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J P Morgan Exchange Traded F

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Daymark Wealth Partners, LLC
INCREASED
Shares65,955 from 54,880
Change+11,075 (+20%)
Value$3.2M (+$604.6K)
Filed 2024-10-08
LPL Financial LLC
INCREASED
Shares32,154 from 25,891
Change+6,263 (+24%)
Value$1.6M (+$335.8K)
Filed 2024-11-08
Hudock, Inc.
INCREASED
Shares12,880 from 12,343
Change+537 (+4%)
Value$627.1K (+$40.9K)
Filed 2024-10-23
Dynamic Advisor Solutions LLC
DECREASED
Shares8,341 from 8,848
Change-507 (-6%)
Value$406.1K (-$14.1K)
Filed 2024-10-07
Susquehanna International Group, LLP
DECREASED
Shares5,000 from 11,748
Change-6,748 (-57%)
Value$243.4K (-$314.5K)
Filed 2024-11-14
Your Advocates Ltd., LLP
INCREASED
Shares2,220 from 2,147
Change+73 (+3%)
Value$108.1K (+$6.6K)
Filed 2024-10-25
JPMorgan Chase & Co
DECREASED
Shares703 from 718
Change-15 (-2%)
Value$34.3K (+$126)
Filed 2024-12-26
Morgan Stanley
DECREASED
Shares605 from 606
Change-1 (0%)
Value$29.5K (+$663)
Filed 2025-05-14
Tidemark, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$12.7K (+$309)
Filed 2024-11-07
UBS Group AG
NEW
Shares39
Change+39
Value$1.9K
Filed 2024-11-14
Wagner Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$26 (+$1)
Filed 2024-10-11
Jane Street Group, LLC
CLOSED
Shares0 from 18,293
Change-18,293 (-100%)
Value$0 (-$868.8K)
Filed 2024-11-15
Bank of Montreal
CLOSED
Shares0 from 3,434
Change-3,434 (-100%)
Value$0 (-$163.4K)
Filed 2024-11-13
Bank of America Corp
CLOSED
Shares0 from 603
Change-603 (-100%)
Value$0 (-$28.6K)
Filed 2025-03-18
Wells Fargo & Company
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$22 (-$2)
Filed 2024-11-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
Daymark Wealth Partners, LLC
INCREASED65,95554,880+11,075+20%$2.6M$3.2M+$604.6K2024-10-08
LPL Financial LLC
INCREASED32,15425,891+6,263+24%$1.2M$1.6M+$335.8K2024-11-08
Hudock, Inc.
INCREASED12,88012,343+537+4%$586.2K$627.1K+$40.9K2024-10-23
Dynamic Advisor Solutions LLC
DECREASED8,3418,848-507-6%$420.2K$406.1K-$14.1K2024-10-07
Susquehanna International Group, LLP
DECREASED5,00011,748-6,748-57%$558.0K$243.4K-$314.5K2024-11-14
Your Advocates Ltd., LLP
INCREASED2,2202,147+73+3%$101.4K$108.1K+$6.6K2024-10-25
JPMorgan Chase & Co
DECREASED703718-15-2%$34.1K$34.3K+$1262024-12-26
Morgan Stanley
DECREASED605606-10%$28.8K$29.5K+$6632025-05-14
Tidemark, LLC
UNCHANGED26026000%$12.3K$12.7K+$3092024-11-07
UBS Group AG
NEW39—+39——$1.9K—2024-11-14
Wagner Wealth Management, LLC
UNCHANGED1100%$25$26+$12024-10-11
Jane Street Group, LLC
CLOSED018,293-18,293-100%$868.8K$0-$868.8K2024-11-15
Bank of Montreal
CLOSED03,434-3,434-100%$163.4K$0-$163.4K2024-11-13
Bank of America Corp
CLOSED0603-603-100%$28.6K$0-$28.6K2025-03-18
Wells Fargo & Company
DECREASED01-1-100%$24$22-$22024-11-13
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Showing 16 of 16 institutions