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Get Institutions for : 
Jpmorgan Active Value Etf (JAVA)  
$59.76 0.08 (0.13%) as of 4:30 Mon 5/13


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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  : 
7.61 (14.59%)  




 
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
   STEPHENSON NATIONAL BANK & TRUST 2 *New 2024-03-31 602,285 $36,071,000 602,285
   UNIONVIEW LLC 5 *New 2024-03-31 124,513 $7,457,000 124,513
   Integrity Advisory LLC 7 *New 2022-12-31 81,309 $4,165,000 81,309
   IHT Wealth Management LLC 326 *New 2023-12-31 22,915 $1,275,000 22,915
   3Chopt Investment Partners LLC 84 *New 2023-12-31 14,915 $830,000 14,915
   Aveo Capital Partners LLC 168 *New 2024-03-31 12,948 $757,000 12,948
   WEIL COMPANY INC 135 *New 2024-03-31 4,167 $250,000 4,167
   Gateway Wealth Partners LLC 178 *New 2023-12-31 4,428 $246,000 4,428
   Westside Investment Management Inc. 205 *New 2024-03-31 3,731 $223,000 3,731
   Worth Financial Advisory Group LLC 131 *New 2024-03-31 3,500 $210,000 3,500
   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
   Geneos Wealth Management Inc. 864 *New 2024-03-31 1,585 $95,000 1,585
   Winch Advisory Services LLC 218 *New 2023-12-31 280 $16,000 280
   Emerald Investment Partners LLC 424 *New 2024-03-31 159 $10,000 159
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1484 *New 2024-03-31 64 $4,000 64
   BARTLETT & CO. LLC 1142 *New 2023-12-31 21 $1,000 21
  19 Records found
  1    
  Page 1 of 1
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