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J P Morgan Exchange-Traded F

Q1 2022 vs Q2 2022

Comparing institutional holders between quarters

Quarters

Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jane Street Group, LLC
NEW
Shares168,090
Change+168,090
Value$5.3K
Filed 2022-08-16
LPL Financial LLC
INCREASED
Shares155,177 from 100,354
Change+54,823 (+55%)
Value$4.9K (+$1.4K)
Filed 2022-08-12
Ahrens Investment Partners LLC
INCREASED
Shares54,000 from 1,100
Change+52,900 (+4809%)
Value$1.7K (+$1.7K)
Filed 2022-08-02
Truist Financial Corp
DECREASED
Shares43,876 from 46,789
Change-2,913 (-6%)
Value$1.4K (-$256)
Filed 2022-07-22
Raymond James & Associates
DECREASED
Shares41,196 from 42,759
Change-1,563 (-4%)
Value$1.3K (-$199)
Filed 2022-08-12
Wealthspire Advisors, LLC
NEW
Shares39,000
Change+39,000
Value$1.2K
Filed 2022-08-09
Western Wealth Management, LLC
INCREASED
Shares36,320 from 24,633
Change+11,687 (+47%)
Value$1.1K (+$283)
Filed 2022-07-18
Osaic Holdings, Inc.
DECREASED
Shares32,601 from 32,897
Change-296 (-1%)
Value$1.0K (-$126)
Filed 2022-08-10
Centaurus Financial, Inc.
DECREASED
Shares19,062 from 34,431
Change-15,369 (-45%)
Value$601 (-$605)
Filed 2022-08-02
Cetera Advisor Networks LLC
UNCHANGED
Shares18,433 from 18,433
Change0 (0%)
Value$581 (-$65)
Filed 2022-08-11
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,662 from 14,062
Change+600 (+4%)
Value$462 (-$31)
Filed 2022-07-13
HighTower Advisors, LLC
INCREASED
Shares12,626 from 12,596
Change+30 (+0%)
Value$398 (-$43)
Filed 2022-08-10
Gladstone Institutional Advisory LLC
INCREASED
Shares12,445 from 11,695
Change+750 (+6%)
Value$392 (-$18)
Filed 2023-01-30
SimpliFi, Inc.
INCREASED
Shares9,963 from 9,906
Change+57 (+1%)
Value$314 (-$33)
Filed 2022-07-20
Onyx Bridge Wealth Group LLC
NEW
Shares9,313
Change+9,313
Value$300
Filed 2022-07-25
Susquehanna International Group, LLP
UNCHANGED
Shares8,517 from 8,517
Change0 (0%)
Value$268 (-$30)
Filed 2022-08-15
Fort Point Capital Partners LLC
INCREASED
Shares8,368 from 7,325
Change+1,043 (+14%)
Value$264 (+$7)
Filed 2022-08-15
Wealthspire Retirement, LLC
DECREASED
Shares7,669 from 12,975
Change-5,306 (-41%)
Value$241.8K (-$212.9K)
Filed 2025-02-13
Eudaimonia Partners, LLC
NEW
Shares7,044
Change+7,044
Value$222
Filed 2022-08-09
Confluence Wealth Services, Inc.
NEW
Shares5,921
Change+5,921
Value$201
Filed 2022-08-15
FinTrust Capital Advisors, LLC
NEW
Shares1,869
Change+1,869
Value$60
Filed 2022-07-26
Royal Bank of Canada
DECREASED
Shares960 from 1,860
Change-900 (-48%)
Value$30 (-$35)
Filed 2022-08-15
CWM, LLC
NEW
Shares500
Change+500
Value$16
Filed 2022-07-28
Core Wealth Advisors, Inc.
NEW
Shares317
Change+317
Value$10
Filed 2022-08-12
UBS Group AG
DECREASED
Shares6 from 971
Change-965 (-99%)
