JP MORGAN EXCHANGE TRADED FD (JPGE)
Institutional ownership reported to the SEC as of Q1 2020, across 6 quarters.
33
Reporting holders
$30.9M
Reported value
0.0%
Calls
0.0%
Puts
-10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| USAdvisors Wealth Management, LLC | $5.4M | 113,737 | 3.36% | 6q | -33.9%-$2.8M |
| CITADEL ADVISORS LLC | $4.7M | 98,357 | 0.00% | 6q | +476.8%+$3.9M |
| John W. Brooker & Co., CPAs | $4.6M | 96,481 | 3.32% | 2q | -3.9%-$186.2K |
| AMERIPRISE FINANCIAL INC | $4.3M | 90,430 | 0.00% | 6q | +1947.3%+$4.1M |
| JANE STREET GROUP, LLC | $2.5M | 52,164 | 0.00% | 6q | -5.3%-$139.3K |
| GOLDMAN SACHS GROUP INC | $1.1M | 22,735 | 0.00% | new | NEW |
| Acorn Wealth Advisors, LLC | $1.0M | 21,869 | 1.18% | new | NEW |
| AdvisorNet Financial, Inc | $1.0M | 21,805 | 0.10% | 6q | HELD |
| ROYAL BANK OF CANADA | $768.0K | 16,061 | 0.00% | 4q | +17.9%+$116.4K |
| CENTAURUS FINANCIAL, INC. | $564.0K | 11,796 | 0.11% | 6q | -74.5%-$1.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $559.0K | 11,679 | 0.00% | 5q | +103.0%+$283.6K |
| RAYMOND JAMES TRUST N.A. | $504.0K | 10,524 | 0.03% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $469.0K | 9,804 | 0.00% | 6q | -7.6%-$38.5K |
| MORGAN STANLEY | $447.0K | 9,342 | 0.00% | 10q | -94.6%-$7.8M |
| Raymond James Financial Services Advisors, Inc. | $377.0K | 7,875 | 0.00% | 6q | -31.0%-$169.2K |
| MML INVESTORS SERVICES, LLC | $345.0K | 7,206 | 0.01% | 6q | -2.5%-$8.7K |
| CLS Investments, LLC | $317.0K | 6,616 | 0.01% | 6q | -22.0%-$89.5K |
| UBS Group AG | $299.0K | 6,232 | 0.00% | 6q | +37.6%+$81.8K |
| BANK OF AMERICA CORP /DE/ | $259.0K | 5,420 | 0.00% | 6q | HELD |
| Advisor Group Holdings, Inc. | $213.0K | 4,434 | 0.00% | new | FIRST |
| MISSION WEALTH MANAGEMENT, LP | $210.0K | 4,396 | 0.02% | 5q | +2.6%+$5.4K |
| LPL Financial LLC | $209.0K | 4,375 | 0.00% | 6q | -52.8%-$233.6K |
| WELLS FARGO & COMPANY/MN | $206.0K | 4,313 | 0.00% | 6q | +439.1%+$167.8K |
| Ameritas Investment Company, LLC | $192.0K | 4,180 | 0.03% | 3q | -55.5%-$239.0K |
| Tortoise Investment Management, LLC | $94.0K | 1,960 | 0.03% | 6q | HELD |
| American Portfolios Advisors | $33.5K | 700 | 0.00% | 9q | HELD |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | $29.0K | 600 | 0.02% | 6q | HELD |
| FMR LLC | $24.0K | 495 | 0.00% | 5q | HELD |
| Sowell Financial Services LLC | $6.0K | 122 | 0.00% | 3q | -22.8%-$1.8K |
| CITIGROUP INC | $4.0K | 86 | 0.00% | 2q | +17.8% |
| Patriot Financial Group Insurance Agency, LLC | $3.0K | 57 | 0.00% | 3q | +235.3%+$2.1K |
| Investors Research Corp | $3.0K | 71 | 0.00% | 5q | HELD |
| Harwood Advisory Group, LLC | $1.0K | 41 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2020 | 33 | $30.9M | 645,963 | 3 | 9 | 12 | 0.0% |
| Q4 2019 | 43 | $57.3M | 923,701 | 5 | 8 | 16 | 0.0% |
| Q3 2019 | 42 | $62.3M | 1,050,872 | 6 | 13 | 10 | 0.0% |
| Q2 2019 | 40 | $58.8M | 988,612 | 7 | 12 | 11 | 0.0% |
| Q1 2019 | 36 | $93.5M | 1,597,913 | 7 | 9 | 12 | 0.0% |
| Q4 2018 | 37 | $100.8M | 1,795,540 | 1 | 2 | 0 | 0.0% |