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Get Institutions for : 
Jpmorgan Diversified Return Emerging Mkts Equ ETFA (JPEM)  
$55.43 0.23 (0.41%) as of 4:30 Thu 5/30


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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  : 
5.26 (10.49%)  




 
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
   CI Private Wealth LLC 505 - 2024-03-31 202,786 $10,838,000 -5,029
   HPM Partners LLC 476 - 2024-03-31 177,895 $9,508,000 -2,783
   LINSCOMB & WILLIAMS INC 51 - 2024-03-31 165,612 $8,851,000 -3,517
   MORGAN STANLEY 3457 - 2024-03-31 151,785 $8,112,000 -5,906
   Amplius Wealth Advisors LLC 31 - 2024-03-31 104,884 $5,606,000 -60,982
   FTB Advisors Inc. 155 - 2024-03-31 71,453 $3,819,000 -923
   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
   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
   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
   Cedar Point Capital Partners LLC 23 - 2024-03-31 24,284 $1,298,000 -30
   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
   Private Advisor Group LLC 1103 - 2024-03-31 21,412 $1,144,000 -2,071
   PRECEDENT WEALTH PARTNERS LLC 64 - 2024-03-31 17,630 $942,000 -917
   Accel Wealth Management 76 - 2024-03-31 15,255 $815,000 -1,322
   Slow Capital Inc. 105 - 2024-03-31 14,098 $753,000 -7,051
   Sharkey Howes & Javer 80 - 2024-03-31 12,627 $675,000 -5,546
   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
   Change Path LLC 547 - 2024-03-31 10,095 $540,000 -781
   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
   Lodestone Wealth Management LLC 108 - 2024-03-31 7,184 $384,000 -916
   BANCORPSOUTH BANK 257 - 2024-03-31 6,637 $355,000 -282
   MARINER WEALTH ADVISORS, LLC 2363 - 2024-03-31 6,078 $325,000 -1,505
   Dynamic Advisors Solutions LLC 753 - 2024-03-31 5,719 $306,000 -588
   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
   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
   RVW Wealth LLC 142 - 2024-03-31 3,788 $202,000 -63
   SYM FINANCIAL CORPORATION 102 - 2024-03-31 2,878 $154,000 -77
   GPS Wealth Strategies Group LLC 367 - 2024-03-31 1,966 $105,000 -137
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1618 - 2024-03-31 1,622 $87,000 -3,729
   Rain Capital Management LLC 58 - 2024-03-31 1,578 $84,000 -664
   Wagner Wealth Management LLC 183 - 2024-03-31 459 $25,000 -1,272
   Farther Finance Advisors LLC 1894 - 2024-03-31 123 $7,000 -116
   Sound Income Strategies LLC 904 - 2024-03-31 96 $5,000 -205
  44 Records found
  1    
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