$51.27

+0.02 (+0.04%)

Weekly Expected Move ±0.3%

$51 $51 $51 $51 $52

ETF AMEX · AUM $3.8B

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

Institutional Ownership — JPLD

183

Institutional Holders

+25 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (190 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JPMORGAN CHASE & CO	43,927,253	2.3B	-1,403,125	-3.1%	12Q	SEC ↗
2	FMR LLC	2,401,346	$123M	+2,396,655	+51090.5%	3Q	SEC ↗
3	CAPTRUST FINANCIAL ADVISORS	1,569,546	$80M	-57,434	-3.5%	11Q	SEC ↗
4	MORGAN STANLEY	1,528,082	$78M	+84,277	+5.8%	12Q	SEC ↗
5	M&T Bank Corp	1,114,155	$57M	+46,885	+4.4%	7Q	SEC ↗
6	LPL Financial LLC	1,040,372	$53M	-114,434	-9.9%	12Q	SEC ↗
7	Schiavi & Co LLC	972,807	$50M	+77,187	+8.6%	6Q	SEC ↗
8	Composition Wealth, LLC	970,536	$50M	+52,239	+5.7%	8Q	SEC ↗
9	UBS Group AG	908,104	$47M	+72,896	+8.7%	12Q	SEC ↗
10	Wealthquest Corp NEW	696,093	$36M	—	+0.0%	1Q	SEC ↗
11	MBM WEALTH CONSULTANTS, LLC	513,387	$26M	+174,314	+51.4%	8Q	SEC ↗
12	BANK OF AMERICA CORP /DE	399,217	$20M	-3,600	-0.9%	12Q	SEC ↗
13	Scott Capital Advisors, LLC	321,805	$16M	+282,602	+720.9%	2Q	SEC ↗
14	JONES FINANCIAL COMPANIES LLLP	297,241	$15M	+40,666	+15.8%	10Q	SEC ↗
15	Essential Planning, LLC.	296,964	$15M	+68,107	+29.8%	8Q	SEC ↗
16	TD Capital Management LLC	273,341	$14M	+9,622	+3.6%	8Q	SEC ↗
17	Spinnaker Investment Group, LLC NEW	269,007	$14M	—	+0.0%	1Q	SEC ↗
18	Per Stirling Capital Management, LLC. NEW	263,352	$14M	—	+0.0%	1Q	SEC ↗
19	Intellus Advisors LLC	244,244	$13M	+10,798	+4.6%	7Q	SEC ↗
20	RAYMOND JAMES FINANCIAL INC	235,613	$12M	-2,461	-1.0%	7Q	SEC ↗
21	FMA Wealth Management, LLC	233,539	$12M	-4,162	-1.8%	8Q	SEC ↗
22	Stonebridge Financial Group, LLC	231,761	$12M	-19,665	-7.8%	7Q	SEC ↗
23	HighTower Advisors, LLC	211,649	$11M	+1,993	+1.0%	7Q	SEC ↗
24	Bulwark Capital Corp	196,887	$10M	-39,327	-16.6%	5Q	SEC ↗
25	Wealth Advisors of Tampa Bay, LLC	192,111	$10M	+7,177	+3.9%	12Q	SEC ↗
26	OakTrust Wealth Advisors, LLC	184,590	$9M	+19,608	+11.9%	3Q	SEC ↗
27	Private Advisor Group, LLC	181,890	$9M	+3,647	+2.0%	8Q	SEC ↗
28	Juno Financial Group LLC	177,780	$9M	+11,335	+6.8%	2Q	SEC ↗
29	Kraft, Davis & Associates, LLC	175,879	$9M	+131,605	+297.3%	2Q	SEC ↗
30	DRIVE WEALTH MANAGEMENT, LLC	153,466	$8M	+18,483	+13.7%	4Q	SEC ↗
31	ANCHOR CAPITAL ADVISORS LLC	141,013	$7M	+3,894	+2.8%	2Q	SEC ↗
32	Cetera Investment Advisers	140,347	$7M	+19,797	+16.4%	10Q	SEC ↗
33	MONECO ADVISORS, LLC	137,540	$7M	+29,951	+27.8%	12Q	SEC ↗
34	COMMONWEALTH EQUITY SERVICES, LLC	115,846	$6M	-7,848	-6.3%	12Q	SEC ↗
35	Whipplewood Advisors, LLC	115,738	$6M	-34,616	-23.0%	2Q	SEC ↗
36	OSAIC HOLDINGS, INC.	115,505	$6M	+29,039	+33.6%	12Q	SEC ↗
37	Apella Capital, LLC	99,443	$5M	-283	-0.3%	2Q	SEC ↗
38	KINTRA WEALTH, LLC NEW	98,702	$5M	—	+0.0%	1Q	SEC ↗
39	Bleakley Financial Group, LLC	93,775	$5M	-2,565	-2.7%	3Q	SEC ↗
40	Sunrise Financial Services, LLC	93,755	$5M	+8,021	+9.4%	2Q	SEC ↗
41	Steward Partners Investment Advisory,	86,516	$4M	+286	+0.3%	8Q	SEC ↗
42	WBH ADVISORY INC NEW	85,565	$4M	—	+0.0%	1Q	SEC ↗
43	AE Wealth Management LLC	83,636	$4M	+2,854	+3.5%	7Q	SEC ↗
44	Members Advisory Group LLC	81,398	$4M	-3,295	-3.9%	7Q	SEC ↗
45	Turning Point Benefit Group, Inc. NEW	76,806	$4M	—	+0.0%	1Q	SEC ↗
46	Grey Ledge Advisors, LLC	75,720	$4M	+5,237	+7.4%	7Q	SEC ↗
47	Diversified Portfolios, Inc.	59,893	$3M	+3,886	+6.9%	5Q	SEC ↗
48	Wealthcare Advisory Partners LLC	57,903	$3M	-8,623	-13.0%	7Q	SEC ↗
49	Equitable Holdings, Inc.	56,391	$3M	-24,158	-30.0%	6Q	SEC ↗
50	Nautilus Advisors LLC	56,020	$3M	-5,471	-8.9%	6Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Wealthquest Corp	696,093	$36M
Spinnaker Investment Group, LLC	269,007	$14M
Per Stirling Capital Management, LL	263,352	$14M
KINTRA WEALTH, LLC	98,702	$5M
WBH ADVISORY INC	85,565	$4M
Turning Point Benefit Group, Inc.	76,806	$4M
Insight Wealth Partners, LLC	53,268	$3M
FLAGSHIP HARBOR ADVISORS, LLC	53,257	$3M
Cedarwood Wealth LLC	43,630	$2M
Galvin, Gaustad & Stein, LLC	16,470	$844K
J.W. COLE ADVISORS, INC.	15,414	$790K
Planning Project LLC	13,393	$687K
NATIXIS ADVISORS, LLC	10,806	$554K
Lakeside Advisors, INC.	10,500	$538K
Moors & Cabot, Inc.	10,370	$532K
Cottage Street Advisors LLC	10,027	$514K
Trellis Wealth Advisors LLC	9,841	$505K
IHT Wealth Management, LLC	8,596	$441K
HUB Investment Partners, LLC	7,102	$364K
McHugh Group, LLC	5,000	$256K

