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Get Institutions for : 
Jpmorgan Active Value Etf (JAVA)  
$59.98 0.22 (0.37%) as of 4:30 Tue 5/14


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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  : 
7.83 (15.01%)  




 
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
   JANNEY MONTGOMERY SCOTT LLC 160 - 2024-03-31 745,094 $44,624,000 129,523
   J P MORGAN CHASE & CO 1249 - 2024-03-31 712,804 $42,690,000 77,810
   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
   STIFEL FINANCIAL CORP 530 - 2023-12-31 337,052 $18,747,000 53,022
   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
   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
   Crumly & Associates Inc. 6 - 2024-03-31 224,635 $13,453,000 207,794
   Advisor Group Holdings Inc. 590 - 2024-03-31 202,889 $12,151,000 101,694
   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
   Americana Partners LLC 35 - 2024-03-31 154,255 $9,238,000 328
   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
   AVAII WEALTH MANAGEMENT LLC 3 - 2024-03-31 142,163 $8,514,000 23,582
   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 4 - 2023-12-31 87,520 $4,868,000 64,176
   CWM LLC 428 - 2024-03-31 78,212 $4,684,000 1,752
   Mutual Advisors LLC 144 - 2024-03-31 70,595 $4,228,000 4,795
   Integrated Wealth Concepts LLC 262 - 2023-12-31 75,275 $4,187,000 2,181
   Commonwealth Financial Services LLC 27 - 2023-12-31 70,609 $3,927,000 29,261
   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
   Perigon Wealth Management LLC 238 - 2024-03-31 37,166 $2,226,000 12,928
   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
   LINCOLN NATIONAL CORP 320 - 2024-03-31 33,838 $2,027,000 4,690
   ENVESTNET ASSET MANAGEMENT INC 2510 - 2023-12-31 33,549 $1,866,000 10,579
   Tyler-Stone Wealth Management 27 - 2023-12-31 30,161 $1,678,000 25,852
   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
   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. 854 - 2023-12-31 17,795 $990,000 3,844
   Priebe Wealth Holdings LLC 20 - 2024-03-31 14,513 $869,000 1,650
   COUNTRY CLUB BANK /GFN 208 - 2024-03-31 14,030 $840,000 5,580
   LITMAN GREGORY ASSET MANAGEMENT LLC 76 - 2024-03-31 13,725 $822,000 2,420
   Ritter Daniher Financial Advisory LLC / DE 33 - 2023-12-31 14,318 $796,000 14,318
   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
   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
   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
   Kuhn & Co Investment Counsel 54 - 2024-03-31 10,679 $640,000 5,035
   Goss Wealth Management LLC 1176 - 2023-12-31 10,833 $603,000 8,633
   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
   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
   STEPHENS INC /AR/ 932 - 2023-12-31 5,485 $305,000 800
   WELLS FARGO & CO/MN 3783 - 2024-03-31 4,219 $253,000 2,800
   Steward Partners Investment Advisory LLC 1319 - 2023-12-31 4,109 $229,000 3,486
   Kingsview Wealth Management LLC 934 - 2024-03-31 3,626 $217,000 3,626
   PRIVATE TRUST CO NA 684 - 2024-03-31 3,003 $180,000 628
   COMERICA BANK 2289 - 2023-12-31 3,172 $176,000 9
   Capital Analysts Inc. 436 - 2023-12-31 3,148 $175,000 17
   WHITTIER TRUST CO OF NEVADA INC 516 - 2024-03-31 2,351 $141,000 1,125
   Pinnacle Bank 533 - 2024-03-31 368 $22,000 27
   Coastal Investment Advisors Inc. 675 - 2024-03-31 210 $13,000 210
   FMR LLC 4292 - 2023-12-31 93 $5,000 92
  71 Records found
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