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Get Institutions for : 
Jpmorgan Diversified Return International Equity Etf (JPIN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    6
Total shares held : 
4,535,304  
% of shares held : 
27.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
-124,759  
% of shares held change : 
  -0.75%  
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 :
9
 32,470
 0.72%
 
Increased Positions :
26
 199,981
 4.41%
 
Unchanged Positions :
16
 165,775
 3.66%
 
Decreased Positions :
46
-348,263
-7.68%
 
Closed Positions :
3
-8,947
-0.2%
 
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
   Mango Investments LLC 8 - 2024-03-31 93,330 $5,257,000 0
   Vawter Financial Ltd. 39 - 2024-03-31 11,191 $630,000 0
   HHM Wealth Advisors LLC 69 - 2024-03-31 10,673 $601,000 0
   SYNOVUS FINANCIAL CORP 581 - 2024-03-31 10,390 $586,000 0
   Schiavi & Co LLC 17 - 2024-03-31 7,076 $399,000 0
   COMERICA BANK 2116 - 2024-03-31 5,244 $295,000 0
   HERON FINANCIAL GROUP LLC 135 - 2023-06-30 4,088 $212,000 0
   PNC FINANCIAL SERVICES GROUP INC 2236 - 2024-03-31 3,267 $184,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1652 - 2024-03-31 2,605 $147,000 0
   HM PAYSON & CO 481 - 2023-12-31 2,000 $109,000 0
   RESOURCES MANAGEMENT CORP /CT/ /ADV 258 - 2024-03-31 1,750 $99,000 0
   Farther Finance Advisors LLC 1017 - 2024-03-31 1,420 $80,000 0
   EverSource Wealth Advisors LLC 771 - 2024-03-31 1,297 $70,000 0
   SMITHFIELD TRUST CO 569 - 2024-03-31 852 $48,000 0
   SYM FINANCIAL CORPORATION 131 - 2024-03-31 843 $47,000 0
   ANCORA ADVISORS, LLC 1095 - 2024-03-31 400 $23,000 0
   Capital Investment Advisory Services LLC 752 - 2024-03-31 347 $20,000 0
   Founders Financial Alliance LLC 449 - 2024-03-31 335 $19,000 0
   EPG Wealth Management LLC 366 - 2024-03-31 327 $18,000 0
   Qube Research & Technologies Ltd 3229 - 2024-03-31 273 $15,000 0
   Tyler-Stone Wealth Management 731 - 2024-03-31 90 $5,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 428 - 2024-03-31 30 $2,000 0
   Aptus Capital Advisors LLC 1121 - 2024-03-31 30 $2,000 0
   Family Asset Management LLC 193 - 2024-03-31 8 $0 0
   PROEQUITIES INC. 7921 - 2024-03-31 0 $0 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1904 *New 2024-03-31 0 $0 0

  26 Records found
  1    
  Page 1 of 1
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