Sold Out (20)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	233,532	$12M
Boulder Wealth Advisors, LLC	189,278	$10M
FLOW TRADERS U.S. LLC	41,080	$2M
Bay Colony Advisory Group, Inc d/b/	30,730	$2M
Synergy Asset Management, LLC	20,967	$1M
HRT FINANCIAL LP	17,187	$881K
OLD MISSION CAPITAL LLC	12,026	$617K
Bank of New York Mellon Corp	8,954	$459K
CITADEL ADVISORS LLC	4,369	$224K
KESTRA PRIVATE WEALTH SERVICES, LLC	3,995	$205K
Golden State Wealth Management, LLC	2,530	$130K
ALERUS FINANCIAL NA	1,529	$78K
Sound Income Strategies, LLC	1,424	$73K
Rockefeller Capital Management L.P.	1,338	$69K
SageView Advisory Group, LLC	1,000	$51K
GoalVest Advisory LLC	595	$31K
BARD ASSOCIATES INC	261	$13K
Advisory Services Network, LLC	221	$11K
TSFG, LLC	101	$5K
BOK Financial Private Wealth, Inc.	96	$5K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
FMR LLC	+2,396,655	+51090.5%	2,401,346
Scott Capital Advisors, LLC	+282,602	+720.9%	321,805
MBM WEALTH CONSULTANTS, LLC	+174,314	+51.4%	513,387
Kraft, Davis & Associates, LLC	+131,605	+297.3%	175,879
MORGAN STANLEY	+84,277	+5.8%	1,528,082
Schiavi & Co LLC	+77,187	+8.6%	972,807
UBS Group AG	+72,896	+8.7%	908,104
Essential Planning, LLC.	+68,107	+29.8%	296,964
Composition Wealth, LLC	+52,239	+5.7%	970,536
M&T Bank Corp	+46,885	+4.4%	1,114,155
JONES FINANCIAL COMPANIES LLLP	+40,666	+15.8%	297,241
MONECO ADVISORS, LLC	+29,951	+27.8%	137,540
OSAIC HOLDINGS, INC.	+29,039	+33.6%	115,505
BFSG, LLC	+25,085	+665.2%	28,856
Ascent Group, LLC	+24,160	+78.4%	54,982
Rossby Financial, LCC	+19,829	+69.0%	48,568
Cetera Investment Advisers	+19,797	+16.4%	140,347
OakTrust Wealth Advisors, LLC	+19,608	+11.9%	184,590
DRIVE WEALTH MANAGEMENT, LLC	+18,483	+13.7%	153,466
MML INVESTORS SERVICES, LLC	+13,963	+63.6%	35,931

