CUSIP 48133Q309
JPMORGAN CHASE FINL CO LLC
94 institutions · $448.9M total · 16,877,987 shares · VYLD
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 3,467,508 | $103.7M | 20.54% | 2025-12-31 |
| 2 | JPMORGAN CHASE & CO | 2,345,023 | $70.1M | 13.89% | 2025-12-31 |
| 3 | CIBC Bancorp USA Inc. | 2,041,667 | $60.3M | 12.09% | 2025-09-30 |
| 4 | Equitable Holdings, Inc. | 1,196,060 | $35.8M | 7.08% | 2025-12-31 |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | 644,768 | $19.3M | 3.82% | 2025-12-31 |
| 6 | NBW CAPITAL LLC | 524,155 | $15.9M | 3.10% | 2025-06-30 |
| 7 | LPL Financial LLC | 501,990 | $15.0M | 2.97% | 2025-12-31 |
| 8 | Waverly Advisors, LLC | 431,543 | $12.9M | 2.55% | 2025-12-31 |
| 9 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 368,629 | $11.0M | 2.18% | 2025-12-31 |
| 10 | Baird Financial Group, Inc. | 280,031 | $8.4M | 1.65% | 2025-12-31 |
| 11 | NICOLET ADVISORY SERVICES, LLC | 211,761 | $6.5M | 1.25% | 2025-12-31 |
| 12 | GOLDMAN SACHS GROUP INC | 211,657 | $6.3M | 1.25% | 2025-12-31 |
| 13 | FF Advisors,LLC | 176,098 | $5.3M | 1.04% | 2025-12-31 |
| 14 | MAI Capital Management | 173,475 | $5.2M | 1.02% | 2025-12-31 |
| 15 | NOESIS CAPITAL MANGEMENT CORP | 157,742 | $4.7M | 0.93% | 2025-12-31 |
| 16 | Vident Advisory, LLC | 146,181 | $4.4M | 0.86% | 2025-12-31 |
| 17 | LAKE STREET PRIVATE WEALTH, LLC | 144,810 | $4.3M | 0.85% | 2025-12-31 |
| 18 | NICOLET BANKSHARES INC | 143,292 | $4.3M | 0.84% | 2025-12-31 |
| 19 | Relative Value Partners Group, LLC | 107,110 | $3.1M | 0.63% | 2024-06-30 |
| 20 | Risk Paradigm Group, LLC | 101,073 | $3.0M | 0.59% | 2025-12-31 |
| 21 | EVERETT HARRIS & CO /CA/ | 100,890 | $3.0M | 0.59% | 2025-12-31 |
| 22 | Smallwood Wealth Investment Management, LLC | 92,080 | $2.8M | 0.54% | 2025-12-31 |
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 92,000 | $2.8M | 0.54% | 2025-12-31 |
| 24 | NEW ENGLAND ASSET MANAGEMENT INC | 92,750 | $2.7M | 0.54% | 2025-09-30 |
| 25 | Americana Partners, LLC | 68,549 | $2.1M | 0.40% | 2025-12-31 |
| 26 | Arrow Investment Advisors, LLC | 65,566 | $1.9M | 0.38% | 2024-06-30 |
| 27 | My Personal CFO, LLC | 62,124 | $1.9M | 0.36% | 2025-12-31 |
| 28 | MORGAN STANLEY | 53,725 | $1.6M | 0.31% | 2025-12-31 |
| 29 | HANCOCK WHITNEY CORP | 48,005 | $1.4M | 0.28% | 2025-12-31 |
| 30 | HighTower Advisors, LLC | 46,120 | $1.4M | 0.27% | 2025-12-31 |
| 31 | Benchmark Financial, LLC | 45,035 | $1.3M | 0.26% | 2025-12-31 |
| 32 | Argyle Capital Partners, LLC | 44,216 | $1.3M | 0.26% | 2025-12-31 |
| 33 | Parkside Financial Bank & Trust | 41,824 | $1.3M | 0.24% | 2025-12-31 |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,567 | $1.2M | 0.24% | 2025-12-31 |
| 35 | Beckerman Institutional, LLC | 38,625 | $1.2M | 0.22% | 2025-12-31 |
| 36 | Wellspring Financial Advisors, LLC | 37,700 | $1.1M | 0.22% | 2025-12-31 |
| 37 | WOLVERINE TRADING, LLC | 37,420 | $1.1M | 0.22% | 2025-09-30 |
| 38 | IFP Advisors, Inc | 35,183 | $1.0M | 0.20% | 2025-12-31 |
| 39 | Regal Investment Advisors LLC | 34,354 | $1.0M | 0.20% | 2025-12-31 |
| 40 | COMMERCE BANK | 32,110 | $960.4K | 0.19% | 2025-12-31 |
| 41 | CURA WEALTH ADVISORS, LLC | 31,643 | $946.4K | 0.18% | 2025-12-31 |
| 42 | Creative Planning | 29,815 | $891.8K | 0.17% | 2025-12-31 |
| 43 | Crestwood Advisors Group, LLC | 29,224 | $874.1K | 0.17% | 2025-12-31 |
| 44 | Kestra Advisory Services, LLC | 28,100 | $840.5K | 0.16% | 2025-12-31 |
| 45 | WOLVERINE ASSET MANAGEMENT LLC | 27,501 | $795.9K | 0.16% | 2024-06-30 |
| 46 | JANE STREET GROUP, LLC | 26,888 | $765.2K | 0.15% | 2024-09-30 |
