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Get Institutions for : 
Jpmorgan Global Bond Opportunities Etf (JPGB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 106    8
Total shares held : 
5,846,795  
% of shares held : 
64.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
-147,206  
% of shares held change : 
  -1.64%  
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 :
16
 110,357
 1.89%
 
Increased Positions :
48
 540,727
 9.25%
 
Unchanged Positions :
7
 81,164
 1.39%
 
Decreased Positions :
35
-701,106
-11.99%
 
Closed Positions :
8
-97,184
-1.66%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ACIMA PRIVATE WEALTH LLC 4 *New 2024-03-31 273,556 $13,027,000 273,556
   Simplicity WealthLLC 136 *New 2024-03-31 134,041 $6,383,000 134,041
   BBJS FINANCIAL ADVISORS LLC 20 *New 2024-03-31 84,224 $4,011,000 84,224
   Hobart Private Capital LLC 27 *New 2024-03-31 59,003 $2,810,000 59,003
   Cetera Investment Advisers 1324 *New 2024-03-31 58,486 $2,785,000 58,486
   NewEdge Wealth LLC 276 *New 2024-03-31 56,253 $2,640,000 56,253
   Marmo Financial Group LLC 15 *New 2024-03-31 53,094 $2,528,000 53,094
   WARREN AVERETT ASSET MANAGEMENT, LLC 307 *New 2024-03-31 30,583 $1,456,000 30,583
   Jacobi Capital Management LLC 224 *New 2024-03-31 18,141 $864,000 18,141
   FLOW TRADERS U.S. LLC 487 *New 2024-03-31 8,611 $410,000 8,611
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 94 *New 2024-03-31 5,970 $284,000 5,970
   STIFEL FINANCIAL CORP 2938 *New 2024-03-31 5,881 $280,000 5,881
   Continuum Advisory LLC 498 *New 2024-03-31 1,959 $92,000 1,959
   IFP Advisors Inc 1821 *New 2023-12-31 480 $23,000 480
   Financial Gravity Wealth Inc. 417 *New 2024-03-31 255 $12,000 255
   Aptus Capital Advisors LLC 1035 *New 2024-03-31 167 $8,000 167
   GRADIENT INVESTMENTS LLC 986 *New 2024-03-31 18 $1,000 18
   FMR LLC 5204 *New 2024-03-31 10 $0 10

  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results