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Get Institutions for : 
Jpmorgan Us Momentum Factor Etf (JMOM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    14
Total shares held : 
 5,963,433  
% of shares held : 
 66.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 834,118  
% of shares held change : 
   9.27%  
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 :
15
 283,513
 4.75%
 
Increased Positions :
26
 672,951
 11.28%
 
Unchanged Positions :
6
 3,933
 0.07%
 
Decreased Positions :
19
-122,205
-2.05%
 
Closed Positions :
1
-141
-0%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 13 - 2024-03-31 8,096,156 $426,505,000 7,662,280
   Ronald Blue Trust Inc. 16 - 2024-03-31 3,152,596 $166,079,000 377,171
   Equitable Holdings Inc. 54 - 2024-03-31 638,867 $33,656,000 67,621
   Shore Point Advisors LLC 1 - 2024-03-31 501,445 $26,416,000 8,191
   LPL FINANCIAL CORP 1251 - 2024-03-31 214,037 $11,275,000 11,191
   Nova R Wealth Inc. 7 - 2024-03-31 144,911 $7,634,000 9,887
   Cassia Capital Partners LLC 7 - 2024-03-31 141,828 $7,471,000 37,573
   Vident Advisory LLC 180 - 2024-03-31 141,147 $7,436,000 10,320
   Cornerstone Wealth Management LLC 35 - 2024-03-31 136,644 $7,198,000 5,621
   SAVANT CAPITAL MANAGEMENT INC 173 - 2024-03-31 108,602 $5,721,000 -2,637
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 56 - 2024-03-31 86,770 $4,571,000 2,449
   MAGNOLIA CAPITAL ADVISORS LLC 4 - 2024-03-31 91,380 $4,521,000 537
   GREAT VALLEY ADVISOR GROUP INC. 188 - 2024-03-31 72,153 $3,801,000 20,952
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1216 - 2024-03-31 67,693 $3,566,000 39,173
   Kathmere Capital Management LLC 46 - 2024-03-31 65,182 $3,434,000 -10
   J P MORGAN CHASE & CO 2681 - 2024-03-31 63,498 $3,345,000 -1,349
   INTRUST BANK NA 50 - 2024-03-31 61,309 $3,230,000 -2,455
   HIGHTOWER ADVISORS, LLC 1246 - 2024-03-31 52,640 $2,772,000 -1,633
   GeoWealth Management LLC 150 *New 2024-03-31 45,702 $2,408,000 45,702
   WIN ADVISORS INC 25 *New 2024-03-31 38,355 $2,021,000 38,355
   FINANCIAL NETWORK 1029 - 2024-03-31 37,452 $1,973,000 654
   Delos Wealth Advisors LLC 19 - 2024-03-31 35,309 $1,860,000 13,438
   IFG Advisory LLC 206 - 2024-03-31 32,605 $1,718,000 -9,271
   STRATEGIC INVESTMENT ADVISORS, INC 43 - 2024-03-31 32,300 $1,702,000 -1,233
   ENVESTNET ASSET MANAGEMENT INC 2740 - 2024-03-31 28,702 $1,512,000 -306
   ROYAL BANK OF CANADA 2736 - 2024-03-31 26,777 $1,410,000 16,739
   Able Wealth Management LLC 19 - 2023-12-31 25,545 $1,168,000 0
   Professional Financial Advisors LLC 51 *New 2024-03-31 22,115 $1,165,000 22,115
   GOLDMAN SACHS GROUP INC/ 3527 - 2024-03-31 20,356 $1,072,000 -18,506
   Gallacher Capital Management LLC 33 - 2024-03-31 18,337 $966,000 -913
   DAYMARK WEALTH PARTNERS LLC 237 - 2024-03-31 13,120 $691,000 -236
   RAYMOND JAMES & ASSOCIATES 2921 - 2024-03-31 11,295 $595,000 -552
   Wealthfront Advisers LLC 721 - 2024-03-31 10,560 $556,000 1,113
   SYNOVUS FINANCIAL CORP 603 - 2024-03-31 10,462 $551,000 1,767
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2506 - 2024-03-31 9,381 $494,000 2,268