| 47 | Peak Asset Management, LLC | 20,138 | $654.1K | 0.11% | 2025-03-31 |
| 48 | EVOKE WEALTH, LLC | 21,737 | $650.2K | 0.12% | 2025-12-31 |
| 49 | WAYSTONE ADVISORS LLC | 21,644 | $647.4K | 0.12% | 2025-12-31 |
| 50 | Raymond James Financial Services Advisors, Inc. | 22,403 | $637.6K | 0.13% | 2024-09-30 |
| 51 | Steward Partners Investment Advisory, LLC | 19,606 | $586.4K | 0.11% | 2025-12-31 |
| 52 | BANK OF AMERICA CORP /DE/ | 1,810,966 | $541.7K | 10.72% | 2025-12-31 |
| 53 | Cetera Investment Advisers | 16,675 | $498.7K | 0.09% | 2025-12-31 |
| 54 | EAGLE GLOBAL ADVISORS LLC | 14,770 | $441.8K | 0.08% | 2025-12-31 |
| 55 | VestGen Advisors, LLC | 13,758 | $406.1K | 0.08% | 2025-09-30 |
| 56 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,449 | $401.2K | 0.07% | 2025-12-31 |
| 57 | CITADEL ADVISORS LLC | 13,348 | $399.2K | 0.07% | 2025-12-31 |
| 58 | North Capital, Inc. | 12,808 | $383.1K | 0.07% | 2025-12-31 |
| 59 | Pacific Center for Financial Services | 12,560 | $370.8K | 0.07% | 2025-12-31 |
| 60 | Covenant Asset Management, LLC | 10,955 | $327.7K | 0.06% | 2025-12-31 |
| 61 | Lido Advisors, LLC | 10,600 | $301.7K | 0.06% | 2024-09-30 |
| 62 | AQR CAPITAL MANAGEMENT LLC | 9,524 | $284.9K | 0.05% | 2025-12-31 |
| 63 | Jefferies Financial Group Inc. | 8,745 | $284.0K | 0.05% | 2025-03-31 |
| 64 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,051 | $270.7K | 0.05% | 2025-12-31 |
| 65 | RAYMOND JAMES FINANCIAL INC | 8,907 | $266.4K | 0.05% | 2025-12-31 |
| 66 | Cresset Asset Management, LLC | 8,785 | $265.8K | 0.05% | 2025-12-31 |
| 67 | Ethos Capital Management, Inc. | 8,449 | $252.7K | 0.05% | 2025-12-31 |
| 68 | AVANTAX ADVISORY SERVICES, INC. | 7,928 | $239.9K | 0.04% | 2025-06-30 |
| 69 | Private Capital Management, LLC | 7,852 | $234.9K | 0.04% | 2025-12-31 |
| 70 | Mariner, LLC | 7,387 | $220.9K | 0.04% | 2025-12-31 |
| 71 | RAYMOND JAMES & ASSOCIATES | 7,550 | $214.9K | 0.04% | 2024-09-30 |
| 72 | Corient Private Wealth LLC | 6,445 | $209.3K | 0.03% | 2025-03-31 |
| 73 | &PARTNERS | 6,246 | $203.7K | 0.03% | 2025-03-31 |
| 74 | MeadowBrook Investment Advisors LLC | 5,960 | $180.3K | 0.03% | 2025-06-30 |
| 75 | Parallel Advisors, LLC | 5,060 | $151.3K | 0.02% | 2025-12-31 |
| 76 | Avalon Trust Co | 4,945 | $147.9K | 0.02% | 2025-12-31 |
| 77 | Elequin Capital, LP | 3,427 | $102.5K | 0.02% | 2025-12-31 |
| 78 | OSAIC HOLDINGS, INC. | 3,399 | $101.7K | 0.02% | 2025-12-31 |
| 79 | WELLS FARGO & COMPANY/MN | 2,672 | $79.9K | 0.01% | 2025-12-31 |
| 80 | Hara Capital LLC | 2,110 | $62.3K | 0.01% | 2025-03-31 |
| 81 | MONTAG A & ASSOCIATES INC | 2,000 | $59.8K | 0.01% | 2025-12-31 |
| 82 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 943 | $28.2K | 0.00% | 2025-12-31 |
| 83 | Greenline Partners, LLC | 840 | $27.3K | 0.00% | 2025-03-31 |
| 84 | PRIVATE TRUST CO NA | 858 | $25.7K | 0.00% | 2025-12-31 |
| 85 | Royal Bank of Canada | 627 | $19.0K | 0.00% | 2025-12-31 |
| 86 | JNBA Financial Advisors | 511 | $14.5K | 0.00% | 2024-09-30 |
| 87 | UBS Group AG | 468 | $14.0K | 0.00% | 2025-12-31 |
| 88 | HARBOUR INVESTMENTS, INC. | 359 | $10.7K | 0.00% | 2025-12-31 |
| 89 | Clear Point Advisors Inc. | 233 | $6.6K | 0.00% | 2024-09-30 |
| 90 | Kepos Capital LP | 44,400 | $1.3K | 0.26% | 2024-12-31 |
| 91 | US BANCORP \DE\ | 20 | $598 | 0.00% | 2025-12-31 |
| 92 | Janney Montgomery Scott LLC | 10,230 | $306 | 0.06% | 2025-12-31 |
| 93 | BARCLAYS PLC | 52 | $2 | 0.00% | 2024-12-31 |
| 94 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |