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Get Institutions for : 
Jpmorgan Disciplined High Yield Etf (JPHY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    8
Total shares held : 
 9,349,961  
% of shares held : 
 19.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 538,321  
% of shares held change : 
   1.15%  
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 :
14
 151,491
 1.62%
 
Increased Positions :
40
 1,205,180
 12.89%
 
Unchanged Positions :
16
 163,631
 1.75%
 
Decreased Positions :
28
-486,744
-5.21%
 
Closed Positions :
6
-331,606
-3.55%
 
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
   WINDSOR CAPITAL MANAGEMENT, LLC 18 - 2024-03-31 130,314 $6,019,000 -751
   MERCER GLOBAL ADVISORS INC /ADV 670 - 2024-03-31 53,086 $2,452,000 -878
   JANE STREET GROUP LLC 2116 - 2024-03-31 48,620 $2,246,000 -37,493
   Investment Partners Asset Management Inc. 9 - 2024-03-31 46,652 $2,155,000 -1,867
   Simmons Bank 139 - 2024-03-31 44,696 $2,065,000 -3,071
   Advisor Group Holdings Inc. 1814 - 2024-03-31 36,759 $1,698,000 -113,011
   CREATIVE PLANNING 1682 - 2024-03-31 13,620 $629,000 -5,488
   Integrated Wealth Concepts LLC 980 - 2024-03-31 12,438 $574,000 -319
   LOCKERMAN FINANCIAL GROUP INC. 29 - 2024-03-31 10,416 $481,000 -5
   KCS Wealth Advisory 94 - 2023-09-30 10,579 $464,000 -6,296
   Lane & Associates LLC 66 - 2024-03-31 9,392 $434,000 -2,107
   GeoWealth Management LLC 493 - 2024-03-31 8,471 $391,000 -2,996
   NICOLET ADVISORY SERVICES LLC 229 - 2024-03-31 8,076 $370,000 -3,258
   ROYAL BANK OF CANADA 3914 - 2024-03-31 5,745 $265,000 -1,310
   CAPE COD FIVE CENTS SAVINGS BANK 171 - 2024-03-31 5,387 $249,000 -887
   Patriot Financial Group Insurance Agency LLC 424 - 2024-03-31 4,852 $224,000 -1,013
   Graves-Light Private Wealth Management Inc. 168 - 2024-03-31 4,791 $221,000 -8,575
   RAYMOND JAMES TRUST CO 1180 - 2024-03-31 4,416 $204,000 -7,921
   HIGHLANDER CAPITAL MANAGEMENT, LLC 255 - 2024-03-31 1,175 $54,000 -500
   CWM LLC 2841 - 2024-03-31 465 $21,000 -43
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2460 - 2024-03-31 299 $14,000 -59
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 549 - 2024-03-31 193 $9,000 -1
   HANSON MCCLAIN, INC. 3238 - 2024-03-31 25 $1,000 -121
  23 Records found
  1    
  Page 1 of 1
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