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Get Institutions for : 
Jpmorgan Market Expansion Enhanced Equity Etf (JMEE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    8
Total shares held : 
 14,021,008  
% of shares held : 
 15.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 201,249  
% of shares held change : 
   0.22%  
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 :
12
 153,528
 1.09%
 
Increased Positions :
23
 264,831
 1.89%
 
Unchanged Positions :
11
 79,513
 0.57%
 
Decreased Positions :
17
-206,017
-1.47%
 
Closed Positions :
4
-11,093
-0.08%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   J P MORGAN CHASE & CO 306 - 2024-03-31 10,967,199 $641,910,000 -1,126,300
   LPL FINANCIAL CORP 637 - 2024-03-31 665,325 $38,941,000 225,906
   Wagner Wealth Management LLC 5 - 2024-03-31 293,265 $17,165,000 100,213
   Systelligence LLC 14 - 2024-03-31 210,464 $12,318,000 -1,130
   CWM LLC 304 - 2024-03-31 156,350 $9,151,000 102,276
   RWM Asset Management LLC 34 - 2024-03-31 115,325 $6,750,000 -16,985
   Advisor Group Holdings Inc. 928 - 2024-03-31 101,814 $5,959,000 4,014
   Stewardship Advisors LLC 15 *New 2024-03-31 99,135 $5,802,000 99,135
   CITADEL ADVISORS LLC 1688 *New 2024-03-31 85,188 $4,986,000 85,188
   WEST MICHIGAN ADVISORS LLC 19 *New 2024-03-31 62,324 $3,648,000 62,324
   CREATIVE FINANCIAL DESIGNS INC /ADV 67 - 2024-03-31 60,487 $3,540,000 3,105
   Lakeridge Wealth Management LLC 12 - 2024-03-31 59,807 $3,500,000 300
   Leo Wealth LLC 56 - 2024-03-31 54,031 $3,142,000 12,580
   Triad Wealth Partners LLC 13 - 2024-03-31 52,502 $3,073,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1414 - 2024-03-31 51,528 $3,016,000 2,366
   WJ Wealth Management LLC 24 *New 2024-03-31 47,612 $2,787,000 47,612
   Kestra Advisory Services LLC 752 - 2024-03-31 46,334 $2,712,000 31,875
   ROYAL BANK OF CANADA 2346 - 2024-03-31 43,668 $2,556,000 3,968
   STIFEL FINANCIAL CORP 1581 - 2024-03-31 41,279 $2,416,000 2,216
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 769 - 2024-03-31 37,074 $2,170,000 5,107
   PCG Wealth Advisors LLC 38 - 2024-03-31 33,147 $1,940,000 7,561
   Redhawk Wealth Advisors Inc. 71 - 2024-03-31 33,075 $1,936,000 2,658
   US BANCORP 862 - 2024-03-31 32,284 $1,890,000 -2,256
   Equitable Holdings Inc. 479 - 2024-03-31 29,990 $1,755,000 3,810
   BENJAMIN F. EDWARDS & COMPANY INC. 382 - 2024-03-31 29,416 $1,722,000 7,663
   COMMONWEALTH EQUITY SERVICES LLC. 1884 - 2024-03-31 28,111 $1,645,000 11,152
   Ruggaard & Associates LLC 18 - 2024-03-31 27,720 $1,622,000 -2,669
   Cetera Investment Advisers 732 - 2024-03-31 26,077 $1,526,000 1,368
   ROCKLAND TRUST CO 113 - 2024-03-31 25,291 $1,480,000 -6,707
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50 - 2024-03-31 24,985 $1,462,000 -32,848
   PROEQUITIES INC. 249 - 2024-03-31 20,737 $1,214,000 19,425
   Private Advisor Group LLC 1183 - 2024-03-31 16,018 $938,000 -1,707
   MORGAN STANLEY 4864 - 2024-03-31 15,093 $883,000 11,504
   FLOW TRADERS U.S. LLC 344 *New 2024-03-31 14,025 $821,000 14,025
   FINANCIAL NETWORK 1614 - 2024-03-31 13,325 $780,000 3,675
   Visionary Wealth Advisors 269 *New 2024-03-31 12,749 $746,000 12,749
   Concurrent Investment Advisors LLC 462 - 2024-03-31 11,708 $685,000 116
