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J P Morgan Exchange Traded F

CUSIP: 46641Q258 | 31 institutional holders

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
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Institutional Holders — Q3 2024

Daymark Wealth Partners, LLC65,955
0.1% of portfolio›$3.2M
LPL Financial LLC32,154
0.0% of portfolio›$1.6M
Hudock, Inc.12,880
0.1% of portfolio›$627.1K
Dynamic Advisor Solutions LLC8,341
0.0% of portfolio›$406.1K
Susquehanna International Group, LLP5,000
0.0% of portfolio›$243.4K
Your Advocates Ltd., LLP2,220
0.0% of portfolio›$108.1K
JPMorgan Chase & Co703
0.0% of portfolio›$34.3K
Morgan Stanley605
0.0% of portfolio›$29.5K
Tidemark, LLC260
0.0% of portfolio›$12.7K
UBS Group AG39
0.0% of portfolio›$1.9K
Wagner Wealth Management, LLC1
0.0% of portfolio›$26
Wells Fargo & Company0
0.0% of portfolio›$22
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Daymark Wealth Partners, LLC
65,955$3.2M0.1%CoreLowCincinnati, OH2024-10-08
LPL Financial LLC
32,154$1.6M0.0%IndexVery LowFort Mill, SC2024-11-08
Hudock, Inc.
12,880$627.1K0.1%ETFLowWilliamsport, PA2024-10-23
Dynamic Advisor Solutions LLC
8,341$406.1K0.0%ETFLowPhoenix, AZ2024-10-07
Susquehanna International Group, LLP
5,000$243.4K0.0%GrowthHighBala Cynwyd, PA2024-11-14
Your Advocates Ltd., LLP
2,220$108.1K0.0%ETFLowHouston, TX2024-10-25
JPMorgan Chase & Co
703$34.3K0.0%GrowthMediumNew York, NY2024-12-26
Morgan Stanley
605$29.5K0.0%CoreLowNew York, NY2025-05-14
Tidemark, LLC
260$12.7K0.0%ETFMediumSan Diego, CA2024-11-07
UBS Group AG
39$1.9K0.0%CoreMediumZurich, Switzerland2024-11-14
Wagner Wealth Management, LLC
1$260.0%ETFLowGreenville, SC2024-10-11
Wells Fargo & Company
0$220.0%CoreLowSan Francisco, CA2024-11-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-10-10