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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
   Steel Peak Wealth Management LLC 234 *New 2024-03-31 19,838 $826,000 19,838
   Patten Group Inc. 194 *New 2024-03-31 9,025 $376,000 9,025
   MULTIFINANCIAL SECURITIES CORP 1358 *New 2023-12-31 8,664 $334,000 8,664
   Cobblestone Asset Management LLC 37 *New 2024-03-31 7,386 $307,000 7,386
   Ameritas Advisory Services LLC 617 *New 2023-12-31 6,328 $244,000 6,328
   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
   Colonial Trust Co / SC 434 *New 2023-12-31 2,018 $78,000 2,018
   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
   SIGNATUREFD, LLC 2255 *New 2024-03-31 275 $11,000 275
   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
   HANSON MCCLAIN, INC. 2677 *New 2024-03-31 64 $3,000 64
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1624 *New 2024-03-31 31 $1,000 31
   Russell Investments Group Ltd. 3111 *New 2024-03-31 18 $1,000 18
  16 Records found
  1    
  Page 1 of 1
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