Ticker: JPEF CUSIP: 46654Q781 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| AlphaCore Capital LLC | 143,956 | $10,752 |
| NCP Inc. | 4,154 | $310 |
| GoalVest Advisory LLC | 3,299 | $246 |
| Thrivent Financial for Lutherans | 220,287 | $16 |
| StoneX Group Inc. | 3,302 | $247 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,797 | $134 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,134 | $756 |
| HBK Sorce Advisory LLC | 2,818 | $213 |
| Brinker Capital Investments, LLC | 5,431 | $406 |
| GODSEY & GIBB, INC | 773 | $58 |
| AMERIPRISE FINANCIAL INC | 5,224 | $390 |
| CIBC WORLD MARKET INC. | 2,874 | $215 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Balance Wealth, LLC | 344,092 | 363,655 | +19,563 (+5.7%) |
| MONECO Advisors, LLC | 223,779 | 232,019 | +8,240 (+3.7%) |
| Investment Planning Advisors, Inc. | 61,351 | 63,724 | +2,373 (+3.9%) |
| CORA CAPITAL ADVISORS LLC | 10,199 | 14,777 | +4,578 (+44.9%) |
| 5T Wealth, LLC | 9,697 | 13,415 | +3,718 (+38.3%) |
| First Citizens Financial Corp | 15,762 | 17,443 | +1,681 (+10.7%) |
| Vienna Asset Management LLC | 3,286 | 5,631 | +2,345 (+71.4%) |
| Southland Equity Partners LLC | 10,926 | 14,555 | +3,629 (+33.2%) |
| D L CARLSON INVESTMENT GROUP INC | 31,465 | 34,220 | +2,755 (+8.8%) |
| Crestwood Advisors Group LLC | 54,972 | 83,606 | +28,634 (+52.1%) |
| Herold Advisors, Inc. | 16,292 | 17,908 | +1,616 (+9.9%) |
| MBL Wealth, LLC | 73,404 | 75,575 | +2,171 (+3.0%) |
| Atlas Private Wealth Advisors | 4,847 | 5,987 | +1,140 (+23.5%) |
| Stratos Wealth Partners, LTD. | 311,055 | 319,251 | +8,196 (+2.6%) |
| LEVEL FOUR ADVISORY SERVICES, LLC | 117,817 | 119,713 | +1,896 (+1.6%) |
| JONES FINANCIAL COMPANIES LLLP | 467,570 | 512,759 | +45,189 (+9.7%) |
| RAYMOND JAMES FINANCIAL INC | 2,177,270 | 2,219,880 | +42,610 (+2.0%) |
| Mutual Advisors, LLC | 32,970 | 36,126 | +3,156 (+9.6%) |
| DAVENPORT & Co LLC | 81,440 | 88,240 | +6,800 (+8.3%) |
| LPL Financial LLC | 1,180,869 | 1,203,838 | +22,969 (+1.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SFG Wealth Management, LLC. | 55,964 | 36,366 | -19,598 (-35.0%) |
| Beaumont Financial Advisors, LLC | 519,939 | 513,115 | -6,824 (-1.3%) |
| CASTLE WEALTH MANAGEMENT LLC | 72,725 | 69,038 | -3,687 (-5.1%) |
| INTEGRITY WEALTH ADVISORS, INC. | 18,402 | 8,441 | -9,961 (-54.1%) |
| Empire Life Investments Inc. | 69,700 | 44,279 | -25,421 (-36.5%) |
| Fifth Third Securities, Inc. | 54,466 | 43,639 | -10,827 (-19.9%) |
| CARY STREET PARTNERS FINANCIAL LLC | 66,422 | 54,738 | -11,684 (-17.6%) |
| Prosperity Financial Group, Inc. | 13,389 | 12,865 | -524 (-3.9%) |
| Tower Research Capital LLC (TRC) | 6,719 | 391 | -6,328 (-94.2%) |
| MML INVESTORS SERVICES, LLC | 895,791 | 872,986 | -22,805 (-2.5%) |
| OSAIC HOLDINGS, INC. | 542,682 | 519,190 | -23,492 (-4.3%) |
| Carnegie Lake Advisors LLC | 3,180 | 2,850 | -330 (-10.4%) |
| Ignite Planners, LLC | 23,164 | 22,814 | -350 (-1.5%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 552,813 | 530,018 | -22,795 (-4.1%) |
| TRUIST FINANCIAL CORP | 46,091 | 32,644 | -13,447 (-29.2%) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 41,925 | 38,689 | -3,236 (-7.7%) |
| KINGSWOOD WEALTH ADVISORS, LLC | 4,289 | 3,216 | -1,073 (-25.0%) |
| Janney Montgomery Scott LLC | 299,140 | 241,963 | -57,177 (-19.1%) |
| Kingsview Wealth Management, LLC | 35,559 | 34,199 | -1,360 (-3.8%) |
| Equitable Holdings, Inc. | 38,260 | 36,535 | -1,725 (-4.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| ST GERMAIN D J CO INC | 2,836 | $210 |
| GOLDMAN SACHS GROUP INC | 11,411 | $845 |
| CAPTRUST FINANCIAL ADVISORS | 2,887 | $214 |
| JANE STREET GROUP, LLC | 3,138 | $232 |
| PRINCIPAL SECURITIES, INC. | 571 | $42 |
| Advisory Services Network, LLC | 55 | $4 |