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Get Institutions for : 
Jpmorgan Core Plus Bond Etf (JCPB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 199    35
Total shares held : 
 42,540,099  
% of shares held : 
 47.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   94  
Amount of shares held : 
 16,258,722  
% of shares held change : 
   18.07%  
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 :
41
 2,487,009
 5.85%
 
Increased Positions :
99
 14,533,220
 34.16%
 
Unchanged Positions :
19
 970,964
 2.28%
 
Decreased Positions :
40
-500,467
-1.18%
 
Closed Positions :
6
-261,040
-0.61%
 
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
   LEGACY WEALTH MANAGEMENT, INC 5 - 2024-03-31 2,491,232 $116,204,000 175,127
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 168 - 2024-03-31 1,726,924 $80,552,000 695,805
   DANIELS&TANSEY,LLP 1 - 2023-09-30 170,299 $66,877,000 111,332
   Grant Street Asset Management Inc. 1 - 2024-03-31 1,395,868 $65,110,000 642,797
   WMS PARTNERS, LLC 7 - 2024-03-31 1,241,832 $57,925,000 188,884
   AllGen Financial Advisors Inc. 1 - 2024-03-31 1,160,930 $54,152,000 207,132
   JANNEY MONTGOMERY SCOTT LLC 141 - 2024-03-31 1,051,235 $49,035,000 235,916
   CAPTRUST FINANCIAL ADVISORS 122 - 2024-03-31 1,025,748 $47,846,000 1,643
   Garrett Investment Advisors LLC 1 - 2024-03-31 1,017,906 $47,480,000 179,451
   D.B. Root & Company LLC 1 - 2024-03-31 974,811 $45,470,000 154,514
   Financial Planning & Information Services Inc. 4 - 2024-03-31 865,685 $40,380,000 165,925
   CI Private Wealth LLC 268 - 2024-03-31 847,624 $39,537,000 464,724
   MORGAN STANLEY 1996 - 2024-03-31 827,584 $38,603,000 115,612
   VOISARD ASSET MANAGEMENT GROUP INC. 1 - 2024-03-31 805,857 $37,589,000 38,986
   Advisor Group Holdings Inc. 238 - 2024-03-31 783,287 $36,539,000 226,072
   Harbor Group Inc. 2 - 2024-03-31 776,985 $36,242,000 41,469
   COMMONWEALTH EQUITY SERVICES LLC. 317 - 2024-03-31 753,731 $35,158,000 224,572
   Vestmark Advisory Solutions Inc. 9 - 2024-03-31 692,305 $32,293,000 85,148
   HARTFORD FINANCIAL MANAGEMENT INC. 1 - 2024-03-31 549,761 $25,644,000 70,872
   ENVESTNET ASSET MANAGEMENT INC 975 - 2024-03-31 548,223 $25,572,000 134,159
   Capital Analysts Inc. 16 - 2024-03-31 524,650 $24,472,000 15,337
   SPC FINANCIAL, INC. 13 - 2024-03-31 514,935 $24,019,000 13,138
   Cetera Investment Advisers 388 - 2024-03-31 431,387 $20,122,000 366,344
   THRIVENT FINANCIAL FOR LUTHERANS 454 - 2024-03-31 421,590 $19,665,000 89,066
   Forum Private Client Group LLC 2 - 2024-03-31 416,328 $19,420,000 66,866
   ROOF EIDAM & MAYCOCK/ADV 5 - 2024-03-31 398,729 $18,599,000 27,251
   Continuum Advisory LLC 3 - 2024-03-31 399,906 $18,356,000 35,524
   BB&T CORP 465 - 2024-03-31 368,373 $17,183,000 43,878
   Steele Capital Management Inc. 24 - 2024-03-31 367,635 $17,148,000 54,030
   Gratus Capital LLC 41 - 2024-03-31 337,942 $15,763,000 18,785
   Windsor Group LTD 9 - 2023-09-30 349,998 $15,634,000 65,448
   Peterson Wealth Advisors LLC 8 - 2024-03-31 332,386 $15,504,000 26,068
   TCG Advisory Services LLC 32 - 2024-03-31 306,556 $14,299,000 5,847
   Visionary Wealth Advisors 20 - 2024-03-31 284,831 $13,286,000 38,359
   Trinity Legacy Partners LLC 4 - 2024-03-31 281,070 $13,111,000 32,264
   Mascoma Wealth Management LLC 9 - 2024-03-31 275,160 $12,835,000 274,869
   Milestone Investment Advisors LLC 11 - 2024-03-31 246,372 $11,492,000 25,810
   ACIMA PRIVATE WEALTH LLC 7 - 2024-03-31 245,632 $11,458,000 3,311
   Walkner Condon Financial Advisors LLC 7 - 2024-03-31 237,614 $11,084,000 14,220
   RAYMOND JAMES & ASSOCIATES 1104 - 2024-03-31 233,669 $10,899,000 195,572
   Financial Advisory Service Inc. 24 - 2024-03-31 229,087 $10,686,000 8,102
   MULTIFINANCIAL SECURITIES CORP 232 - 2024-03-31 226,199 $10,551,000 105,352
   Leo Wealth LLC 21 - 2024-03-31 206,205 $9,517,000 19,782
   Garden State Investment Advisory Services LLC 4 - 2024-03-31 202,378 $9,443,000 3,261
   FMA Wealth Management LLC 5 - 2024-03-31 200,267 $9,342,000 3,133
