JUSA Institutional Ownership
JPMorgan U.S. Research Enhanced Large Cap ETF
1W: -0.2%
1M: +0.4%
3M: +2.1%
YTD: +12.0%
1Y: +14.7%
$69.10
+0.52 (+0.76%)
Weekly Expected Move ±1.5%
$67
$68
$69
$70
$71
Overview
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Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — JUSA
41
Institutional Holders
+35 vs prior quarter
0.0%
Ownership
+0.00pp
314M
Total Invested
37
New Positions
2
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC NEW | 2,110,560 | 146M | — | +0.0% | 1Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC NEW | 900,816 | 62M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Janney Montgomery Scott LLC NEW | 865,901 | 60M | — | +0.0% | 1Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 594,978 | 41M | +324,862 | +120.3% | 6Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors NEW | 383,266 | 26M | — | +0.0% | 1Q | SEC ↗ |
| 6 | PARK AVENUE SECURITIES LLC NEW | 130,243 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC NEW | 123,390 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Colonial River Investments, LLC NEW | 74,624 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. NEW | 34,755 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | CreativeOne Wealth, LLC NEW | 30,520 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | UNIQUE WEALTH, LLC NEW | 28,673 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 23,049 | 2M | +3,769 | +19.5% | 2Q | SEC ↗ |
| 13 | Hopwood Nicholas Hunter NEW | 23,018 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | MLG Wealth Management DBA Pine Grove F NEW | 22,807 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | MassMutual Private Wealth & Trust, FSB NEW | 22,329 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Wayfinding Financial, LLC NEW | 17,831 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 17 | IFP Advisors, Inc NEW | 14,331 | 990K | — | +0.0% | 1Q | SEC ↗ |
| 18 | LAKE STREET PRIVATE WEALTH, LLC NEW | 13,746 | 950K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Integrated Wealth Concepts LLC NEW | 12,059 | 833K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Envestnet Portfolio Solutions, Inc. NEW | 11,073 | 765K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Farther Finance Advisors, LLC NEW | 10,866 | 751K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Elevation Wealth Management LLC NEW | 9,971 | 689K | — | +0.0% | 1Q | SEC ↗ |
| 23 | FLOW TRADERS U.S. LLC NEW | 9,775 | 675K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Tower Research Capital LLC (TRC) NEW | 9,542 | 659K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Global Retirement Partners, LLC NEW | 7,723 | 534K | — | +0.0% | 1Q | SEC ↗ |
| 26 | 3Chopt Investment Partners, LLC NEW | 6,737 | 466K | — | +0.0% | 1Q | SEC ↗ |
| 27 | GeoWealth Management, LLC NEW | 6,601 | 456K | — | +0.0% | 1Q | SEC ↗ |
| 28 | PRIVATE TRUST CO NA NEW | 6,242 | 431K | — | +0.0% | 1Q | SEC ↗ |
| 29 | FIRETHORN WEALTH PARTNERS, LLC NEW | 5,669 | 392K | — | +0.0% | 1Q | SEC ↗ |
| 30 | CARY STREET PARTNERS INVESTMENT ADVISO NEW | 5,596 | 387K | — | +0.0% | 1Q | SEC ↗ |
| 31 | J.W. COLE ADVISORS, INC. NEW | 4,985 | 344K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Ascent Group, LLC NEW | 4,874 | 337K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Aegis Wealth Management, Inc. NEW | 4,495 | 311K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Gateway Wealth Partners, LLC NEW | 4,190 | 290K | — | +0.0% | 1Q | SEC ↗ |
| 35 | HighTower Advisors, LLC NEW | 3,262 | 225K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Capital Analysts, LLC NEW | 1,262 | 87K | — | +0.0% | 1Q | SEC ↗ |
| 37 | FIFTH THIRD BANCORP NEW | 175 | 12K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Cordgrass Capital Advisors, LLC NEW | 137 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Transamerica Financial Advisors, LLC NEW | 61 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 40 | GOLDMAN SACHS GROUP INC | 0 | 0K | -6,341 | -100.0% | 1Q | SEC ↗ |
| 41 | UBS Group AG | 0 | 0K | -63 | -100.0% | 1Q | SEC ↗ |
| 42 | WELLINGTON-ALTUS USA INC. | 0 | 0K | -1,700 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 2,110,560 | 146M |
| ENVESTNET ASSET MANAGEMENT INC | 900,816 | 62M |
| Janney Montgomery Scott LLC | 865,901 | 60M |
| Cambridge Investment Research Advis | 383,266 | 26M |
| PARK AVENUE SECURITIES LLC | 130,243 | 9M |
| MML INVESTORS SERVICES, LLC | 123,390 | 9M |
| Colonial River Investments, LLC | 74,624 | 5M |
| OSAIC HOLDINGS, INC. | 34,755 | 2M |
| CreativeOne Wealth, LLC | 30,520 | 2M |
| UNIQUE WEALTH, LLC | 28,673 | 2M |
| Hopwood Nicholas Hunter | 23,018 | 2M |
| MLG Wealth Management DBA Pine Grov | 22,807 | 2M |
| MassMutual Private Wealth & Trust, | 22,329 | 2M |
| Wayfinding Financial, LLC | 17,831 | 1M |
| IFP Advisors, Inc | 14,331 | 990K |
| LAKE STREET PRIVATE WEALTH, LLC | 13,746 | 950K |
| Integrated Wealth Concepts LLC | 12,059 | 833K |
| Envestnet Portfolio Solutions, Inc. | 11,073 | 765K |
| Farther Finance Advisors, LLC | 10,866 | 751K |
| Elevation Wealth Management LLC | 9,971 | 689K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 6,341 | 438K |
| WELLINGTON-ALTUS USA INC. | 1,700 | 117K |
| UBS Group AG | 63 | 4K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +324,862 | +120.3% | 594,978 |
| CITADEL ADVISORS LLC | +3,769 | +19.5% | 23,049 |
Biggest Decreases (0)
None.