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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 240    35
Total shares held : 
 60,725,593  
% of shares held : 
 67.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   113  
Amount of shares held : 
 10,123,144  
% of shares held change : 
   11.25%  
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 :
47
 3,889,240
 6.4%
 
Increased Positions :
125
 11,024,202
 18.15%
 
Unchanged Positions :
21
 2,624,442
 4.32%
 
Decreased Positions :
47
-4,148,554
-6.83%
 
Closed Positions :
12
-641,744
-1.06%
 
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
   Envestnet Portfolio Solutions Inc. 18 - 2023-12-31 5,578,095 $266,968,000 -1,824,767
   SIGNATUREFD, LLC 5 - 2023-12-31 5,265,666 $252,015,000 1,052,055
   ANNEX ADVISORY SERVICES, LLC 2 - 2024-03-31 4,205,639 $222,352,000 2,515,457
   ST GERMAIN D J CO INC 1 - 2024-03-31 2,412,066 $127,526,000 108,549
   J P MORGAN CHASE & CO 731 - 2023-12-31 2,574,851 $123,232,000 993,666
   MIDLAND WEALTH ADVISORS LLC 6 - 2023-12-31 2,007,615 $96,084,000 0
   SAVANT CAPITAL MANAGEMENT INC 14 - 2023-12-31 2,004,627 $95,941,000 1,947,683
   MORGAN STANLEY 1198 - 2023-12-31 1,958,579 $93,738,000 432,989
   LPL FINANCIAL CORP 323 - 2023-12-31 1,821,061 $87,156,000 451,979
   Sage Mountain Advisors LLC 3 - 2023-12-31 1,481,609 $70,910,000 80,286
   Hamilton Capital Management Inc. 5 - 2023-12-31 1,346,105 $64,425,000 -13,274
   TOWNSQUARE CAPITAL LLC 20 - 2023-12-31 1,163,390 $55,680,000 112,094
   Hennion & Walsh Asset Management Inc. 3 - 2024-03-31 835,491 $44,172,000 9,752
   One Capital Management LLC 16 - 2023-12-31 839,643 $40,185,000 65,526
   ROYAL BANK OF CANADA 784 - 2023-12-31 831,254 $39,784,000 729,310
   RVW Wealth LLC 7 - 2024-03-31 744,640 $39,369,000 17,009
   COMMONWEALTH EQUITY SERVICES LLC. 270 - 2023-12-31 784,537 $37,548,000 286,344
   BANK OF AMERICA CORP /DE/ 1367 - 2023-12-31 745,789 $35,693,000 532,976
   Vertex Planning Partners LLC 2 - 2023-12-31 717,214 $34,326,000 79,266
   ENVESTNET ASSET MANAGEMENT INC 809 - 2023-12-31 654,388 $31,319,000 87,415
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 251 - 2023-12-31 589,446 $28,211,000 73,307
   REDW Stanley Financial Advisors LLC - 2023-12-31 586,030 $28,047,000 10,841
   Streettalk Advisors LLC 13 - 2023-12-31 574,685 $27,504,000 188,667
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 237 - 2023-09-30 633,570 $27,415,000 -43,075
   TFC Financial Management - 2023-12-31 568,716 $27,219,000 271,173
   JANNEY MONTGOMERY SCOTT LLC 232 - 2023-12-31 552,654 $26,450,000 70,227
   Levy Wealth Management Group LLC 5 - 2024-03-31 548,704 $26,261,000 0
   Beaumont Financial Advisors LLC 8 - 2023-12-31 541,527 $25,917,000 -54,560
   SAGE ADVISORY SERVICES, LTD.CO. 2 *New 2023-12-31 539,603 $25,825,000 539,603
   ROOF EIDAM & MAYCOCK/ADV 2 - 2023-12-31 499,353 $23,899,000 7,395
   BAKER AVENUE ASSET MANAGEMENT, LP 25 - 2023-12-31 483,796 $23,154,000 7,608
   IFP Advisors Inc 9 - 2023-12-31 464,442 $22,228,000 -4,391
   Octavia Wealth Advisors LLC 8 *New 2024-03-31 402,141 $21,261,000 402,141
   BANK OF NEW YORK MELLON CORP 1567 *New 2023-12-31 438,565 $20,990,000 438,565
   Stratos Wealth Partners LTD. 54 - 2024-03-31 385,250 $20,368,000 61,743
   First Citizens Asset Management Inc. 9 - 2023-12-31 413,740 $20,037,000 98,158
   COMERICA BANK 213 - 2023-12-31 397,311 $19,015,000 344,952
   Equitable Holdings Inc. 99 - 2023-12-31 334,477 $16,008,000 21,687
   Vestmark Advisory Solutions Inc. 28 - 2023-12-31 309,115 $14,794,000 27,333
   FTB Advisors Inc. 67 - 2023-12-31 307,500 $14,717,000 14,895
   STIFEL FINANCIAL CORP 635 - 2023-12-31 300,386 $14,376,000 281,925
   Goss Wealth Management LLC 165 - 2023-12-31 284,664 $13,824,000 127,634
   Rockefeller Capital Management L.P. 379 - 2023-12-31 281,702 $13,482,000 21,718
   Quadcap Wealth Management LLC 2 - 2023-12-31 278,665 $13,337,000 0
   PARK AVENUE SECURITIES LLC 85 - 2024-03-31 252,044 $13,326,000 -30,475
   Breakwater Capital Group 4 - 2024-03-31 245,925 $13,002,000 19,341
