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Get Institutions for : 
Jpmorgan Diversified Return Emerging Mkts Equ ETFA (JPEM)  
$56.03 0.03 (0.05%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 108    5
Total shares held : 
 3,869,478  
% of shares held : 
 84.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -668,753  
% of shares held change : 
   -14.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.12  
Last Quarter's Ending Price : 
 $52.29  
Last Quarter's Average Price : 
 $50.17  
Change from last quarter's     
avg. price to the last closing  : 
5.86 (11.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 32,484
 0.84%
 
Increased Positions :
37
 301,238
 7.78%
 
Unchanged Positions :
17
 120,054
 3.1%
 
Decreased Positions :
47
-800,712
-20.69%
 
Closed Positions :
12
-201,763
-5.21%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   49 WEALTH MANAGEMENT LLC 6 - 2024-03-31 439,758 $23,552,000 48,115
   BANK OF AMERICA CORP /DE/ 2047 - 2024-03-31 326,394 $17,444,000 49,243
   LPL FINANCIAL CORP 1127 - 2024-03-31 258,110 $13,795,000 6,404
   CI Private Wealth LLC 505 - 2024-03-31 202,786 $10,838,000 -5,029
   ARGI INVESTMENT SERVICES, LLC 46 - 2022-12-31 197,241 $9,722,000 27,271
   HPM Partners LLC 476 - 2024-03-31 177,895 $9,508,000 -2,783
   SAM Advisors LLC 7 - 2024-03-31 174,998 $9,353,000 3,830
   LINSCOMB & WILLIAMS INC 51 - 2024-03-31 165,612 $8,851,000 -3,517
   American Money Management LLC 14 - 2024-03-31 159,414 $8,520,000 16,844
   MORGAN STANLEY 3457 - 2024-03-31 151,785 $8,112,000 -5,906
   KWB Wealth 23 - 2024-03-31 138,838 $7,420,000 2,371
   H D Vest Advisory Services 228 - 2024-03-31 136,296 $7,284,000 10,690
   COLONY GROUP, LLC 264 *New 2024-03-31 126,986 $6,902,000 126,986
   WADE G W & INC 89 - 2023-12-31 128,646 $6,727,000 1,265
   RHS Financial LLC 8 - 2024-03-31 107,179 $5,728,000 2,086
   Amplius Wealth Advisors LLC 31 - 2024-03-31 104,884 $5,606,000 -60,982
   JANE STREET GROUP LLC 1255 - 2024-03-31 95,839 $5,122,000 71,060
   J P MORGAN CHASE & CO 2517 - 2024-03-31 83,120 $4,442,000 31,525
   CITIGROUP INC 1349 - 2024-03-31 74,418 $3,977,000 11,417
   COMMONWEALTH EQUITY SERVICES LLC. 1334 - 2024-03-31 71,653 $3,830,000 296
   FTB Advisors Inc. 155 - 2024-03-31 71,453 $3,819,000 -923
   Berger Financial Group Inc 89 - 2024-03-31 60,689 $3,244,000 2,642
   OLD MISSION CAPITAL LLC 161 - 2024-03-31 60,669 $3,243,000 34,005
   HERON FINANCIAL GROUP LLC 14 - 2023-06-30 51,843 $2,618,000 1,129
   WELLS FARGO & CO/MN 2406 - 2024-03-31 48,098 $2,571,000 550
   Avestar Capital LLC 61 - 2024-03-31 46,696 $2,496,000 19,597
   Strategic Financial Concepts LLC 47 - 2024-03-31 45,884 $2,452,000 10,809
   Schiavi & Co LLC 8 - 2024-03-31 44,618 $2,385,000 -447
   AMERIPRISE FINANCIAL INC 2712 - 2024-03-31 44,342 $2,369,000 -77,170
   RAYMOND JAMES & ASSOCIATES 2055 - 2024-03-31 43,401 $2,320,000 -14,848
   RDL FINANCIAL INC 31 - 2024-03-31 42,050 $2,123,000 0
   TIEMANN INVESTMENT ADVISORS LLC 26 - 2024-03-31 35,418 $1,893,000 2,550
   Edge Financial Advisors LLC 12 - 2024-03-31 35,093 $1,876,000 0
   Atria Wealth Solutions Inc. 677 - 2024-03-31 33,087 $1,768,000 -4,982
   Sontag Advisory LLC 221 - 2024-03-31 32,847 $1,756,000 -15,085
   ROYAL BANK OF CANADA 2655 - 2024-03-31 30,425 $1,627,000 20,215
   Advisor Group Holdings Inc. 1850 - 2024-03-31 30,172 $1,614,000 9,609
   Empirical Asset Management LLC 30 - 2024-03-31 28,685 $1,533,000 -1,229
   TOWNSQUARE CAPITAL LLC 562 - 2024-03-31 26,768 $1,431,000 -38,396
   Jacobi Capital Management LLC 157 *New 2024-03-31 25,402 $1,358,000 25,402
   Cedar Point Capital Partners LLC 23 - 2024-03-31 24,284 $1,298,000 -30
   Cetera Investment Advisers 1893 *New 2024-03-31 23,468 $1,254,000 23,468
   GRT CAPITAL PARTNERS LLC 29 - 2024-03-31 22,799 $1,219,000 -5,276
   HANSON MCCLAIN, INC. 377 - 2024-03-31 22,731 $1,215,000 -1,752
