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Get Institutions for : 
Jpmorgan Core Plus Bond Etf (JCPB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 199    35
Total shares held : 
 42,540,099  
% of shares held : 
 47.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   94  
Amount of shares held : 
 16,258,722  
% of shares held change : 
   18.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 2,487,009
 5.85%
 
Increased Positions :
99
 14,533,220
 34.16%
 
Unchanged Positions :
19
 970,964
 2.28%
 
Decreased Positions :
40
-500,467
-1.18%
 
Closed Positions :
6
-261,040
-0.61%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 457 - 2024-03-31 6,846,814 $319,370,000 -425,627
   J P MORGAN CHASE & CO 707 - 2024-03-31 3,244,090 $151,321,000 -785
   LEGACY WEALTH MANAGEMENT, INC 5 - 2024-03-31 2,491,232 $116,204,000 175,127
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 168 - 2024-03-31 1,726,924 $80,552,000 695,805
   DANIELS&TANSEY,LLP 1 - 2023-09-30 170,299 $66,877,000 111,332
   Grant Street Asset Management Inc. 1 - 2024-03-31 1,395,868 $65,110,000 642,797
   HIGHTOWER ADVISORS, LLC 228 - 2024-03-31 1,282,435 $59,808,000 -5,964
   WMS PARTNERS, LLC 7 - 2024-03-31 1,241,832 $57,925,000 188,884
   AllGen Financial Advisors Inc. 1 - 2024-03-31 1,160,930 $54,152,000 207,132
   STEPHENS INC /AR/ 20 - 2024-03-31 1,072,388 $50,022,000 -7,831
   JANNEY MONTGOMERY SCOTT LLC 141 - 2024-03-31 1,051,235 $49,035,000 235,916
   CAPTRUST FINANCIAL ADVISORS 122 - 2024-03-31 1,025,748 $47,846,000 1,643
   Garrett Investment Advisors LLC 1 - 2024-03-31 1,017,906 $47,480,000 179,451
   D.B. Root & Company LLC 1 - 2024-03-31 974,811 $45,470,000 154,514
   Wiser Wealth Management Inc 2 *New 2024-03-31 867,111 $40,446,000 867,111
   Financial Planning & Information Services Inc. 4 - 2024-03-31 865,685 $40,380,000 165,925
   CI Private Wealth LLC 268 - 2024-03-31 847,624 $39,537,000 464,724
   Bogart Wealth LLC 13 *New 2024-03-31 842,644 $39,305,000 842,644
   MORGAN STANLEY 1996 - 2024-03-31 827,584 $38,603,000 115,612
   VOISARD ASSET MANAGEMENT GROUP INC. 1 - 2024-03-31 805,857 $37,589,000 38,986
   Advisor Group Holdings Inc. 238 - 2024-03-31 783,287 $36,539,000 226,072
   Harbor Group Inc. 2 - 2024-03-31 776,985 $36,242,000 41,469
   COMMONWEALTH EQUITY SERVICES LLC. 317 - 2024-03-31 753,731 $35,158,000 224,572
   Vestmark Advisory Solutions Inc. 9 - 2024-03-31 692,305 $32,293,000 85,148
   Mountain Capital Investment Advisors Inc 5 *New 2024-03-31 626,791 $28,920,000 626,791
   Corrigan Financial Inc. 4 *New 2024-03-31 603,948 $28,171,000 603,948
   HARTFORD FINANCIAL MANAGEMENT INC. 1 - 2024-03-31 549,761 $25,644,000 70,872
   ENVESTNET ASSET MANAGEMENT INC 975 - 2024-03-31 548,223 $25,572,000 134,159
   Capital Analysts Inc. 16 - 2024-03-31 524,650 $24,472,000 15,337
   SPC FINANCIAL, INC. 13 - 2024-03-31 514,935 $24,019,000 13,138
   McCarthy & Cox 1 - 2024-03-31 440,063 $20,527,000 0
   Cetera Investment Advisers 388 - 2024-03-31 431,387 $20,122,000 366,344
   THRIVENT FINANCIAL FOR LUTHERANS 454 - 2024-03-31 421,590 $19,665,000 89,066
   Forum Private Client Group LLC 2 - 2024-03-31 416,328 $19,420,000 66,866
   ROOF EIDAM & MAYCOCK/ADV 5 - 2024-03-31 398,729 $18,599,000 27,251
   Continuum Advisory LLC 3 - 2024-03-31 399,906 $18,356,000 35,524
   Berger Financial Group Inc 12 *New 2024-03-31 390,333 $18,207,000 390,333
   BB&T CORP 465 - 2024-03-31 368,373 $17,183,000 43,878
   Steele Capital Management Inc. 24 - 2024-03-31 367,635 $17,148,000 54,030
   Gratus Capital LLC 41 - 2024-03-31 337,942 $15,763,000 18,785
   Windsor Group LTD 9 - 2023-09-30 349,998 $15,634,000 65,448
   Peterson Wealth Advisors LLC 8 - 2024-03-31 332,386 $15,504,000 26,068
   Aptus Capital Advisors LLC 69 - 2024-03-31 310,550 $14,486,000 -12,451
   GUARDIAN WEALTH ADVISORS LLC / NC 12 - 2024-03-31 310,079 $14,464,000 -12,922
   TCG Advisory Services LLC 32 - 2024-03-31 306,556 $14,299,000 5,847
   DAYMARK WEALTH PARTNERS LLC 32 - 2024-03-31 305,741 $14,261,000 -29,786
