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Get Institutions for : 
Jpmorgan Income Etf (JPIE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 161    25
Total shares held : 
 16,459,201  
% of shares held : 
 62.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   79  
Amount of shares held : 
 5,069,766  
% of shares held change : 
   19.2%  
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 :
34
 1,424,781
 8.66%
 
Increased Positions :
83
 4,020,108
 24.42%
 
Unchanged Positions :
15
 482,429
 2.93%
 
Decreased Positions :
29
-158,014
-0.96%
 
Closed Positions :
9
-217,109
-1.32%
 
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
   Heritage Financial Services LLC 3 - 2024-03-31 2,170,238 $98,876,000 121,752
   J P MORGAN CHASE & CO 937 - 2024-03-31 1,839,636 $83,814,000 192,552
   BANK OF AMERICA CORP /DE/ 1332 - 2024-03-31 1,012,280 $46,119,000 298,375
   Syntegra Private Wealth Group LLC 7 - 2024-03-31 739,199 $33,678,000 9,399
   DOrazio & Associates Inc. 6 - 2024-03-31 628,303 $28,625,000 86,089
   Diversified LLC 7 - 2024-03-31 579,962 $26,423,000 194,911
   MORGAN STANLEY 2483 - 2024-03-31 530,312 $24,161,000 158,828
   JANNEY MONTGOMERY SCOTT LLC 292 - 2024-03-31 506,630 $23,082,000 131,830
   SAVANT CAPITAL MANAGEMENT INC 70 - 2024-03-31 488,964 $22,277,000 308,829
   Capital Advisors Wealth Management LLC 7 - 2024-03-31 486,810 $22,179,000 69,528
   TPG Financial Advisors LLC 1 - 2023-12-31 381,993 $17,342,000 2,734
   Vestmark Advisory Solutions Inc. 33 - 2024-03-31 334,459 $15,238,000 69,589
   Scott Capital Advisors LLC 7 - 2024-03-31 333,930 $15,114,000 45,518
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5 - 2024-03-31 330,358 $15,051,000 47,324
   Echo Wealth Management LLC 1 - 2024-03-31 316,350 $14,413,000 21,776
   Wagner Wealth Management LLC 7 - 2024-03-31 308,800 $14,069,000 231,185
   Planned Solutions Inc. 4 - 2024-03-31 296,751 $13,520,000 862
   SMITH MOORE & CO. 16 - 2024-03-31 266,888 $12,159,000 198,518
   WARREN AVERETT ASSET MANAGEMENT, LLC 70 - 2024-03-31 257,650 $11,739,000 202,193
   Mount Yale Investment Advisors LLC 14 - 2024-03-31 256,921 $11,705,000 9,344
   Magnus Financial Group LLC 15 - 2024-03-31 251,079 $11,439,000 11,945
   Morris Retirement Advisors LLC 3 - 2024-03-31 223,474 $10,181,000 3,010
   Fortress Wealth Management Inc. 5 - 2024-03-31 222,982 $10,159,000 -2,154
   FOCUS FINANCIAL NETWORK INC /ADV 55 - 2023-12-31 220,501 $10,115,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 19 - 2024-03-31 213,006 $9,705,000 -8,690
   Private Advisor Group LLC 277 - 2024-03-31 208,153 $9,483,000 24,306
   Focus Financial Network Inc. 43 - 2024-03-31 205,256 $9,214,000 0
   FMA Wealth Management LLC 6 - 2024-03-31 197,508 $9,211,000 44,065
   Nordwand Advisors LLC 5 - 2024-03-31 197,128 $8,981,000 13,753
   Kensington Asset Management LLC 15 *New 2024-03-31 188,250 $8,577,000 188,250
   Lionsbridge Wealth Management LLC 1 - 2024-03-31 186,786 $8,510,000 43,305
   Visionary Wealth Advisors 44 - 2024-03-31 182,742 $8,326,000 24,583
   Family Asset Management LLC 3 - 2024-03-31 181,632 $8,275,000 1,675
   HALBERT, HARGROVE/RUSSELL LLC 21 - 2024-03-31 162,952 $7,424,000 8,820
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 30 - 2024-03-31 161,814 $7,372,000 14,976
   Rainsberger Wealth Advisors Inc. *New 2023-12-31 156,212 $7,125,000 156,212
   Blue Chip Partners Inc. 41 - 2024-03-31 154,068 $7,019,000 -37,605
   MATHER GROUP, INC. 77 - 2024-03-31 150,137 $6,848,000 0
   Advisor Group Holdings Inc. 860 - 2024-03-31 148,953 $6,786,000 62,036
   Gallacher Capital Management LLC 3 - 2024-03-31 146,089 $6,656,000 -4,555
   SEASCAPE CAPITAL MANAGEMENT 7 - 2024-03-31 141,861 $6,463,000 25,101
   Bernardo Wealth Planning LLC 15 - 2024-03-31 139,624 $6,361,000 15,410
   Certified Advisory Corp 30 - 2024-03-31 138,208 $6,297,000 66,123
   DAYMARK WEALTH PARTNERS LLC 74 - 2024-03-31 133,639 $6,089,000 20,110
   49 WEALTH MANAGEMENT LLC 20 - 2024-03-31 133,461 $6,034,000 -18,948
