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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MATHER GROUP, INC. 77 - 2024-03-31 150,137 $6,848,000 0
   PALLADIEM LLC 23 - 2023-09-30 16,305 $724,000 0
   HBW Advisory Services LLC 193 - 2024-03-31 8,686 $396,000 0
   Atlantic Private Wealth LLC 23 - 2024-03-31 7,773 $354,000 0
   Deschutes Portfolio Strategy LLC 152 - 2024-03-31 6,700 $305,000 0
   Argent Advisors Inc. 116 - 2024-03-31 6,316 $288,000 0
   Burt Wealth Advisors 105 - 2024-03-31 5,681 $259,000 0
   EHRLICH FINANCIAL GROUP 90 - 2024-03-31 4,879 $222,000 0
   Colonial Trust Co / SC 341 - 2024-03-31 3,075 $140,000 0
   EverSource Wealth Advisors LLC 979 - 2024-03-31 890 $41,000 0
   Iron Horse Wealth Management LLC 102 - 2024-03-31 800 $36,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 882 - 2024-03-31 673 $31,000 0
   WHITTIER TRUST CO OF NEVADA INC 840 - 2024-03-31 472 $22,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1842 - 2024-03-31 100 $5,000 0
   Riggs Asset Managment Co. Inc. 305 - 2024-03-31 84 $4,000 0
   DHJJ Financial Advisors Ltd. 672 - 2024-03-31 9 $0 0
   PROEQUITIES INC. 9813 - 2024-03-31 0 $0 0
  17 Records found
  1    
  Page 1 of 1
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