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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    3
Total shares held : 
 7,833,491  
% of shares held : 
 87.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 -15,532  
% of shares held change : 
   -0.17%  
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 :
10
 75,432
 0.96%
 
Increased Positions :
36
 396,797
 5.07%
 
Unchanged Positions :
11
 64,593
 0.82%
 
Decreased Positions :
30
-298,959
-3.82%
 
Closed Positions :
7
-188,802
-2.41%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 320 - 2024-03-31 823,028 $37,201,000 -473,258
   LPL FINANCIAL CORP 679 - 2024-03-31 778,268 $35,178,000 36,427
   ROYAL BANK OF CANADA 1019 - 2024-03-31 557,041 $25,179,000 -46,179
   BANK OF AMERICA CORP /DE/ 1836 - 2024-03-31 498,436 $22,529,000 4,559
   Capital Advisors Wealth Management LLC 8 - 2024-03-31 423,565 $19,145,000 -121,391
   AMERIPRISE FINANCIAL INC 1454 - 2024-03-31 405,253 $15,385,000 249,182
   MORGAN STANLEY 3262 - 2024-03-31 235,097 $10,626,000 95,830
   Goldstein Advisors LLC 18 - 2024-03-31 191,521 $8,657,000 16,205
   Choice Wealth Advisors LLC 8 - 2024-03-31 189,316 $8,557,000 3,991
   STIFEL FINANCIAL CORP 884 - 2024-03-31 183,925 $8,313,000 5,252
   Gerber Kawasaki Wealth & Investment Management 52 - 2024-03-31 180,373 $8,153,000 -2,463
   APPLETON PARTNERS INC/MA 53 - 2024-03-31 173,199 $7,829,000 1,193
   TOCQUEVILLE ASSET MANAGEMENT LP 148 - 2024-03-31 168,742 $7,627,000 37,172
   HARTFORD FINANCIAL MANAGEMENT INC. 14 - 2024-03-31 162,331 $7,337,000 -29
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 526 - 2024-03-31 126,704 $5,727,000 12,256
   Financial Advocates Investment Management 79 *New 2024-03-31 118,472 $5,355,000 118,472
   Advisor Group Holdings Inc. 1091 - 2024-03-31 101,039 $4,567,000 4,371
   ENVESTNET ASSET MANAGEMENT INC 2052 - 2024-03-31 99,081 $4,478,000 66,515
   Sprinkle Financial Consultants LLC 7 - 2024-03-31 90,261 $4,080,000 49,878
   DAVENPORT & CO LLC 323 - 2024-03-31 87,177 $3,940,000 11,100
   First Pacific Financial 18 - 2024-03-31 82,903 $3,747,000 -1,194
   Integrated Wealth Concepts LLC 356 - 2024-03-31 74,151 $3,352,000 7,058
   Andesa Financial Management Inc. 24 - 2022-12-31 62,333 $2,415,000 -48,829
   COMMONWEALTH EQUITY SERVICES LLC. 1638 - 2024-03-31 53,319 $2,410,000 350
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1214 - 2024-03-31 47,238 $2,135,000 -14,554
   RAYMOND JAMES & ASSOCIATES 2170 - 2024-03-31 42,300 $1,912,000 4,717
   GOLDMAN SACHS GROUP INC/ 3197 - 2024-03-31 42,207 $1,908,000 42,207
   Paul Damon & Associates Inc. 21 - 2024-03-31 39,305 $1,777,000 3,168
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1957 - 2024-03-31 37,280 $1,685,000 21,153
   Kingsview Wealth Management LLC 382 - 2024-03-31 35,576 $1,608,000 1,969
   MML INVESTORS SERVICES LLC 1215 - 2024-03-31 31,662 $1,431,000 3,766
   PERSONAL CFO SOLUTIONS LLC 87 - 2024-03-31 31,548 $1,426,000 2,167
   Goss Wealth Management LLC 821 - 2024-03-31 31,093 $1,405,000 -1,546
   LINCOLN NATIONAL CORP 420 - 2024-03-31 30,725 $1,389,000 3,745
   Cetera Investment Advisers 1834 *New 2024-03-31 29,796 $1,347,000 29,796
   Stratos Wealth Partners LTD. 547 - 2024-03-31 29,037 $1,312,000 -18,867
   Beck Bode LLC 74 - 2024-03-31 28,675 $1,296,000 -4,595
   MERCER GLOBAL ADVISORS INC /ADV 890 - 2024-03-31 26,557 $1,200,000 -8,944
   STEPHENS INC /AR/ 552 - 2024-03-31 24,814 $1,122,000 30
   LexAurum Advisors LLC 78 - 2024-03-31 24,329 $1,100,000 1,127
   MULTIFINANCIAL SECURITIES CORP 1115 - 2024-03-31 24,220 $1,095,000 13,376
   Fifth Third Securities Inc. 154 - 2024-03-31 23,921 $1,081,000 413
   KWB Wealth 61 - 2024-03-31 23,509 $1,063,000 121
   LWM Advisory Services LLC 27 - 2024-03-31 21,919 $991,000 228
