$46.48

+0.01 (+0.02%)

Weekly Expected Move ±0.6%

$46 $46 $46 $47 $47

ETF AMEX · AUM $2.0B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — JPIB

260

Institutional Holders

+10 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

141

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (279 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Avantax Planning Partners, Inc.	2,518,715	117M	+85,179	+3.5%	32Q	SEC ↗
2	LPL Financial LLC	1,698,263	79M	+141,165	+9.1%	18Q	SEC ↗
3	Rice Partnership, LLC	1,625,600	76M	+134,632	+9.0%	4Q	SEC ↗
4	FSM Wealth Advisors, LLC	1,379,133	64M	+214,245	+18.4%	17Q	SEC ↗
5	Hills Bank & Trust Co	1,265,473	59M	+847,653	+202.9%	25Q	SEC ↗
6	BANK OF AMERICA CORP /DE	1,181,490	55M	+103,047	+9.6%	15Q	SEC ↗
7	HighTower Advisors, LLC	991,898	46M	+9,208	+0.9%	34Q	SEC ↗
8	Parallel Advisors, LLC	988,934	46M	+105,926	+12.0%	2Q	SEC ↗
9	Prime Capital Investment Advisors, LLC	924,746	43M	-2,293	-0.2%	13Q	SEC ↗
10	RAYMOND JAMES FINANCIAL INC	878,679	41M	+266,092	+43.4%	7Q	SEC ↗
11	Cetera Investment Advisers	808,930	38M	+51,448	+6.8%	10Q	SEC ↗
12	MORGAN STANLEY	569,467	26M	+79,712	+16.3%	28Q	SEC ↗
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	567,754	26M	+122,774	+27.6%	4Q	SEC ↗
14	Goldstone Financial Group, LLC	566,365	26M	+27,770	+5.2%	7Q	SEC ↗
15	Kestra Investment Management, LLC	534,010	25M	-129,616	-19.5%	2Q	SEC ↗
16	Hughes Financial Services, LLC	495,030	23M	+43,537	+9.6%	6Q	SEC ↗
17	Midwest Financial Partners Investments	482,644	22M	+26,697	+5.9%	3Q	SEC ↗
18	ENVESTNET ASSET MANAGEMENT INC	456,577	21M	+88,262	+24.0%	9Q	SEC ↗
19	ForthRight Wealth Management, LLC	455,739	21M	+34,041	+8.1%	13Q	SEC ↗
20	Apella Capital, LLC	441,355	21M	+29,792	+7.2%	5Q	SEC ↗
21	KMG FIDUCIARY PARTNERS, LLC	366,185	17M	+10,000	+2.8%	17Q	SEC ↗
22	Certified Advisory Corp	364,814	17M	+13,241	+3.8%	15Q	SEC ↗
23	Peak Financial Management, Inc.	357,597	17M	+13,514	+3.9%	6Q	SEC ↗
24	COMMONWEALTH EQUITY SERVICES, LLC	325,000	15M	+14,272	+4.6%	28Q	SEC ↗
25	ADE, LLC	306,297	14M	+7,822	+2.6%	2Q	SEC ↗
26	Modern Wealth Management, LLC NEW	275,212	13M	—	+0.0%	1Q	SEC ↗
27	Financial Connections Group, Inc.	242,579	11M	+73,795	+43.7%	8Q	SEC ↗
28	Stadion Money Management, LLC	237,297	11M	-1,000	-0.4%	3Q	SEC ↗
29	CGN Advisors LLC	232,330	11M	+12,249	+5.6%	23Q	SEC ↗
30	MAI Capital Management	220,129	10M	+10,721	+5.1%	7Q	SEC ↗
31	ACIMA PRIVATE WEALTH, LLC	215,439	10M	+4,391	+2.1%	10Q	SEC ↗
32	Summit Financial, LLC	213,225	10M	+14,770	+7.4%	3Q	SEC ↗
33	Cambridge Investment Research Advisors	208,258	10M	+11,816	+6.0%	15Q	SEC ↗
34	ARQ WEALTH ADVISORS, LLC NEW	207,372	10M	—	+0.0%	1Q	SEC ↗
35	ROYAL BANK OF CANADA	206,281	10M	-151,407	-42.3%	22Q	SEC ↗
36	Peterson Wealth Advisors, LLC	198,525	9M	+7,068	+3.7%	35Q	SEC ↗
37	Destiny Wealth Partners, LLC	189,248	9M	-122,687	-39.3%	2Q	SEC ↗
38	Fiduciary Alliance LLC	185,036	9M	+6,208	+3.5%	13Q	SEC ↗
39	Bleakley Financial Group, LLC	178,555	8M	+2,626	+1.5%	15Q	SEC ↗
40	Baird Financial Group, Inc.	175,141	8M	+4,353	+2.5%	13Q	SEC ↗
41	Cadent Capital Advisors, LLC	168,597	8M	+8,374	+5.2%	3Q	SEC ↗
42	Broadway Wealth Solutions, Inc.	165,627	8M	+12,896	+8.4%	7Q	SEC ↗
43	Ignite Planners, LLC	163,239	8M	+3,655	+2.3%	12Q	SEC ↗
44	Financial Management Professionals, In	159,347	7M	+14,501	+10.0%	24Q	SEC ↗
45	CAPTRUST FINANCIAL ADVISORS	157,488	7M	-51,786	-24.7%	13Q	SEC ↗
46	NewEdge Advisors, LLC	156,216	7M	-14,670	-8.6%	5Q	SEC ↗
47	Windsor Capital Management, LLC	153,939	7M	+2,338	+1.5%	31Q	SEC ↗
48	AssuredPartners Investment Advisors, L	153,213	7M	+8,727	+6.0%	7Q	SEC ↗
49	Sonoma Allocations LLC	150,342	7M	+8,090	+5.7%	4Q	SEC ↗
50	Patton Albertson Miller Group, LLC	150,308	7M	+137,011	+1030.4%	2Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Modern Wealth Management, LLC	275,212	13M
ARQ WEALTH ADVISORS, LLC	207,372	10M
Odyssey Group, LLC	113,013	5M
Retirement Planning Group, LLC	112,138	5M
Kroeger Financial Partners	109,337	5M
Ellenbecker Investment Group	96,621	4M
CROBAN	78,946	4M
Cardinal Strategic Wealth Guidance	57,389	3M
Clear Point Advisors Inc.	24,298	1M
INSIGNEO ADVISORY SERVICES, LLC	15,017	698K
Simplicity Wealth,LLC	14,695	683K
Coppell Advisory Solutions LLC	12,358	574K
Atria Investments, Inc	11,871	552K
Capstone Wealth Management Group, I	11,687	543K
Red Mountain Financial, LLC	11,333	527K
XY Planning Network, Inc.	10,202	474K
Integrated Wealth Concepts LLC	9,308	433K
Trademark Financial Management, LLC	8,401	390K
Global Retirement Partners, LLC	8,397	390K
J. R. Prunier Capital Management LL	7,276	338K

