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Get Institutions for : 
Jpmorgan Active Value Etf (JAVA)  
$60.30 0.04 (0.07%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 112    11
Total shares held : 
 10,242,150  
% of shares held : 
 11.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 1,710,875  
% of shares held change : 
   1.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.68  
Last Quarter's Ending Price : 
 $55.62  
Last Quarter's Average Price : 
 $52.15  
Change from last quarter's     
avg. price to the last closing  : 
8.15 (15.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 222,118
 2.17%
 
Increased Positions :
60
 1,651,827
 16.13%
 
Unchanged Positions :
10
 141,913
 1.39%
 
Decreased Positions :
25
-122,842
-1.2%
 
Closed Positions :
6
-40,228
-0.39%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   LPL FINANCIAL CORP 224 - 2024-03-31 2,492,192 $149,257,000 427,344
   MORGAN STANLEY 1780 - 2024-03-31 809,115 $48,458,000 64,631
   JANNEY MONTGOMERY SCOTT LLC 160 - 2024-03-31 745,094 $44,624,000 129,523
   Nelson Van Denburg & Campbell Wealth Management Gr 7 - 2024-03-31 739,404 $44,283,000 -16,627
   J P MORGAN CHASE & CO 1249 - 2024-03-31 712,804 $42,690,000 77,810
   STEPHENSON NATIONAL BANK & TRUST 2 *New 2024-03-31 602,285 $36,071,000 602,285
   UBS Group AG 922 - 2024-03-31 581,766 $34,842,000 370,898
   COMMONWEALTH EQUITY SERVICES LLC. 340 - 2024-03-31 546,577 $32,735,000 224,055
   RAYMOND JAMES & ASSOCIATES 605 - 2024-03-31 485,005 $29,047,000 32,370
   WNY Asset Management LLC 5 - 2024-03-31 405,350 $24,276,000 -6,373
   STIFEL FINANCIAL CORP 533 - 2024-03-31 351,128 $21,029,000 14,076
   Kestra Advisory Services LLC 164 - 2024-03-31 306,736 $18,370,000 32,436
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 572 - 2024-03-31 285,778 $17,115,000 46,202
   FSM Wealth Advisors LLC 1 - 2024-03-31 275,604 $16,506,000 60,138
   Vestmark Advisory Solutions Inc. 31 - 2024-03-31 273,348 $16,371,000 11,917
   DAYMARK WEALTH PARTNERS LLC 28 - 2024-03-31 260,561 $15,605,000 -446
   Arlington Financial Advisors LLC 9 - 2024-03-31 257,113 $15,398,000 6,058
   CI INVESTMENTS INC 195 - 2024-03-31 251,871 $15,085,000 -36,050
   Crumly & Associates Inc. 6 - 2024-03-31 224,635 $13,453,000 207,794
   ROYAL BANK OF CANADA 1379 - 2024-03-31 203,331 $12,178,000 41,963
   Advisor Group Holdings Inc. 590 - 2024-03-31 202,889 $12,151,000 101,694
   COLONY GROUP, LLC 201 *New 2024-03-31 197,138 $11,369,000 197,138
   STRATEGIC PLANNING GROUP LLC 9 - 2024-03-31 180,152 $10,789,000 27,484
   Americana Partners LLC 35 - 2024-03-31 154,255 $9,238,000 328
   WADE G W & INC 79 - 2023-12-31 154,518 $8,594,000 109,907
   AVAII WEALTH MANAGEMENT LLC 3 - 2024-03-31 142,163 $8,514,000 23,582
   Ritter Daniher Financial Advisory LLC / DE 10 - 2024-03-31 131,249 $7,861,000 116,931
   UNIONVIEW LLC 5 *New 2024-03-31 124,513 $7,457,000 124,513
   CAPTRUST FINANCIAL ADVISORS 405 - 2024-03-31 123,590 $7,402,000 -25,297
   Equitable Holdings Inc. 202 - 2024-03-31 109,945 $6,585,000 3,806
   ARQ WEALTH ADVISORS LLC 11 - 2023-12-31 108,248 $6,021,000 60,654
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 906 - 2024-03-31 95,660 $5,729,000 76,659
   SFI Advisors LLC 2 - 2024-03-31 93,278 $5,586,000 5,758
   Integrated Wealth Concepts LLC 257 - 2024-03-31 86,286 $5,168,000 11,011
   MN Wealth Advisors LLC 8 - 2024-03-31 81,258 $4,867,000 -8,690
   BCGM Wealth Management LLC 13 - 2024-03-31 80,131 $4,799,000 -15,905
   CWM LLC 428 - 2024-03-31 78,212 $4,684,000 1,752
   CITADEL ADVISORS LLC 1773 *New 2024-03-31 73,730 $4,416,000 73,730
   Mutual Advisors LLC 144 - 2024-03-31 70,595 $4,228,000 4,795
   Visionary Wealth Advisors 93 - 2024-03-31 70,597 $4,228,000 611
   Integrity Advisory LLC 7 *New 2022-12-31 81,309 $4,165,000 81,309
   Commonwealth Financial Services LLC 27 - 2024-03-31 70,408 $3,916,000 -201
   Resolute Wealth Strategies LLC 15 *New 2024-03-31 52,564 $3,148,000 52,564
