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Get Institutions for : 
Jpmorgan Diversified Return Us Mid Cap Equity Etf (JPME)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    6
Total shares held : 
 2,994,585  
% of shares held : 
 88.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 -24,206  
% of shares held change : 
   -0.71%  
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 :
13
 63,887
 2.13%
 
Increased Positions :
29
 119,911
 4%
 
Unchanged Positions :
7
 1,235
 0.04%
 
Decreased Positions :
27
-198,680
-6.63%
 
Closed Positions :
7
-9,324
-0.31%
 
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
   HPM Partners LLC 126 - 2024-03-31 671,346 $66,557,000 -2,475
   ARGI INVESTMENT SERVICES, LLC 15 - 2022-12-31 774,300 $65,175,000 -34,552
   MORGAN STANLEY 2160 - 2024-03-31 329,739 $32,690,000 10,128
   HIGHTOWER ADVISORS, LLC 379 - 2024-03-31 292,269 $28,991,000 -240
   LPL FINANCIAL CORP 854 - 2024-03-31 245,993 $24,388,000 -20,271
   Goldstein Advisors LLC 8 - 2024-03-31 229,673 $22,770,000 10,457
   Change Path LLC 19 - 2024-03-31 222,040 $22,013,000 62,360
   Trilogy Capital Inc. 42 - 2024-03-31 119,513 $11,848,000 -6,313
   APPLETON PARTNERS INC/MA 49 - 2024-03-31 87,745 $8,699,000 340
   RVW Wealth LLC 33 - 2024-03-31 76,656 $7,600,000 -14,909
   Dynamic Advisors Solutions LLC 105 - 2024-03-31 69,406 $6,881,000 18,361
   ROYAL BANK OF CANADA 1851 - 2024-03-31 54,414 $5,394,000 -1,501
   MONTICELLO WEALTH MANAGEMENT LLC 42 - 2024-03-31 53,606 $5,314,000 -1,585
   Gateway Wealth Partners LLC 18 - 2024-03-31 37,482 $3,716,000 6,413
   N.E.W. Advisory Services LLC 41 - 2024-03-31 34,032 $3,377,000 -52
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1009 - 2024-03-31 31,346 $3,108,000 7,918
   AMERIPRISE FINANCIAL INC 2652 - 2024-03-31 26,461 $2,624,000 802
   Kestra Advisory Services LLC 782 - 2024-03-31 24,812 $2,460,000 1,177
   COMMONWEALTH EQUITY SERVICES LLC. 1643 - 2024-03-31 24,224 $2,402,000 588
   BANK OF AMERICA CORP /DE/ 3523 - 2024-03-31 23,179 $2,298,000 -1,842
   LWM Advisory Services LLC 19 - 2024-03-31 16,133 $1,599,000 -46
   Private Advisor Group LLC 944 - 2024-03-31 15,438 $1,531,000 1,184
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2072 - 2024-03-31 15,294 $1,516,000 4,652
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1796 - 2024-03-31 15,136 $1,501,000 -164
   KWB Wealth 50 - 2024-03-31 14,270 $1,415,000 -460
   JANE STREET GROUP LLC 2665 - 2024-03-31 14,232 $1,411,000 11,726
   Gallacher Capital Management LLC 25 - 2024-03-31 14,153 $1,403,000 -773
   Apella Capital LLC 118 - 2024-03-31 13,900 $1,359,000 -32
   GeoWealth Management LLC 235 - 2024-03-31 13,124 $1,301,000 -2,837
   Richard P Slaughter Associates Inc 83 - 2024-03-31 12,654 $1,255,000 -312
   ENVESTNET ASSET MANAGEMENT INC 2890 - 2024-03-31 12,139 $1,203,000 -1,228
   Empirical Asset Management LLC 47 - 2024-03-31 11,527 $1,143,000 -745
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1004 - 2024-03-31 10,185 $1,010,000 219
   Stratos Wealth Partners LTD. 633 - 2024-03-31 10,032 $995,000 -3,984
   RSM US WEALTH MANAGEMENT LLC 278 - 2024-03-31 9,927 $984,000 0
   Atria Wealth Solutions Inc. 922 - 2024-03-31 9,631 $955,000 -232
   MML INVESTORS SERVICES LLC 1587 - 2024-03-31 7,333 $727,000 -558
   J P MORGAN CHASE & CO 3572 - 2024-03-31 6,834 $678,000 158
