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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 46641Q449

J P MORGAN EXCHANGE TRADED F

49 institutions · $35.6M total · 833,341 shares

#ManagerSharesValue% of TotalPeriod
1TRUIST FINANCIAL CORP136,324$6.1M16.35%2024-06-30
2JMAC ENTERPRISES LLC86,768$4.0M10.41%2025-12-31
3GOLDMAN SACHS GROUP INC76,000$3.5M9.11%2024-03-31
4MORGAN STANLEY73,063$3.3M8.76%2025-12-31
5LPL Financial LLC62,808$2.9M7.53%2025-12-31
6Paradigm Financial Partners, LLC48,665$2.2M5.83%2025-06-30
7Vestmark Advisory Solutions, Inc.45,056$2.1M5.40%2025-12-31
8Blue Oak Capital, LLC27,231$1.2M3.26%2025-06-30
9JPMORGAN CHASE & CO23,028$1.1M2.76%2025-12-31
10CITADEL ADVISORS LLC22,142$1.0M2.65%2025-03-31
11Cerity Partners LLC20,669$946.9K2.48%2025-12-31
12Graypoint LLC20,602$941.3K2.47%2025-06-30
13Lion Street Advisors, LLC16,191$901.0K1.94%2025-09-30
14JANE STREET GROUP, LLC18,702$856.8K2.24%2025-12-31
15BANK OF MONTREAL /CAN/12,673$595.3K1.52%2024-09-30
16INTEGRITY ALLIANCE, LLC.12,832$587.9K1.53%2025-12-31
17Midwestern Financial, LLC /IA12,761$584.6K1.53%2025-12-31
18CreativeOne Wealth, LLC12,562$575.5K1.50%2025-12-31
19ENVESTNET ASSET MANAGEMENT INC9,851$451.3K1.18%2025-12-31
20OLD MISSION CAPITAL LLC9,713$436.1K1.16%2024-06-30
21Eqis Capital Management, Inc.6,592$302.0K0.79%2025-12-31
22Cetera Investment Advisers5,952$272.7K0.71%2025-12-31
23SUSQUEHANNA INTERNATIONAL GROUP, LLP4,851$217.0K0.58%2024-12-31
24BANK OF AMERICA CORP /DE/4,057$185.9K0.48%2025-12-31
25RAYMOND JAMES FINANCIAL INC1,577$72.1K0.18%2025-06-30
26AdvisorNet Financial, Inc1,054$48.3K0.12%2025-12-31
27MASSMUTUAL TRUST CO FSB/ADV949$43.5K0.11%2025-12-31
28Farther Finance Advisors, LLC777$35.6K0.09%2025-12-31
29IFP Advisors, Inc770$35.3K0.09%2025-12-31
30Coastal Investment Advisors, Inc.403$18.1K0.04%2024-06-30
31Royal Bank of Canada351$16.0K0.04%2025-09-30
32GeoWealth Management, LLC304$14.3K0.03%2024-09-30
33LGT Financial Advisors LLC155$7.1K0.01%2025-12-31
34JONES FINANCIAL COMPANIES LLLP137$6.3K0.01%2025-12-31
35Belpointe Asset Management LLC72$3.3K0.00%2023-06-30
36UBS Group AG54$2.5K0.00%2025-12-31
37Janney Montgomery Scott LLC44,765$2.1K5.37%2025-12-31
38FAS Wealth Partners32$1.4K0.00%2023-03-31
39ADVISOR GROUP HOLDINGS, INC.20$9160.00%2025-12-31
40Financial Gravity Asset Management, Inc.16$7400.00%2025-09-30
41Financial Gravity Companies, Inc.16$7310.00%2025-06-30
42FLOW TRADERS U.S. LLC12,748$5841.52%2025-12-31
43Triumph Capital Management7$3210.00%2025-12-31
44O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$3210.00%2025-12-31
45FWL INVESTMENT MANAGEMENT, LLC7$3210.00%2025-12-31
46HARBOUR INVESTMENTS, INC.2$920.00%2025-12-31
47WELLS FARGO & COMPANY/MN0$80.00%2025-12-31
48Capital Analysts, LLC25$10.00%2025-12-31
49CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30