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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. 19 - 2023-12-31 2,775,425 $113,904,000 -23,102
   Equitable Holdings Inc. 68 - 2023-12-31 571,246 $26,112,000 49,874
   Shore Point Advisors LLC 1 - 2023-12-31 493,254 $22,535,000 241,488
   LPL FINANCIAL CORP 1296 - 2023-12-31 202,846 $9,272,000 10,338
   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
   Cornerstone Wealth Management LLC 35 - 2024-03-31 136,644 $7,198,000 5,621
   Vident Advisory LLC 169 - 2023-12-31 130,827 $5,980,000 15,994
   SAVANT CAPITAL MANAGEMENT INC 174 - 2023-12-31 111,239 $5,085,000 13,765
   MAGNOLIA CAPITAL ADVISORS LLC 7 *New 2023-12-31 90,843 $4,341,000 90,843
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 62 - 2023-12-31 84,321 $3,855,000 2,514
   Kathmere Capital Management LLC 46 - 2024-03-31 65,182 $3,434,000 -10
   J P MORGAN CHASE & CO 2741 - 2023-12-31 64,847 $2,964,000 45,661
   INTRUST BANK NA 53 - 2023-12-31 63,764 $2,915,000 -29
   HIGHTOWER ADVISORS, LLC 1300 - 2023-12-31 54,273 $2,485,000 2,959
   GREAT VALLEY ADVISOR GROUP INC. 218 - 2023-12-31 51,201 $2,340,000 22,453
   WIN ADVISORS INC 25 *New 2024-03-31 38,355 $2,021,000 38,355
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 60 - 2023-12-31 44,055 $2,014,000 2,065
   IFG Advisory LLC 175 - 2023-12-31 41,876 $1,914,000 4,465
   GOLDMAN SACHS GROUP INC/ 3209 - 2023-12-31 38,862 $1,776,000 -187
   FINANCIAL NETWORK 1049 - 2023-12-31 36,798 $1,682,000 -744
   STRATEGIC INVESTMENT ADVISORS, INC 49 - 2023-12-31 33,533 $1,533,000 -367
   ENVESTNET ASSET MANAGEMENT INC 2711 - 2023-12-31 29,008 $1,326,000 5,019
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2417 - 2023-12-31 28,520 $1,304,000 -44,285
   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
   Delos Wealth Advisors LLC 24 - 2023-12-31 21,871 $1,000,000 -1,136
   Gallacher Capital Management LLC 33 - 2023-12-31 19,250 $880,000 -847
   DAYMARK WEALTH PARTNERS LLC 237 - 2024-03-31 13,120 $691,000 -236
   JANE STREET GROUP LLC 3690 - 2023-12-31 13,753 $629,000 -26,471
   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
   Kestra Advisory Services LLC 1518 *New 2023-12-31 10,947 $500,000 10,947
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2506 - 2024-03-31 9,381 $494,000 2,268
   ROYAL BANK OF CANADA 3724 - 2023-12-31 10,038 $459,000 275
   SYNOVUS FINANCIAL CORP 659 *New 2023-12-31 8,695 $398,000 8,695
   Private Advisor Group LLC 1609 - 2023-12-31 8,563 $391,000 -948
   Patten Group Inc. 196 *New 2024-03-31 7,127 $375,000 7,127
   BANK OF AMERICA CORP /DE/ 4688 - 2023-12-31 7,979 $365,000 3,444
   JANNEY MONTGOMERY SCOTT LLC 2098 - 2023-12-31 7,832 $358,000 80
   Fort Point Capital Partners LLC 223 - 2023-12-31 7,065 $323,000 -63
   COMMONWEALTH EQUITY SERVICES LLC. 3051 *New 2023-12-31 6,976 $319,000 6,976
   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
   WESTOVER CAPITAL ADVISORS, LLC 156 *New 2023-12-31 5,218 $239,000 5,218
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1442 - 2023-12-31 5,101 $233,000 -3,622
   RHS Financial LLC 107 - 2024-03-31 3,931 $207,000 -4,553
   CREATIVE PLANNING 2410 *New 2023-12-31 4,444 $203,000 4,444
   Quent Capital LLC 366 *New 2023-12-31 3,174 $145,000 3,174
   HARBOUR INVESTMENTS INC. 1077 - 2023-12-31 2,500 $114,000 -321
   COMERICA BANK 2452 - 2023-12-31 2,501 $114,000 0
   ADVISORY SERVICES NETWORK, LLC 1619 *New 2023-12-31 2,238 $102,000 2,238
   WOODMONT INVESTMENT COUNSEL LLC 274 *New 2024-03-31 1,686 $89,000 1,686
   Sunbelt Securities Inc. 755 *New 2024-03-31 1,514 $80,000 1,514
   HHM Wealth Advisors LLC 232 - 2023-12-31 1,656 $76,000 7
   Arlington Trust Co LLC 276 - 2024-03-31 1,037 $55,000 -593
   Farther Finance Advisors LLC 1009 - 2023-12-31 1,172 $54,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 1,103 $50,000 680
   MORGAN STANLEY 6062 - 2023-12-31 759 $35,000 -218
   Advisor Group Holdings Inc. 5167 - 2023-12-31 685 $31,000 -395
   FMR LLC 3650 - 2023-12-31 571 $26,000 103
   PSI Advisors LLC 369 - 2024-03-31 431 $23,000 255
   Global Retirement Partners LLC 1828 - 2024-03-31 350 $18,000 -35
   PRIVATE TRUST CO NA 1471 - 2024-03-31 315 $17,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 968 - 2023-12-31 353 $16,000 -121
   UBS Group AG 6002 - 2023-12-31 267 $12,000 -1,351
   Goodman Advisory Group LLC 123 *New 2023-12-31 201 $9,000 201
   IFP Advisors Inc 2289 - 2023-12-31 160 $7,000 0
   Capital Investment Advisory Services LLC 859 - 2024-03-31 100 $5,000 0
   CWM LLC 4056 *New 2024-03-31 16 $1,000 16
   PROEQUITIES INC. 3118 - 2023-12-31 0 $0 0
   Qube Research & Technologies Ltd 3782 *New 2023-12-31 6 $0 6
   WELLS FARGO & CO/MN 6653 - 2023-12-31 0 $0 -1
   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
  79 Records found
  1    
  Page 1 of 1
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