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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
   Cresset Asset Management LLC 899 - 2023-12-31 24,405 $942,000 0
   MBL Wealth LLC 129 - 2024-03-31 12,000 $499,000 0
   ALESCO ADVISORS LLC 144 - 2024-03-31 8,905 $371,000 0
   COMERICA BANK 2071 - 2023-12-31 8,137 $314,000 0
   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
   SCBT FINANCIAL CORP 483 - 2024-03-31 311 $13,000 0
   Steward Partners Investment Advisory LLC 2884 - 2023-12-31 143 $6,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1329 - 2024-03-31 106 $4,000 0
   Castleview Partners LLC 647 - 2024-03-31 108 $4,000 0
   HARBOUR INVESTMENTS INC. 2655 - 2023-12-31 52 $2,000 0
   BROWN BROTHERS HARRIMAN & CO 1078 - 2024-03-31 44 $2,000 0
   Versant Capital Management Inc 1427 - 2024-03-31 46 $2,000 0
   FinTrust Capital Advisors LLC 1138 - 2024-03-31 30 $1,000 0
  16 Records found
  1    
  Page 1 of 1
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