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Get Institutions for : 
Jpmorgan Income Etf (JPIE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 161    25
Total shares held : 
 16,459,201  
% of shares held : 
 62.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   79  
Amount of shares held : 
 5,069,766  
% of shares held change : 
   19.2%  
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 :
34
 1,424,781
 8.66%
 
Increased Positions :
83
 4,020,108
 24.42%
 
Unchanged Positions :
15
 482,429
 2.93%
 
Decreased Positions :
29
-158,014
-0.96%
 
Closed Positions :
9
-217,109
-1.32%
 
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
   Heritage Financial Services LLC 3 - 2024-03-31 2,170,238 $98,876,000 121,752
   J P MORGAN CHASE & CO 937 - 2024-03-31 1,839,636 $83,814,000 192,552
   BANK OF AMERICA CORP /DE/ 1332 - 2024-03-31 1,012,280 $46,119,000 298,375
   Syntegra Private Wealth Group LLC 7 - 2024-03-31 739,199 $33,678,000 9,399
   DOrazio & Associates Inc. 6 - 2024-03-31 628,303 $28,625,000 86,089
   Diversified LLC 7 - 2024-03-31 579,962 $26,423,000 194,911
   MORGAN STANLEY 2483 - 2024-03-31 530,312 $24,161,000 158,828
   JANNEY MONTGOMERY SCOTT LLC 292 - 2024-03-31 506,630 $23,082,000 131,830
   SAVANT CAPITAL MANAGEMENT INC 70 - 2024-03-31 488,964 $22,277,000 308,829
   Capital Advisors Wealth Management LLC 7 - 2024-03-31 486,810 $22,179,000 69,528
   TPG Financial Advisors LLC 1 - 2023-12-31 381,993 $17,342,000 2,734
   Vestmark Advisory Solutions Inc. 33 - 2024-03-31 334,459 $15,238,000 69,589
   Scott Capital Advisors LLC 7 - 2024-03-31 333,930 $15,114,000 45,518
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5 - 2024-03-31 330,358 $15,051,000 47,324
   Echo Wealth Management LLC 1 - 2024-03-31 316,350 $14,413,000 21,776
   Wagner Wealth Management LLC 7 - 2024-03-31 308,800 $14,069,000 231,185
   Planned Solutions Inc. 4 - 2024-03-31 296,751 $13,520,000 862
   SMITH MOORE & CO. 16 - 2024-03-31 266,888 $12,159,000 198,518
   WARREN AVERETT ASSET MANAGEMENT, LLC 70 - 2024-03-31 257,650 $11,739,000 202,193
   Mount Yale Investment Advisors LLC 14 - 2024-03-31 256,921 $11,705,000 9,344
   Magnus Financial Group LLC 15 - 2024-03-31 251,079 $11,439,000 11,945
   Morris Retirement Advisors LLC 3 - 2024-03-31 223,474 $10,181,000 3,010
   Private Advisor Group LLC 277 - 2024-03-31 208,153 $9,483,000 24,306
   FMA Wealth Management LLC 6 - 2024-03-31 197,508 $9,211,000 44,065
   Nordwand Advisors LLC 5 - 2024-03-31 197,128 $8,981,000 13,753
   Lionsbridge Wealth Management LLC 1 - 2024-03-31 186,786 $8,510,000 43,305
   Visionary Wealth Advisors 44 - 2024-03-31 182,742 $8,326,000 24,583
   Family Asset Management LLC 3 - 2024-03-31 181,632 $8,275,000 1,675
   HALBERT, HARGROVE/RUSSELL LLC 21 - 2024-03-31 162,952 $7,424,000 8,820
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 30 - 2024-03-31 161,814 $7,372,000 14,976
   Advisor Group Holdings Inc. 860 - 2024-03-31 148,953 $6,786,000 62,036
   SEASCAPE CAPITAL MANAGEMENT 7 - 2024-03-31 141,861 $6,463,000 25,101
   Bernardo Wealth Planning LLC 15 - 2024-03-31 139,624 $6,361,000 15,410
   Certified Advisory Corp 30 - 2024-03-31 138,208 $6,297,000 66,123
   DAYMARK WEALTH PARTNERS LLC 74 - 2024-03-31 133,639 $6,089,000 20,110
   ENVESTNET ASSET MANAGEMENT INC 1864 - 2024-03-31 128,806 $5,868,000 34,255
   Wealthcare Advisory Partners LLC 98 - 2024-03-31 121,273 $5,525,000 2,635
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 30 - 2024-03-31 119,930 $5,464,000 19,170
   Armor Investment Advisors LLC 12 - 2024-03-31 114,278 $5,206,000 19,066
   ROYAL BANK OF CANADA 1898 - 2024-03-31 111,475 $5,079,000 111,475
   Schneider Downs Wealth Management Advisors LP 21 - 2024-03-31 104,973 $4,783,000 12,576
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1208 - 2024-03-31 95,106 $4,333,000 33,558
   JANE STREET GROUP LLC 1434 - 2024-03-31 92,540 $4,216,000 21,699
   COMMONWEALTH EQUITY SERVICES LLC. 1281 - 2024-03-31 91,619 $4,174,000 9,182
