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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
   Nelson Van Denburg & Campbell Wealth Management Gr 7 - 2024-03-31 739,404 $44,283,000 -16,627
   MORGAN STANLEY 1928 - 2023-12-31 744,484 $41,408,000 -27,581
   WNY Asset Management LLC 5 - 2024-03-31 405,350 $24,276,000 -6,373
   DAYMARK WEALTH PARTNERS LLC 28 - 2024-03-31 260,561 $15,605,000 -446
   CAPTRUST FINANCIAL ADVISORS 407 - 2023-12-31 148,887 $8,281,000 -3,696
   Equitable Holdings Inc. 196 - 2023-12-31 106,139 $5,903,000 -355
   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
   Visionary Wealth Advisors 97 - 2023-12-31 69,986 $3,893,000 -1,506
   StoneCrest Wealth Management Inc. 21 - 2024-03-31 28,653 $1,716,000 -489
   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
   Eaton Financial Holdings Company LLC 35 - 2024-03-31 16,198 $970,000 -430
   Private Advisor Group LLC 1243 - 2024-03-31 13,838 $829,000 -274
   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
   Wayfinding Financial LLC 53 - 2024-03-31 11,330 $670,000 -632
   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
   GPS Wealth Strategies Group LLC 154 - 2024-03-31 8,257 $495,000 -852
   Security Financial Services INC. 124 - 2024-03-31 6,342 $380,000 -969
   TRANSCEND WEALTH COLLECTIVE LLC 386 - 2024-03-31 5,730 $343,000 -96
   THOROUGHBRED FINANCIAL SERVICES LLC 363 - 2024-03-31 5,132 $307,000 -117
   NWAM LLC 444 - 2024-03-31 4,763 $281,000 -344
   J.W. COLE ADVISORS INC. 712 - 2024-03-31 4,620 $277,000 -80
   Gladstone Institutional Advisory LLC 564 - 2023-12-31 4,573 $254,000 -582
   Stratos Wealth Partners LTD. 1178 - 2024-03-31 4,032 $241,000 -2,125
   Family Asset Management LLC 129 - 2023-12-31 726 $40,000 -16
   LGT Financial Advisors LLC 272 - 2024-03-31 587 $35,000 -55
   Spire Wealth Management 1986 - 2024-03-31 69 $4,000 -12
  30 Records found
  1    
  Page 1 of 1
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