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Get Institutions for : 
Jpmorgan Diversified Return International Equity Etf (JPIN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    6
Total shares held : 
 4,535,304  
% of shares held : 
 27.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -124,759  
% of shares held change : 
   -0.75%  
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 :
9
 32,470
 0.72%
 
Increased Positions :
26
 199,981
 4.41%
 
Unchanged Positions :
16
 165,775
 3.66%
 
Decreased Positions :
46
-348,263
-7.68%
 
Closed Positions :
3
-8,947
-0.2%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 207 - 2024-03-31 663,836 $37,394,000 -76,175
   UBS Group AG 892 - 2024-03-31 654,673 $36,878,000 -10,543
   BANK OF AMERICA CORP /DE/ 1732 - 2024-03-31 458,899 $25,850,000 66,744
   MORGAN STANLEY 2789 - 2024-03-31 320,240 $18,039,000 4,482
   ARGI INVESTMENT SERVICES, LLC 36 - 2022-12-31 329,078 $16,217,000 -20,359
   HPM Partners LLC 355 - 2024-03-31 265,453 $14,953,000 -37,107
   JANE STREET GROUP LLC 762 - 2024-03-31 192,250 $10,829,000 131,652
   CAPTRUST FINANCIAL ADVISORS 392 - 2024-03-31 140,274 $7,902,000 -562
   ROYAL BANK OF CANADA 1651 - 2024-03-31 138,674 $7,812,000 45,529
   LPL FINANCIAL CORP 1504 - 2024-03-31 133,129 $7,499,000 7,943
   STERNECK CAPITAL MANAGEMENT, LLC 5 - 2024-03-31 122,865 $6,921,000 6,481
   QUANTITATIVE ADVANTAGE LLC 32 - 2023-03-31 125,018 $6,540,000 8,208
   COLONY GROUP, LLC 306 *New 2024-03-31 101,102 $5,539,000 101,102
   WADE G W & INC 103 - 2023-12-31 101,855 $5,533,000 -6,251
   Savoie Capital LLC 28 *New 2024-03-31 93,330 $5,257,000 93,330
   Mango Investments LLC 8 - 2024-03-31 93,330 $5,257,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1002 - 2024-03-31 86,049 $4,847,000 73,943
   J P MORGAN CHASE & CO 2498 - 2024-03-31 82,531 $4,649,000 -7,121
   LexAurum Advisors LLC 22 - 2024-03-31 81,878 $4,612,000 6,573
   Day & Ennis LLC 16 - 2023-12-31 80,293 $4,362,000 865
   MERCER GLOBAL ADVISORS INC /ADV 521 *New 2024-03-31 72,146 $4,064,000 72,146
   Advisor Group Holdings Inc. 1266 - 2024-03-31 63,527 $3,578,000 -13,463
   OLD MISSION CAPITAL LLC 166 - 2024-03-31 55,188 $3,109,000 9,426
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1419 - 2024-03-31 52,917 $2,981,000 1,619
   HANSON MCCLAIN, INC. 254 - 2024-03-31 51,258 $2,887,000 -421
   CITADEL ADVISORS LLC 2156 - 2024-03-31 48,290 $2,720,000 -74,045
   Change Path LLC 199 - 2024-03-31 42,501 $2,394,000 -451
   RAYMOND JAMES & ASSOCIATES 2095 - 2024-03-31 38,680 $2,179,000 -320
   WELLS FARGO & CO/MN 2680 - 2024-03-31 30,146 $1,698,000 -219
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1443 - 2024-03-31 26,844 $1,512,000 18,762
   VALICENTI ADVISORY SERVICES INC 50 - 2024-03-31 25,984 $1,464,000 1,068
   COMMONWEALTH EQUITY SERVICES LLC. 2012 - 2024-03-31 24,308 $1,369,000 -16,782
   Steward Partners Investment Advisory LLC 704 - 2024-03-31 23,616 $1,330,000 2,553
   Empire Financial Management Company LLC 69 - 2024-03-31 23,422 $1,319,000 -839
   ENVESTNET ASSET MANAGEMENT INC 2833 - 2024-03-31 22,970 $1,294,000 -3,210
   FLOW TRADERS U.S. LLC 280 - 2024-03-31 19,757 $1,113,000 -76,110
   Stonehearth Capital Management LLC 27 - 2024-03-31 18,853 $1,062,000 -19
   Apella Capital LLC 138 - 2024-03-31 18,712 $1,051,000 -189
   RVW Wealth LLC 67 - 2024-03-31 17,528 $987,000 -220
   Edge Financial Advisors LLC 37 - 2024-03-31 16,986 $957,000 0
   Spire Wealth Management 391 - 2024-03-31 16,378 $923,000 550
   Krasney Financial LLC 155 - 2024-03-31 16,323 $919,000 -339
   AMERIPRISE FINANCIAL INC 3144 - 2024-03-31 15,493 $873,000 -308
   RHS Financial LLC 56 - 2024-03-31 13,516 $761,000 1,479
