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Get Institutions for : 
Jpmorgan Active Growth Etf (JGRO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 104    21
Total shares held : 
 10,886,243  
% of shares held : 
 12.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   49  
Amount of shares held : 
 3,784,754  
% of shares held change : 
   4.21%  
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 :
26
 709,429
 6.52%
 
Increased Positions :
48
 3,222,554
 29.6%
 
Unchanged Positions :
10
 407,238
 3.74%
 
Decreased Positions :
20
-120,668
-1.11%
 
Closed Positions :
5
-26,561
-0.24%
 
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
   CAPTRUST FINANCIAL ADVISORS 48 - 2024-03-31 1,584,813 $111,270,000 187,922
   LPL FINANCIAL CORP 351 - 2024-03-31 1,286,382 $90,317,000 346,056
   J P MORGAN CHASE & CO 1021 - 2024-03-31 1,019,155 $71,555,000 128,640
   CWM LLC 69 - 2024-03-31 785,549 $55,153,000 71,391
   COMMONWEALTH EQUITY SERVICES LLC. 226 - 2024-03-31 721,731 $50,673,000 24,441
   JANNEY MONTGOMERY SCOTT LLC 168 - 2024-03-31 589,836 $41,412,000 86,913
   Beaumont Financial Advisors LLC 4 - 2024-03-31 585,528 $41,110,000 85,212
   STEPHENSON NATIONAL BANK & TRUST 3 *New 2024-03-31 491,699 $34,522,000 491,699
   ENVESTNET ASSET MANAGEMENT INC 839 - 2024-03-31 477,799 $33,546,000 55,757
   Nelson Van Denburg & Campbell Wealth Management Gr 11 - 2024-03-31 424,129 $29,778,000 205,607
   Sterling Financial Group Inc. 1 - 2024-03-31 350,599 $24,616,000 -5,446
   COLONY GROUP, LLC 141 *New 2024-03-31 329,743 $21,961,000 329,743
   DAYMARK WEALTH PARTNERS LLC 16 - 2024-03-31 296,179 $20,795,000 -15,556
   Advantage Trust Co 1 - 2024-03-31 263,359 $18,490,000 298
   Goldstein Advisors LLC 10 - 2024-03-31 257,554 $18,083,000 -12,482
   BB&T CORP 468 - 2024-03-31 242,718 $17,041,000 -4,756
   Vestmark Advisory Solutions Inc. 32 - 2024-03-31 232,638 $16,334,000 -13,597
   HIGHTOWER ADVISORS, LLC 538 - 2024-03-31 226,645 $15,908,000 -3,651
   ORRSTOWN FINANCIAL SERVICES INC 3 - 2024-03-31 218,069 $15,311,000 197,779
   Frontier Asset Management LLC 3 - 2024-03-31 214,450 $15,057,000 33,738
   Advisor Group Holdings Inc. 514 - 2024-03-31 212,636 $14,929,000 -8,289
   MARINER WEALTH ADVISORS, LLC 400 - 2024-03-31 212,002 $14,885,000 27,194
   WADE G W & INC 60 - 2023-12-31 228,482 $13,958,000 142,904
   Stratos Wealth Partners LTD. 93 *New 2024-03-31 194,220 $13,636,000 194,220
   STRATEGIC PLANNING GROUP LLC 6 - 2024-03-31 177,462 $12,460,000 18,574
   STIFEL FINANCIAL CORP 743 - 2024-03-31 169,833 $11,924,000 17,493
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 731 - 2024-03-31 164,169 $11,526,000 13,846
   Arlington Financial Advisors LLC 13 *New 2024-03-31 163,906 $11,508,000 163,906
   ROYAL BANK OF CANADA 1425 - 2024-03-31 159,594 $11,206,000 66,586
   Wagner Wealth Management LLC 10 - 2024-03-31 146,140 $10,261,000 10,786
   Financial Advocates Investment Management 31 - 2024-03-31 144,949 $10,171,000 123,673
   MML INVESTORS SERVICES LLC 409 - 2024-03-31 143,414 $10,069,000 69,001
   RAYMOND JAMES & ASSOCIATES 1215 - 2024-03-31 129,736 $9,109,000 93,144
   Kestra Advisory Services LLC 346 - 2024-03-31 123,319 $8,658,000 17,120
   UBS Group AG 1745 - 2024-03-31 117,016 $8,216,000 30,305
   BANK OF AMERICA CORP /DE/ 2672 *New 2024-03-31 107,262 $7,531,000 107,262
   Royal Harbor Partners LLC 10 - 2024-03-31 105,111 $7,380,000 83,762
   Integrity Advisory LLC 5 *New 2022-12-31 132,731 $5,897,000 132,731
   MN Wealth Advisors LLC 7 - 2024-03-31 83,920 $5,892,000 -12,538
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 896 *New 2024-03-31 83,455 $5,859,000 83,455
   FLAGSHIP HARBOR ADVISORS LLC 70 - 2024-03-31 67,947 $4,771,000 36,908
   JANE STREET GROUP LLC 1417 - 2024-03-31 61,222 $4,298,000 20,841
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 701 - 2024-03-31 61,003 $4,283,000 9,271
   LINCOLN NATIONAL CORP 196 - 2024-03-31 54,777 $3,846,000 9,830
