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Get Institutions for : 
Jpmorgan Hedged Equity Laddered Overlay Etf (HELO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    39
Total shares held : 
 2,709,284  
% of shares held : 
 30.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 2,150,524  
% of shares held change : 
   23.89%  
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 :
42
 2,564,773
 94.67%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
4
 17,795
 0.66%
 
Decreased Positions :
2
-107,267
-3.96%
 
Closed Positions :
3
-306,982
-11.33%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GUARANTY TRUST CO OF MISSOURI /MO/ 72 *New 2024-03-31 190,043 $10,637,000 190,043
   Sugarloaf Wealth Management LLC 11 *New 2024-03-31 168,108 $9,409,000 168,108
   Aspire Capital Advisors LLC 12 *New 2024-03-31 131,373 $7,353,000 131,373
   ENVESTNET ASSET MANAGEMENT INC 1748 *New 2024-03-31 124,577 $6,973,000 124,577
   Cetera Investment Advisers 922 *New 2024-03-31 100,808 $5,642,000 100,808
   MULTIFINANCIAL SECURITIES CORP 446 *New 2024-03-31 92,565 $5,181,000 92,565
   HIGHTOWER ADVISORS, LLC 974 *New 2024-03-31 85,422 $4,779,000 85,422
   Orion Portfolio Solutions LLC 363 *New 2024-03-31 76,298 $4,270,000 76,298
   Pine Valley Investments Ltd Liability Co 87 *New 2024-03-31 65,751 $3,680,000 65,751
   Mach-1 Financial Group Inc. 15 *New 2024-03-31 48,413 $2,710,000 48,413
   JANNEY MONTGOMERY SCOTT LLC 1025 *New 2024-03-31 46,589 $2,608,000 46,589
   Legacy Financial Group LLC 36 *New 2024-03-31 40,286 $2,255,000 40,286
   THRIVENT FINANCIAL FOR LUTHERANS 1281 *New 2024-03-31 38,867 $2,175,000 38,867
   Avestar Capital LLC 78 *New 2024-03-31 35,560 $1,990,000 35,560
   Change Path LLC 254 *New 2024-03-31 30,996 $1,735,000 30,996
   HARBOR INVESTMENT ADVISORY LLC 108 *New 2024-03-31 25,139 $1,407,000 25,139
   Lionsbridge Wealth Management LLC 37 *New 2024-03-31 18,391 $1,029,000 18,391
   Sowell Financial Services LLC 347 *New 2024-03-31 17,177 $961,000 17,177
   THOROUGHBRED FINANCIAL SERVICES LLC 214 *New 2024-03-31 15,914 $890,000 15,914
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2765 *New 2024-03-31 15,059 $843,000 15,059
   Concurrent Investment Advisors LLC 489 *New 2024-03-31 10,808 $605,000 10,808
   GTS SECURITIES LLC 729 *New 2024-03-31 10,423 $583,000 10,423
   Bedel Financial Consulting Inc. 131 *New 2024-03-31 9,004 $504,000 9,004
   CAPTRUST FINANCIAL ADVISORS 1483 *New 2024-03-31 8,775 $491,000 8,775
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 85 *New 2024-03-31 8,302 $465,000 8,302
   Strategic Financial Concepts LLC 179 *New 2024-03-31 7,977 $446,000 7,977
   Eudaimonia Partners LLC 168 *New 2024-03-31 6,890 $386,000 6,890
   LINCOLN NATIONAL CORP 916 *New 2024-03-31 5,721 $320,000 5,721
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1936 *New 2024-03-31 5,076 $284,000 5,076
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 78 *New 2024-03-31 4,860 $272,000 4,860
   NCM Capital Management LLC 131 *New 2024-03-31 4,733 $265,000 4,733
   Allen Capital Group LLC 184 *New 2024-03-31 4,436 $248,000 4,436
   CAP Partners LLC 101 *New 2024-03-31 4,267 $239,000 4,267
   Tradition Wealth Management LLC 346 *New 2024-03-31 4,132 $231,000 4,132
   Coppell Advisory Solutions Corp. 237 *New 2024-03-31 3,990 $223,000 3,990
   Milestone Investment Advisors LLC 72 *New 2024-03-31 3,942 $221,000 3,942
   Foundations Investment Advisors LLC 652 *New 2024-03-31 3,932 $220,000 3,932
   H D Vest Advisory Services 1498 *New 2024-03-31 3,815 $214,000 3,815
   ANCORA ADVISORS, LLC 668 *New 2024-03-31 3,231 $181,000 3,231
   CENTAURUS FINANCIAL INC. 756 *New 2024-03-31 1,820 $102,000 1,820
   UBS Group AG 5071 *New 2024-03-31 1,660 $93,000 1,660
   BANK OF AMERICA CORP /DE/ 5792 *New 2024-03-31 185 $10,000 185
   Aptus Capital Advisors LLC 1041 *New 2024-03-31 125 $7,000 125
   Planning Capital Management Corp 513 *New 2024-03-31 65 $4,000 65
   Your Advocates Ltd. LLP 209 *New 2024-03-31 0 $0 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1942 *New 2024-03-31 0 $0 0
  46 Records found
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