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Get Institutions for : 
Jpmorgan Active Value Etf (JAVA)  
$58.31 0.06 (0.1%) as of 4:30 Fri 4/26


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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  : 
6.16 (11.81%)  




 
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 250 - 2023-12-31 2,064,848 $114,847,000 460,702
   Nelson Van Denburg & Campbell Wealth Management Gr 7 - 2023-12-31 756,031 $42,050,000 156,415
   MORGAN STANLEY 1928 - 2023-12-31 744,484 $41,408,000 -27,581
   STEPHENSON NATIONAL BANK & TRUST 2 *New 2024-03-31 602,285 $36,071,000 602,285
   J P MORGAN CHASE & CO 1270 - 2023-12-31 634,994 $35,318,000 94,263
   JANNEY MONTGOMERY SCOTT LLC 179 - 2023-12-31 615,571 $34,238,000 153,311
   RAYMOND JAMES & ASSOCIATES 605 - 2024-03-31 485,005 $29,047,000 32,370
   WNY Asset Management LLC 6 - 2023-12-31 411,723 $22,900,000 -4,434
   STIFEL FINANCIAL CORP 530 - 2023-12-31 337,052 $18,747,000 53,022
   COMMONWEALTH EQUITY SERVICES LLC. 488 - 2023-12-31 322,522 $17,939,000 -11,972
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 572 - 2024-03-31 285,778 $17,115,000 46,202
   CI INVESTMENTS INC 186 - 2023-12-31 287,921 $16,014,000 33,850
   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
   Kestra Advisory Services LLC 177 - 2023-12-31 274,300 $15,257,000 16,960
   Vestmark Advisory Solutions Inc. 29 - 2023-12-31 261,431 $14,541,000 22,052
   UBS Group AG 1362 - 2023-12-31 210,868 $11,728,000 16,004
   STRATEGIC PLANNING GROUP LLC 9 - 2024-03-31 180,152 $10,789,000 27,484
   FSM Wealth Advisors LLC 2 - 2023-09-30 194,133 $9,951,000 50,895
   ROYAL BANK OF CANADA 1519 - 2023-12-31 161,368 $8,975,000 32,907
   WADE G W & INC 79 - 2023-12-31 154,518 $8,594,000 109,907
   Americana Partners LLC - 2023-12-31 153,927 $8,562,000 2,458
   CAPTRUST FINANCIAL ADVISORS 407 - 2023-12-31 148,887 $8,281,000 -3,696
   AVAII WEALTH MANAGEMENT LLC 3 - 2023-12-31 118,581 $6,595,000 18,915
   ARQ WEALTH ADVISORS LLC 11 - 2023-12-31 108,248 $6,021,000 60,654
   Equitable Holdings Inc. 196 - 2023-12-31 106,139 $5,903,000 -355
   Advisor Group Holdings Inc. 1107 - 2023-12-31 101,195 $5,629,000 33,545
   BCGM Wealth Management LLC 11 *New 2023-12-31 96,036 $5,342,000 96,036
   MN Wealth Advisors LLC 8 - 2023-12-31 89,948 $5,003,000 0
   SFI Advisors LLC 4 - 2023-12-31 87,520 $4,868,000 64,176
   CWM LLC 428 - 2024-03-31 78,212 $4,684,000 1,752
   Integrated Wealth Concepts LLC 262 - 2023-12-31 75,275 $4,187,000 2,181
   Integrity Advisory LLC 7 *New 2022-12-31 81,309 $4,165,000 81,309
   Commonwealth Financial Services LLC 27 - 2023-12-31 70,609 $3,927,000 29,261
   Visionary Wealth Advisors 97 - 2023-12-31 69,986 $3,893,000 -1,506
   Mutual Advisors LLC 163 - 2023-12-31 65,800 $3,660,000 1,931
   CMH Wealth Management LLC 43 - 2024-03-31 48,655 $2,914,000 1,169
   MML INVESTORS SERVICES LLC 871 - 2023-12-31 47,602 $2,648,000 38,603
   Alliance Wealth Advisors LLC 14 - 2024-03-31 40,814 $2,444,000 2,948
   TRIANGLE SECURITIES WEALTH MANAGEMENT 55 - 2024-03-31 35,188 $2,107,000 13,865
   SYNOVUS FINANCIAL CORP 322 - 2023-12-31 36,651 $2,040,000 6,155
   ENVESTNET ASSET MANAGEMENT INC 2510 - 2023-12-31 33,549 $1,866,000 10,579
   StoneCrest Wealth Management Inc. 21 - 2024-03-31 28,653 $1,716,000 -489
   Tyler-Stone Wealth Management 27 - 2023-12-31 30,161 $1,678,000 25,852
   LINCOLN NATIONAL CORP 332 - 2023-12-31 29,148 $1,621,000 5,493
   MASSMUTUAL TRUST CO FSB/ADV 206 - 2024-03-31 26,794 $1,605,000 -5,705
   Change Path LLC 191 - 2023-12-31 27,561 $1,533,000 -6,325
