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Get Institutions for : 
Jpmorgan Diversified Return Us Mid Cap Equity Etf (JPME)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    6
Total shares held : 
 2,994,585  
% of shares held : 
 88.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 -24,206  
% of shares held change : 
   -0.71%  
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 :
13
 63,887
 2.13%
 
Increased Positions :
29
 119,911
 4%
 
Unchanged Positions :
7
 1,235
 0.04%
 
Decreased Positions :
27
-198,680
-6.63%
 
Closed Positions :
7
-9,324
-0.31%
 
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
   MORGAN STANLEY 2160 - 2024-03-31 329,739 $32,690,000 10,128
   Goldstein Advisors LLC 8 - 2024-03-31 229,673 $22,770,000 10,457
   Change Path LLC 19 - 2024-03-31 222,040 $22,013,000 62,360
   APPLETON PARTNERS INC/MA 49 - 2024-03-31 87,745 $8,699,000 340
   Dynamic Advisors Solutions LLC 105 - 2024-03-31 69,406 $6,881,000 18,361
   Gateway Wealth Partners LLC 18 - 2024-03-31 37,482 $3,716,000 6,413
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1009 - 2024-03-31 31,346 $3,108,000 7,918
   AMERIPRISE FINANCIAL INC 2652 - 2024-03-31 26,461 $2,624,000 802
   Kestra Advisory Services LLC 782 - 2024-03-31 24,812 $2,460,000 1,177
   COMMONWEALTH EQUITY SERVICES LLC. 1643 - 2024-03-31 24,224 $2,402,000 588
   Private Advisor Group LLC 944 - 2024-03-31 15,438 $1,531,000 1,184
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2072 - 2024-03-31 15,294 $1,516,000 4,652
   JANE STREET GROUP LLC 2665 - 2024-03-31 14,232 $1,411,000 11,726
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1004 - 2024-03-31 10,185 $1,010,000 219
   J P MORGAN CHASE & CO 3572 - 2024-03-31 6,834 $678,000 158
   Cosner Financial Group LLC 26 - 2024-03-31 6,454 $640,000 15
   HARBOUR INVESTMENTS INC. 479 - 2023-12-31 6,601 $606,000 197
   STIFEL FINANCIAL CORP 2578 - 2024-03-31 5,215 $517,000 2,894
   Fifth Third Securities Inc. 194 - 2024-03-31 4,690 $465,000 54
   FSM Wealth Advisors LLC 115 - 2024-03-31 3,229 $320,000 483
   RAYMOND JAMES & ASSOCIATES 3562 - 2024-03-31 2,027 $201,000 2,027
   Global Retirement Partners LLC 811 - 2024-03-31 1,877 $186,000 5
   FMR LLC 3261 - 2024-03-31 716 $71,000 40
   BENJAMIN F. EDWARDS & COMPANY INC. 1205 - 2024-03-31 685 $68,000 15
   PRINCIPAL SECURITIES INC. 1470 - 2024-03-31 601 $60,000 101
   CITIGROUP INC 3706 - 2024-03-31 505 $50,000 150
   PRIVATE TRUST CO NA 1453 - 2024-03-31 184 $18,000 34
   BARTLETT & CO. LLC 1037 - 2023-12-31 59 $5,000 57
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1483 - 2024-03-31 37 $4,000 36
  29 Records found
  1    
  Page 1 of 1
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