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Get Institutions for : 
Jpmorgan Global Bond Opportunities Etf (JPGB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 106    8
Total shares held : 
 5,846,795  
% of shares held : 
 64.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 -147,206  
% of shares held change : 
   -1.64%  
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 :
16
 110,357
 1.89%
 
Increased Positions :
48
 540,727
 9.25%
 
Unchanged Positions :
7
 81,164
 1.39%
 
Decreased Positions :
35
-701,106
-11.99%
 
Closed Positions :
8
-97,184
-1.66%
 
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
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 45 - 2024-03-31 235,044 $11,193,000 -15,105
   Garrett Investment Advisors LLC 17 - 2024-03-31 229,848 $10,945,000 -14,771
   WINDSOR CAPITAL MANAGEMENT, LLC 17 - 2024-03-31 142,068 $6,765,000 -128
   CAPTRUST FINANCIAL ADVISORS 458 - 2024-03-31 118,666 $5,651,000 -36,004
   THRIVENT FINANCIAL FOR LUTHERANS 832 - 2024-03-31 105,140 $5,006,000 -127,987
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 27 - 2024-03-31 96,706 $4,605,000 -355
   MML INVESTORS SERVICES LLC 681 - 2024-03-31 93,671 $4,461,000 -102,793
   EQIS CAPITAL MANAGEMENT, INC. 86 - 2024-03-31 54,232 $2,583,000 -3,888
   WETZEL INVESTMENT ADVISORS INC. 17 - 2024-03-31 51,296 $2,400,000 -124
   Etesian Wealth Advisors Inc. 41 - 2024-03-31 30,438 $1,449,000 -3,358
   PFG Advisors 228 - 2024-03-31 29,088 $1,385,000 -762
   OPPENHEIMER & CO INC 647 - 2024-03-31 27,834 $1,325,000 -109
   Advisor Group Holdings Inc. 2222 - 2024-03-31 23,413 $1,115,000 -4,941
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 236 - 2024-03-31 18,228 $863,000 -222
   Lane & Associates LLC 49 - 2024-03-31 15,340 $731,000 -2,980
   SAXON INTERESTS INC. 87 - 2024-03-31 12,861 $612,000 -16,764
   BRASADA CAPITAL MANAGEMENT LP 118 - 2024-03-31 12,712 $605,000 -917
   Clear Point Advisors Inc. 57 - 2024-03-31 12,105 $576,000 -60
   SPC FINANCIAL, INC. 143 - 2024-03-31 11,997 $571,000 -1,621
   Resources Investment Advisors Inc. 695 - 2024-03-31 11,833 $564,000 -3,327
   DRIVE WEALTH MANAGEMENT LLC 225 - 2024-03-31 5,489 $261,000 -1,361
   Visionary Wealth Advisors 447 - 2024-03-31 4,881 $232,000 -812
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2114 - 2024-03-31 4,536 $216,000 -2,090
   Global Retirement Partners LLC 923 - 2024-03-31 2,975 $142,000 -795
   WFA of San Diego LLC 121 - 2023-09-30 2,006 $91,000 -72
   ROYAL BANK OF CANADA 4667 - 2024-03-31 1,832 $87,000 -87
   Park Place Capital Corp 369 - 2024-03-31 1,251 $60,000 -142
   WELLS FARGO & CO/MN 5083 - 2024-03-31 280 $13,000 -340
   CWM LLC 3155 - 2024-03-31 271 $13,000 -3,040
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1095 - 2024-03-31 2 $0 -5
  30 Records found
  1    
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