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Get Institutions for : 
Jpmorgan Disciplined High Yield Etf (JPHY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    8
Total shares held : 
 9,349,961  
% of shares held : 
 19.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 538,321  
% of shares held change : 
   1.15%  
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 :
14
 151,491
 1.62%
 
Increased Positions :
40
 1,205,180
 12.89%
 
Unchanged Positions :
16
 163,631
 1.75%
 
Decreased Positions :
28
-486,744
-5.21%
 
Closed Positions :
6
-331,606
-3.55%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Menard Financial Group LLC 10 *New 2024-03-31 42,083 $1,944,000 42,083
   TFB Advisors LLC 242 *New 2024-03-31 5,064 $229,000 5,064
   Garrett Investment Advisors LLC 245 *New 2024-03-31 4,440 $205,000 4,440
   IFP Advisors Inc 1268 *New 2023-12-31 1,951 $90,000 1,951
   Continuum Advisory LLC 667 *New 2024-03-31 773 $35,000 773
   Newbridge Financial Services Group Inc. 474 *New 2024-03-31 760 $35,000 760
   Aptus Capital Advisors LLC 943 *New 2024-03-31 477 $22,000 477
   PNC FINANCIAL SERVICES GROUP INC 3719 *New 2024-03-31 205 $9,000 205
   Blackston Financial Advisory Group LLC 170 *New 2024-03-31 102 $5,000 102
   Emerald Investment Partners LLC 445 *New 2024-03-31 85 $4,000 85
   Sound Income Strategies LLC 1064 *New 2024-03-31 41 $2,000 41
   Element Wealth LLC 251 *New 2024-03-31 54 $2,000 54
  12 Records found
  1    
  Page 1 of 1
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