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JPMORGAN CHASE & CO	-1,403,125	-3.1%	43,927,253
Allspring Global Investments Holdin	-875,686	-100.0%	2
LPL Financial LLC	-114,434	-9.9%	1,040,372
CAPTRUST FINANCIAL ADVISORS	-57,434	-3.5%	1,569,546
Janney Montgomery Scott LLC	-46,202	-65.9%	23,924
Bulwark Capital Corp	-39,327	-16.6%	196,887
Whipplewood Advisors, LLC	-34,616	-23.0%	115,738
First Commonwealth Financial Corp /	-25,040	-49.3%	25,775
Equitable Holdings, Inc.	-24,158	-30.0%	56,391
Stonebridge Financial Group, LLC	-19,665	-7.8%	231,761
TCP Asset Management, LLC	-16,894	-41.2%	24,151
PROTECTIVE LIFE CORP	-10,615	-37.3%	17,813
Wealthcare Advisory Partners LLC	-8,623	-13.0%	57,903
COMMONWEALTH EQUITY SERVICES, LLC	-7,848	-6.3%	115,846
Rollins Financial Advisors, LLC	-7,629	-61.5%	4,775
Valor Advisors LLC	-7,616	-33.3%	15,232
Nautilus Advisors LLC	-5,471	-8.9%	56,020
SUSQUEHANNA INTERNATIONAL GROUP, LL	-4,841	-48.0%	5,251
FMA Wealth Management, LLC	-4,162	-1.8%	233,539
BANK OF AMERICA CORP /DE	-3,600	-0.9%	399,217

JPLD Institutional Ownership

Institutional Ownership — JPLD

Ownership Trends

Top Institutional Holders (190 total)

Recent Activity

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