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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
   Levy Wealth Management Group LLC 5 - 2024-03-31 548,704 $26,261,000 0
   Ayalon Holdings Ltd. 43 - 2024-03-31 39,764 $2,102,000 0
   SEQUENT ASSET MANAGEMENT, LLC 31 - 2024-03-31 14,811 $783,000 0
   TD CAPITAL MANAGEMENT LLC 61 - 2024-03-31 12,421 $594,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 472 - 2024-03-31 8,650 $457,000 0
   Fermata Advisors LLC 133 - 2024-03-31 7,132 $377,000 0
   Meeder Advisory Services Inc. 321 - 2024-03-31 6,825 $361,000 0
   MBL Wealth LLC 149 - 2024-03-31 6,000 $317,000 0
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 89 - 2024-03-31 4,655 $246,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1477 - 2023-12-31 2,354 $113,000 0
   Steward Partners Investment Advisory LLC 1747 - 2023-12-31 1,822 $87,000 0
   Pinnacle Bank 352 - 2024-03-31 1,237 $65,000 0
   SCBT FINANCIAL CORP 382 - 2024-03-31 852 $45,000 0
   GPS Wealth Strategies Group LLC 656 - 2024-03-31 500 $26,000 0
   Sargent Bickham Lagudis LLC 643 - 2022-12-31 394 $15,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 481 - 2024-03-31 259 $14,000 0
   HARBOUR INVESTMENTS INC. 2038 - 2023-12-31 267 $13,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1920 - 2024-03-31 158 $8,000 0
   Capital Investment Advisory Services LLC 854 - 2024-03-31 100 $5,000 0
   Wagner Wealth Management LLC 216 - 2024-03-31 98 $5,000 0
   Riggs Asset Managment Co. Inc. 303 - 2024-03-31 69 $4,000 0
   FinTrust Capital Advisors LLC 1000 - 2024-03-31 73 $4,000 0
   Key Financial Inc 1024 - 2024-03-31 58 $3,000 0
   PRINCIPAL SECURITIES INC. 3100 - 2024-03-31 28 $1,000 0
   PROEQUITIES INC. 7827 - 2024-03-31 0 $0 0

  25 Records found
  1    
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