   DAYMARK WEALTH PARTNERS LLC 37 - 2024-03-31 243,745 $12,887,000 60,110
   GoalVest Advisory LLC 5 - 2024-03-31 226,306 $11,965,000 18,893
   Personal Resources Investment & Strategic Manageme 14 - 2024-03-31 224,535 $11,871,000 -16,517
   MML INVESTORS SERVICES LLC 327 - 2023-12-31 246,510 $11,798,000 75,236
   THRIVENT FINANCIAL FOR LUTHERANS 559 - 2023-12-31 240,204 $11,496,000 -5,255
   Advisor Group Holdings Inc. 732 - 2023-12-31 234,355 $11,216,000 -47,704
   Keystone Financial Group 9 - 2023-12-31 234,327 $11,215,000 27,089
   FIRST CITIZENS BANK & TRUST CO 59 - 2024-03-31 209,828 $11,094,000 -5,082,849
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 709 - 2023-12-31 226,139 $10,823,000 28,332
   BARTLETT & CO. LLC 102 *New 2023-12-31 201,376 $9,664,000 201,376
   BARTLETT & CO. WEALTH MANAGEMENT LLC 102 *New 2023-12-31 201,376 $9,664,000 201,376
   RAYMOND JAMES & ASSOCIATES 1125 - 2023-12-31 201,249 $9,632,000 29,104
   BP WEALTH MANAGEMENT LLC 109 - 2023-12-31 199,108 $9,529,000 190,969
   Concord Wealth Partners 15 - 2023-12-31 189,888 $9,088,000 -51,966
   Cobblestone Asset Management LLC 3 - 2024-03-31 168,869 $8,928,000 2,838
   Scarborough Advisors LLC 15 - 2023-12-31 179,863 $8,608,000 -3,189
   Archford Capital Strategies LLC 14 - 2023-12-31 159,943 $7,655,000 53,679
   BB&T CORP 721 - 2023-12-31 150,854 $7,220,000 22,688
   RENAISSANCE TECHNOLOGIES LLC 1131 - 2023-12-31 146,900 $7,031,000 142,100
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 17 - 2023-12-31 143,160 $6,852,000 2,806
   LEDYARD NATIONAL BANK 49 - 2023-12-31 137,519 $6,582,000 6,532
   Royal Harbor Partners LLC 11 - 2023-12-31 136,490 $6,532,000 14,896
   WELLS FARGO & CO/MN 1764 - 2023-12-31 135,387 $6,480,000 135,153
   ENZI WEALTH 11 - 2024-03-31 126,774 $6,394,000 -8,078
   Redhawk Wealth Advisors Inc. 19 *New 2023-12-31 129,151 $6,181,000 129,151
   Three Bridge Wealth Advisors LLC 13 *New 2023-12-31 127,160 $6,087,000 127,160
   Dynamic Advisors Solutions LLC 134 - 2024-03-31 113,049 $5,977,000 14,021
   MBA Advisors LLC 8 - 2023-12-31 123,495 $5,910,000 3,197
   Intelligence Driven Advisers LLC 17 - 2023-12-31 117,579 $5,775,000 -80,665
   GRT CAPITAL PARTNERS LLC 6 - 2023-12-31 118,981 $5,694,000 -11,577
   MorganRosel Wealth Management LLC 15 - 2024-03-31 106,677 $5,640,000 -4,861
   INTERACTIVE FINANCIAL ADVISORS 9 - 2023-12-31 65,974 $5,517,000 59,645
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 710 - 2023-12-31 102,160 $4,889,000 -22,462
   Cornerstone Wealth Management LLC 62 - 2024-03-31 92,449 $4,888,000 3,928
   Integrated Capital Management Inc. 10 - 2024-03-31 90,163 $4,767,000 -14,210
   TSFG LLC 24 - 2024-03-31 89,995 $4,758,000 83,017
   MN Wealth Advisors LLC 9 - 2023-12-31 98,768 $4,727,000 0
   SEAMOUNT FINANCIAL GROUP INC 4 - 2024-03-31 89,223 $4,717,000 12,702
   FDX ADVISORS, INC. 62 *New 2023-12-31 98,483 $4,713,000 98,483
   PETRA FINANCIAL ADVISORS INC 4 - 2023-12-31 97,398 $4,661,000 15,164
   Cetera Investment Advisers 481 - 2023-12-31 91,933 $4,400,000 84,985
   AE Wealth Management LLC 636 - 2023-12-31 88,657 $4,384,000 44,777
   Collaborative Wealth Managment Inc. 13 - 2023-12-31 89,243 $4,271,000 5,085
   KC Investment Advisors LLC - 2023-12-31 85,952 $4,114,000 13,162
   COMERICA SECURITIESINC. 87 - 2023-09-30 91,549 $3,961,000 937
   J.W. COLE ADVISORS INC. 98 - 2023-12-31 81,814 $3,916,000 8,776
   Ameritas Advisory Services LLC 100 - 2023-12-31 77,564 $3,907,000 -16,134
   Sharkey Howes & Javer 27 - 2024-03-31 70,091 $3,706,000 9,656
   Financial Services Advisory Inc 25 - 2023-12-31 75,768 $3,626,000 75,768
   Kestra Advisory Services LLC 565 - 2023-12-31 75,122 $3,595,000 10,631
   Integrated Wealth Concepts LLC 305 - 2023-12-31 73,570 $3,521,000 42,141
   Geneos Wealth Management Inc. - 2023-12-31 73,494 $3,517,000 21,283
   Keeler Thomas Management LLC 24 - 2023-12-31 72,310 $3,460,000 43,649
   Kathmere Capital Management LLC 48 - 2024-03-31 59,625 $3,152,000 -211
  100 Records found
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