerica Financial Advisors, Inc. | 193 | 171 | -22 (-11.4%) |
| WEDBUSH SECURITIES INC | 4,467 | 4,153 | -314 (-7.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| von Borstel & Associates, Inc. | 69,665 | $5 |
| Atria Investments, Inc | 18,789 | $1,417 |
| Advisory Services Network, LLC | 520 | $39 |
| CoreCap Advisors, LLC | 38 | $3 |