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Get Institutions for : 
Jpmorgan Global Bond Opportunities Etf (JPGB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 106    8
Total shares held : 
 5,846,795  
% of shares held : 
 64.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 -147,206  
% of shares held change : 
   -1.64%  
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 :
16
 110,357
 1.89%
 
Increased Positions :
48
 540,727
 9.25%
 
Unchanged Positions :
7
 81,164
 1.39%
 
Decreased Positions :
35
-701,106
-11.99%
 
Closed Positions :
8
-97,184
-1.66%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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/ 1893 - 2024-03-31 438,817 $20,896,000 25,101
   ADAMSBROWN WEALTH CONSULTANTS LLC 8 - 2024-03-31 311,691 $14,843,000 12,413
   ACIMA PRIVATE WEALTH LLC 4 *New 2024-03-31 273,556 $13,027,000 273,556
   COMMONWEALTH EQUITY SERVICES LLC. 667 - 2024-03-31 271,795 $12,943,000 22,739
   Sunflower Bank N.A. 10 - 2024-03-31 263,150 $12,531,000 6,235
   McCarthy & Cox 11 - 2024-03-31 252,245 $12,012,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 45 - 2024-03-31 235,044 $11,193,000 -15,105
   Garrett Investment Advisors LLC 17 - 2024-03-31 229,848 $10,945,000 -14,771
   HIGHTOWER ADVISORS, LLC 667 - 2024-03-31 224,906 $10,711,000 2,056
   KMG FIDUCIARY PARTNERS LLC 23 - 2024-03-31 217,882 $10,376,000 77,678
   HILLSTRUST 25 - 2024-03-31 209,269 $9,965,000 1,087
   FSM Wealth Advisors LLC 8 - 2024-03-31 198,552 $9,455,000 47,458
   Baird Financial Group Inc. 506 - 2024-03-31 187,356 $8,922,000 9,152
   Prime Capital Investment Advisors LLC 152 - 2024-03-31 162,884 $7,757,000 7,990
   Certified Advisory Corp 25 - 2024-03-31 159,364 $7,589,000 3,504
   QUANTITATIVE ADVANTAGE LLC 27 - 2023-03-31 155,144 $7,348,000 907
   Hyperion Partners LLC 6 - 2024-03-31 152,854 $7,279,000 6,628
   LPL FINANCIAL CORP 1536 - 2024-03-31 150,016 $7,144,000 7,890
   ForthRight Wealth Management LLC 9 - 2024-03-31 148,634 $7,078,000 14,495
   WINDSOR CAPITAL MANAGEMENT, LLC 17 - 2024-03-31 142,068 $6,765,000 -128
   Simplicity WealthLLC 136 *New 2024-03-31 134,041 $6,383,000 134,041
   Bleakley Financial Group LLC 105 - 2024-03-31 134,041 $6,383,000 7,190
   Peterson Wealth Advisors LLC 12 - 2024-03-31 133,724 $6,368,000 4,139
   Sawtooth Asset Management Inc. 113 - 2023-12-31 126,881 $6,064,000 424
   MORGAN STANLEY 3720 - 2024-03-31 121,494 $5,786,000 82,279
   CAPTRUST FINANCIAL ADVISORS 458 - 2024-03-31 118,666 $5,651,000 -36,004
   HALBERT, HARGROVE/RUSSELL LLC 26 - 2024-03-31 118,234 $5,630,000 1,031
   Treasure Coast Financial Planning 10 - 2024-03-31 113,864 $5,422,000 4,943
   JANE STREET GROUP LLC 1247 - 2024-03-31 108,784 $5,180,000 99,452
   THRIVENT FINANCIAL FOR LUTHERANS 832 - 2024-03-31 105,140 $5,006,000 -127,987
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 27 - 2024-03-31 96,706 $4,605,000 -355
   MML INVESTORS SERVICES LLC 681 - 2024-03-31 93,671 $4,461,000 -102,793
   Running Point Capital Advisors LLC 15 - 2024-03-31 93,076 $4,432,000 4,057
   Ignite Planners LLC 16 - 2024-03-31 90,987 $4,306,000 24,725
   BBJS FINANCIAL ADVISORS LLC 20 *New 2024-03-31 84,224 $4,011,000 84,224
   Koshinski Asset Management Inc. 59 - 2024-03-31 75,121 $3,577,000 75,121
   Fiduciary Alliance LLC 47 - 2024-03-31 71,496 $3,384,000 4,044
   LexAurum Advisors LLC 33 - 2024-03-31 64,621 $3,077,000 9,388
   Hobart Private Capital LLC 27 *New 2024-03-31 59,003 $2,810,000 59,003
   Cetera Investment Advisers 1324 *New 2024-03-31 58,486 $2,785,000 58,486
   FINANCIAL NETWORK 868 - 2024-03-31 57,830 $2,754,000 48,901
   NewEdge Wealth LLC 276 *New 2024-03-31 56,253 $2,640,000 56,253
   EQIS CAPITAL MANAGEMENT, INC. 86 - 2024-03-31 54,232 $2,583,000 -3,888
   Marmo Financial Group LLC 15 *New 2024-03-31 53,094 $2,528,000 53,094
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1520 - 2024-03-31 52,533 $2,502,000 5,259
