JP MORGAN EXCHANGE TRADED FD (JPHF)
Institutional ownership reported to the SEC as of Q1 2020, across 6 quarters.
24
Reporting holders
$54.9M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $16.8M | 887,612 | 0.02% | 6q | -1.7%-$288.0K |
| CLS Investments, LLC | $15.3M | 806,639 | 0.70% | 6q | -3.5%-$546.9K |
| JPMORGAN CHASE & CO | $5.5M | 287,554 | 0.00% | 6q | -52.6%-$6.0M |
| HighTower Advisors, LLC | $2.8M | 148,405 | 0.02% | 2q | +12.5%+$310.6K |
| EisnerAmper Wealth Management Corporate Benefits, LLC | $2.6M | 139,382 | 1.79% | 6q | -24.2%-$843.4K |
| Equitable Holdings, Inc. | $1.8M | 94,340 | 0.06% | 2q | +3.9%+$66.4K |
| Alaska Permanent Capital Management | $1.7M | 89,103 | 0.18% | 3q | HELD |
| Intelligence Driven Advisers, LLC | $1.6M | 85,608 | 0.75% | 6q | -52.5%-$1.8M |
| APPLETON PARTNERS INC/MA | $1.4M | 76,014 | 0.20% | 6q | -1.1%-$16.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 64,499 | 0.00% | 4q | +9.5%+$105.6K |
| Orion Portfolio Solutions, LLC | $1.1M | 57,776 | 0.08% | new | NEW |
| CX Institutional | $678.0K | 35,758 | 0.11% | 6q | +51.1%+$229.3K |
| Advisor Group Holdings, Inc. | $618.0K | 32,584 | 0.00% | new | FIRST |
| First Allied Advisory Services, Inc. | $382.0K | 20,170 | 0.02% | 7q | HELD |
| Stonehearth Capital Management, LLC | $338.0K | 17,844 | 0.28% | 6q | +35.1%+$87.8K |
| JANE STREET GROUP, LLC | $309.0K | 16,321 | 0.00% | 6q | -54.2%-$365.0K |
| Change Path, LLC | $303.0K | 15,993 | 0.06% | 4q | +15.7%+$41.2K |
| Wealth Advisory Solutions, LLC | $235.0K | 12,396 | 0.08% | 2q | -14.3%-$39.2K |
| PROEQUITIES, INC. | $112.0K | 5,890 | 0.01% | 6q | -1.1%-$1.2K |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | $53.0K | 2,800 | 0.03% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $12.0K | 639 | 0.00% | 2q | -48.4%-$11.2K |
| UBS Group AG | $9.0K | 472 | 0.00% | 2q | -78.9%-$33.6K |
| ROYAL BANK OF CANADA | $2.0K | 99 | 0.00% | 5q | -99.1%-$231.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0K | 88 | 0.00% | 2q | -42.1%-$1.5K |
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 | 24 | $54.9M | 2,897,986 | 1 | 6 | 13 | 0.0% |
| Q4 2019 | 27 | $81.2M | 3,436,979 | 6 | 9 | 7 | 0.0% |
| Q3 2019 | 24 | $87.8M | 3,518,182 | 2 | 9 | 11 | 0.0% |
| Q2 2019 | 25 | $133.9M | 5,464,563 | 4 | 9 | 8 | 0.0% |
| Q1 2019 | 24 | $178.5M | 7,185,154 | 2 | 8 | 10 | 0.0% |
| Q4 2018 | 29 | $181.8M | 7,575,793 | 1 | 1 | 0 | 0.0% |