   TRUENORTH, INC. 4 - 2024-03-31 194,494 $9,072,000 10,404
   Baird Financial Group Inc. 511 - 2024-03-31 186,874 $8,717,000 24,548
   BCGM Wealth Management LLC 6 - 2024-03-31 186,805 $8,714,000 181,991
   Per Stirling Capital Management LLC. 17 - 2024-03-31 183,323 $8,551,000 5,658
   Integrity Advisory LLC 3 - 2022-12-31 181,711 $8,346,000 19,845
   Cedar Point Capital Partners LLC 5 - 2024-03-31 175,942 $8,207,000 5,758
   VERUS CAPITAL PARTNERS LLC 20 - 2024-03-31 171,450 $7,997,000 20,527
   MARINER WEALTH ADVISORS, LLC 590 - 2024-03-31 162,804 $7,594,000 90,005
   ERn Financial LLC 23 - 2024-03-31 162,188 $7,565,000 4,541
   Landmark Wealth Management LLC 5 - 2024-03-31 148,189 $6,912,000 7,046
   Lionsbridge Wealth Management LLC 5 - 2024-03-31 144,381 $6,735,000 19,745
   Bond & Devick Financial Network Inc. 9 - 2024-03-31 143,757 $6,706,000 4,616
   N.E.W. Advisory Services LLC 27 - 2024-03-31 140,357 $6,547,000 45,665
   Helen Stephens Group LLC 13 - 2024-03-31 137,292 $6,404,000 54,472
   Tradition Wealth Management LLC 41 - 2024-03-31 134,945 $6,295,000 64,217
   Mutual Advisors LLC 100 - 2024-03-31 134,218 $6,261,000 7,902
   ICA Group Wealth Management LLC 20 - 2024-03-31 133,089 $6,208,000 18,297
   TD CAPITAL MANAGEMENT LLC 35 - 2024-03-31 124,719 $5,818,000 86,243
   Capital Planning LLC 20 - 2024-03-31 103,919 $4,847,000 8,249
   Kestra Advisory Services LLC 542 - 2024-03-31 102,409 $4,777,000 56,073
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 41 - 2024-03-31 102,294 $4,771,000 13,052
   MML INVESTORS SERVICES LLC 670 - 2024-03-31 98,567 $4,598,000 58,042
   Ameritas Advisory Services LLC 113 - 2024-03-31 93,143 $4,336,000 87,544
   Paradigm Financial Partners LLC 35 - 2024-03-31 85,792 $4,002,000 14,312
   TruWealth Advisors LLC 55 - 2024-03-31 83,610 $3,900,000 5,634
   ARBOR TRUST WEALTH ADVISORS LLC 17 - 2024-03-31 84,579 $3,858,000 71,020
   Clarity Wealth Advisors LLC 26 - 2024-03-31 80,306 $3,746,000 22,747
   Atria Wealth Solutions Inc. 441 - 2024-03-31 75,408 $3,517,000 6,375
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 946 - 2024-03-31 74,781 $3,488,000 13,898
   AXXCESS WEALTH MANAGEMENT LLC 179 - 2024-03-31 67,885 $3,166,000 17,631
   ROYAL BANK OF CANADA 2259 - 2024-03-31 62,143 $2,899,000 6,051
   GOTHAM ASSET MANAGEMENT, LLC 537 - 2024-03-31 61,015 $2,846,000 3,225
   Ignite Planners LLC 31 - 2024-03-31 61,636 $2,844,000 17,704
   Change Path LLC 177 - 2024-03-31 57,726 $2,693,000 7,664
   DAVIDSON D A & CO 447 - 2024-03-31 57,119 $2,664,000 19,979
   Trademark Financial Management LLC 11 - 2024-03-31 56,153 $2,619,000 1,134
   Snowden Capital Advisors LLC 271 - 2024-03-31 54,347 $2,535,000 1,548
   RETIREMENT PLANNING GROUP 58 - 2024-03-31 51,050 $2,381,000 6,070
   MONEY CONCEPTS CAPITAL CORP 132 - 2024-03-31 48,085 $2,243,000 3,602
   GSB Wealth Management LLC 56 - 2024-03-31 46,490 $2,169,000 8,665
   Hedeker Wealth Management Group LLC 56 - 2024-03-31 42,069 $1,962,000 954
   OPPENHEIMER & CO INC 552 - 2024-03-31 37,462 $1,747,000 10,773
   LexAurum Advisors LLC 46 - 2024-03-31 36,488 $1,702,000 483
   Quad-Cities Investment Group LLC 28 - 2024-03-31 34,147 $1,593,000 6,011
   Arete Wealth Advisors LLC 157 - 2024-03-31 34,040 $1,588,000 3,471
   Sprinkle Financial Consultants LLC 18 - 2024-03-31 33,171 $1,547,000 13,847
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 202 - 2024-03-31 29,163 $1,360,000 8,832
   LINCOLN NATIONAL CORP 430 - 2024-03-31 28,758 $1,341,000 2,215
   BENJAMIN F. EDWARDS & COMPANY INC. 442 - 2024-03-31 28,095 $1,310,000 7,460
   THOROUGHBRED FINANCIAL SERVICES LLC 174 - 2024-03-31 25,259 $1,178,000 2,708
   Frontier Asset Management LLC 40 - 2024-03-31 24,431 $1,140,000 109
   Fortress Wealth Group LLC 27 - 2024-03-31 23,967 $1,100,000 386
   Global Retirement Partners LLC 348 - 2024-03-31 22,456 $1,047,000 14,716
   IMS CAPITAL MANAGEMENT 56 - 2023-12-31 20,039 $944,000 2,900
   Kingsview Wealth Management LLC 518 - 2024-03-31 19,418 $906,000 9,929
  100 Records found
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