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JP Morgan Exchange Traded FD

Q4 2019 vs Q1 2020

Comparing institutional holders between quarters

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
JPMorgan Chase & Co
DECREASED
Shares1,309,667 from 1,517,774
Change-208,107 (-14%)
Value$27.6K (-$7.6K)
Filed 2020-05-12
Faithward Advisors, LLC
DECREASED
Shares738,745 from 745,025
Change-6,280 (-1%)
Value$15.6K (-$1.7K)
Filed 2020-05-12
Sterneck Capital Management, LLC
INCREASED
Shares154,684 from 118,438
Change+36,246 (+31%)
Value$3.3K (+$515)
Filed 2020-04-28
Cambria Investment Management, L.P.
INCREASED
Shares72,648 from 70,630
Change+2,018 (+3%)
Value$1.5K (-$106)
Filed 2020-05-15
Susquehanna International Group, LLP
INCREASED
Shares41,540 from 36,856
Change+4,684 (+13%)
Value$875 (+$21)
Filed 2020-05-15
CX Institutional
INCREASED
Shares33,688 from 24,130
Change+9,558 (+40%)
Value$709 (+$150)
Filed 2020-04-29
Beacon Financial Advisory LLC
INCREASED
Shares21,286 from 20,783
Change+503 (+2%)
Value$448 (-$33)
Filed 2020-04-15
Bokf, NA
NEW
Shares12,058
Change+12,058
Value$254
Filed 2020-05-13
Private Ocean, LLC
DECREASED
Shares6,913 from 6,914
Change-1 (0%)
Value$145 (-$16)
Filed 2020-05-06
FinTrust Capital Advisors, LLC
INCREASED
Shares3,883 from 3,081
Change+802 (+26%)
Value$82 (+$11)
Filed 2020-05-15
Stonehearth Capital Management, LLC
CLOSED
Shares0 from 40,197
Change-40,197 (-100%)
Value$0 (-$931)
Filed 2020-04-22
Goldman Sachs Group Inc
CLOSED
Shares0 from 16,036
Change-16,036 (-100%)
Value$0 (-$371)
Filed 2020-05-15
Jane Street Group, LLC
CLOSED
Shares0 from 9,383
Change-9,383 (-100%)
Value$0 (-$217)
Filed 2020-05-15
Morgan Stanley
CLOSED
Shares0 from 882
Change-882 (-100%)
Value$0 (-$20)
Filed 2020-05-26
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-05-13
Status
JPMorgan Chase & Co
DECREASED1,309,6671,517,774-208,107-14%$35.2K$27.6K-$7.6K2020-05-12
Faithward Advisors, LLC
DECREASED738,745745,025-6,280-1%$17.3K$15.6K-$1.7K2020-05-12
Sterneck Capital Management, LLC
INCREASED154,684118,438+36,246+31%$2.7K$3.3K+$5152020-04-28
Cambria Investment Management, L.P.
INCREASED72,64870,630+2,018+3%$1.6K$1.5K-$1062020-05-15
Susquehanna International Group, LLP
INCREASED41,54036,856+4,684+13%$854$875+$212020-05-15
CX Institutional
INCREASED33,68824,130+9,558+40%$559$709+$1502020-04-29
Beacon Financial Advisory LLC
INCREASED21,28620,783+503+2%$481$448-$332020-04-15
Bokf, NA
NEW12,058—+12,058——$254—2020-05-13
Private Ocean, LLC
DECREASED6,9136,914-10%$161$145-$162020-05-06
FinTrust Capital Advisors, LLC
INCREASED3,8833,081+802+26%$71$82+$112020-05-15
Stonehearth Capital Management, LLC
CLOSED040,197-40,197-100%$931$0-$9312020-04-22
Goldman Sachs Group Inc
CLOSED016,036-16,036-100%$371$0-$3712020-05-15
Jane Street Group, LLC
CLOSED09,383-9,383-100%$217$0-$2172020-05-15
Morgan Stanley
CLOSED0882-882-100%$20$0-$202020-05-26
Proequities, Inc.
UNCHANGED000—$0$0$02020-05-13
Showing 15 of 15 institutions