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JPMorgan Diversified Return U.S. Small Cap Equity ETF Institutional Ownership

(ETF)
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 52.45%
Total Shares Outstanding (millions) 6
Total Value of Holdings (millions) $91

Active Positions

Holders Shares
Increased Positions 27 1,319,529
Decreased Positions 10 628,546
Held Positions 2 962,730
Total Institutional Shares 39 2,910,805

New and Sold Out Positions


Holders Shares
New Positions 15 951,244
Sold Out Positions 5 137,040

39 Institutional Holders
2,910,805 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
JPMORGAN CHASE & CO 12/31/2018 601,349 (345,831) (36.51) 18,846
FOSTER VICTOR WEALTH ADVISORS, LLC 12/31/2018 462,128 462,128 New 14,483
CHANGE PATH, LLC 12/31/2018 424,210 127,407 42.93 13,295
PACIFIC FINANCIAL GROUP INC 12/31/2018 298,732 298,732 New 9,362
ENVESTNET ASSET MANAGEMENT INC 12/31/2018 219,031 10,178 4.87 6,864
BANK OF AMERICA CORP /DE/ 12/31/2018 170,362 114,343 204.12 5,339
APPLETON PARTNERS INC/MA 03/31/2019 111,673 11,850 11.87 3,500
AMERIPRISE FINANCIAL INC 12/31/2018 92,515 92,515 New 2,899
ASSETMARK, INC 12/31/2018 85,690 (113,217) (56.92) 2,686
FRONTIER WEALTH MANAGEMENT LLC 12/31/2018 82,319 (30,034) (26.73) 2,580
MORGAN STANLEY 12/31/2018 72,150 72,113 194,900 2,261
COMMONWEALTH EQUITY SERVICES, LLC 12/31/2018 63,593 7,563 13.50 1,993
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 12/31/2018 45,368 16,731 58.42 1,422
HENGEHOLD CAPITAL MANAGEMENT LLC 12/31/2018 20,632 20,632 New 647
HIGHTOWER ADVISORS, LLC 12/31/2018 19,379 19,379 New 607

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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