JPMB Institutional Ownership
JPMorgan USD Emerging Markets Sovereign Bond ETF
1W: -1.7%
1M: -4.1%
3M: -6.1%
YTD: -5.5%
1Y: -5.5%
3Y: +17.6%
5Y: -1.7%
$37.75
-0.04 (-0.11%)
Weekly Expected Move ±0.8%
$37
$37
$38
$38
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JPMB
43
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
50M
Total Invested
4
New Positions
16
Increased
14
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 268,669 | $10M | +9,491 | +3.7% | 13Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 195,253 | $7M | -9,588 | -4.7% | 15Q | SEC ↗ |
| 3 | Cambria Investment Management, L.P. | 150,900 | $6M | +4,331 | +3.0% | 10Q | SEC ↗ |
| 4 | RiverFront Investment Group, LLC | 141,857 | $5M | +1,668 | +1.2% | 10Q | SEC ↗ |
| 5 | ARQ WEALTH ADVISORS, LLC | 123,765 | $5M | +37,958 | +44.2% | 10Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 61,557 | $2M | +3,486 | +6.0% | 3Q | SEC ↗ |
| 7 | HSBC HOLDINGS PLC | 55,748 | $2M | +18,493 | +49.6% | 6Q | SEC ↗ |
| 8 | LPL Financial LLC | 52,380 | $2M | -37,770 | -41.9% | 27Q | SEC ↗ |
| 9 | Forthright Family Wealth Advisory LLC NEW | 28,270 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Convergence Financial, LLC | 18,118 | $684K | +9,251 | +104.3% | 9Q | SEC ↗ |
| 11 | Focus Financial Network, Inc. | 16,031 | $605K | -581 | -3.5% | 10Q | SEC ↗ |
| 12 | Pure Financial Advisors, LLC | 15,570 | $588K | -778 | -4.8% | 19Q | SEC ↗ |
| 13 | Steward Partners Investment Advisory, | 14,839 | $560K | +85 | +0.6% | 17Q | SEC ↗ |
| 14 | 5T Wealth, LLC | 14,297 | $540K | +378 | +2.7% | 3Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 13,333 | $503K | -119,589 | -90.0% | 5Q | SEC ↗ |
| 16 | GTS SECURITIES LLC NEW | 11,587 | $437K | — | +0.0% | 1Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,090 | $419K | +5,951 | +115.8% | 2Q | SEC ↗ |
| 18 | Farther Finance Advisors, LLC | 10,688 | $403K | +10,588 | +10588.0% | 3Q | SEC ↗ |
| 19 | Integrated Wealth Concepts LLC | 9,093 | $343K | +2,531 | +38.6% | 2Q | SEC ↗ |
| 20 | UBS Group AG | 6,407 | $242K | +83 | +1.3% | 2Q | SEC ↗ |
| 21 | Dynamic Advisor Solutions LLC NEW | 5,000 | $189K | — | +0.0% | 1Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 3,305 | $125K | +120 | +3.8% | 26Q | SEC ↗ |
| 23 | GAMMA Investing LLC | 983 | $37K | +570 | +138.0% | 9Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 799 | $30K | -1,751 | -68.7% | 22Q | SEC ↗ |
| 25 | MATHER GROUP, LLC. | 699 | $26K | — | +0.0% | 2Q | SEC ↗ |
| 26 | CWM, LLC | 628 | $24K | +2 | +0.3% | 6Q | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 370 | $14K | — | +0.0% | 4Q | SEC ↗ |
| 28 | LGT Financial Advisors LLC | 227 | $9K | — | +0.0% | 3Q | SEC ↗ |
| 29 | BANK OF MONTREAL /CAN | 107 | $4K | — | +0.0% | 6Q | SEC ↗ |
| 30 | AlphaCore Capital LLC | 87 | $3K | -61 | -41.2% | 6Q | SEC ↗ |
| 31 | FIFTH THIRD BANCORP | 82 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 32 | UBS AM, a distinct business unit of UB | 50 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 33 | HARBOR INVESTMENT ADVISORY, LLC | 45 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Elevated Capital Advisors, LLC | 42 | $2K | — | +0.0% | 3Q | SEC ↗ |