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1085 - 2024-03-31 24,186 $1,448,000 1,742
   Perigon Wealth Management LLC 286 *New 2023-12-31 24,238 $1,348,000 24,238
   IHT Wealth Management LLC 326 *New 2023-12-31 22,915 $1,275,000 22,915
   Financial Connections Group Inc. - 2023-12-31 21,396 $1,190,000 -10,558
   BENJAMIN F. EDWARDS & COMPANY INC. 452 - 2023-12-31 20,335 $1,131,000 -3,690
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2725 - 2023-12-31 19,001 $1,057,000 15,033
   Beaumont Financial Advisors LLC 138 - 2023-12-31 18,430 $1,025,000 2,600
   Atria Wealth Solutions Inc. 854 - 2023-12-31 17,795 $990,000 3,844
   H D Vest Advisory Services 721 - 2023-12-31 17,477 $972,000 3,801
   Eaton Financial Holdings Company LLC 35 - 2024-03-31 16,198 $970,000 -430
   Crumly & Associates Inc. 52 *New 2023-12-31 16,841 $937,000 16,841
   Priebe Wealth Holdings LLC 20 - 2024-03-31 14,513 $869,000 1,650
   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
   3Chopt Investment Partners LLC 84 *New 2023-12-31 14,915 $830,000 14,915
   Ritter Daniher Financial Advisory LLC / DE 33 - 2023-12-31 14,318 $796,000 14,318
   Private Advisor Group LLC 1232 - 2023-12-31 14,112 $785,000 8,933
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1891 - 2024-03-31 13,086 $784,000 89
   LAKE STREET FINANCIAL LLC 172 - 2024-03-31 12,783 $766,000 329
   GeoWealth Management LLC 258 - 2023-12-31 13,046 $725,000 -2,402
   Krilogy Financial LLC 169 - 2024-03-31 11,802 $707,000 -1,109
   FINANCIAL NETWORK 1629 - 2023-12-31 12,382 $689,000 1,278
   Ascent Group LLC 302 - 2023-12-31 11,873 $670,000 2,929
   Wayfinding Financial LLC 46 - 2023-12-31 11,962 $665,000 1,347
   LITMAN GREGORY ASSET MANAGEMENT LLC 78 - 2023-12-31 11,305 $629,000 -495
   HIGHTOWER ADVISORS, LLC 2101 *New 2023-12-31 11,306 $628,000 11,306
   Goss Wealth Management LLC 1176 - 2023-12-31 10,833 $603,000 8,633
   DAVENPORT & CO LLC - 2023-12-31 9,568 $532,000 2,737
   GPS Wealth Strategies Group LLC 146 - 2023-12-31 9,109 $507,000 3,247
   IFP Advisors Inc 605 - 2023-12-31 7,785 $433,000 5,491
   Farther Finance Advisors LLC 387 - 2023-12-31 7,564 $421,000 199
   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
   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
   Cetera Investment Advisers 1689 - 2023-12-31 6,244 $347,000 89
   RAYMOND JAMES TRUST CO 920 - 2024-03-31 5,575 $334,000 605
   SILVER OAK SECURITIES Inc 355 - 2023-12-31 5,985 $333,000 -813
   TRANSCEND WEALTH COLLECTIVE LLC 372 - 2023-12-31 5,826 $324,000 424
   Kuhn & Co Investment Counsel 94 - 2023-12-31 5,644 $314,000 0
   STEPHENS INC /AR/ 932 - 2023-12-31 5,485 $305,000 800
   THOROUGHBRED FINANCIAL SERVICES LLC 474 - 2023-12-31 5,249 $292,000 -650
   NWAM LLC 442 - 2023-12-31 5,107 $284,000 271
   J.W. COLE ADVISORS INC. 684 - 2023-12-31 4,700 $261,000 -18
   Gladstone Institutional Advisory LLC 564 - 2023-12-31 4,573 $254,000 -582
   Gateway Wealth Partners LLC 178 *New 2023-12-31 4,428 $246,000 4,428
   Stratos Wealth Partners LTD. 1178 - 2024-03-31 4,032 $241,000 -2,125
   Steward Partners Investment Advisory LLC 1319 - 2023-12-31 4,109 $229,000 3,486
   Westside Investment Management Inc. 205 *New 2024-03-31 3,731 $223,000 3,731
   RDA Financial Network 218 *New 2024-03-31 3,457 $207,000 3,457
   Capital Advisors Wealth Management LLC 150 *New 2024-03-31 3,394 $203,000 3,394
   FIRETHORN WEALTH PARTNERS LLC 132 *New 2024-03-31 3,370 $202,000 3,370
   Ignite Planners LLC 269 *New 2024-03-31 3,385 $202,000 3,385
  100 Records found
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