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Get Institutions for : 
Jpmorgan Diversified Return Us Small Cap Equity Etf (JPSE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    3
Total shares held : 
 7,833,491  
% of shares held : 
 87.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 -15,532  
% of shares held change : 
   -0.17%  
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 :
10
 75,432
 0.96%
 
Increased Positions :
36
 396,797
 5.07%
 
Unchanged Positions :
11
 64,593
 0.82%
 
Decreased Positions :
30
-298,959
-3.82%
 
Closed Positions :
7
-188,802
-2.41%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 320 - 2024-03-31 823,028 $37,201,000 -473,258
   ROYAL BANK OF CANADA 1019 - 2024-03-31 557,041 $25,179,000 -46,179
   Capital Advisors Wealth Management LLC 8 - 2024-03-31 423,565 $19,145,000 -121,391
   Gerber Kawasaki Wealth & Investment Management 52 - 2024-03-31 180,373 $8,153,000 -2,463
   HARTFORD FINANCIAL MANAGEMENT INC. 14 - 2024-03-31 162,331 $7,337,000 -29
   First Pacific Financial 18 - 2024-03-31 82,903 $3,747,000 -1,194
   Andesa Financial Management Inc. 24 - 2022-12-31 62,333 $2,415,000 -48,829
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1214 - 2024-03-31 47,238 $2,135,000 -14,554
   Goss Wealth Management LLC 821 - 2024-03-31 31,093 $1,405,000 -1,546
   Stratos Wealth Partners LTD. 547 - 2024-03-31 29,037 $1,312,000 -18,867
   Beck Bode LLC 74 - 2024-03-31 28,675 $1,296,000 -4,595
   MERCER GLOBAL ADVISORS INC /ADV 890 - 2024-03-31 26,557 $1,200,000 -8,944
   THOROUGHBRED FINANCIAL SERVICES LLC 223 - 2024-03-31 18,810 $850,000 -2,996
   Gallacher Capital Management LLC 39 - 2024-03-31 18,099 $818,000 -1,624
   Mutual Advisors LLC 547 - 2024-03-31 17,681 $799,000 -22,064
   INTERACTIVE FINANCIAL ADVISORS 42 - 2024-03-31 15,996 $723,000 -50,630
   Redwood Financial Network Corp 52 - 2024-03-31 14,572 $659,000 -771
   HILL ISLAND FINANCIAL LLC 34 - 2024-03-31 14,293 $646,000 -1
   J P MORGAN CHASE & CO 3598 - 2024-03-31 14,054 $635,000 -11,817
   Cornerstone Wealth Management LLC 291 - 2024-03-31 13,711 $620,000 -103
   HIGHTOWER ADVISORS, LLC 2141 - 2024-03-31 12,755 $574,000 -674
   Pinnacle Wealth Management Advisory Group LLC 216 - 2024-03-31 9,040 $409,000 -2,165
   PINNACLE ASSOCIATES LTD 627 - 2024-03-31 9,040 $409,000 -2,165
   PROSPERA FINANCIAL SERVICES 815 - 2023-12-31 7,275 $321,000 -207
   N.E.W. Advisory Services LLC 139 - 2024-03-31 6,422 $290,000 -13,201
   MARINER WEALTH ADVISORS, LLC 2564 - 2024-03-31 5,694 $257,000 -1,536
   Aspire Wealth Management Corp 107 - 2024-03-31 3,136 $142,000 -60
   IFP Advisors Inc 1242 - 2023-12-31 2,182 $96,000 -1,700
   PRIVATE TRUST CO NA 1193 - 2024-03-31 841 $38,000 -530
   FMR LLC 3721 - 2024-03-31 590 $27,000 -81
   WELLS FARGO & CO/MN 6776 - 2024-03-31 1 $0 -3,376
   Family Asset Management LLC 194 - 2024-03-31 6 $0 -10
  32 Records found
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