| 35 | Arax Advisory Partners NEW | 41 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 36 | EVOLUTION WEALTH MANAGEMENT INC. | 33 | $1K | — | +0.0% | 5Q | SEC ↗ |
| 37 | Virtus Fixed Income Advisers, LLC | 13 | $0K | -6 | -31.6% | 5Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 15Q | SEC ↗ |
| 39 | OLD MISSION CAPITAL LLC | 0 | $0K | -40,502 | -100.0% | 1Q | SEC ↗ |
| 40 | Bright Futures Wealth Management, LLC. | 0 | $0K | -35,915 | -100.0% | 2Q | SEC ↗ |
| 41 | Lummis Asset Management, LP | 0 | $0K | -110 | -100.0% | 2Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 0 | $0K | -14,982 | -100.0% | 1Q | SEC ↗ |
| 43 | Equitable Holdings, Inc. | 0 | $0K | -55,462 | -100.0% | 12Q | SEC ↗ |
| 44 | Bay Colony Advisory Group, Inc d/b/a B | 0 | $0K | -11,579 | -100.0% | 1Q | SEC ↗ |
| 45 | ASSETMARK, INC | 0 | $0K | -2 | -100.0% | 1Q | SEC ↗ |
| 46 | JONES FINANCIAL COMPANIES LLLP | 0 | $0K | -504 | -100.0% | 1Q | SEC ↗ |
| 47 | Advisory Services Network, LLC | 0 | $0K | -218 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Forthright Family Wealth Advisory L | 28,270 | $1M |
| GTS SECURITIES LLC | 11,587 | $437K |
| Dynamic Advisor Solutions LLC | 5,000 | $189K |
| Arax Advisory Partners | 41 | $2K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Equitable Holdings, Inc. | 55,462 | $2M |
| OLD MISSION CAPITAL LLC | 40,502 | $2M |
| Bright Futures Wealth Management, L | 35,915 | $1M |
| CITADEL ADVISORS LLC | 14,982 | $566K |
| Bay Colony Advisory Group, Inc d/b/ | 11,579 | $437K |
| JONES FINANCIAL COMPANIES LLLP | 504 | $19K |
| Advisory Services Network, LLC | 218 | $8K |
| Lummis Asset Management, LP | 110 | $4K |
| ASSETMARK, INC | 2 | $0K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | +37,958 | +44.2% | 123,765 |
| HSBC HOLDINGS PLC | +18,493 | +49.6% | 55,748 |
| Farther Finance Advisors, LLC | +10,588 | +10588.0% | 10,688 |
| MORGAN STANLEY | +9,491 | +3.7% | 268,669 |
| Convergence Financial, LLC | +9,251 | +104.3% | 18,118 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +5,951 | +115.8% | 11,090 |
| Cambria Investment Management, L.P. | +4,331 | +3.0% | 150,900 |
| JPMORGAN CHASE & CO | +3,486 | +6.0% | 61,557 |
| Integrated Wealth Concepts LLC | +2,531 | +38.6% | 9,093 |
| RiverFront Investment Group, LLC | +1,668 | +1.2% | 141,857 |
| GAMMA Investing LLC | +570 | +138.0% | 983 |
| 5T Wealth, LLC | +378 | +2.7% | 14,297 |
| OSAIC HOLDINGS, INC. | +120 | +3.8% | 3,305 |
| Steward Partners Investment Advisor | +85 | +0.6% | 14,839 |
| UBS Group AG | +83 | +1.3% | 6,407 |
| CWM, LLC | +2 | +0.3% | 628 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -119,589 | -90.0% | 13,333 |
| LPL Financial LLC | -37,770 | -41.9% | 52,380 |
| BANK OF AMERICA CORP /DE | -9,588 | -4.7% | 195,253 |
| ROYAL BANK OF CANADA | -1,751 | -68.7% | 799 |
| Pure Financial Advisors, LLC | -778 | -4.8% | 15,570 |
| Focus Financial Network, Inc. | -581 | -3.5% | 16,031 |
| AlphaCore Capital LLC | -61 | -41.2% | 87 |
| Virtus Fixed Income Advisers, LLC | -6 | -31.6% | 13 |