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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 101    10
Total shares held : 
 24,092,293  
% of shares held : 
 26.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 3,306,692  
% of shares held change : 
   3.67%  
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 :
14
 161,305
 0.67%
 
Increased Positions :
40
 3,878,867
 16.1%
 
Unchanged Positions :
14
 86,972
 0.36%
 
Decreased Positions :
33
-668,506
-2.77%
 
Closed Positions :
4
-64,974
-0.27%
 
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. 29 - 2024-03-31 4,573,789 $190,361,000 -2,296,753
   FIRST CITIZENS BANK & TRUST CO 6 - 2024-03-31 4,434,138 $184,549,000 -2,133,860
   CLS INVESTMENT FIRM LLC 10 - 2022-12-31 1,580,324 $52,372,000 -78,184
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 8 - 2024-03-31 1,137,702 $47,351,000 32,069
   Orion Portfolio Solutions LLC 30 - 2024-03-31 1,065,729 $44,356,000 -450,375
   CWM LLC 99 - 2024-03-31 989,029 $41,163,000 -48,897
   LPL FINANCIAL CORP 675 - 2024-03-31 852,638 $35,487,000 75,020
   HPM Partners LLC - 2023-12-31 573,677 $22,132,000 12,182
   Capital Analysts Inc. 20 - 2023-12-31 521,388 $20,115,000 4,782
   First Citizens Asset Management Inc. 10 - 2023-12-31 504,547 $19,935,000 261,385
   BANK OF AMERICA CORP /DE/ 1897 - 2023-12-31 454,322 $17,528,000 52,475
   Advisor Group Holdings Inc. 621 - 2024-03-31 275,145 $11,452,000 -7,468
   J P MORGAN CHASE & CO 2038 - 2024-03-31 246,975 $10,279,000 68,895
   Planned Solutions Inc. 7 - 2024-03-31 245,882 $10,234,000 1,579
   Mainsail Financial Group LLC 2 - 2024-03-31 245,530 $10,219,000 13,146
   BP WEALTH MANAGEMENT LLC 112 - 2023-12-31 238,671 $9,208,000 222,679
   JAFFETILCHIN INVESTMENT PARTNERS LLC 27 - 2023-12-31 237,097 $9,147,000 9,975
   THRIVENT FINANCIAL FOR LUTHERANS 665 - 2023-12-31 204,337 $7,883,000 14,354
   MORGAN STANLEY 3567 - 2023-12-31 188,176 $7,260,000 26,338
   Integrated Wealth Concepts LLC 187 - 2023-12-31 184,133 $7,104,000 6,447
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 472 - 2023-12-31 175,965 $6,789,000 -297,762
   COMMONWEALTH EQUITY SERVICES LLC. 974 - 2024-03-31 161,600 $6,726,000 -55,022
   Lee Financial Group Hawaii Inc. 7 - 2024-03-31 143,957 $5,992,000 -133
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1039 - 2024-03-31 143,419 $5,969,000 5,956
   Cetera Investment Advisers 419 - 2023-12-31 136,390 $5,262,000 2,490
   GOLDMAN SACHS GROUP INC/ 2554 - 2023-12-31 129,261 $4,987,000 129,261
   Apeiron RIA LLC 19 - 2024-03-31 117,773 $4,902,000 16,278
   Kathmere Capital Management LLC 40 - 2024-03-31 110,939 $4,617,000 -318
   TCG Advisory Services LLC 117 - 2024-03-31 82,152 $3,419,000 -3,745
   INTRUST BANK NA 51 - 2024-03-31 76,371 $3,179,000 -1,514
   Sigma Planning Corp 273 - 2024-03-31 54,356 $2,262,000 19,147
   Confluence Wealth Services Inc. 68 - 2024-03-31 52,117 $2,169,000 13
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1822 - 2024-03-31 45,714 $1,903,000 11,468
   Fifth Third Securities Inc. 118 - 2024-03-31 41,504 $1,727,000 173
   Gallacher Capital Management LLC 19 - 2024-03-31 41,154 $1,713,000 -1,193
   BAYSTATE WEALTH MANAGEMENT LLC 75 - 2023-12-31 37,538 $1,448,000 -3,611
   DRIVE WEALTH MANAGEMENT LLC 47 - 2024-03-31 34,517 $1,437,000 12,286
   THOROUGHBRED FINANCIAL SERVICES LLC 154 - 2024-03-31 32,269 $1,343,000 -1,966
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1179 - 2024-03-31 27,201 $1,132,000 -1,304
   RAYMOND JAMES & ASSOCIATES 2500 - 2024-03-31 27,042 $1,125,000 -986
   CAPTRUST FINANCIAL ADVISORS 1183 - 2023-12-31 28,982 $1,118,000 11,923
   DAYMARK WEALTH PARTNERS LLC 188 - 2024-03-31 25,692 $1,069,000 -1,616
   TRANSCEND WEALTH COLLECTIVE LLC 228 - 2024-03-31 24,612 $1,024,000 -203
   Goodwin Investment Advisory 18 - 2024-03-31 23,691 $986,000 -3,577
