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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 101    10
Total shares held : 
 24,092,293  
% of shares held : 
 26.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 3,306,692  
% of shares held change : 
   3.67%  
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 :
14
 161,305
 0.67%
 
Increased Positions :
40
 3,878,867
 16.1%
 
Unchanged Positions :
14
 86,972
 0.36%
 
Decreased Positions :
33
-668,506
-2.77%
 
Closed Positions :
4
-64,974
-0.27%
 
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
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 8 - 2024-03-31 1,137,702 $47,351,000 32,069
   LPL FINANCIAL CORP 675 - 2024-03-31 852,638 $35,487,000 75,020
   BANK OF AMERICA CORP /DE/ 1928 - 2024-03-31 481,254 $20,030,000 26,932
   BP WEALTH MANAGEMENT LLC 75 - 2024-03-31 334,603 $13,926,000 95,932
   J P MORGAN CHASE & CO 2038 - 2024-03-31 246,975 $10,279,000 68,895
   Planned Solutions Inc. 7 - 2024-03-31 245,882 $10,234,000 1,579
   Mainsail Financial Group LLC 2 - 2024-03-31 245,530 $10,219,000 13,146
   THRIVENT FINANCIAL FOR LUTHERANS 658 - 2024-03-31 207,032 $8,617,000 2,695
   MORGAN STANLEY 3424 - 2024-03-31 204,071 $8,493,000 15,895
   Cetera Investment Advisers 880 - 2024-03-31 147,171 $6,125,000 10,781
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1039 - 2024-03-31 143,419 $5,969,000 5,956
   Apeiron RIA LLC 19 - 2024-03-31 117,773 $4,902,000 16,278
   JANE STREET GROUP LLC 1744 - 2024-03-31 73,848 $3,074,000 60,561
   Sigma Planning Corp 273 - 2024-03-31 54,356 $2,262,000 19,147
   Confluence Wealth Services Inc. 68 - 2024-03-31 52,117 $2,169,000 13
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1822 - 2024-03-31 45,714 $1,903,000 11,468
   CITADEL ADVISORS LLC 2486 - 2024-03-31 43,717 $1,820,000 34,541
   Fifth Third Securities Inc. 118 - 2024-03-31 41,504 $1,727,000 173
   DRIVE WEALTH MANAGEMENT LLC 47 - 2024-03-31 34,517 $1,437,000 12,286
   ROYAL BANK OF CANADA 2735 - 2024-03-31 34,025 $1,416,000 9,693
   Householder Group Estate & Retirement Specialist L 82 - 2024-03-31 22,128 $921,000 1,073
   TOWER RESEARCH CAPITAL LLC 707 - 2024-03-31 15,844 $659,000 14,158
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1162 - 2023-09-30 17,517 $607,000 22
   L & S ADVISORS INC 178 - 2024-03-31 14,209 $591,000 137
   JANNEY MONTGOMERY SCOTT LLC 1985 - 2024-03-31 12,070 $502,000 1,265
   Spire Wealth Management 606 - 2024-03-31 8,679 $361,000 219
   COMERICA BANK 2037 - 2024-03-31 8,509 $354,000 372
   BB&T CORP 2246 - 2024-03-31 7,402 $308,000 1,686
   FINANCIAL NETWORK 2285 - 2024-03-31 7,130 $297,000 434
   Qube Research & Technologies Ltd 2763 - 2024-03-31 2,840 $118,000 1,512
   Coastal Investment Advisors Inc. 479 - 2024-03-31 2,430 $101,000 2,430
   Global Retirement Partners LLC 1376 - 2024-03-31 1,283 $53,000 10
   Farther Finance Advisors LLC 1259 - 2024-03-31 937 $39,000 191
  33 Records found
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