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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 457 - 2024-03-31 6,846,814 $319,370,000 -425,627
   J P MORGAN CHASE & CO 707 - 2024-03-31 3,244,090 $151,321,000 -785
   HIGHTOWER ADVISORS, LLC 228 - 2024-03-31 1,282,435 $59,808,000 -5,964
   STEPHENS INC /AR/ 20 - 2024-03-31 1,072,388 $50,022,000 -7,831
   Aptus Capital Advisors LLC 69 - 2024-03-31 310,550 $14,486,000 -12,451
   GUARDIAN WEALTH ADVISORS LLC / NC 12 - 2024-03-31 310,079 $14,464,000 -12,922
   DAYMARK WEALTH PARTNERS LLC 32 - 2024-03-31 305,741 $14,261,000 -29,786
   JANNEY CAPITAL MANAGEMENT LLC 32 - 2024-03-31 305,641 $14,257,000 -10,727
   STIFEL FINANCIAL CORP 682 - 2024-03-31 296,891 $13,848,000 -226,669
   KICKSTAND VENTURES LLC. 6 - 2024-03-31 288,425 $13,454,000 -16,214
   JOHNSON FINANCIAL GROUP, INC. 23 - 2024-03-31 278,700 $13,000,000 -85,141
   Integrated Wealth Concepts LLC 141 - 2024-03-31 246,709 $11,508,000 -3,219
   COOPER/HAIMS ADVISORS LLC 6 - 2024-03-31 202,589 $9,450,000 -115,990
   FINANCIAL NETWORK 424 - 2024-03-31 179,342 $8,365,000 -25,229
   RWM Asset Management LLC 30 - 2024-03-31 157,595 $7,351,000 -19,469
   MN Wealth Advisors LLC 5 - 2024-03-31 140,414 $6,550,000 -22,702
   OARSMAN CAPITAL, INC. 18 - 2024-03-31 115,871 $5,405,000 -23,758
   HANSON MCCLAIN, INC. 203 - 2024-03-31 101,038 $4,713,000 -96,775
   Econ Financial Services Corp 9 - 2024-03-31 88,643 $4,135,000 -9,390
   CREATIVE PLANNING 677 - 2024-03-31 88,093 $4,109,000 -14,026
   MASSMUTUAL TRUST CO FSB/ADV 166 - 2024-03-31 66,785 $3,115,000 -4,233
   Aveo Capital Partners LLC 80 - 2024-03-31 65,706 $3,007,000 -107,923
   Financial Futures Ltd Liability Co. 20 - 2024-03-31 58,635 $2,735,000 -95,839
   GYL Financial Synergies LLC 121 - 2024-03-31 44,224 $2,063,000 -43
   Capital Advisors Wealth Management LLC 41 - 2024-03-31 44,214 $2,062,000 -3,684
   Hotaling Investment Management LLC 34 - 2022-12-31 42,458 $1,950,000 -17,204
   Belpointe Asset Management LLC 149 - 2024-03-31 36,871 $1,720,000 -15,360
   Goss Wealth Management LLC 852 - 2024-03-31 28,214 $1,316,000 -39,521
   JANE STREET GROUP LLC 2996 - 2024-03-31 22,981 $1,072,000 -38,894
   STRATEGIC PLANNING GROUP LLC 92 - 2024-03-31 21,321 $995,000 -5,027
   Pine Valley Investments Ltd Liability Co 217 - 2024-03-31 20,428 $953,000 -10,399
   GeoWealth Management LLC 302 - 2024-03-31 20,356 $950,000 -10,104
   Farther Finance Advisors LLC 262 - 2024-03-31 20,529 $947,000 -58
   WALDEN WEALTH PARTNERS LLC 32 - 2024-03-31 18,759 $867,000 -606
   James J. Burns & Company LLC 43 - 2024-03-31 18,406 $848,000 -6,722
   Lido Advisors LLC 661 - 2024-03-31 16,918 $789,000 -1,280
   Wayfinding Financial LLC 44 - 2024-03-31 17,107 $783,000 -2,042
   IFP Advisors Inc 439 - 2023-12-31 16,416 $773,000 -11,214
   Security Financial Services INC. 92 - 2024-03-31 12,995 $606,000 -812
   COMERICA BANK 2001 - 2024-03-31 8,332 $389,000 -204
   CGC Financial Services LLC 32 - 2024-03-31 7,938 $370,000 -8,861
   Private Advisor Group LLC 1735 - 2024-03-31 7,501 $350,000 -667
   LAKE STREET FINANCIAL LLC 259 - 2024-03-31 6,846 $319,000 -449
   We Are One Seven LLC 763 - 2024-03-31 5,671 $265,000 -1,650
   Beaumont Financial Advisors LLC 303 - 2024-03-31 5,458 $255,000 -282
   Larson Financial Group LLC 371 - 2024-03-31 4,908 $229,000 -43
   Apollon Wealth Management LLC 989 - 2024-03-31 4,820 $225,000 -216
   SILVERLAKE WEALTH MANAGEMENT LLC 213 - 2024-03-31 4,706 $220,000 -91
   Financial Partners Group Inc 165 - 2024-03-31 4,727 $220,000 -16
   CRITERION CAPITAL ADVISORS LLC 130 - 2024-03-31 1,162 $54,000 -3,096
   Steward Partners Investment Advisory LLC 2385 - 2024-03-31 568 $26,000 -108
   Family Asset Management LLC 167 - 2024-03-31 107 $5,000 -55
   Spire Wealth Management 2038 - 2024-03-31 68 $3,000 -27
   FMR LLC 5211 - 2024-03-31 8 $0 -691
  54 Records found
  1    
  Page 1 of 1
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