   Focus Financial Network Inc. 227 - 2024-03-31 22,389 $1,194,000 0
   Occidental Asset Management LLC 103 - 2024-03-31 21,765 $1,163,000 667
   Private Advisor Group LLC 1103 - 2024-03-31 21,412 $1,144,000 -2,071
   FINANCIAL NETWORK 1361 - 2024-03-31 21,301 $1,138,000 103
   Integrated Wealth Concepts LLC 699 - 2024-03-31 20,890 $1,116,000 57
   Kingsview Wealth Management LLC 483 - 2024-03-31 19,549 $1,045,000 4,714
   Visionary Wealth Advisors 229 - 2024-03-31 19,242 $1,028,000 1,632
   PRECEDENT WEALTH PARTNERS LLC 64 - 2024-03-31 17,630 $942,000 -917
   Argent Trust Co 318 - 2024-03-31 17,335 $926,000 0
   ENVESTNET ASSET MANAGEMENT INC 3080 - 2024-03-31 16,780 $897,000 2,520
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2117 - 2024-03-31 16,763 $896,000 765
   FOCUS FINANCIAL NETWORK INC /ADV 344 - 2023-12-31 16,787 $878,000 0
   Accel Wealth Management 76 - 2024-03-31 15,255 $815,000 -1,322
   DAYMARK WEALTH PARTNERS LLC 227 - 2024-03-31 14,121 $755,000 6,195
   Slow Capital Inc. 105 - 2024-03-31 14,098 $753,000 -7,051
   Krasney Financial LLC 170 - 2024-03-31 14,001 $748,000 6,107
   Laurel Wealth Advisors Inc. 280 - 2022-12-31 15,060 $742,000 5,841
   Bond & Devick Financial Network Inc. 54 - 2024-03-31 13,264 $709,000 0
   BKM Wealth Management LLC 84 - 2024-03-31 13,116 $701,000 270
   Sharkey Howes & Javer 80 - 2024-03-31 12,627 $675,000 -5,546
   Richard P Slaughter Associates Inc 101 - 2024-03-31 11,969 $640,000 0
   Trilogy Capital Inc. 175 - 2024-03-31 11,842 $633,000 -6,077
   KCS Wealth Advisory 86 - 2023-09-30 12,340 $622,000 -11,517
   UBS Group AG 3936 - 2024-03-31 11,190 $598,000 885
   Sequent Planning LLC 85 - 2024-03-31 11,076 $592,000 0
   Paradigm Financial Partners LLC 150 - 2024-03-31 10,478 $560,000 1,768
   Change Path LLC 547 - 2024-03-31 10,095 $540,000 -781
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2278 - 2024-03-31 9,170 $490,000 478
   Integrity Advisory LLC 44 - 2022-12-31 9,405 $464,000 4,206
   Sigma Planning Corp 795 - 2024-03-31 8,360 $447,000 8,360
   MML INVESTORS SERVICES LLC 1867 - 2024-03-31 8,156 $436,000 -423
   EdgeRock Capital LLC 38 - 2024-03-31 7,898 $422,000 -1
   CAPTRUST FINANCIAL ADVISORS 1589 - 2024-03-31 7,650 $409,000 -37
   RAYMOND JAMES TRUST CO 834 - 2024-03-31 7,254 $388,000 824
   Lodestone Wealth Management LLC 108 - 2024-03-31 7,184 $384,000 -916
   LINCOLN NATIONAL CORP 859 - 2024-03-31 6,777 $362,000 477
   BANCORPSOUTH BANK 257 - 2024-03-31 6,637 $355,000 -282
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1802 *New 2024-03-31 6,543 $350,000 6,543
   GOLDMAN SACHS GROUP INC/ 4057 *New 2024-03-31 6,460 $345,000 6,460
   MN Wealth Advisors LLC 74 - 2024-03-31 6,379 $341,000 160
   MARINER WEALTH ADVISORS, LLC 2363 - 2024-03-31 6,078 $325,000 -1,505
   L & S ADVISORS INC 192 - 2024-03-31 5,974 $319,000 142
   RFG Advisory Group LLC 602 *New 2024-03-31 5,847 $312,000 5,847
   Dynamic Advisors Solutions LLC 753 - 2024-03-31 5,719 $306,000 -588
   JONES FINANCIAL COMPANIES LLLP 410 - 2024-03-31 5,237 $280,000 5,012
   ADVISORY SERVICES NETWORK, LLC 1178 - 2024-03-31 5,207 $278,000 -2,116
   CITADEL ADVISORS LLC 4302 - 2024-03-31 5,086 $272,000 -48,835
   NWAM LLC 478 *New 2024-03-31 4,436 $246,000 4,436
   Teamwork Financial Advisors LLC 163 - 2024-03-31 4,551 $243,000 -620
   ADVISORS CAPITAL MANAGEMENT LLC 438 - 2024-03-31 4,536 $242,000 -842
   Walkner Condon Financial Advisors LLC 258 - 2024-03-31 3,928 $210,000 -1,843
   FLOW TRADERS U.S. LLC 608 *New 2024-03-31 3,806 $203,000 3,806
   RVW Wealth LLC 142 - 2024-03-31 3,788 $202,000 -63
   SYM FINANCIAL CORPORATION 102 - 2024-03-31 2,878 $154,000 -77
   PROEQUITIES INC. 775 - 2024-03-31 2,820 $151,000 643
   GPS Wealth Strategies Group LLC 367 - 2024-03-31 1,966 $105,000 -137
  100 Records found
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