   Wells Trecaso Financial Group LLC 54 *New 2024-03-31 11,551 $676,000 11,551
   Trademark Financial Management LLC 42 - 2024-03-31 11,412 $668,000 -898
   Bond & Devick Financial Network Inc. 57 - 2024-03-31 10,623 $622,000 26
   CREATIVE PLANNING 1687 - 2024-03-31 10,611 $621,000 -602
   Merit Financial Group LLC 526 - 2024-03-31 10,614 $599,000 823
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2156 - 2024-03-31 9,790 $573,000 3,939
   Atria Wealth Solutions Inc. 1238 *New 2024-03-31 8,785 $514,000 8,785
   SFG Wealth Management LLC. 50 - 2024-03-31 8,239 $482,000 -51
   ODell Group LLC 56 - 2024-03-31 7,128 $417,000 240
   ENVESTNET ASSET MANAGEMENT INC 3531 - 2024-03-31 6,860 $402,000 2,939
   THRIVENT FINANCIAL FOR LUTHERANS 2238 - 2024-03-31 6,435 $377,000 925
   PRIVATE TRUST CO NA 512 - 2024-03-31 5,093 $298,000 585
   KESTRA PRIVATE WEALTH SERVICES LLC 1018 *New 2024-03-31 4,972 $291,000 4,972
   Northwest Capital Management Inc 114 - 2024-03-31 3,925 $230,000 0
   Global Retirement Partners LLC 752 - 2024-03-31 3,790 $222,000 912
   Breakwater Capital Group 246 - 2024-03-31 3,760 $220,000 0
   Envestnet Portfolio Solutions Inc. 1532 *New 2024-03-31 3,678 $215,000 3,678
   LEE MUNDER CAPITAL GROUP, LLC 289 *New 2024-03-31 3,628 $212,000 3,628
   SPINNAKER TRUST 263 *New 2024-03-31 3,554 $208,000 3,554
   JONES FINANCIAL COMPANIES LLLP 468 *New 2024-03-31 3,175 $186,000 3,175
   UBS Group AG 4854 - 2024-03-31 2,588 $151,000 -10,943
   BANK OF AMERICA CORP /DE/ 5119 - 2024-03-31 2,111 $124,000 -587
   Glass Jacobson Investment Advisors llc 255 - 2024-03-31 2,100 $123,000 0
   Aspire Wealth Management Corp 115 - 2024-03-31 1,999 $117,000 775
   Atlantic Trust Group LLC 1441 *New 2024-03-31 1,535 $89,000 1,535
   Steward Partners Investment Advisory LLC 1837 *New 2024-03-31 1,470 $86,000 1,470
   Center for Financial Planning Inc. 202 - 2024-03-31 1,223 $72,000 0
   HAZLETT BURT & WATSON INC. 306 *New 2024-03-31 1,000 $60,000 1,000
   PRINCIPAL SECURITIES INC. 1529 - 2024-03-31 896 $52,000 17
   COMERICA BANK 2752 - 2024-03-31 850 $50,000 -9
   Householder Group Estate & Retirement Specialist L 518 - 2024-03-31 676 $40,000 0
   HANSON MCCLAIN, INC. 1598 *New 2024-03-31 453 $27,000 453
   Strategic Investment Solutions Inc. /IL 418 - 2023-12-31 216 $12,000 -13,392
   SYM FINANCIAL CORPORATION 155 *New 2024-03-31 161 $9,000 161
   MEADOWBROOK INVESTMENT ADVISORS LLC 250 - 2024-03-31 141 $8,000 0
   CAMBRIDGE TRUST CO 638 *New 2023-12-31 72 $4,000 72
   FMR LLC 4465 - 2024-03-31 43 $3,000 -65
   Capital Analysts Inc. 1022 - 2024-03-31 49 $3,000 0
   Sunbelt Securities Inc. 1491 - 2024-03-31 41 $2,000 0
   Goss Wealth Management LLC 3368 - 2024-03-31 36 $2,000 36
   McIlrath & Eck LLC 873 - 2024-03-31 15 $1,000 0
   ADVISORY SERVICES NETWORK, LLC 2003 *Closed 2024-03-31 0 $0 -1,201
   AdvisorNet Financial Inc 1954 *Closed 2024-03-31 0 $0 -46,478
   WELLS FARGO & CO/MN 6423 - 2024-03-31 0 $0 -1
   FARMERS & MERCHANTS INVESTMENTS INC 1738 - 2024-03-31 1 $0 0
   JANE STREET GROUP LLC 5925 *Closed 2024-03-31 0 $0 -13,057
   PrairieView Partners LLC 400 *Closed 2024-03-31 0 $0 -62
   DIVIDEND GROWTH ADVISORS LLC 385 *Closed 2024-03-31 0 $0 -1,306
  85 Records found
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