   MCCORMACK ADVISORS INTERNATIONAL 521 - 2024-03-31 23,600 $982,000 -2,000
   PROEQUITIES INC. 301 - 2024-03-31 23,266 $968,000 -123
   Sontag Advisory LLC 320 - 2024-03-31 23,217 $966,000 -3,171
   Cresset Asset Management LLC 899 - 2023-12-31 24,405 $942,000 0
   ROYAL BANK OF CANADA 3135 - 2023-12-31 24,332 $938,000 -9,410
   Householder Group Estate & Retirement Specialist L 82 - 2024-03-31 22,128 $921,000 1,073
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1792 - 2024-03-31 21,648 $901,000 -2,411
   Krasney Financial LLC 156 - 2024-03-31 20,854 $868,000 -602
   Steel Peak Wealth Management LLC 234 *New 2024-03-31 19,838 $826,000 19,838
   Ronald Blue Trust Inc. 218 - 2024-03-31 17,802 $741,000 -3,862
   HIGHTOWER ADVISORS, LLC 1971 - 2024-03-31 17,724 $737,000 -2,785
   H D Vest Advisory Services 876 - 2024-03-31 17,408 $725,000 -3,510
   Private Advisor Group LLC 1348 - 2024-03-31 16,243 $676,000 -6,300
   Adviser Investments LLC 361 - 2024-03-31 15,925 $663,000 -3,335
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1162 - 2023-09-30 17,517 $607,000 22
   L & S ADVISORS INC 178 - 2024-03-31 14,209 $591,000 137
   JANE STREET GROUP LLC 3898 - 2023-12-31 13,287 $513,000 -26,002
   JANNEY MONTGOMERY SCOTT LLC 1985 - 2024-03-31 12,070 $502,000 1,265
   MBL Wealth LLC 129 - 2024-03-31 12,000 $499,000 0
   MN Wealth Advisors LLC 64 - 2024-03-31 11,960 $498,000 -231
   Catalyst Wealth Management LLC 81 - 2023-03-31 12,927 $440,000 -2,137
   Patten Group Inc. 194 *New 2024-03-31 9,025 $376,000 9,025
   ALESCO ADVISORS LLC 144 - 2024-03-31 8,905 $371,000 0
   Spire Wealth Management 606 - 2024-03-31 8,679 $361,000 219
   CITADEL ADVISORS LLC 3917 - 2023-12-31 9,176 $354,000 -53,185
   MULTIFINANCIAL SECURITIES CORP 1358 *New 2023-12-31 8,664 $334,000 8,664
   COMERICA BANK 2071 - 2023-12-31 8,137 $314,000 0
   Cobblestone Asset Management LLC 37 *New 2024-03-31 7,386 $307,000 7,386
   Stratos Wealth Partners LTD. 1088 - 2024-03-31 7,130 $297,000 -782
   FINANCIAL NETWORK 2342 - 2023-12-31 6,696 $258,000 574
   CI Private Wealth LLC 1980 - 2024-03-31 6,008 $250,000 -5,093
   Ameritas Advisory Services LLC 617 *New 2023-12-31 6,328 $244,000 6,328
   Snider Financial Group 57 - 2024-03-31 5,377 $224,000 -48
   AVAII WEALTH MANAGEMENT LLC 129 - 2024-03-31 5,367 $223,000 -70
   BB&T CORP 2405 *New 2023-12-31 5,716 $221,000 5,716
   Perigon Wealth Management LLC 795 *New 2024-03-31 5,011 $209,000 5,011
   Addison Advisors LLC 217 - 2024-03-31 3,990 $166,000 -330
   Coastal Investment Advisors Inc. 479 - 2024-03-31 2,430 $101,000 2,430
   FTB Advisors Inc. 736 - 2024-03-31 2,072 $86,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1510 - 2023-12-31 2,231 $86,000 0
   GRADIENT INVESTMENTS LLC 368 - 2024-03-31 1,934 $80,000 0
   Geneos Wealth Management Inc. 924 - 2024-03-31 1,895 $79,000 0
   Colonial Trust Co / SC 434 *New 2023-12-31 2,018 $78,000 2,018
   TOWER RESEARCH CAPITAL LLC 2946 - 2023-12-31 1,686 $65,000 -18,862
   Global Retirement Partners LLC 1376 - 2024-03-31 1,283 $53,000 10
   Qube Research & Technologies Ltd 2891 - 2023-12-31 1,328 $51,000 1,328
   ICA Group Wealth Management LLC 543 - 2023-12-31 1,130 $44,000 1,130
   MASSMUTUAL TRUST CO FSB/ADV 656 *New 2024-03-31 997 $41,000 997
   Nelson Van Denburg & Campbell Wealth Management Gr 1457 *New 2024-03-31 704 $29,000 704
   Farther Finance Advisors LLC 1219 - 2023-12-31 746 $29,000 194
   UBS Group AG 5852 - 2023-12-31 443 $17,000 443
   SCBT FINANCIAL CORP 483 - 2024-03-31 311 $13,000 0
   SIGNATUREFD, LLC 2255 *New 2024-03-31 275 $11,000 275
   Steward Partners Investment Advisory LLC 2884 - 2023-12-31 143 $6,000 0
   MV Capital Management Inc. 579 *New 2024-03-31 153 $6,000 153
   NATIONAL BANK OF CANADA /FI/ 2140 *New 2023-12-31 142 $5,000 142
  100 Records found
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