   JANNEY CAPITAL MANAGEMENT LLC 32 - 2024-03-31 305,641 $14,257,000 -10,727
   STIFEL FINANCIAL CORP 682 - 2024-03-31 296,891 $13,848,000 -226,669
   KICKSTAND VENTURES LLC. 6 - 2024-03-31 288,425 $13,454,000 -16,214
   Visionary Wealth Advisors 20 - 2024-03-31 284,831 $13,286,000 38,359
   Trinity Legacy Partners LLC 4 - 2024-03-31 281,070 $13,111,000 32,264
   JOHNSON FINANCIAL GROUP, INC. 23 - 2024-03-31 278,700 $13,000,000 -85,141
   Mascoma Wealth Management LLC 9 - 2024-03-31 275,160 $12,835,000 274,869
   Integrated Wealth Concepts LLC 141 - 2024-03-31 246,709 $11,508,000 -3,219
   Milestone Investment Advisors LLC 11 - 2024-03-31 246,372 $11,492,000 25,810
   ACIMA PRIVATE WEALTH LLC 7 - 2024-03-31 245,632 $11,458,000 3,311
   Walkner Condon Financial Advisors LLC 7 - 2024-03-31 237,614 $11,084,000 14,220
   RAYMOND JAMES & ASSOCIATES 1104 - 2024-03-31 233,669 $10,899,000 195,572
   Financial Advisory Service Inc. 24 - 2024-03-31 229,087 $10,686,000 8,102
   MULTIFINANCIAL SECURITIES CORP 232 - 2024-03-31 226,199 $10,551,000 105,352
   Leo Wealth LLC 21 - 2024-03-31 206,205 $9,517,000 19,782
   FOUNDERS FINANCIAL SECURITIES LLC 28 *New 2024-03-31 203,900 $9,511,000 203,900
   COOPER/HAIMS ADVISORS LLC 6 - 2024-03-31 202,589 $9,450,000 -115,990
   Garden State Investment Advisory Services LLC 4 - 2024-03-31 202,378 $9,443,000 3,261
   FMA Wealth Management LLC 5 - 2024-03-31 200,267 $9,342,000 3,133
   TRUENORTH, INC. 4 - 2024-03-31 194,494 $9,072,000 10,404
   Baird Financial Group Inc. 511 - 2024-03-31 186,874 $8,717,000 24,548
   BCGM Wealth Management LLC 6 - 2024-03-31 186,805 $8,714,000 181,991
   Per Stirling Capital Management LLC. 17 - 2024-03-31 183,323 $8,551,000 5,658
   FINANCIAL NETWORK 424 - 2024-03-31 179,342 $8,365,000 -25,229
   Integrity Advisory LLC 3 - 2022-12-31 181,711 $8,346,000 19,845
   Cedar Point Capital Partners LLC 5 - 2024-03-31 175,942 $8,207,000 5,758
   VERUS CAPITAL PARTNERS LLC 20 - 2024-03-31 171,450 $7,997,000 20,527
   MARINER WEALTH ADVISORS, LLC 590 - 2024-03-31 162,804 $7,594,000 90,005
   ERn Financial LLC 23 - 2024-03-31 162,188 $7,565,000 4,541
   RWM Asset Management LLC 30 - 2024-03-31 157,595 $7,351,000 -19,469
   Landmark Wealth Management LLC 5 - 2024-03-31 148,189 $6,912,000 7,046
   Lionsbridge Wealth Management LLC 5 - 2024-03-31 144,381 $6,735,000 19,745
   Bond & Devick Financial Network Inc. 9 - 2024-03-31 143,757 $6,706,000 4,616
   MN Wealth Advisors LLC 5 - 2024-03-31 140,414 $6,550,000 -22,702
   N.E.W. Advisory Services LLC 27 - 2024-03-31 140,357 $6,547,000 45,665
   Helen Stephens Group LLC 13 - 2024-03-31 137,292 $6,404,000 54,472
   Tradition Wealth Management LLC 41 - 2024-03-31 134,945 $6,295,000 64,217
   Mutual Advisors LLC 100 - 2024-03-31 134,218 $6,261,000 7,902
   ICA Group Wealth Management LLC 20 - 2024-03-31 133,089 $6,208,000 18,297
   Triad Wealth Partners LLC 7 - 2024-03-31 132,621 $6,186,000 0
   TD CAPITAL MANAGEMENT LLC 35 - 2024-03-31 124,719 $5,818,000 86,243
   MATHER GROUP, INC. 84 - 2024-03-31 121,896 $5,739,000 0
   OARSMAN CAPITAL, INC. 18 - 2024-03-31 115,871 $5,405,000 -23,758
   Capital Planning LLC 20 - 2024-03-31 103,919 $4,847,000 8,249
   Kestra Advisory Services LLC 542 - 2024-03-31 102,409 $4,777,000 56,073
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 41 - 2024-03-31 102,294 $4,771,000 13,052
   HANSON MCCLAIN, INC. 203 - 2024-03-31 101,038 $4,713,000 -96,775
   MML INVESTORS SERVICES LLC 670 - 2024-03-31 98,567 $4,598,000 58,042
   Ameritas Advisory Services LLC 113 - 2024-03-31 93,143 $4,336,000 87,544
   Econ Financial Services Corp 9 - 2024-03-31 88,643 $4,135,000 -9,390
   CREATIVE PLANNING 677 - 2024-03-31 88,093 $4,109,000 -14,026
   Magnus Financial Group LLC 44 *New 2024-03-31 87,968 $4,103,000 87,968
   Paradigm Financial Partners LLC 35 - 2024-03-31 85,792 $4,002,000 14,312
   TruWealth Advisors LLC 55 - 2024-03-31 83,610 $3,900,000 5,634
  100 Records found
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