Value$0 (-$34)
Filed 2022-08-10
Citadel Advisors LLC
CLOSED
Shares0 from 11,962
Change-11,962 (-100%)
Value$0 (-$419)
Filed 2022-08-15
55I, LLC
CLOSED
Shares0 from 7,268
Change-7,268 (-100%)
Value$0 (-$255)
Filed 2022-08-12
Money Concepts Capital Corp
CLOSED
Shares0 from 2,987
Change-2,987 (-100%)
Value$0 (-$105)
Filed 2022-07-18
Tcwp LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$4)
Filed 2022-08-15
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-08-09
Lenox Wealth Advisors, Inc.
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
Status
Jane Street Group, LLC
NEW168,090—+168,090——$5.3K—2022-08-16
LPL Financial LLC
INCREASED155,177100,354+54,823+55%$3.5K$4.9K+$1.4K2022-08-12
Ahrens Investment Partners LLC
INCREASED54,0001,100+52,900+4809%$39$1.7K+$1.7K2022-08-02
Truist Financial Corp
DECREASED43,87646,789-2,913-6%$1.6K$1.4K-$2562022-07-22
Raymond James & Associates
DECREASED41,19642,759-1,563-4%$1.5K$1.3K-$1992022-08-12
Wealthspire Advisors, LLC
NEW39,000—+39,000——$1.2K—2022-08-09
Western Wealth Management, LLC
INCREASED36,32024,633+11,687+47%$864$1.1K+$2832022-07-18
Osaic Holdings, Inc.
DECREASED32,60132,897-296-1%$1.2K$1.0K-$1262022-08-10
Centaurus Financial, Inc.
DECREASED19,06234,431-15,369-45%$1.2K$601-$6052022-08-02
Cetera Advisor Networks LLC
UNCHANGED18,43318,43300%$646$581-$652022-08-11
Cambridge Investment Research Advisors, Inc.
INCREASED14,66214,062+600+4%$493$462-$312022-07-13
HighTower Advisors, LLC
INCREASED12,62612,596+30+0%$441$398-$432022-08-10
Gladstone Institutional Advisory LLC
INCREASED12,44511,695+750+6%$410$392-$182023-01-30
SimpliFi, Inc.
INCREASED9,9639,906+57+1%$347$314-$332022-07-20
Onyx Bridge Wealth Group LLC
NEW9,313—+9,313——$300—2022-07-25
Susquehanna International Group, LLP
UNCHANGED8,5178,51700%$298$268-$302022-08-15
Fort Point Capital Partners LLC
INCREASED8,3687,325+1,043+14%$257$264+$72022-08-15
Wealthspire Retirement, LLC
DECREASED7,66912,975-5,306-41%$454.6K$241.8K-$212.9K2025-02-13
Eudaimonia Partners, LLC
NEW7,044—+7,044——$222—2022-08-09
Confluence Wealth Services, Inc.
NEW5,921—+5,921——$201—2022-08-15
FinTrust Capital Advisors, LLC
NEW1,869—+1,869——$60—2022-07-26
Royal Bank of Canada
DECREASED9601,860-900-48%$65$30-$352022-08-15
CWM, LLC
NEW500—+500——$16—2022-07-28
Core Wealth Advisors, Inc.
NEW317—+317——$10—2022-08-12
UBS Group AG
DECREASED6971-965-99%$34$0-$342022-08-10
Citadel Advisors LLC
CLOSED011,962-11,962-100%$419$0-$4192022-08-15
55I, LLC
CLOSED07,268-7,268-100%$255$0-$2552022-08-12
Money Concepts Capital Corp
CLOSED02,987-2,987-100%$105$0-$1052022-07-18
Tcwp LLC
CLOSED0142-142-100%$4$0-$42022-08-15
Proequities, Inc.
UNCHANGED000—$0$0$02022-08-09
Lenox Wealth Advisors, Inc.
N/A—39,000-39,000-100%$1.4K———
Showing 31 of 31 institutions