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Get Institutions for : 
Jpmorgan Disciplined High Yield Etf (JPHY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    8
Total shares held : 
 9,349,961  
% of shares held : 
 19.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 538,321  
% of shares held change : 
   1.15%  
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 :
14
 151,491
 1.62%
 
Increased Positions :
40
 1,205,180
 12.89%
 
Unchanged Positions :
16
 163,631
 1.75%
 
Decreased Positions :
28
-486,744
-5.21%
 
Closed Positions :
6
-331,606
-3.55%
 
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
   J P MORGAN CHASE & CO 349 - 2024-03-31 11,267,879 $520,463,000 7,986,745
   LPL FINANCIAL CORP 591 - 2024-03-31 925,565 $42,752,000 38,586
   DANIELS&TANSEY,LLP 3 - 2023-09-30 82,949 $35,459,000 63,269
   MORGAN STANLEY 2202 - 2024-03-31 676,081 $31,228,000 245,782
   BANK OF AMERICA CORP /DE/ 1738 - 2024-03-31 555,431 $25,655,000 44,444
   BLACKROCK INC. 2895 - 2024-03-31 449,319 $20,754,000 154,615
   GREAT VALLEY ADVISOR GROUP INC. 36 - 2024-03-31 446,175 $20,609,000 10,972
   HIGHTOWER ADVISORS, LLC 485 - 2024-03-31 411,753 $19,024,000 151,017
   ENVESTNET ASSET MANAGEMENT INC 1224 - 2024-03-31 352,752 $16,294,000 57,578
   JANNEY MONTGOMERY SCOTT LLC 419 - 2024-03-31 313,257 $14,469,000 77,106
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 263 - 2024-03-31 276,385 $12,766,000 14,842
   Vestmark Advisory Solutions Inc. 36 - 2024-03-31 273,074 $12,613,000 60,208
   Dynamic Advisors Solutions LLC 59 - 2024-03-31 251,185 $11,602,000 18,291
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 508 - 2024-03-31 184,514 $8,523,000 14,322
   DAYMARK WEALTH PARTNERS LLC 59 - 2024-03-31 160,673 $7,421,000 28,842
   WINDSOR CAPITAL MANAGEMENT, LLC 18 - 2024-03-31 130,314 $6,019,000 -751
   Founders Financial Alliance LLC 15 - 2024-03-31 92,577 $4,276,000 7,631
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1225 - 2024-03-31 91,014 $4,204,000 6,459
   Pinnacle Wealth Planning Services Inc. 25 - 2024-03-31 84,267 $3,892,000 5,577
   MISSION WEALTH MANAGEMENT LLC 117 - 2024-03-31 80,916 $3,738,000 11,623
   Royal Fund Management LLC 81 - 2024-03-31 76,592 $3,537,000 5,354
   Cetera Investment Advisers 1365 - 2024-03-31 56,505 $2,610,000 44,404
   MERCER GLOBAL ADVISORS INC /ADV 670 - 2024-03-31 53,086 $2,452,000 -878
   JANE STREET GROUP LLC 2116 - 2024-03-31 48,620 $2,246,000 -37,493
   Investment Partners Asset Management Inc. 9 - 2024-03-31 46,652 $2,155,000 -1,867
   Wright Fund Managment LLC 50 - 2024-03-31 45,400 $2,097,000 0
   MN Wealth Advisors LLC 19 - 2024-03-31 44,984 $2,078,000 3,622
   Simmons Bank 139 - 2024-03-31 44,696 $2,065,000 -3,071
   NEUBERGER BERMAN GROUP LLC 1105 - 2024-03-31 43,226 $1,997,000 0
   OLD MISSION CAPITAL LLC 230 - 2024-03-31 42,828 $1,978,000 42,828
   Menard Financial Group LLC 10 *New 2024-03-31 42,083 $1,944,000 42,083
   Apeiron RIA LLC 40 - 2024-03-31 40,500 $1,871,000 26,980
   PFG Advisors 183 - 2024-03-31 39,950 $1,845,000 3,252
   MML INVESTORS SERVICES LLC 1089 - 2024-03-31 38,830 $1,794,000 4,060
   PARK AVENUE SECURITIES LLC 454 - 2024-03-31 37,232 $1,720,000 5,337
   Advisor Group Holdings Inc. 1814 - 2024-03-31 36,759 $1,698,000 -113,011
   Vawter Financial Ltd. 21 - 2024-03-31 34,389 $1,588,000 4,734
   RDL FINANCIAL INC 57 - 2024-03-31 31,318 $1,397,000 0
   ALBION FINANCIAL GROUP /UT 92 - 2024-03-31 29,322 $1,354,000 1,785
   FINANCIAL NETWORK 1265 - 2024-03-31 29,063 $1,342,000 4,271
   MASSMUTUAL TRUST CO FSB/ADV 229 - 2024-03-31 26,285 $1,214,000 1,194
   Lido Advisors LLC 537 - 2024-03-31 24,426 $1,128,000 8,011
   Change Path LLC 364 - 2024-03-31 22,908 $1,058,000 3,390
   RAYMOND JAMES & ASSOCIATES 2632 - 2024-03-31 19,739 $912,000 5,671
