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Get Institutions for : 
Jpmorgan Us Quality Factor Etf (JQUA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 240    35
Total shares held : 
 60,725,593  
% of shares held : 
 67.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   113  
Amount of shares held : 
 10,123,144  
% of shares held change : 
   11.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
47
 3,889,240
 6.4%
 
Increased Positions :
125
 11,024,202
 18.15%
 
Unchanged Positions :
21
 2,624,442
 4.32%
 
Decreased Positions :
47
-4,148,554
-6.83%
 
Closed Positions :
12
-641,744
-1.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Mason & Associates Inc 2 *New 2024-03-31 641,763 $33,930,000 641,763
   Octavia Wealth Advisors LLC 8 *New 2024-03-31 402,141 $21,261,000 402,141
   West Wealth Group LLC 6 *New 2024-03-31 272,008 $14,381,000 272,008
   Sanchez Wealth Management Group 11 *New 2024-03-31 250,298 $13,233,000 250,298
   Beacon Harbor Wealth Advisors Inc. 6 *New 2024-03-31 194,565 $10,287,000 194,565
   BARTLETT & CO. LLC 102 *New 2023-12-31 201,376 $9,664,000 201,376
   TITLEIST ASSET MANAGEMENT LLC 17 *New 2024-03-31 176,312 $9,322,000 176,312
   Modern Wealth Management LLC 25 *New 2024-03-31 153,402 $7,937,000 153,402
   DOrazio & Associates Inc. 19 *New 2024-03-31 107,704 $5,694,000 107,704
   VALICENTI ADVISORY SERVICES INC 21 *New 2024-03-31 100,405 $5,308,000 100,405
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 20 *New 2024-03-31 90,252 $4,772,000 90,252
   Facet Wealth Inc. 43 *New 2024-03-31 75,162 $3,853,000 75,162
   Merit Financial Group LLC 179 *New 2024-03-31 71,403 $3,623,000 71,403
   Clarus Wealth Advisors 18 *New 2024-03-31 54,353 $2,808,000 54,353
   PALISADE CAPITAL MANAGEMENT LLC/NJ 171 *New 2024-03-31 25,475 $1,347,000 25,475
   CAP Partners LLC 25 *New 2024-03-31 23,591 $1,247,000 23,591
   FIRST HEARTLAND CONSULTANTS INC 147 *New 2024-03-31 23,291 $1,231,000 23,291
   Fulcrum Equity Management 23 *New 2024-03-31 22,647 $1,197,000 22,647
   GOLDMAN SACHS GROUP INC/ 3618 *New 2024-03-31 17,360 $918,000 17,360
   Retireful LLC 84 *New 2024-03-31 11,920 $630,000 11,920
   NORDEN GROUP LLC 205 *New 2024-03-31 10,540 $557,000 10,540
   WEIL COMPANY INC 88 *New 2024-03-31 9,833 $520,000 9,833
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 439 *New 2024-03-31 8,417 $445,000 8,417
   Manhattan West Asset Management LLC 109 *New 2024-03-31 8,330 $440,000 8,330
   Heritage Wealth Advisors 154 *New 2024-03-31 7,926 $419,000 7,926
   Patten Group Inc. 197 *New 2024-03-31 7,002 $370,000 7,002
   Legacy Capital Group California Inc. 262 *New 2024-03-31 4,545 $240,000 4,545
   Atlantic Trust Group LLC 1080 *New 2024-03-31 4,167 $219,000 4,167
   TRANSCEND WEALTH COLLECTIVE LLC 500 *New 2024-03-31 3,821 $202,000 3,821
   Aptus Capital Advisors LLC 755 *New 2024-03-31 2,729 $144,000 2,729
   Northwest Financial Advisors 197 *New 2024-03-31 1,704 $90,000 1,704
   Qube Research & Technologies Ltd 3122 *New 2024-03-31 507 $27,000 507
   Cedar Wealth Management LLC 220 *New 2024-03-31 334 $18,000 334
   Crewe Advisors LLC 540 *New 2024-03-31 276 $15,000 276
   NORTH STAR INVESTMENT MANAGEMENT CORP. 827 *New 2024-03-31 222 $12,000 222
   AdvisorNet Financial Inc 1263 *New 2024-03-31 189 $10,000 189
   UBS Group AG 6077 *New 2024-03-31 145 $8,000 145
   Penserra Capital Management LLC 996 *New 2024-03-31 146 $7,000 146
   JONES FINANCIAL COMPANIES LLLP 1128 *New 2024-03-31 130 $7,000 130
   Archer Investment Corp 754 *New 2024-03-31 95 $5,000 95
  40 Records found
  1    
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