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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
   ARGI INVESTMENT SERVICES, LLC 46 - 2022-12-31 197,241 $9,722,000 27,271
   SAM Advisors LLC 7 - 2024-03-31 174,998 $9,353,000 3,830
   American Money Management LLC 14 - 2024-03-31 159,414 $8,520,000 16,844
   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
   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
   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
   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
   TIEMANN INVESTMENT ADVISORS LLC 26 - 2024-03-31 35,418 $1,893,000 2,550
   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
   Occidental Asset Management LLC 103 - 2024-03-31 21,765 $1,163,000 667
   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
   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
   DAYMARK WEALTH PARTNERS LLC 227 - 2024-03-31 14,121 $755,000 6,195
   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
   BKM Wealth Management LLC 84 - 2024-03-31 13,116 $701,000 270
   UBS Group AG 3936 - 2024-03-31 11,190 $598,000 885
   Paradigm Financial Partners LLC 150 - 2024-03-31 10,478 $560,000 1,768
   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
   RAYMOND JAMES TRUST CO 834 - 2024-03-31 7,254 $388,000 824
   LINCOLN NATIONAL CORP 859 - 2024-03-31 6,777 $362,000 477
   MN Wealth Advisors LLC 74 - 2024-03-31 6,379 $341,000 160
   L & S ADVISORS INC 192 - 2024-03-31 5,974 $319,000 142
   JONES FINANCIAL COMPANIES LLLP 410 - 2024-03-31 5,237 $280,000 5,012
   PROEQUITIES INC. 775 - 2024-03-31 2,820 $151,000 643
   ICA Group Wealth Management LLC 695 - 2024-03-31 485 $26,000 164
   IFP Advisors Inc 1979 - 2023-12-31 307 $16,000 4
   Family Asset Management LLC 158 - 2024-03-31 175 $9,000 39
   Global Retirement Partners LLC 2389 - 2024-03-31 97 $5,000 9
  49 Records found
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