Sold Out (20)

Holder	Prev Shares	Prev Value
Onyx Bridge Wealth Group LLC	212,625	10M
AllGen Financial Advisors, Inc.	155,997	7M
IHT Wealth Management, LLC	27,095	1M
Daybright Advisory Services, Inc.	19,413	902K
STIFEL FINANCIAL CORP	18,055	839K
VISTA INVESTMENT PARTNERS II, LLC	17,390	808K
Independent Advisor Alliance	16,891	785K
GOLDMAN SACHS GROUP INC	15,266	710K
Fortitude Financial, LLC	14,879	692K
FIG FINANCIAL ADVISORY SERVICES INC	10,942	509K
Wealth Alliance Advisory Group, LLC	8,264	384K
VERUS CAPITAL PARTNERS, LLC	5,738	267K
Hobart Private Capital, LLC	4,789	223K
OPTIMA CAPITAL LLC	2,874	134K
Aviso Financial Inc.	2,486	116K
Legacy Wealth Managment, LLC/ID	2,166	101K
WFA of San Diego, LLC	1,529	71K
SageView Advisory Group, LLC	1,093	51K
Elyxium Wealth, LLC	1,000	46K
Western Wealth Management, LLC	716	33K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Hills Bank & Trust Co	+847,653	+202.9%	1,265,473
RAYMOND JAMES FINANCIAL INC	+266,092	+43.4%	878,679
FSM Wealth Advisors, LLC	+214,245	+18.4%	1,379,133
LPL Financial LLC	+141,165	+9.1%	1,698,263
Patton Albertson Miller Group, LLC	+137,011	+1030.4%	150,308
Rice Partnership, LLC	+134,632	+9.0%	1,625,600
NORTHWESTERN MUTUAL WEALTH MANAGEME	+122,774	+27.6%	567,754
Parallel Advisors, LLC	+105,926	+12.0%	988,934
BANK OF AMERICA CORP /DE	+103,047	+9.6%	1,181,490
ENVESTNET ASSET MANAGEMENT INC	+88,262	+24.0%	456,577
Avantax Planning Partners, Inc.	+85,179	+3.5%	2,518,715
MORGAN STANLEY	+79,712	+16.3%	569,467
Financial Connections Group, Inc.	+73,795	+43.7%	242,579
IFP Advisors, Inc	+59,442	+29721.0%	59,642
Avior Wealth Management, LLC	+57,830	+65.0%	146,848
JPMORGAN CHASE & CO	+56,455	+65.5%	142,629
Winter & Associates, Inc.	+54,654	+77.7%	125,022
Cetera Investment Advisers	+51,448	+6.8%	808,930
Focus Partners Advisor Solutions, L	+50,530	+63.5%	130,063
Hughes Financial Services, LLC	+43,537	+9.6%	495,030

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
KINTRA WEALTH, LLC	-313,771	-86.5%	49,045
JANE STREET GROUP, LLC	-166,652	-71.5%	66,521
ROYAL BANK OF CANADA	-151,407	-42.3%	206,281
Tidemark, LLC	-137,896	-76.1%	43,373
Kestra Investment Management, LLC	-129,616	-19.5%	534,010
Destiny Wealth Partners, LLC	-122,687	-39.3%	189,248
Spectrum Wealth Advisory Group, LLC	-76,897	-83.7%	14,995
Thrivent Financial for Lutherans	-57,951	-41.9%	80,341
CAPTRUST FINANCIAL ADVISORS	-51,786	-24.7%	157,488
Rockefeller Capital Management L.P.	-50,094	-99.1%	463
Private Advisor Group, LLC	-28,590	-35.5%	51,906
CITADEL ADVISORS LLC	-27,458	-41.0%	39,484
Cerity Partners LLC	-24,606	-18.4%	109,238
Contango Wealth Management LLC	-23,132	-45.8%	27,409
Equitable Holdings, Inc.	-19,624	-45.3%	23,707
NewEdge Advisors, LLC	-14,670	-8.6%	156,216
CREATIVE FINANCIAL DESIGNS INC /ADV	-14,144	-10.1%	126,496
Advisory Alpha, LLC	-13,944	-75.3%	4,574
Systelligence, LLC	-7,293	-12.9%	49,383
Walkner Condon Financial Advisors L	-6,695	-52.5%	6,053

JPIB Institutional Ownership

Institutional Ownership — JPIB

Ownership Trends

Top Institutional Holders (279 total)

Recent Activity

Sign in to InsiderStreet