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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
   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
   Advisor Group Holdings Inc. 621 - 2024-03-31 275,145 $11,452,000 -7,468
   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
   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
   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
   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
   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
   ROYAL BANK OF CANADA 3135 - 2023-12-31 24,332 $938,000 -9,410
   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
   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
   JANE STREET GROUP LLC 3898 - 2023-12-31 13,287 $513,000 -26,002
   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
   CITADEL ADVISORS LLC 3917 - 2023-12-31 9,176 $354,000 -53,185
   Stratos Wealth Partners LTD. 1088 - 2024-03-31 7,130 $297,000 -782
   CI Private Wealth LLC 1980 - 2024-03-31 6,008 $250,000 -5,093
   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
   Addison Advisors LLC 217 - 2024-03-31 3,990 $166,000 -330
   TOWER RESEARCH CAPITAL LLC 2946 - 2023-12-31 1,686 $65,000 -18,862
   FMR LLC 4434 - 2023-12-31 90 $3,000 -175
  42 Records found
  1    
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