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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
   Shore Point Advisors LLC 1 - 2024-03-31 501,445 $26,416,000 8,191
   Equitable Holdings Inc. 68 - 2023-12-31 571,246 $26,112,000 49,874
   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
   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
   MAGNOLIA CAPITAL ADVISORS LLC 4 - 2024-03-31 91,380 $4,521,000 537
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 62 - 2023-12-31 84,321 $3,855,000 2,514
   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
   Delos Wealth Advisors LLC 19 - 2024-03-31 35,309 $1,860,000 13,438
   ENVESTNET ASSET MANAGEMENT INC 2711 - 2023-12-31 29,008 $1,326,000 5,019
   Wealthfront Advisers LLC 721 - 2024-03-31 10,560 $556,000 1,113
   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
   ROYAL BANK OF CANADA 3724 - 2023-12-31 10,038 $459,000 275
   BANK OF AMERICA CORP /DE/ 4688 - 2023-12-31 7,979 $365,000 3,444
   WESTOVER CAPITAL ADVISORS, LLC 144 - 2024-03-31 5,536 $292,000 318
   COLONY GROUP LLC 665 - 2023-09-30 6,488 $266,000 43
   Palumbo Wealth Management LLC 112 - 2024-03-31 4,862 $256,000 276
   HHM Wealth Advisors LLC 232 - 2023-12-31 1,656 $76,000 7
   FMR LLC 3650 - 2023-12-31 571 $26,000 103
   PSI Advisors LLC 369 - 2024-03-31 431 $23,000 255
  27 Records found
  1    
  Page 1 of 1
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