   Private Advisor Group LLC 1545 - 2024-03-31 9,013 $475,000 450
   COMMONWEALTH EQUITY SERVICES LLC. 2828 - 2024-03-31 8,999 $474,000 2,023
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1295 - 2024-03-31 7,847 $413,000 2,746
   BANK OF AMERICA CORP /DE/ 4512 - 2024-03-31 7,550 $398,000 -429
   Patten Group Inc. 196 *New 2024-03-31 7,127 $375,000 7,127
   Fort Point Capital Partners LLC 217 - 2024-03-31 7,067 $372,000 2
   JANNEY MONTGOMERY SCOTT LLC 2221 - 2024-03-31 6,644 $350,000 -1,188
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 248 - 2024-03-31 6,296 $332,000 -37,759
   WESTOVER CAPITAL ADVISORS, LLC 144 - 2024-03-31 5,536 $292,000 318
   JANE STREET GROUP LLC 4415 - 2024-03-31 5,403 $285,000 -8,350
   COLONY GROUP LLC 665 - 2023-09-30 6,488 $266,000 43
   17 CAPITAL PARTNERS LLC 109 *New 2024-03-31 4,927 $260,000 4,927
   Fifth Third Securities Inc. 229 *New 2024-03-31 4,929 $260,000 4,929
   Palumbo Wealth Management LLC 112 - 2024-03-31 4,862 $256,000 276
   CREATIVE PLANNING 2433 - 2024-03-31 4,444 $234,000 0
   RHS Financial LLC 107 - 2024-03-31 3,931 $207,000 -4,553
   KC Investment Advisors LLC 146 *New 2024-03-31 3,834 $202,000 3,834
   Goss Wealth Management LLC 1922 *New 2024-03-31 2,734 $144,000 2,734
   COMERICA BANK 2475 - 2024-03-31 2,246 $118,000 -255
   HARBOUR INVESTMENTS INC. 1077 - 2023-12-31 2,500 $114,000 -321
   WOODMONT INVESTMENT COUNSEL LLC 274 *New 2024-03-31 1,686 $89,000 1,686
   HHM Wealth Advisors LLC 223 - 2024-03-31 1,657 $87,000 1
   Sunbelt Securities Inc. 755 *New 2024-03-31 1,514 $80,000 1,514
   Farther Finance Advisors LLC 1097 - 2024-03-31 1,172 $62,000 0
   Householder Group Estate & Retirement Specialist L 448 - 2024-03-31 1,103 $58,000 0
   Arlington Trust Co LLC 276 - 2024-03-31 1,037 $55,000 -593
   FMR LLC 3475 - 2024-03-31 850 $45,000 279
   MORGAN STANLEY 6071 - 2024-03-31 760 $40,000 1
   Advisor Group Holdings Inc. 4893 - 2024-03-31 685 $36,000 0
   PSI Advisors LLC 369 - 2024-03-31 431 $23,000 255
   CREATIVE FINANCIAL DESIGNS INC /ADV 971 - 2024-03-31 353 $19,000 0
   Global Retirement Partners LLC 1828 - 2024-03-31 350 $18,000 -35
   PRIVATE TRUST CO NA 1471 - 2024-03-31 315 $17,000 0
   IFP Advisors Inc 2289 - 2023-12-31 160 $7,000 0
   Capital Investment Advisory Services LLC 859 - 2024-03-31 100 $5,000 0
   PNC FINANCIAL SERVICES GROUP INC 3908 *New 2024-03-31 70 $4,000 70
   CWM LLC 4056 *New 2024-03-31 16 $1,000 16
   ADVISORY SERVICES NETWORK, LLC 1844 *Closed 2024-03-31 0 $0 -2,238
   Goodman Advisory Group LLC 170 *Closed 2024-03-31 0 $0 -201
   UBS Group AG 7745 *Closed 2024-03-31 0 $0 -267
   WELLS FARGO & CO/MN 6434 - 2024-03-31 0 $0 0
   Quent Capital LLC 1358 *Closed 2024-03-31 0 $0 -3,174
   PROEQUITIES INC. 7826 - 2024-03-31 0 $0 0
   Vident Investment Advisory LLC 772 *Closed 2023-09-30 0 $0 -116,495
   Integrity Advisory LLC 77 *Closed 2022-12-31 0 $0 -10,011
   HANSON MCCLAIN, INC. 3586 - 2024-03-31 0 $0 0
   Kestra Advisory Services LLC 2517 *Closed 2024-03-31 0 $0 -10,947
   Qube Research & Technologies Ltd 4023 *Closed 2024-03-31 0 $0 -6
  83 Records found
  1    
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