   ENVESTNET ASSET MANAGEMENT INC 1864 - 2024-03-31 128,806 $5,868,000 34,255
   Wealthcare Advisory Partners LLC 98 - 2024-03-31 121,273 $5,525,000 2,635
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 30 - 2024-03-31 119,930 $5,464,000 19,170
   Armor Investment Advisors LLC 12 - 2024-03-31 114,278 $5,206,000 19,066
   ROYAL BANK OF CANADA 1898 - 2024-03-31 111,475 $5,079,000 111,475
   Schneider Downs Wealth Management Advisors LP 21 - 2024-03-31 104,973 $4,783,000 12,576
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1208 - 2024-03-31 95,106 $4,333,000 33,558
   JOURNEY STRATEGIC WEALTH LLC 27 *New 2024-03-31 93,065 $4,240,000 93,065
   JANE STREET GROUP LLC 1434 - 2024-03-31 92,540 $4,216,000 21,699
   COMMONWEALTH EQUITY SERVICES LLC. 1281 - 2024-03-31 91,619 $4,174,000 9,182
   Financial Futures Ltd Liability Co. 18 *New 2024-03-31 88,672 $4,040,000 88,672
   Tradition Wealth Management LLC 60 - 2024-03-31 87,613 $3,992,000 8,171
   TBH Global Asset Management LLC 31 - 2024-03-31 86,433 $3,938,000 -22,900
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 156 - 2024-03-31 81,791 $3,726,000 14,577
   Paladin Advisory Group LLC 8 - 2024-03-31 79,919 $3,613,000 1,444
   Syverson Strege & Co 9 - 2024-03-31 76,532 $3,487,000 2,882
   AXXCESS WEALTH MANAGEMENT LLC 169 - 2024-03-31 76,361 $3,479,000 -4,883
   MML INVESTORS SERVICES LLC 844 - 2024-03-31 69,175 $3,152,000 27,671
   Red Mountain Financial LLC 5 - 2023-12-31 68,833 $3,139,000 0
   Bridgewealth Advisory Group LLC 23 - 2024-03-31 67,982 $3,097,000 56,539
   Evolution Wealth Advisors LLC 36 - 2024-03-31 66,141 $3,013,000 -3,045
   KICKSTAND VENTURES LLC. 30 - 2024-03-31 62,280 $2,837,000 -37,779
   SkyOak Wealt LLC 38 - 2024-03-31 61,317 $2,794,000 10,545
   MN Wealth Advisors LLC 14 - 2024-03-31 60,735 $2,767,000 4,496
   Marmo Financial Group LLC 14 *New 2024-03-31 55,911 $2,547,000 55,911
   MorganRosel Wealth Management LLC 23 - 2024-03-31 55,331 $2,521,000 34,493
   RAYMOND JAMES & ASSOCIATES 2011 - 2024-03-31 54,565 $2,486,000 3,374
   JANNEY CAPITAL MANAGEMENT LLC 117 - 2024-03-31 53,802 $2,451,000 -852
   Econ Financial Services Corp 21 - 2024-03-31 53,389 $2,432,000 597
   U.S. Capital Wealth Advisors LLC 208 - 2024-03-31 52,071 $2,372,000 980
   FIRST HEARTLAND CONSULTANTS INC 101 - 2024-03-31 50,234 $2,289,000 2,674
   Eudaimonia Partners LLC 37 - 2024-03-31 49,484 $2,254,000 -17,620
   EUDAIMONIA ADVISORS LLC 20 - 2024-03-31 48,565 $2,213,000 -4,195
   BB&T CORP 1222 - 2024-03-31 48,552 $2,212,000 -20,767
   TCG Advisory Services LLC 137 - 2024-03-31 45,475 $2,072,000 -1,891
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 115 - 2024-03-31 41,047 $1,870,000 5,624
   Herold Advisors Inc. 66 - 2024-03-31 39,807 $1,814,000 -2,398
   Spire Wealth Management 268 - 2024-03-31 39,251 $1,788,000 9,891
   First Citizens Financial Corp 25 - 2024-03-31 38,891 $1,772,000 1,111
   Sigma Planning Corp 335 - 2024-03-31 38,733 $1,765,000 20,022
   Centurion Wealth Management LLC 31 - 2024-03-31 38,122 $1,737,000 9,900
   Integrated Wealth Concepts LLC 575 - 2024-03-31 35,789 $1,631,000 9,147
   SAGE RHINO CAPITAL LLC 56 - 2024-03-31 35,586 $1,621,000 1,655
   BECK CAPITAL MANAGEMENT LLC 76 - 2024-03-31 34,704 $1,581,000 -2,694
   Fiduciary Alliance LLC 78 - 2024-03-31 33,956 $1,535,000 2,098
   Cetera Investment Advisers 1777 *New 2024-03-31 32,142 $1,464,000 32,142
   MASSMUTUAL TRUST CO FSB/ADV 213 - 2024-03-31 31,618 $1,441,000 1,762
   Advisory Alpha LLC 129 - 2024-03-31 30,647 $1,396,000 701
   Envestnet Portfolio Solutions Inc. 750 - 2024-03-31 29,812 $1,358,000 23,619
   Altus Wealth Management LLC 13 - 2024-03-31 29,707 $1,353,000 13,621
   Change Path LLC 324 - 2024-03-31 28,476 $1,297,000 5,262
   FINANCIAL NETWORK 1288 - 2024-03-31 28,274 $1,288,000 14,526
   Cooper Financial Group 92 - 2024-03-31 27,736 $1,264,000 4,955
   NORTHERN TRUST CORP 3234 *New 2024-03-31 26,459 $1,205,000 26,459
   Integrity Advisory LLC 21 - 2022-12-31 24,702 $1,115,000 11,440
  100 Records found
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