   MML INVESTORS SERVICES LLC 846 - 2024-03-31 52,498 $3,144,000 4,896
   Tyler-Stone Wealth Management 14 - 2024-03-31 51,185 $3,065,000 21,024
   ENVESTNET ASSET MANAGEMENT INC 2305 - 2024-03-31 50,341 $3,015,000 16,792
   CMH Wealth Management LLC 43 - 2024-03-31 48,655 $2,914,000 1,169
   Alliance Wealth Advisors LLC 14 - 2024-03-31 40,814 $2,444,000 2,948
   Perigon Wealth Management LLC 238 - 2024-03-31 37,166 $2,226,000 12,928
   SYNOVUS FINANCIAL CORP 326 - 2024-03-31 36,326 $2,177,000 -325
   TRIANGLE SECURITIES WEALTH MANAGEMENT 55 - 2024-03-31 35,188 $2,107,000 13,865
   LINCOLN NATIONAL CORP 320 - 2024-03-31 33,838 $2,027,000 4,690
   DAVIDSON D A & CO 555 *New 2024-03-31 29,659 $1,776,000 29,659
   StoneCrest Wealth Management Inc. 21 - 2024-03-31 28,653 $1,716,000 -489
   Change Path LLC 268 - 2024-03-31 26,853 $1,608,000 -708
   MASSMUTUAL TRUST CO FSB/ADV 206 - 2024-03-31 26,794 $1,605,000 -5,705
   IHT Wealth Management LLC 331 - 2024-03-31 24,293 $1,455,000 1,378
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1085 - 2024-03-31 24,186 $1,448,000 1,742
   BENJAMIN F. EDWARDS & COMPANY INC. 433 - 2024-03-31 22,972 $1,376,000 2,637
   FINANCIAL NETWORK 1344 - 2024-03-31 19,608 $1,174,000 7,226
   Beaumont Financial Advisors LLC 134 - 2024-03-31 18,471 $1,106,000 41
   H D Vest Advisory Services 717 - 2024-03-31 17,818 $1,067,000 341
   Atria Wealth Solutions Inc. 878 - 2024-03-31 17,695 $1,060,000 -100
   Eaton Financial Holdings Company LLC 35 - 2024-03-31 16,198 $970,000 -430
   3Chopt Investment Partners LLC 59 - 2024-03-31 15,639 $937,000 724
   Priebe Wealth Holdings LLC 20 - 2024-03-31 14,513 $869,000 1,650
   Goss Wealth Management LLC 1053 - 2024-03-31 14,488 $868,000 3,655
   Northwest Capital Management Inc 54 - 2024-03-31 14,177 $849,000 0
   COUNTRY CLUB BANK /GFN 208 - 2024-03-31 14,030 $840,000 5,580
   Private Advisor Group LLC 1243 - 2024-03-31 13,838 $829,000 -274
   LITMAN GREGORY ASSET MANAGEMENT LLC 76 - 2024-03-31 13,725 $822,000 2,420
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1891 - 2024-03-31 13,086 $784,000 89
   Sugar Maple Asset Management LLC 26 - 2024-03-31 12,991 $778,000 0
   LAKE STREET FINANCIAL LLC 172 - 2024-03-31 12,783 $766,000 329
   Aveo Capital Partners LLC 168 *New 2024-03-31 12,948 $757,000 12,948
   Ascent Group LLC 306 - 2024-03-31 12,020 $720,000 147
   Krilogy Financial LLC 169 - 2024-03-31 11,802 $707,000 -1,109
   DAVENPORT & CO LLC 686 - 2024-03-31 11,727 $702,000 2,159
   SILVER OAK SECURITIES Inc 187 - 2024-03-31 11,509 $689,000 5,524
   Wayfinding Financial LLC 53 - 2024-03-31 11,330 $670,000 -632
   D E SHAW & CO INC 2156 *New 2024-03-31 11,017 $660,000 11,017
   Kuhn & Co Investment Counsel 54 - 2024-03-31 10,679 $640,000 5,035
   Clear Point Advisors Inc. 55 - 2024-03-31 9,991 $598,000 -5
   HIGHTOWER ADVISORS, LLC 2136 - 2024-03-31 9,693 $580,000 -1,613
   Financial Connections Group Inc. - 2024-03-31 9,427 $565,000 -11,969
   KPP Advisory Services LLC 128 - 2024-03-31 8,472 $507,000 8,472
   GPS Wealth Strategies Group LLC 154 - 2024-03-31 8,257 $495,000 -852
   Atlanta Consulting Group Advisors LLC 75 - 2024-03-31 8,002 $479,000 0
   GeoWealth Management LLC 452 - 2024-03-31 7,705 $462,000 -5,341
   IFP Advisors Inc 605 - 2023-12-31 7,785 $433,000 5,491
   Farther Finance Advisors LLC 436 - 2024-03-31 7,070 $422,000 -494
   Global Retirement Partners LLC 571 - 2024-03-31 6,966 $417,000 115
   HARBOUR INVESTMENTS INC. 602 - 2023-12-31 7,338 $408,000 6,961
   Gateway Wealth Partners LLC 137 - 2024-03-31 6,776 $406,000 2,348
   SUTTON PLACE INVESTORS LLC 117 - 2024-03-31 6,572 $394,000 1,181
   Security Financial Services INC. 124 - 2024-03-31 6,342 $380,000 -969
   STEPHENS INC /AR/ 929 - 2024-03-31 6,265 $375,000 780
   Cetera Investment Advisers 1371 - 2024-03-31 5,846 $350,000 -398
   TRANSCEND WEALTH COLLECTIVE LLC 386 - 2024-03-31 5,730 $343,000 -96
   RAYMOND JAMES TRUST CO 920 - 2024-03-31 5,575 $334,000 605
  100 Records found
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