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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
   Hamilton Capital Management Inc. 5 - 2023-12-31 1,346,105 $64,425,000 -13,274
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 237 - 2023-09-30 633,570 $27,415,000 -43,075
   SAGE ADVISORY SERVICES, LTD.CO. 4 - 2024-03-31 502,374 $26,561,000 -37,229
   Beaumont Financial Advisors LLC 8 - 2023-12-31 541,527 $25,917,000 -54,560
   IFP Advisors Inc 9 - 2023-12-31 464,442 $22,228,000 -4,391
   BANK OF NEW YORK MELLON CORP 1524 - 2024-03-31 411,293 $21,745,000 -27,272
   FTB Advisors Inc. 67 - 2024-03-31 305,284 $16,140,000 -2,216
   PARK AVENUE SECURITIES LLC 85 - 2024-03-31 252,044 $13,326,000 -30,475
   Personal Resources Investment & Strategic Manageme 14 - 2024-03-31 224,535 $11,871,000 -16,517
   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
   FIRST CITIZENS BANK & TRUST CO 59 - 2024-03-31 209,828 $11,094,000 -5,082,849
   Concord Wealth Partners 15 - 2024-03-31 173,656 $9,181,000 -16,232
   Scarborough Advisors LLC 15 - 2023-12-31 179,863 $8,608,000 -3,189
   ENZI WEALTH 11 - 2024-03-31 126,774 $6,394,000 -8,078
   Intelligence Driven Advisers LLC 19 - 2024-03-31 115,566 $6,110,000 -2,013
   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
   FDX ADVISORS, INC. - 2024-03-31 92,107 $4,870,000 -6,376
   MN Wealth Advisors LLC 9 - 2024-03-31 90,660 $4,793,000 -8,108
   Integrated Capital Management Inc. 10 - 2024-03-31 90,163 $4,767,000 -14,210
   Ameritas Advisory Services LLC 100 - 2023-12-31 77,564 $3,907,000 -16,134
   Kathmere Capital Management LLC 48 - 2024-03-31 59,625 $3,152,000 -211
   Gallacher Capital Management LLC 8 - 2023-12-31 65,741 $3,146,000 -1,193
   Fifth Third Securities Inc. 97 - 2024-03-31 45,746 $2,419,000 -802
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 18 - 2023-12-31 49,228 $2,356,000 -194
   INTRUST BANK NA 74 - 2023-12-31 46,204 $2,211,000 -1,717
   Ronald Blue Trust Inc. 108 - 2024-03-31 41,624 $2,201,000 -11,386
   RETIREMENT PLANNING GROUP 62 - 2024-03-31 40,987 $2,167,000 -1,304
   MASSMUTUAL TRUST CO FSB/ADV 196 - 2024-03-31 35,020 $1,852,000 -3,278
   Change Path LLC 181 - 2023-12-31 33,662 $1,611,000 -7,738
   WJ Wealth Management LLC 37 - 2024-03-31 28,244 $1,493,000 -71,142
   Delos Wealth Advisors LLC 18 - 2023-12-31 29,318 $1,403,000 -893
   Apollon Wealth Management LLC 381 - 2024-03-31 25,444 $1,345,000 -111
   MBE Wealth Management LLC 27 - 2024-03-31 19,096 $1,010,000 -8,577
   Apexium Financial LP 98 - 2024-03-31 17,864 $944,000 -636
   Jackson Wealth Management LLC 71 - 2023-12-31 19,353 $926,000 -558
   Private Ocean LLC 65 - 2024-03-31 17,059 $902,000 -3,397
   Emerald Investment Partners LLC 156 - 2024-03-31 15,960 $844,000 -4,910
   BAYSTATE WEALTH MANAGEMENT LLC 103 - 2023-12-31 17,606 $843,000 -623
   GeoWealth Management LLC 257 - 2023-12-31 15,468 $740,000 -12,405
   Family Asset Management LLC 59 - 2023-12-31 12,472 $597,000 -114
   Teamwork Financial Advisors LLC 97 - 2024-03-31 11,149 $589,000 -899
   Integrity Advisory LLC 35 - 2022-12-31 15,210 $589,000 -3,138
   DFPG INVESTMENTS INC. 370 - 2023-12-31 11,907 $562,000 -962
   MERCER GLOBAL ADVISORS INC /ADV 1264 - 2023-12-31 11,454 $548,000 -146
   INTERACTIVE FINANCIAL ADVISORS 56 - 2024-03-31 10,218 $540,000 -55,756
   PNC FINANCIAL SERVICES GROUP INC 1565 - 2023-12-31 9,715 $465,000 -1,583
   PFG Advisors 384 - 2023-12-31 9,354 $448,000 -520
   Security Financial Services INC. 121 - 2024-03-31 7,242 $383,000 -853
   Windsor Group LTD 112 - 2023-09-30 8,629 $373,000 -66
   WAGNER CAPITAL MANAGEMENT CORP 259 - 2024-03-31 5,859 $310,000 -79
   Wallace Advisory Group LLC 135 - 2024-03-31 5,227 $250,000 -41
   DRIVE WEALTH MANAGEMENT LLC 264 - 2024-03-31 4,386 $232,000 -47
   Parallel Advisors LLC 760 - 2023-12-31 4,492 $215,000 -1,137
   Lavaca Capital LLC 85 - 2023-12-31 4,185 $200,000 -482
   LGT Financial Advisors LLC 613 - 2024-03-31 104 $5,000 -24
  58 Records found
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