   Tradition Wealth Management LLC 60 - 2024-03-31 87,613 $3,992,000 8,171
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 156 - 2024-03-31 81,791 $3,726,000 14,577
   Paladin Advisory Group LLC 8 - 2024-03-31 79,919 $3,613,000 1,444
   Syverson Strege & Co 9 - 2024-03-31 76,532 $3,487,000 2,882
   MML INVESTORS SERVICES LLC 844 - 2024-03-31 69,175 $3,152,000 27,671
   Bridgewealth Advisory Group LLC 23 - 2024-03-31 67,982 $3,097,000 56,539
   SkyOak Wealt LLC 38 - 2024-03-31 61,317 $2,794,000 10,545
   MN Wealth Advisors LLC 14 - 2024-03-31 60,735 $2,767,000 4,496
   MorganRosel Wealth Management LLC 23 - 2024-03-31 55,331 $2,521,000 34,493
   RAYMOND JAMES & ASSOCIATES 2011 - 2024-03-31 54,565 $2,486,000 3,374
   Econ Financial Services Corp 21 - 2024-03-31 53,389 $2,432,000 597
   U.S. Capital Wealth Advisors LLC 208 - 2024-03-31 52,071 $2,372,000 980
   FIRST HEARTLAND CONSULTANTS INC 101 - 2024-03-31 50,234 $2,289,000 2,674
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 115 - 2024-03-31 41,047 $1,870,000 5,624
   Spire Wealth Management 268 - 2024-03-31 39,251 $1,788,000 9,891
   First Citizens Financial Corp 25 - 2024-03-31 38,891 $1,772,000 1,111
   Sigma Planning Corp 335 - 2024-03-31 38,733 $1,765,000 20,022
   Centurion Wealth Management LLC 31 - 2024-03-31 38,122 $1,737,000 9,900
   Integrated Wealth Concepts LLC 575 - 2024-03-31 35,789 $1,631,000 9,147
   SAGE RHINO CAPITAL LLC 56 - 2024-03-31 35,586 $1,621,000 1,655
   Fiduciary Alliance LLC 78 - 2024-03-31 33,956 $1,535,000 2,098
   MASSMUTUAL TRUST CO FSB/ADV 213 - 2024-03-31 31,618 $1,441,000 1,762
   Advisory Alpha LLC 129 - 2024-03-31 30,647 $1,396,000 701
   Envestnet Portfolio Solutions Inc. 750 - 2024-03-31 29,812 $1,358,000 23,619
   Altus Wealth Management LLC 13 - 2024-03-31 29,707 $1,353,000 13,621
   Change Path LLC 324 - 2024-03-31 28,476 $1,297,000 5,262
   FINANCIAL NETWORK 1288 - 2024-03-31 28,274 $1,288,000 14,526
   Cooper Financial Group 92 - 2024-03-31 27,736 $1,264,000 4,955
   Integrity Advisory LLC 21 - 2022-12-31 24,702 $1,115,000 11,440
   OMNI 360 Wealth Inc. 35 - 2024-03-31 21,570 $983,000 7,333
   Delta Investment Management LLC 77 - 2024-03-31 19,564 $891,000 4,874
   Richard W. Paul & Associates LLC 75 - 2024-03-31 19,345 $881,000 4,274
   Patriot Financial Group Insurance Agency LLC 182 - 2024-03-31 17,382 $792,000 2,731
   Narus Financial Partners LLC 61 - 2024-03-31 15,193 $692,000 5,472
   Perigon Wealth Management LLC 464 - 2024-03-31 14,905 $679,000 3,996
   Rockefeller Capital Management L.P. 1391 - 2024-03-31 13,794 $628,000 1,695
   Indie Asset Partners LLC 30 - 2024-03-31 13,753 $627,000 9,252
   DFPG INVESTMENTS INC. 349 - 2023-12-31 13,310 $603,000 2,930
   Farther Finance Advisors LLC 353 - 2024-03-31 13,278 $600,000 2,977
   Kestra Advisory Services LLC 1594 - 2024-03-31 11,959 $545,000 4,424
   Mayfair Advisory Group LLC 53 - 2024-03-31 11,492 $524,000 1,234
   FSM Wealth Advisors LLC 88 - 2024-03-31 10,927 $498,000 28
   Fortress Wealth Group LLC 57 - 2024-03-31 10,438 $472,000 228
   Wayfinding Financial LLC 72 - 2024-03-31 10,006 $452,000 1,433
   HIGHTOWER ADVISORS, LLC 2317 - 2024-03-31 9,648 $441,000 1,660
   H D Vest Advisory Services 1101 - 2024-03-31 9,655 $440,000 5,116
   Pensionmark Financial Group LLC 268 - 2024-03-31 8,179 $373,000 1,860
   STIFEL FINANCIAL CORP 2909 - 2024-03-31 6,467 $295,000 6,467
   Security Financial Services INC. 143 - 2024-03-31 6,301 $287,000 368
   Global Retirement Partners LLC 685 - 2024-03-31 5,946 $271,000 1,344
   Goss Wealth Management LLC 1686 - 2024-03-31 5,826 $265,000 1,012
   Legacy Financial Strategies LLC 75 - 2024-03-31 5,701 $260,000 490
   DAVIDSON D A & CO 1222 - 2024-03-31 5,608 $256,000 983
   COMERICA BANK 2195 - 2024-03-31 5,556 $253,000 2,781
   JFS WEALTH ADVISORS, LLC 244 - 2024-03-31 4,450 $203,000 250
   AdvisorNet Financial Inc 489 - 2024-03-31 4,050 $184,000 56
  100 Records found
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