   CREATIVE PLANNING 1682 - 2024-03-31 13,620 $629,000 -5,488
   Wayfinding Financial LLC 57 - 2024-03-31 13,638 $623,000 5,608
   Integrated Wealth Concepts LLC 980 - 2024-03-31 12,438 $574,000 -319
   Independent Wealth Network Inc. 102 - 2024-03-31 12,157 $562,000 89
   JNB Advisors LLC 277 - 2024-03-31 10,987 $507,000 2,235
   WCG Wealth Advisors LLC 220 - 2024-03-31 10,849 $501,000 0
   LOCKERMAN FINANCIAL GROUP INC. 29 - 2024-03-31 10,416 $481,000 -5
   Envestnet Portfolio Solutions Inc. 1147 - 2024-03-31 10,168 $470,000 2,355
   KCS Wealth Advisory 94 - 2023-09-30 10,579 $464,000 -6,296
   Lane & Associates LLC 66 - 2024-03-31 9,392 $434,000 -2,107
   Ascent Group LLC 379 - 2024-03-31 9,366 $433,000 355
   GeoWealth Management LLC 493 - 2024-03-31 8,471 $391,000 -2,996
   NICOLET ADVISORY SERVICES LLC 229 - 2024-03-31 8,076 $370,000 -3,258
   Acorn Wealth Advisors LLC 131 - 2024-03-31 6,908 $319,000 64
   MULTIFINANCIAL SECURITIES CORP 1961 - 2024-03-31 6,196 $286,000 947
   ROYAL BANK OF CANADA 3914 - 2024-03-31 5,745 $265,000 -1,310
   Capital Analysts Inc. 395 - 2024-03-31 5,690 $263,000 220
   CAPE COD FIVE CENTS SAVINGS BANK 171 - 2024-03-31 5,387 $249,000 -887
   Security Financial Services INC. 165 - 2024-03-31 5,098 $235,000 317
   BB&T CORP 2390 - 2024-03-31 5,003 $231,000 0
   Farther Finance Advisors LLC 639 - 2024-03-31 5,037 $230,000 583
   TFB Advisors LLC 242 *New 2024-03-31 5,064 $229,000 5,064
   Patriot Financial Group Insurance Agency LLC 424 - 2024-03-31 4,852 $224,000 -1,013
   COMMONWEALTH EQUITY SERVICES LLC. 3494 - 2024-03-31 4,809 $222,000 195
   Graves-Light Private Wealth Management Inc. 168 - 2024-03-31 4,791 $221,000 -8,575
   Garrett Investment Advisors LLC 245 *New 2024-03-31 4,440 $205,000 4,440
   RAYMOND JAMES TRUST CO 1180 - 2024-03-31 4,416 $204,000 -7,921
   Rosenberg Matthew Hamilton 208 - 2024-03-31 3,844 $176,000 0
   PROEQUITIES INC. 758 - 2024-03-31 3,447 $159,000 453
   PRIVATE TRUST CO NA 742 - 2024-03-31 3,174 $147,000 0
   RICHARDSON FINANCIAL SERVICES INC. 175 - 2024-03-31 2,774 $128,000 30
   IFP Advisors Inc 1268 *New 2023-12-31 1,951 $90,000 1,951
   Global Retirement Partners LLC 1167 - 2024-03-31 1,717 $79,000 111
   COMERICA BANK 2615 - 2024-03-31 1,650 $76,000 1,311
   WHITTIER TRUST CO OF NEVADA INC 654 - 2024-03-31 1,291 $60,000 618
   HIGHLANDER CAPITAL MANAGEMENT, LLC 255 - 2024-03-31 1,175 $54,000 -500
   WELLS FARGO & CO/MN 4655 - 2024-03-31 1,141 $53,000 1,141
   ICA Group Wealth Management LLC 618 - 2024-03-31 817 $38,000 0
   Continuum Advisory LLC 667 *New 2024-03-31 773 $35,000 773
   Newbridge Financial Services Group Inc. 474 *New 2024-03-31 760 $35,000 760
   LGT Financial Advisors LLC 321 - 2024-03-31 564 $26,000 264
   Steward Partners Investment Advisory LLC 2394 - 2024-03-31 559 $26,000 0
   Geneos Wealth Management Inc. 1305 - 2024-03-31 525 $24,000 125
   PRINCIPAL SECURITIES INC. 1915 - 2024-03-31 508 $23,000 0
   Aptus Capital Advisors LLC 943 *New 2024-03-31 477 $22,000 477
   CWM LLC 2841 - 2024-03-31 465 $21,000 -43
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2460 - 2024-03-31 299 $14,000 -59
   HARBOUR INVESTMENTS INC. 2131 - 2023-12-31 225 $10,000 4
   Family Asset Management LLC 157 - 2024-03-31 185 $9,000 8
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 549 - 2024-03-31 193 $9,000 -1
   PNC FINANCIAL SERVICES GROUP INC 3719 *New 2024-03-31 205 $9,000 205
   McIlrath & Eck LLC 691 - 2024-03-31 140 $6,000 0
   Mascoma Wealth Management LLC 373 - 2024-03-31 104 $5,000 0
   Blackston Financial Advisory Group LLC 170 *New 2024-03-31 102 $5,000 102
   Emerald Investment Partners LLC 445 *New 2024-03-31 85 $4,000 85
   JJJ Advisors Inc. 788 - 2024-03-31 82 $4,000 0
  100 Records found
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