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Get Institutions for : 
Jpmorgan Diversified Return Us Equity Etf (JPUS)  
$109.82 0.50 (0.46%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    1
Total shares held : 
 3,326,015  
% of shares held : 
 45.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -28  
Amount of shares held : 
 104,313  
% of shares held change : 
   1.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $92.69  
Last Quarter's Ending Price : 
 $102.72  
Last Quarter's Average Price : 
 $96.30  
Change from last quarter's     
avg. price to the last closing  : 
13.52 (14.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 15,767
 0.47%
 
Increased Positions :
15
 379,156
 11.4%
 
Unchanged Positions :
10
 63,651
 1.91%
 
Decreased Positions :
44
-280,669
-8.44%
 
Closed Positions :
3
-9,941
-0.3%
 
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
   QUANTITATIVE ADVANTAGE LLC 11 - 2023-03-31 197,903 $18,922,000 5,709
   STERNECK CAPITAL MANAGEMENT, LLC 4 - 2024-03-31 76,253 $8,541,000 3,537
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 952 - 2024-03-31 63,405 $7,102,000 700
   Apollon Wealth Management LLC 160 - 2024-03-31 32,238 $3,611,000 696
   LPL FINANCIAL CORP 2289 - 2024-03-31 22,863 $2,561,000 159
   Integrity Advisory LLC 11 - 2022-12-31 23,648 $2,241,000 9,455
   COMMONWEALTH EQUITY SERVICES LLC. 1737 - 2024-03-31 18,743 $2,099,000 246
   RHS Financial LLC 23 - 2024-03-31 18,353 $2,056,000 1,128
   JANE STREET GROUP LLC 2271 - 2024-03-31 17,433 $1,953,000 12,758
   Advisor Group Holdings Inc. 1900 - 2024-03-31 13,675 $1,532,000 377
   WELLS FARGO & CO/MN 2779 - 2024-03-31 12,836 $1,438,000 2,363
   GeoWealth Management LLC 241 - 2024-03-31 11,418 $1,279,000 11,203
   Independent Wealth Network Inc. 45 - 2024-03-31 10,154 $1,137,000 59
   ROYAL BANK OF CANADA 3172 - 2024-03-31 6,807 $763,000 5,539
   Private Advisor Group LLC 1313 - 2024-03-31 6,533 $732,000 616
   ENVESTNET ASSET MANAGEMENT INC 3238 - 2024-03-31 5,986 $670,000 75
   INTERACTIVE FINANCIAL ADVISORS 47 - 2024-03-31 5,904 $661,000 4,783
   CITIGROUP INC 2698 - 2024-03-31 4,750 $532,000 15
   WOLVERINE TRADING LLC 684 - 2024-03-31 3,748 $420,000 768
   AMERIPRISE FINANCIAL INC 3430 - 2024-03-31 3,420 $383,000 205
   RAYMOND JAMES & ASSOCIATES 3195 - 2024-03-31 3,364 $377,000 65
   Cetera Investment Advisers 2839 - 2024-03-31 3,250 $364,000 3,250
   Kestra Advisory Services LLC 1892 - 2024-03-31 3,062 $343,000 8
   FMR LLC 2729 - 2024-03-31 2,606 $292,000 622
   CWM LLC 1722 - 2024-03-31 1,147 $128,000 2
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1936 - 2024-03-31 603 $68,000 10
   US BANCORP 2883 - 2024-03-31 275 $31,000 275
  27 Records found
  1    
  Page 1 of 1
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