   CITADEL ADVISORS LLC 1928 - 2024-03-31 51,786 $3,636,000 51,786
   John W. Brooker & Co. CPAs 15 - 2024-03-31 50,763 $3,564,000 13,239
   Sprinkle Financial Consultants LLC 9 - 2024-03-31 48,164 $3,382,000 7,936
   Visionary Wealth Advisors 117 - 2024-03-31 46,255 $3,248,000 1,101
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1004 - 2024-03-31 44,714 $3,139,000 4,288
   Resolute Wealth Strategies LLC 17 *New 2024-03-31 42,510 $2,985,000 42,510
   PRIVATE WEALTH PARTNERS LLC 52 - 2024-03-31 38,955 $2,735,000 -500
   Strategic Blueprint LLC 110 - 2024-03-31 38,258 $2,686,000 19,713
   Cetera Investment Advisers 1382 - 2024-03-31 36,235 $2,544,000 29,795
   Change Path LLC 201 - 2024-03-31 33,689 $2,366,000 7,928
   Echo Wealth Management LLC 16 - 2024-03-31 31,478 $2,210,000 2,655
   Perigon Wealth Management LLC 259 - 2024-03-31 26,627 $1,869,000 6,911
   MARSHALL WACE LLP 1205 - 2024-03-31 25,932 $1,821,000 -628
   DAVIDSON D A & CO 554 *New 2024-03-31 25,425 $1,785,000 25,425
   Cedar Brook Financial Partners LLC 67 - 2024-03-31 25,026 $1,757,000 300
   MASSMUTUAL TRUST CO FSB/ADV 205 - 2024-03-31 22,918 $1,609,000 -7,258
   Sigma Planning Corp 365 - 2024-03-31 22,469 $1,578,000 10,224
   FINANCIAL NETWORK 1200 - 2024-03-31 20,617 $1,448,000 6,214
   Envestnet Portfolio Solutions Inc. 786 - 2024-03-31 17,443 $1,225,000 5,707
   STEPHENS INC /AR/ 529 - 2024-03-31 17,353 $1,218,000 7,432
   Argent Trust Co 283 - 2024-03-31 16,558 $1,163,000 3,550
   YARGER WEALTH STRATEGIES LLC 31 - 2024-03-31 15,838 $1,112,000 3,354
   LexAurum Advisors LLC 80 - 2024-03-31 15,437 $1,084,000 3,285
   3Chopt Investment Partners LLC 58 - 2024-03-31 14,101 $990,000 -1,788
   LAKE STREET FINANCIAL LLC 150 - 2024-03-31 13,365 $938,000 -610
   Fort Point Capital Partners LLC 126 *New 2024-03-31 13,165 $924,000 13,165
   Semus Wealth Partners LLC 31 - 2024-03-31 12,561 $882,000 3,581
   Goss Wealth Management LLC 1050 - 2024-03-31 12,455 $874,000 1,318
   Integrated Wealth Concepts LLC 822 *New 2024-03-31 12,093 $849,000 12,093
   IFG Advisory LLC 267 *New 2024-03-31 24,048 $845,000 24,048
   PRUDENTIAL FINANCIAL INC 1938 - 2024-03-31 11,814 $829,000 2,963
   Ascent Group LLC 302 - 2024-03-31 10,926 $767,000 44
   Apollon Wealth Management LLC 544 *New 2024-03-31 10,872 $763,000 10,872
   TCG Advisory Services LLC 215 *New 2024-03-31 10,513 $738,000 10,513
   Wayfinding Financial LLC 54 - 2024-03-31 9,615 $666,000 -1,599
   Private Advisor Group LLC 1380 - 2024-03-31 8,978 $630,000 491
   Objective Capital Management LLC 52 *New 2023-12-31 9,367 $572,000 9,367
   TBH Global Asset Management LLC 142 - 2024-03-31 8,002 $562,000 812
   H D Vest Advisory Services 1015 - 2024-03-31 7,336 $515,000 3,790
   GeoWealth Management LLC 453 - 2024-03-31 6,568 $461,000 -5,580
   Good Life Advisors LLC 265 - 2024-03-31 6,523 $458,000 1,038
   USAdvisors Wealth Management LLC 88 - 2024-03-31 6,301 $444,000 1,032
   SUTTON PLACE INVESTORS LLC 114 - 2024-03-31 6,087 $427,000 952
   Gateway Wealth Partners LLC 133 - 2024-03-31 6,055 $425,000 1,958
   Argent Advisors Inc. 102 - 2024-03-31 5,890 $414,000 200
   Confluence Wealth Services Inc. 235 *New 2024-03-31 5,784 $406,000 5,784
   MULTIFINANCIAL SECURITIES CORP 1746 - 2024-03-31 5,675 $398,000 907
   GPS Wealth Strategies Group LLC 184 - 2024-03-31 5,436 $382,000 -2,373
   Security Financial Services INC. 122 - 2024-03-31 5,441 $382,000 -1,326
   Kuhn & Co Investment Counsel 93 - 2024-03-31 5,189 $364,000 1,332
   Schneider Downs Wealth Management Advisors LP 94 *New 2024-03-31 5,130 $360,000 5,130
   Householder Group Estate & Retirement Specialist L 166 - 2024-03-31 5,075 $356,000 3,216
   TRANSCEND WEALTH COLLECTIVE LLC 380 - 2024-03-31 5,058 $355,000 -317
   Virtue Capital Management LLC 269 - 2024-03-31 5,061 $353,000 12
   PRIVATE TRUST CO NA 475 - 2024-03-31 4,852 $341,000 0
   Farther Finance Advisors LLC 493 - 2024-03-31 4,757 $335,000 -793
  100 Records found
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