   THOROUGHBRED FINANCIAL SERVICES LLC 254 - 2024-03-31 6,778 $672,000 -149
   Advisor Group Holdings Inc. 2703 - 2024-03-31 6,568 $652,000 -4,882
   Cosner Financial Group LLC 26 - 2024-03-31 6,454 $640,000 15
   JOURNEY STRATEGIC WEALTH LLC 107 - 2024-03-31 6,383 $633,000 -41,798
   GOLDMAN SACHS GROUP INC/ 3832 - 2024-03-31 6,147 $609,000 -1,345
   HARBOUR INVESTMENTS INC. 479 - 2023-12-31 6,601 $606,000 197
   MARINER WEALTH ADVISORS, LLC 1921 - 2024-03-31 5,794 $574,000 -125
   ADAMSBROWN WEALTH CONSULTANTS LLC 37 - 2024-03-31 5,707 $566,000 -467
   STIFEL FINANCIAL CORP 2578 - 2024-03-31 5,215 $517,000 2,894
   UBS Group AG 4109 *New 2024-03-31 4,864 $482,000 4,864
   Fifth Third Securities Inc. 194 - 2024-03-31 4,690 $465,000 54
   Cetera Investment Advisers 2647 *New 2024-03-31 4,585 $455,000 4,585
   FINANCIAL NETWORK 2043 *New 2024-03-31 4,191 $415,000 4,191
   FSM Wealth Advisors LLC 115 - 2024-03-31 3,229 $320,000 483
   KESTRA PRIVATE WEALTH SERVICES LLC 1021 *New 2024-03-31 2,925 $290,000 2,925
   PFG Advisors 535 *New 2024-03-31 2,869 $284,000 2,869
   RAYMOND JAMES & ASSOCIATES 3562 - 2024-03-31 2,027 $201,000 2,027
   Global Retirement Partners LLC 811 - 2024-03-31 1,877 $186,000 5
   EverSource Wealth Advisors LLC 449 - 2024-03-31 2,018 $185,000 0
   Sanctuary Wealth Management L.L.C. 41 - 2024-03-31 1,830 $181,000 -445
   Aspire Wealth Management Corp 122 - 2024-03-31 995 $99,000 -75
   FMR LLC 3261 - 2024-03-31 716 $71,000 40
   BENJAMIN F. EDWARDS & COMPANY INC. 1205 - 2024-03-31 685 $68,000 15
   PRINCIPAL SECURITIES INC. 1470 - 2024-03-31 601 $60,000 101
   CITIGROUP INC 3706 - 2024-03-31 505 $50,000 150
   IFP Advisors Inc 1755 - 2023-12-31 308 $28,000 -1,375
   PRIVATE TRUST CO NA 1453 - 2024-03-31 184 $18,000 34
   Householder Group Estate & Retirement Specialist L 818 *New 2024-03-31 98 $10,000 98
   Rise Advisors LLC 1057 - 2024-03-31 93 $9,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1931 - 2024-03-31 78 $8,000 0
   BARTLETT & CO. LLC 1037 - 2023-12-31 59 $5,000 57
   Aspire Private Capital LLC 497 - 2024-03-31 47 $5,000 -1
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1483 - 2024-03-31 37 $4,000 36
   Investors Research Corp 833 - 2024-03-31 36 $4,000 0
   Tortoise Investment Management LLC 759 - 2024-03-31 25 $2,000 0
   FSA Wealth Management LLC 539 - 2024-03-31 25 $2,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1059 - 2024-03-31 15 $1,000 -44
   Newbridge Financial Services Group Inc. 1025 *New 2024-03-31 7 $1,000 7
   Frazier Financial Advisors LLC 800 - 2024-03-31 6 $1,000 -235
   CITADEL ADVISORS LLC 5713 *Closed 2024-03-31 0 $0 -15,230
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 349 *Closed 2024-03-31 0 $0 -86
   Wayfinding Financial LLC 128 *Closed 2024-03-31 0 $0 -23,113
   Bogart Wealth LLC 1053 *Closed 2024-03-31 0 $0 -1
   BANK OF MONTREAL /CAN/ 3505 *New 2024-03-31 3 $0 3
   PROEQUITIES INC. 6322 - 2024-03-31 0 $0 0
   Hartland & Co. LLC 1560 *Closed 2024-03-31 0 $0 -323
   Aspire Capital Advisors LLC 82 *Closed 2024-03-31 0 $0 -34,512
   WELLS FARGO & CO/MN 6617 - 2024-03-31 1 $0 1
   CIC Wealth LLC 165 *Closed 2024-03-31 0 $0 -4,667
   Integrity Advisory LLC 79 *Closed 2022-12-31 0 $0 -4,190
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1941 - 2024-03-31 1 $0 1
  89 Records found
  1    
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