JIGB Institutional Ownership
JPMorgan Corporate Bond Research Enhanced ETF
1W: -0.8%
1M: -2.5%
3M: -2.7%
1Y: +1.3%
3Y: -17.8%
$46.44
Last traded 2023-10-04 — delisted
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Institutional Ownership — JIGB
33
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
25M
Total Invested
4
New Positions
14
Increased
8
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JMAC ENTERPRISES LLC | 97,770 | $5M | +9,842 | +11.2% | 18Q | SEC ↗ |
| 2 | MORGAN STANLEY | 85,258 | $4M | +3,104 | +3.8% | 16Q | SEC ↗ |
| 3 | LPL Financial LLC | 64,814 | $3M | +601 | +0.9% | 15Q | SEC ↗ |
| 4 | Janney Montgomery Scott LLC | 53,546 | $2M | +4,384 | +8.9% | 9Q | SEC ↗ |
| 5 | Vestmark Advisory Solutions, Inc. | 48,949 | $2M | — | +0.0% | 9Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 47,521 | $2M | +6,239 | +15.1% | 31Q | SEC ↗ |
| 7 | SMART Wealth LLC | 41,371 | $2M | -2,973 | -6.7% | 2Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 36,820 | $2M | +9,913 | +36.8% | 10Q | SEC ↗ |
| 9 | Independent Wealth Network Inc. | 20,188 | $937K | +576 | +2.9% | 2Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 18,654 | $866K | -2,162 | -10.4% | 4Q | SEC ↗ |
| 11 | Cerity Partners LLC | 16,959 | $788K | -2,278 | -11.8% | 3Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 12,658 | $588K | +1,566 | +14.1% | 15Q | SEC ↗ |
| 13 | UBS AM, a distinct business unit of UB | 10,955 | $509K | — | +0.0% | 2Q | SEC ↗ |
| 14 | Midwestern Financial, LLC /IA | 8,688 | $403K | -4,200 | -32.6% | 5Q | SEC ↗ |
| 15 | CreativeOne Wealth, LLC | 8,509 | $395K | -3,662 | -30.1% | 10Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 6,943 | $322K | +173 | +2.6% | 7Q | SEC ↗ |
| 17 | Windsor Capital Management, LLC NEW | 5,522 | $256K | — | +0.0% | 1Q | SEC ↗ |
| 18 | MLG Wealth Management DBA Pine Grove F NEW | 4,801 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Farther Finance Advisors, LLC | 1,981 | $92K | +1,289 | +186.3% | 9Q | SEC ↗ |
| 20 | IFP Advisors, Inc | 1,089 | $51K | +174 | +19.0% | 7Q | SEC ↗ |
| 21 | AdvisorNet Financial, Inc | 1,054 | $49K | — | +0.0% | 7Q | SEC ↗ |
| 22 | MassMutual Private Wealth & Trust, FSB | 653 | $30K | -302 | -31.6% | 9Q | SEC ↗ |
| 23 | Capital Analysts, LLC | 266 | $12K | +241 | +964.0% | 3Q | SEC ↗ |
| 24 | Ashton Thomas Private Wealth, LLC | 200 | $9K | +12 | +6.4% | 2Q | SEC ↗ |
| 25 | LGT Financial Advisors LLC | 161 | $7K | — | +0.0% | 4Q | SEC ↗ |
| 26 | UBS Group AG | 71 | $3K | -122 | -63.2% | 5Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 56 | $3K | +56 | — | 14Q | SEC ↗ |
| 28 | Integrated Wealth Concepts LLC NEW | 45 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 19 | $1K | — | +0.0% | 6Q | SEC ↗ |
| 30 | HARBOUR INVESTMENTS, INC. | 2 | $0K | — | +0.0% | 8Q | SEC ↗ |
| 31 | FWL INVESTMENT MANAGEMENT, LLC | 2 | $0K | — | +0.0% | 12Q | SEC ↗ |
| 32 | AE Wealth Management LLC NEW | 0 | $0K | — | — | 1Q | SEC ↗ |
| 33 | Triumph Capital Management | 0 | $0K | -7 | -100.0% | 2Q | SEC ↗ |
| 34 | JONES FINANCIAL COMPANIES LLLP | 0 | $0K | -137 | -100.0% | 1Q | SEC ↗ |
| 35 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | $0K | -7 | -100.0% | 1Q | SEC ↗ |
| 36 | INTEGRITY ALLIANCE, LLC. | 0 | $0K | -12,832 | -100.0% | 1Q | SEC ↗ |
| 37 | FLOW TRADERS U.S. LLC | 0 | $0K | -12,748 | -100.0% | 2Q | SEC ↗ |
| 38 | Freedom Investment Management, Inc. | 0 | $0K | -6,495 | -100.0% | 21Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Windsor Capital Management, LLC | 5,522 | $256K |
| MLG Wealth Management DBA Pine Grov | 4,801 | $223K |
| Integrated Wealth Concepts LLC | 45 | $2K |
| AE Wealth Management LLC | 0 | $0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| INTEGRITY ALLIANCE, LLC. | 12,832 | $596K |
| FLOW TRADERS U.S. LLC | 12,748 | $592K |
| Freedom Investment Management, Inc. | 6,495 | $302K |
| JONES FINANCIAL COMPANIES LLLP | 137 | $6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | $0K |
| Triumph Capital Management | 7 | $0K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +9,913 | +36.8% | 36,820 |
| JMAC ENTERPRISES LLC | +9,842 | +11.2% | 97,770 |
| JPMORGAN CHASE & CO | +6,239 | +15.1% | 47,521 |
| Janney Montgomery Scott LLC | +4,384 | +8.9% | 53,546 |
| MORGAN STANLEY | +3,104 | +3.8% | 85,258 |
| ENVESTNET ASSET MANAGEMENT INC | +1,566 | +14.1% | 12,658 |
| Farther Finance Advisors, LLC | +1,289 | +186.3% | 1,981 |
| LPL Financial LLC | +601 | +0.9% | 64,814 |
| Independent Wealth Network Inc. | +576 | +2.9% | 20,188 |
| Capital Analysts, LLC | +241 | +964.0% | 266 |
| IFP Advisors, Inc | +174 | +19.0% | 1,089 |
| Cetera Investment Advisers | +173 | +2.6% | 6,943 |
| WELLS FARGO & COMPANY/MN | +56 | — | 56 |
| Ashton Thomas Private Wealth, LLC | +12 | +6.4% | 200 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Midwestern Financial, LLC /IA | -4,200 | -32.6% | 8,688 |
| CreativeOne Wealth, LLC | -3,662 | -30.1% | 8,509 |
| SMART Wealth LLC | -2,973 | -6.7% | 41,371 |
| Cerity Partners LLC | -2,278 | -11.8% | 16,959 |
| JANE STREET GROUP, LLC | -2,162 | -10.4% | 18,654 |
| MassMutual Private Wealth & Trust, | -302 | -31.6% | 653 |
| UBS Group AG | -122 | -63.2% | 71 |