Home › JIVE

Who holds JIVE

J P MORGAN EXCHANGE TRADED F · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
SSI INVESTMENT MANAGEMENT LLC109.0K$10.0B0.6%
LPL Financial LLC4.9M$449.9M0.1%
ENVESTNET ASSET MANAGEMENT INC2.6M$240.3M0.1%
RiverFront Investment Group, LLC2.4M$221.7M2.9%
RAYMOND JAMES FINANCIAL INC1.6M$150.0M0.0%
BANK OF AMERICA CORP /DE/1.3M$120.7M0.0%
OSAIC HOLDINGS, INC.1.0M$92.9M0.1%
JONES FINANCIAL COMPANIES LLLP778.4K$71.3M0.0%
MML INVESTORS SERVICES, LLC751.7K$69.1M0.1%
Janney Montgomery Scott LLC736.8K$67.7M0.1%
ROYAL BANK OF CANADA666.4K$61.3M0.0%
Private Advisor Group, LLC636.9K$58.6M0.3%
Cetera Investment Advisers578.6K$53.2M0.0%
Cambridge Investment Research Advisors, Inc.509.1K$46.8M0.1%
COMMONWEALTH EQUITY SERVICES, LLC315.8K$29.0M0.0%
Grant Street Asset Management, Inc.290.6K$26.7M4.4%
GREENWOOD GEARHART LLC270.2K$24.8M1.2%
Cooper Financial Group253.1K$23.3M1.9%
JPMORGAN CHASE & CO253.1K$23.2M0.0%
Vestmark Advisory Solutions, Inc.234.1K$21.5M0.2%
FLOW TRADERS U.S. LLC221.2K$20.3M0.8%
JANE STREET GROUP, LLC210.5K$19.4M0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO208.2K$19.1M0.0%
Lineweaver Wealth Advisors, LLC192.3K$17.7M2.1%
Lido Advisors, LLC172.1K$15.8M0.0%
Pine Valley Investments Ltd Liability Co169.4K$15.6M0.6%
Aspire Capital Advisors LLC168.8K$15.5M3.0%
Pallas Capital Advisors LLC154.0K$14.2M0.4%
AVAII WEALTH MANAGEMENT, LLC153.3K$14.1M4.1%
VERUS CAPITAL PARTNERS, LLC148.8K$13.7M0.7%
N.E.W. Advisory Services LLC143.3K$13.2M0.9%
Kestra Advisory Services, LLC142.5K$13.1M0.0%
TD Waterhouse Canada Inc.139.7K$12.7M0.0%
ASSETMARK, INC124.7K$11.5M0.0%
Oak Barrel Wealth Advisory LLC116.8K$10.7M4.7%
KWB Wealth110.8K$10.2M0.9%
Modus Advisors, LLC109.2K$10.0M2.5%
Archer Investment Corp108.3K$10.0M1.9%
CARY STREET PARTNERS FINANCIAL LLC99.1K$9.1M0.2%
Cornerstone Wealth Management, LLC92.4K$8.5M0.4%
STIFEL FINANCIAL CORP92.1K$8.5M0.0%
Plan Group Financial, LLC89.9K$8.3M1.7%
NATIXIS ADVISORS, LLC86.1K$7.9M0.0%
MENORA MIVTACHIM HOLDINGS LTD.83.8K$7.7M0.0%
PFG Advisors81.7K$7.5M0.4%
Farther Finance Advisors, LLC78.8K$7.3M0.1%
Rehmann Capital Advisory Group77.9K$7.2M0.3%
Saxony Capital Management, LLC77.5K$7.1M3.3%
Steward Partners Investment Advisory, LLC77.1K$7.1M0.0%
Walkner Condon Financial Advisors LLC74.5K$6.8M0.8%
Wayfinding Financial, LLC70.3K$6.5M2.4%
Robertson Stephens Wealth Management, LLC69.3K$6.4M0.2%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC69.0K$6.3M0.7%
WESPAC Advisors SoCal, LLC68.8K$6.3M1.1%
Wealthcare Advisory Partners LLC67.3K$6.2M0.1%
TKG Advisors, LLC66.2K$6.1M2.1%
Geneos Wealth Management Inc.60.6K$5.6M0.1%
MGO ONE SEVEN LLC57.8K$5.3M0.1%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME55.5K$5.1M0.0%
SAGESPRING WEALTH PARTNERS, LLC52.4K$4.8M0.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}