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%
Held as options
-10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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% |