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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SIGNATUREFD, LLC 5 - 2024-03-31 5,388,523 $284,891,000 122,857
   ANNEX ADVISORY SERVICES, LLC 2 - 2024-03-31 4,205,639 $222,352,000 2,515,457
   J P MORGAN CHASE & CO 719 - 2024-03-31 2,720,990 $143,859,000 146,139
   LPL FINANCIAL CORP 240 - 2024-03-31 2,591,503 $137,013,000 770,442
   ST GERMAIN D J CO INC 1 - 2024-03-31 2,412,066 $127,526,000 108,549
   SAVANT CAPITAL MANAGEMENT INC 13 - 2024-03-31 2,257,549 $119,357,000 252,922
   MORGAN STANLEY 1198 - 2023-12-31 1,958,579 $93,738,000 432,989
   Sage Mountain Advisors LLC 3 - 2024-03-31 1,542,902 $81,573,000 61,293
   TOWNSQUARE CAPITAL LLC 20 - 2023-12-31 1,163,390 $55,680,000 112,094
   One Capital Management LLC 9 - 2024-03-31 998,335 $52,782,000 158,692
   COMMONWEALTH EQUITY SERVICES LLC. 245 - 2024-03-31 856,257 $45,270,000 71,720
   Hennion & Walsh Asset Management Inc. 3 - 2024-03-31 835,491 $44,172,000 9,752
   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
   BANK OF AMERICA CORP /DE/ 1367 - 2023-12-31 745,789 $35,693,000 532,976
   JANNEY MONTGOMERY SCOTT LLC 197 - 2024-03-31 673,419 $35,604,000 120,765
   Vertex Planning Partners LLC 2 - 2023-12-31 717,214 $34,326,000 79,266
   Quadcap Wealth Management LLC 1 - 2024-03-31 633,528 $33,495,000 354,863
   REDW Stanley Financial Advisors LLC 2 - 2024-03-31 603,954 $31,931,000 17,924
   ENVESTNET ASSET MANAGEMENT INC 809 - 2023-12-31 654,388 $31,319,000 87,415
   TFC Financial Management 4 - 2024-03-31 588,599 $31,119,000 19,883
   Streettalk Advisors LLC 14 - 2024-03-31 586,814 $31,025,000 12,129
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 251 - 2023-12-31 589,446 $28,211,000 73,307
   Advisor Group Holdings Inc. 329 - 2024-03-31 488,150 $25,808,000 253,795
   BAKER AVENUE ASSET MANAGEMENT, LP 25 - 2023-12-31 483,796 $23,154,000 7,608
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 465 - 2024-03-31 421,745 $22,298,000 195,606
   Stratos Wealth Partners LTD. 54 - 2024-03-31 385,250 $20,368,000 61,743
   Financial Services Advisory Inc 6 - 2024-03-31 382,521 $20,224,000 306,753
   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
   BARTLETT & CO. WEALTH MANAGEMENT LLC 80 - 2024-03-31 280,637 $14,837,000 79,261
   Vestmark Advisory Solutions Inc. 28 - 2023-12-31 309,115 $14,794,000 27,333
   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
   RAYMOND JAMES & ASSOCIATES 980 - 2024-03-31 260,333 $13,764,000 59,084
   Rockefeller Capital Management L.P. 379 - 2023-12-31 281,702 $13,482,000 21,718
   Keystone Financial Group 10 - 2024-03-31 246,564 $13,036,000 12,237
   Breakwater Capital Group 4 - 2024-03-31 245,925 $13,002,000 19,341
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 363 - 2024-03-31 245,330 $12,971,000 143,170
   DAYMARK WEALTH PARTNERS LLC 37 - 2024-03-31 243,745 $12,887,000 60,110
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 526 - 2024-03-31 229,918 $12,156,000 229,918
   GoalVest Advisory LLC 5 - 2024-03-31 226,306 $11,965,000 18,893
   MML INVESTORS SERVICES LLC 327 - 2023-12-31 246,510 $11,798,000 75,236
   Perigon Wealth Management LLC 69 - 2024-03-31 192,854 $10,196,000 183,254
   Scarborough Advisors LLC 7 - 2024-03-31 188,789 $9,981,000 8,926
   BP WEALTH MANAGEMENT LLC 109 - 2023-12-31 199,108 $9,529,000 190,969
   Archford Capital Strategies LLC 12 - 2024-03-31 177,518 $9,385,000 17,575
   Cobblestone Asset Management LLC 3 - 2024-03-31 168,869 $8,928,000 2,838
