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J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 34 Institutional holders with a total value of $174,658,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SVA Wealth Management, LLC 543,814 35,518,000 20.34%
2 TOTAL INVESTMENT MANAGEMENT INC 510,593 33,348,000 19.09%
3 NOTTINGHAM ADVISORS, INC. 509,795 33,296,000 19.06%
4 UBS Group AG 183,240 11,968,000 6.85%
5 JANE STREET GROUP, LLC 181,423 11,849,000 6.78%
6 Quantitative Advantage, LLC 129,974 8,489,000 4.86%
7 Community Bank, N.A. 128,195 8,372,000 4.79%
8 Frontier Wealth Management LLC 103,802 6,780,000 3.88%
9 MORGAN STANLEY 73,735 4,816,000 2.76%
10 Sterneck Capital Management, LLC 43,545 2,844,000 1.63%
11 Raymond James Financial Services Advisors, Inc. 33,483 2,187,000 1.25%
12 LADENBURG THALMANN FINANCIAL SERVICES INC. 31,264 2,042,000 1.17%
13 BANK OF AMERICA CORP /DE/ 29,178 1,906,000 1.09%
14 FIRST CAPITAL ADVISORS GROUP, LLC. 25,419 1,660,000 0.95%
15 CETERA INVESTMENT ADVISERS 19,527 1,274,000 0.73%
16 Cetera Advisors LLC 19,527 1,274,000 0.73%
17 SNS Financial Group, LLC 18,628 1,217,000 0.70%
18 JPMORGAN CHASE & CO 12,805 836,000 0.48%
19 LPL Financial LLC 11,568 756,000 0.43%
20 Cambridge Investment Research Advisors, Inc. 8,845 578,000 0.33%
21 Commonwealth Equity Services, Inc 7,684 502,000 0.29%
22 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 5,990 391,000 0.22%
23 ROYAL BANK OF CANADA 5,763 376,000 0.22%
24 LAUREL WEALTH ADVISORS, INC. 5,452 356,000 0.20%
25 TD Capital Management LLC 5,344 349,000 0.20%
26 NATIONAL PLANNING CORP 5,087 332,000 0.19%
27 INVESTMENT CENTERS OF AMERICA INC 4,825 315,000 0.18%
28 Shamrock Asset Management LLC 4,247 277,000 0.16%
29 APPLETON PARTNERS INC/MA 4,090 267,000 0.15%
30 BEACON INVESTMENT ADVISORY SERVICES, INC. 3,262 213,000 0.12%
31 Financial Architects, Inc 2,395 156,000 0.09%
32 ADVISOR GROUP, INC. 1,174 77,000 0.04%
33 WELLS FARGO & COMPANY/MN 533 35,000 0.02%
34 Perigon Wealth Management, LLC 23 2,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.