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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 76 - 2023-12-31 1,396,891 $85,336,000 1,383,713
   LPL FINANCIAL CORP 453 - 2023-12-31 940,326 $57,445,000 423,046
   CWM LLC 69 - 2024-03-31 785,549 $55,153,000 71,391
   J P MORGAN CHASE & CO 1054 - 2023-12-31 890,515 $54,402,000 138,334
   COMMONWEALTH EQUITY SERVICES LLC. 240 - 2023-12-31 697,290 $42,597,000 395,070
   STEPHENSON NATIONAL BANK & TRUST 3 *New 2024-03-31 491,699 $34,522,000 491,699
   JANNEY MONTGOMERY SCOTT LLC 202 - 2023-12-31 502,923 $30,723,000 121,769
   Beaumont Financial Advisors LLC 5 - 2023-12-31 500,316 $30,564,000 126,546
   ENVESTNET ASSET MANAGEMENT INC 900 - 2023-12-31 422,042 $25,783,000 -1,151
   Sterling Financial Group Inc. 1 - 2024-03-31 350,599 $24,616,000 -5,446
   DAYMARK WEALTH PARTNERS LLC 16 - 2024-03-31 296,179 $20,795,000 -15,556
   Goldstein Advisors LLC 11 - 2023-12-31 270,036 $16,496,000 9,433
   Advantage Trust Co 1 - 2023-12-31 263,061 $16,070,000 0
   ORRSTOWN FINANCIAL SERVICES INC 3 - 2024-03-31 218,069 $15,311,000 197,779
   BB&T CORP 482 - 2023-12-31 247,474 $15,118,000 -7,159
   Vestmark Advisory Solutions Inc. 27 - 2023-12-31 246,235 $15,042,000 18,148
   HIGHTOWER ADVISORS, LLC 567 - 2023-12-31 230,296 $14,069,000 -7,682
   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
   Advisor Group Holdings Inc. 645 - 2023-12-31 220,925 $13,496,000 -28,795
   Nelson Van Denburg & Campbell Wealth Management Gr 27 *New 2023-12-31 218,522 $13,350,000 218,522
   STRATEGIC PLANNING GROUP LLC 6 - 2024-03-31 177,462 $12,460,000 18,574
   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
   MARINER WEALTH ADVISORS, LLC 436 - 2023-12-31 184,808 $11,290,000 28,261
   Frontier Asset Management LLC 8 - 2023-12-31 180,712 $11,040,000 -987
   Wagner Wealth Management LLC 10 - 2024-03-31 146,140 $10,261,000 10,786
   STIFEL FINANCIAL CORP 798 - 2023-12-31 152,340 $9,306,000 41,102
   RAYMOND JAMES & ASSOCIATES 1215 - 2024-03-31 129,736 $9,109,000 93,144
   Kestra Advisory Services LLC 372 - 2023-12-31 106,199 $6,488,000 26,569
   Integrity Advisory LLC 5 *New 2022-12-31 132,731 $5,897,000 132,731
   MN Wealth Advisors LLC 6 - 2023-12-31 96,458 $5,893,000 0
   ROYAL BANK OF CANADA 1799 - 2023-12-31 93,008 $5,682,000 43,618
   UBS Group AG 1955 - 2023-12-31 86,711 $5,297,000 24,535
   FLAGSHIP HARBOR ADVISORS LLC 70 - 2024-03-31 67,947 $4,771,000 36,908
   MML INVESTORS SERVICES LLC 642 *New 2023-12-31 74,413 $4,546,000 74,413
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 701 - 2024-03-31 61,003 $4,283,000 9,271
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1004 - 2024-03-31 44,714 $3,139,000 4,288
   Visionary Wealth Advisors 129 - 2023-12-31 45,154 $2,758,000 6,235
   LINCOLN NATIONAL CORP 229 - 2023-12-31 44,947 $2,746,000 8,328
   Strategic Blueprint LLC 110 - 2024-03-31 38,258 $2,686,000 19,713
   JANE STREET GROUP LLC 2185 *New 2023-12-31 40,381 $2,467,000 40,381
   PRIVATE WEALTH PARTNERS LLC 53 - 2023-12-31 39,455 $2,410,000 8,200
   Echo Wealth Management LLC 16 - 2024-03-31 31,478 $2,210,000 2,655
   Cedar Brook Financial Partners LLC 67 - 2024-03-31 25,026 $1,757,000 300
   MARSHALL WACE LLP 1060 *New 2023-12-31 26,560 $1,623,000 26,560
   MASSMUTUAL TRUST CO FSB/ADV 205 - 2024-03-31 22,918 $1,609,000 -7,258
   Change Path LLC 182 - 2023-12-31 25,761 $1,574,000 -6,340
   Royal Harbor Partners LLC 24 *New 2023-12-31 21,349 $1,304,000 21,349