   LEDYARD NATIONAL BANK 40 - 2024-03-31 153,435 $8,112,000 15,916
   WELLS FARGO & CO/MN 1745 - 2024-03-31 137,615 $7,276,000 2,228
   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
   MBA Advisors LLC 8 - 2024-03-31 127,081 $6,719,000 3,586
   U.S. Capital Wealth Advisors LLC 102 - 2024-03-31 116,310 $6,149,000 59,438
   Dynamic Advisors Solutions LLC 134 - 2024-03-31 113,049 $5,977,000 14,021
   PETRA FINANCIAL ADVISORS INC 3 - 2024-03-31 99,887 $5,281,000 2,489
   KC Investment Advisors LLC 5 - 2024-03-31 98,746 $5,221,000 12,794
   Collaborative Wealth Managment Inc. 10 - 2024-03-31 95,365 $5,042,000 6,122
   Geneos Wealth Management Inc. 115 - 2024-03-31 93,592 $4,948,000 20,098
   Onyx Bridge Wealth Group LLC 26 - 2024-03-31 96,858 $4,917,000 35,131
   Cornerstone Wealth Management LLC 62 - 2024-03-31 92,449 $4,888,000 3,928
   J.W. COLE ADVISORS INC. 94 - 2024-03-31 91,005 $4,811,000 9,191
   TSFG LLC 24 - 2024-03-31 89,995 $4,758,000 83,017
   SEAMOUNT FINANCIAL GROUP INC 4 - 2024-03-31 89,223 $4,717,000 12,702
   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
   Keeler Thomas Management LLC 29 - 2024-03-31 81,588 $4,314,000 9,278
   COMERICA SECURITIESINC. 87 - 2023-09-30 91,549 $3,961,000 937
   Sharkey Howes & Javer 27 - 2024-03-31 70,091 $3,706,000 9,656
   Kestra Advisory Services LLC 565 - 2023-12-31 75,122 $3,595,000 10,631
   BENJAMIN F. EDWARDS & COMPANY INC. 259 - 2024-03-31 67,649 $3,577,000 8,118
   Integrated Wealth Concepts LLC 305 - 2023-12-31 73,570 $3,521,000 42,141
   Gallacher Capital Management LLC 8 - 2024-03-31 66,129 $3,496,000 388
   Econ Financial Services Corp 14 - 2023-12-31 63,416 $3,035,000 1,817
   Delos Wealth Advisors LLC 8 - 2024-03-31 53,507 $2,829,000 24,189
   N.E.W. Advisory Services LLC 47 - 2024-03-31 52,987 $2,802,000 18,355
   Running Point Capital Advisors LLC 21 - 2023-12-31 58,111 $2,781,000 53,599
   Portside Wealth Group LLC 56 - 2024-03-31 48,608 $2,570,000 2,786
   VALLEY NATIONAL ADVISERS INC 65 - 2024-03-31 46,224 $2,443,000 9,235
   MARINER WEALTH ADVISORS, LLC 966 - 2023-12-31 50,211 $2,403,000 15,554
   THOROUGHBRED FINANCIAL SERVICES LLC 96 - 2024-03-31 44,177 $2,335,000 7,607
   Private Advisor Group LLC 753 - 2024-03-31 42,546 $2,249,000 11,061
   L & S ADVISORS INC 111 - 2024-03-31 41,483 $2,193,000 181
   Lakeview Capital Partners LLC 72 - 2024-03-31 40,738 $2,154,000 1,462
   Mutual Advisors LLC 260 - 2024-03-31 39,413 $2,084,000 27,810
   HIGHTOWER ADVISORS, LLC 1394 - 2024-03-31 39,041 $2,062,000 2,776
   Kingsview Wealth Management LLC 332 - 2024-03-31 38,510 $2,036,000 10,909
   Western Wealth Management LLC 138 - 2024-03-31 35,928 $1,899,000 6,572
   FLOW TRADERS U.S. LLC 230 - 2023-12-31 38,548 $1,845,000 2,536
   Capital Analysts Inc. 169 - 2023-12-31 38,447 $1,840,000 1,190
   Future Financial Wealth Managment LLC 16 - 2024-03-31 33,021 $1,746,000 574
   Sigma Planning Corp 340 - 2024-03-31 32,996 $1,745,000 28,111
   Confluence Wealth Services Inc. 88 - 2024-03-31 28,229 $1,492,000 2,780
   FINANCIAL NETWORK 1121 - 2023-12-31 31,031 $1,485,000 15,225
   BANK OF NOVA SCOTIA / 696 - 2023-12-31 29,300 $1,402,000 4,410
   Princeton Global Asset Management LLC 71 - 2024-03-31 25,896 $1,369,000 2,392
   Wealthfront Advisers LLC 556 - 2024-03-31 25,846 $1,366,000 5,872
   FOUNDERS FINANCIAL SECURITIES LLC 132 - 2024-03-31 24,876 $1,315,000 6,434
  100 Records found
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