   OAK HARBOR WEALTH PARTNERS LLC 77 *New 2024-03-31 20,771 $939,000 20,771
   SCHMIDT P J INVESTMENT MANAGEMENT INC 75 - 2024-03-31 20,436 $924,000 2,218
   Atria Wealth Solutions Inc. 968 - 2024-03-31 19,140 $865,000 452
   THOROUGHBRED FINANCIAL SERVICES LLC 223 - 2024-03-31 18,810 $850,000 -2,996
   Gallacher Capital Management LLC 39 - 2024-03-31 18,099 $818,000 -1,624
   Mutual Advisors LLC 547 - 2024-03-31 17,681 $799,000 -22,064
   INTERACTIVE FINANCIAL ADVISORS 42 - 2024-03-31 15,996 $723,000 -50,630
   KPP Advisory Services LLC 99 - 2024-03-31 15,812 $715,000 15,812
   Redwood Financial Network Corp 52 - 2024-03-31 14,572 $659,000 -771
   HILL ISLAND FINANCIAL LLC 34 - 2024-03-31 14,293 $646,000 -1
   J P MORGAN CHASE & CO 3598 - 2024-03-31 14,054 $635,000 -11,817
   BOSTON MOUNTAIN MONEY MANAGEMENT INC 27 - 2024-03-31 13,866 $627,000 0
   Cornerstone Wealth Management LLC 291 - 2024-03-31 13,711 $620,000 -103
   HIGHTOWER ADVISORS, LLC 2141 - 2024-03-31 12,755 $574,000 -674
   Kestra Advisory Services LLC 1566 - 2024-03-31 12,611 $570,000 2,226
   Mendel Money Management 94 - 2024-03-31 10,035 $454,000 395
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 450 - 2024-03-31 9,535 $431,000 2,638
   Ipsen Advisor Group LLC 53 - 2022-12-31 10,888 $422,000 0
   Pinnacle Wealth Management Advisory Group LLC 216 - 2024-03-31 9,040 $409,000 -2,165
   PINNACLE ASSOCIATES LTD 627 - 2024-03-31 9,040 $409,000 -2,165
   UBS Group AG 4309 *New 2024-03-31 7,814 $353,000 7,814
   PROSPERA FINANCIAL SERVICES 815 - 2023-12-31 7,275 $321,000 -207
   N.E.W. Advisory Services LLC 139 - 2024-03-31 6,422 $290,000 -13,201
   MARINER WEALTH ADVISORS, LLC 2564 - 2024-03-31 5,694 $257,000 -1,536
   KESTRA PRIVATE WEALTH SERVICES LLC 1077 *New 2024-03-31 5,588 $253,000 5,588
   FINANCIAL NETWORK 2396 - 2024-03-31 5,576 $252,000 985
   HENGEHOLD CAPITAL MANAGEMENT LLC 175 - 2024-03-31 4,764 $215,000 0
   US BANCORP 2113 - 2024-03-31 3,504 $158,000 0
   Aspire Wealth Management Corp 107 - 2024-03-31 3,136 $142,000 -60
   IFP Advisors Inc 1242 - 2023-12-31 2,182 $96,000 -1,700
   BENJAMIN F. EDWARDS & COMPANY INC. 1218 - 2024-03-31 1,438 $65,000 31
   PRIVATE TRUST CO NA 1193 - 2024-03-31 841 $38,000 -530
   CRITERION CAPITAL ADVISORS LLC 164 - 2024-03-31 805 $36,000 0
   SALEM INVESTMENT COUNSELORS INC 617 - 2024-03-31 800 $36,000 0
   Aptus Capital Advisors LLC 913 - 2024-03-31 736 $33,000 716
   FMR LLC 3721 - 2024-03-31 590 $27,000 -81
   Farther Finance Advisors LLC 1503 - 2024-03-31 430 $19,000 0
   Bell Investment Advisors Inc 412 - 2024-03-31 368 $17,000 116
   JONES FINANCIAL COMPANIES LLLP 1088 *New 2024-03-31 205 $9,000 205
   Stephens Consulting LLC 328 *New 2024-03-31 181 $8,000 181
   AdvisorNet Financial Inc 1514 *New 2024-03-31 65 $3,000 65
   PRINCIPAL SECURITIES INC. 2779 - 2024-03-31 56 $3,000 0
   Global Retirement Partners LLC 2658 - 2024-03-31 51 $2,000 2
   CREATIVE FINANCIAL DESIGNS INC /ADV 1462 - 2024-03-31 54 $2,000 0
   Steward Partners Investment Advisory LLC 3270 - 2024-03-31 43 $2,000 0
   Emerald Investment Partners LLC 470 *New 2024-03-31 32 $1,000 32
   HARBOUR INVESTMENTS INC. 2784 - 2023-12-31 22 $1,000 0
   ODell Group LLC 102 *Closed 2024-03-31 0 $0 -742
   Wayfinding Financial LLC 127 *Closed 2024-03-31 0 $0 -49,274
   PSI Advisors LLC 826 *Closed 2024-03-31 0 $0 -204
   Koss-Olinger Consulting LLC 167 *Closed 2024-03-31 0 $0 -1,120,370
   PROEQUITIES INC. 7032 - 2024-03-31 0 $0 0
   COMERICA BANK 3720 *Closed 2024-03-31 0 $0 -378
   WELLS FARGO & CO/MN 6776 - 2024-03-31 1 $0 -3,376
   TWO SIGMA INVESTMENTS LLC 3312 *Closed 2024-03-31 0 $0 -5,000
   DAYMARK WEALTH PARTNERS LLC 437 *Closed 2024-03-31 0 $0 -4,757
  100 Records found
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