   Perigon Wealth Management LLC 301 *New 2023-12-31 19,716 $1,204,000 19,716
   TWO SIGMA INVESTMENTS LLC 1841 *New 2023-12-31 19,600 $1,197,000 19,600
   Financial Advocates Investment Management 266 - 2023-12-31 21,276 $1,088,000 7,577
   LexAurum Advisors LLC 80 - 2024-03-31 15,437 $1,084,000 3,285
   3Chopt Investment Partners LLC 71 *New 2023-12-31 15,889 $971,000 15,889
   LAKE STREET FINANCIAL LLC 150 - 2024-03-31 13,365 $938,000 -610
   FINANCIAL NETWORK 1449 - 2023-12-31 14,403 $880,000 -1,181
   Argent Trust Co 329 - 2023-12-31 13,008 $795,000 7,000
   YARGER WEALTH STRATEGIES LLC 29 - 2023-12-31 12,484 $763,000 5,537
   Sigma Planning Corp 331 - 2023-12-31 12,245 $748,000 -12,388
   GeoWealth Management LLC 255 - 2023-12-31 12,148 $742,000 -2,431
   Ascent Group LLC 287 - 2023-12-31 10,882 $734,000 2,522
   Envestnet Portfolio Solutions Inc. 903 - 2023-12-31 11,736 $717,000 -1,353
   Wayfinding Financial LLC 43 - 2023-12-31 11,214 $685,000 741
   Goss Wealth Management LLC 1120 *New 2023-12-31 11,137 $680,000 11,137
   STEPHENS INC /AR/ 676 - 2023-12-31 9,921 $606,000 4,586
   Objective Capital Management LLC 52 *New 2023-12-31 9,367 $572,000 9,367
   Semus Wealth Partners LLC - 2023-12-31 8,980 $549,000 1,553
   PRUDENTIAL FINANCIAL INC 2104 - 2023-12-31 8,851 $541,000 150
   Private Advisor Group LLC 1445 - 2023-12-31 8,487 $518,000 8,487
   GPS Wealth Strategies Group LLC 151 - 2023-12-31 7,809 $477,000 3,094
   TBH Global Asset Management LLC 163 - 2023-12-31 7,190 $439,000 -42,899
   SUTTON PLACE INVESTORS LLC 114 - 2024-03-31 6,087 $427,000 952
   Confluence Wealth Services Inc. 235 *New 2024-03-31 5,784 $406,000 5,784
   Cetera Investment Advisers 1622 - 2023-12-31 6,440 $393,000 -1,851
   Security Financial Services INC. 122 - 2024-03-31 5,441 $382,000 -1,326
   Argent Advisors Inc. 107 - 2023-12-31 5,690 $348,000 1,900
   PRIVATE TRUST CO NA 475 - 2024-03-31 4,852 $341,000 0
   Farther Finance Advisors LLC 419 - 2023-12-31 5,550 $339,000 895
   Good Life Advisors LLC 312 *New 2023-12-31 5,485 $335,000 5,485
   TRANSCEND WEALTH COLLECTIVE LLC 368 - 2023-12-31 5,375 $328,000 188
   USAdvisors Wealth Management LLC 99 - 2023-12-31 5,269 $321,000 881
   IFP Advisors Inc 732 - 2023-12-31 5,088 $311,000 4,931
   Virtue Capital Management LLC 263 - 2023-12-31 5,049 $300,000 -3,260
   MULTIFINANCIAL SECURITIES CORP 1438 - 2023-12-31 4,768 $291,000 -318
   Northwest Capital Management Inc 99 - 2024-03-31 4,075 $286,000 96
   NWAM LLC 444 - 2023-12-31 4,624 $282,000 -31
   Gateway Wealth Partners LLC 177 *New 2023-12-31 4,097 $250,000 4,097
   Westside Investment Management Inc. 198 *New 2024-03-31 3,469 $244,000 3,469
   Strategic Financial Concepts LLC 266 *New 2024-03-31 3,397 $238,000 3,397
   Kuhn & Co Investment Counsel 108 - 2023-12-31 3,857 $236,000 0
   Cobblestone Asset Management LLC 43 *New 2024-03-31 3,220 $226,000 3,220
   FIRETHORN WEALTH PARTNERS LLC 127 *New 2024-03-31 3,196 $224,000 3,196
   H D Vest Advisory Services 1422 *New 2023-12-31 3,546 $217,000 3,546
   Qube Research & Technologies Ltd 2462 *New 2023-12-31 2,928 $179,000 2,928
   COMERICA BANK 2364 - 2023-12-31 2,364 $144,000 1,100
   PRINCIPAL SECURITIES INC. 1062 - 2023-12-31 2,231 $136,000 0
   Parallel Advisors LLC 1024 - 2023-12-31 1,996 $122,000 750
   Householder Group Estate & Retirement Specialist L *New 2023-12-31 1,859 $113,000 1,859
  100 Records found
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