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 125 - 2024-03-31 11,795 $664,000 619
   Kestra Advisory Services LLC 1477 - 2024-03-31 11,733 $661,000 -4,816
   Vawter Financial Ltd. 39 - 2024-03-31 11,191 $630,000 0
   DAYMARK WEALTH PARTNERS LLC 249 - 2024-03-31 10,891 $613,000 -2,047
   Trilogy Capital Inc. 178 - 2024-03-31 10,671 $601,000 -26,888
   HHM Wealth Advisors LLC 69 - 2024-03-31 10,673 $601,000 0
   SYNOVUS FINANCIAL CORP 581 - 2024-03-31 10,390 $586,000 0
   Kathmere Capital Management LLC 171 - 2024-03-31 8,577 $483,000 115
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 132 - 2024-03-31 8,482 $478,000 -214
   FINANCIAL NETWORK 1981 - 2024-03-31 8,120 $457,000 -916
   Apollon Wealth Management LLC 751 - 2024-03-31 7,468 $421,000 942
   Worth Financial Advisory Group LLC 86 - 2024-03-31 7,230 $407,000 35
   Schiavi & Co LLC 17 - 2024-03-31 7,076 $399,000 0
   Mendel Money Management 107 - 2024-03-31 6,182 $348,000 -1,720
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 218 - 2024-03-31 5,983 $337,000 -9,940
   Sontag Advisory LLC 505 - 2024-03-31 5,898 $332,000 -1
   MML INVESTORS SERVICES LLC 2028 - 2024-03-31 5,885 $332,000 492
   LINCOLN NATIONAL CORP 903 - 2024-03-31 5,800 $327,000 -165
   Independent Wealth Network Inc. 33 - 2024-03-31 5,663 $319,000 -5
   STIFEL FINANCIAL CORP 2896 - 2024-03-31 5,321 $300,000 -27
   KESTRA PRIVATE WEALTH SERVICES LLC 1009 - 2024-03-31 5,290 $298,000 494
   COMERICA BANK 2116 - 2024-03-31 5,244 $295,000 0
   MN Wealth Advisors LLC 78 - 2024-03-31 5,192 $292,000 55
   Wealthcare Advisory Partners LLC 695 - 2024-03-31 4,799 $270,000 1
   Goss Wealth Management LLC 1741 - 2024-03-31 4,238 $239,000 1
   BELLEVUE ASSET MANAGEMENT LLC 62 - 2024-03-31 4,038 $227,000 -3,826
   CITIGROUP INC 3097 - 2024-03-31 3,899 $220,000 84
   HERON FINANCIAL GROUP LLC 135 - 2023-06-30 4,088 $212,000 0
   AQR CAPITAL MANAGEMENT LLC 2241 *New 2024-03-31 3,749 $211,000 3,749
   H D Vest Advisory Services 1518 - 2024-03-31 3,675 $207,000 3,675
   PNC FINANCIAL SERVICES GROUP INC 2236 - 2024-03-31 3,267 $184,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1652 - 2024-03-31 2,605 $147,000 0
   HM PAYSON & CO 481 - 2023-12-31 2,000 $109,000 0
   RESOURCES MANAGEMENT CORP /CT/ /ADV 258 - 2024-03-31 1,750 $99,000 0
   BANK OF MONTREAL /CAN/ 2870 - 2024-03-31 1,726 $97,000 1,230
   Capital Analysts Inc. 571 - 2024-03-31 1,537 $87,000 1
   Farther Finance Advisors LLC 1017 - 2024-03-31 1,420 $80,000 0
   EverSource Wealth Advisors LLC 771 - 2024-03-31 1,297 $70,000 0
   SMITHFIELD TRUST CO 569 - 2024-03-31 852 $48,000 0
   SYM FINANCIAL CORPORATION 131 - 2024-03-31 843 $47,000 0
   Eagle Bay Advisors LLC 372 *New 2024-03-31 526 $30,000 526
   FMR LLC 3756 - 2024-03-31 446 $25,000 -72
   ANCORA ADVISORS, LLC 1095 - 2024-03-31 400 $23,000 0
   Capital Investment Advisory Services LLC 752 - 2024-03-31 347 $20,000 0
   Founders Financial Alliance LLC 449 - 2024-03-31 335 $19,000 0
   EPG Wealth Management LLC 366 - 2024-03-31 327 $18,000 0
   BBJS FINANCIAL ADVISORS LLC 82 *New 2024-03-31 300 $17,000 300
   CWM LLC 2985 - 2024-03-31 310 $17,000 -100
   Qube Research & Technologies Ltd 3229 - 2024-03-31 273 $15,000 0
   Beacon Capital Management LLC 505 - 2024-03-31 266 $15,000 -367
   GeoWealth Management LLC 827 - 2024-03-31 191 $11,000 -20
   Continuum Advisory LLC 1011 *New 2024-03-31 120 $7,000 120
   Tyler-Stone Wealth Management 731 - 2024-03-31 90 $5,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 428 - 2024-03-31 30 $2,000 0
   Aptus Capital Advisors LLC 1121 - 2024-03-31 30 $2,000 0
   Frazier Financial Advisors LLC 799 - 2024-03-31 12 $1,000 -57
  100 Records found
  1    
  Page 1 of 1
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