   WETZEL INVESTMENT ADVISORS INC. 17 - 2024-03-31 51,296 $2,400,000 -124
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1757 - 2024-03-31 42,412 $2,020,000 21,020
   RAYMOND JAMES & ASSOCIATES 2144 - 2024-03-31 42,058 $2,003,000 20,831
   COLONY GROUP LLC 335 - 2023-09-30 42,768 $1,946,000 50
   Stratos Wealth Advisors LLC 209 - 2024-03-31 38,747 $1,845,000 8,560
   Integrated Wealth Concepts LLC 560 - 2024-03-31 37,091 $1,766,000 1,850
   Ameritas Advisory Services LLC 271 - 2024-03-31 34,525 $1,644,000 19,584
   SYM FINANCIAL CORPORATION 25 - 2024-03-31 33,081 $1,575,000 4,888
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1433 - 2024-03-31 32,077 $1,528,000 6,687
   WARREN AVERETT ASSET MANAGEMENT, LLC 307 *New 2024-03-31 30,583 $1,456,000 30,583
   Etesian Wealth Advisors Inc. 41 - 2024-03-31 30,438 $1,449,000 -3,358
   Strategic Financial Group LLC - 2023-12-31 29,773 $1,423,000 8,900
   PFG Advisors 228 - 2024-03-31 29,088 $1,385,000 -762
   OPPENHEIMER & CO INC 647 - 2024-03-31 27,834 $1,325,000 -109
   Sigma Planning Corp 418 - 2024-03-31 27,403 $1,305,000 16,265
   First Citizens Financial Corp 38 - 2024-03-31 24,280 $1,156,000 583
   Good Life Advisors LLC 156 - 2024-03-31 23,612 $1,124,000 1,127
   Advisor Group Holdings Inc. 2222 - 2024-03-31 23,413 $1,115,000 -4,941
   HTLF Bank 92 - 2024-03-31 21,569 $1,027,000 0
   DUBUQUE BANK & TRUST CO 86 - 2023-09-30 21,569 $981,000 0
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 113 - 2024-03-31 19,091 $909,000 2,873
   Jacobi Capital Management LLC 224 *New 2024-03-31 18,141 $864,000 18,141
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 236 - 2024-03-31 18,228 $863,000 -222
   Geneos Wealth Management Inc. 376 - 2024-03-31 18,036 $859,000 1,657
   Lane & Associates LLC 49 - 2024-03-31 15,340 $731,000 -2,980
   Dynamic Advisors Solutions LLC 510 - 2024-03-31 14,916 $710,000 459
   SAXON INTERESTS INC. 87 - 2024-03-31 12,861 $612,000 -16,764
   BRASADA CAPITAL MANAGEMENT LP 118 - 2024-03-31 12,712 $605,000 -917
   Clear Point Advisors Inc. 57 - 2024-03-31 12,105 $576,000 -60
   SPC FINANCIAL, INC. 143 - 2024-03-31 11,997 $571,000 -1,621
   MARINER WEALTH ADVISORS, LLC 1923 - 2024-03-31 11,983 $571,000 1,133
   Resources Investment Advisors Inc. 695 - 2024-03-31 11,833 $564,000 -3,327
   Private Advisor Group LLC 1438 - 2024-03-31 11,796 $562,000 1,432
   FIXED INCOME SECURITIES INC 908 - 2024-03-31 10,439 $497,000 539
   FLOW TRADERS U.S. LLC 487 *New 2024-03-31 8,611 $410,000 8,611
   Narus Financial Partners LLC 88 - 2024-03-31 8,528 $406,000 1,098
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 523 - 2024-03-31 7,410 $353,000 2,730
   Advisory Alpha LLC 270 - 2024-03-31 7,381 $351,000 811
   Atria Wealth Solutions Inc. 1519 - 2024-03-31 6,570 $313,000 1,229
   Falcon Wealth Planning 110 - 2024-03-31 6,300 $300,000 1,989
   Beaumont Financial Advisors LLC 278 - 2024-03-31 6,180 $294,000 0
   Virtue Capital Management LLC 299 - 2024-03-31 5,354 $288,000 1,239
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 94 *New 2024-03-31 5,970 $284,000 5,970
   STIFEL FINANCIAL CORP 2938 *New 2024-03-31 5,881 $280,000 5,881
   MOTCO 203 - 2024-03-31 5,623 $268,000 119
   DRIVE WEALTH MANAGEMENT LLC 225 - 2024-03-31 5,489 $261,000 -1,361
   Prosperity Wealth Management Inc. 119 - 2024-03-31 5,387 $257,000 776
   Visionary Wealth Advisors 447 - 2024-03-31 4,881 $232,000 -812
   Wescott Financial Advisory Group LLC 151 - 2024-03-31 4,653 $222,000 40
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2114 - 2024-03-31 4,536 $216,000 -2,090
   NATIONAL BANK OF CANADA /FI/ 1235 - 2024-03-31 4,515 $213,000 0
   SAGE FINANCIAL GROUP INC 102 - 2024-03-31 4,208 $200,000 0
   Global Retirement Partners LLC 923 - 2024-03-31 2,975 $142,000 -795
   Sunbelt Securities Inc. 691 - 2024-03-31 2,203 $105,000 4
   Continuum Advisory LLC 498 *New 2024-03-31 1,959 $92,000 1,959
  100 Records found
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