SEC 13F Intelligence

JP MORGAN EXCHANGE TRADED FD

CUSIP 46641Q829

Jp Morgan Exchange Traded Fd has 7 institutional holders in Filings Flow’s 13F database, together reporting 213.8K shares worth $5M as of Q3 2019. The largest reported holders are Faithward Advisors, LLC, Sterneck Capital Management, LLC, and Pettinga Financial Advisors LLC.

Institutional Holders
7
Q3 2019
Reported Value
$5M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’18: 6Q4 ’18Q1 ’19: 10Q1 ’19Q2 ’19: 9Q2 ’19Q3 ’19: 7Q3 ’19filingsflow.com
Total reported value
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $6MQ2 ’19Q3 ’19: $5MQ3 ’19filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Faithward Advisors, LLC$701M AUM4.38%$16M738.7KQ1 2020
Sterneck Capital Management, LLC$223M AUM3.28%$3M154.7KQ1 2020
Pettinga Financial Advisors LLC$624M AUM1.43%$3M104.0KQ3 2019OLDER
Stonehearth Capital Management, LLC$293M AUM0.62%$931,00040.2KQ4 2019OLDER
Cambria Investment Management, L.P.$1.8B AUM0.57%$2M72.6KQ1 2020
Beacon Financial Advisory LLC$443M AUM0.57%$448,00021.3KQ1 2020
FinTrust Capital Advisors, LLC$591M AUM0.04%$82,0003.9KQ1 2020
Private Ocean, LLC$1.1B AUM0.04%$145,0006.9KQ1 2020
Carroll Financial Associates, Inc.$1.9B AUM0.04%$426,00016.8KQ3 2019OLDER
BOKF, NA$6.5B AUM0.01%$254,00012.1KQ1 2020
Arax Advisory Partners$3.5B AUM0.01%$21,000800Q2 2019OLDER
REILLY FINANCIAL ADVISORS, LLC$1.3B AUM0.01%$40,0001.6KQ2 2019OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$9,000335Q2 2019OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$217,0009.4KQ4 2019OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$875,00041.5KQ1 2020

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.