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Get Institutions for : 
Jpmorgan Betabuilders Us Equity Etf (BBUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    5
Total shares held : 
 16,888,776  
% of shares held : 
 18.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 1,873,429  
% of shares held change : 
   2.08%  
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 :
13
 114,028
 0.68%
 
Increased Positions :
56
 2,018,854
 11.95%
 
Unchanged Positions :
13
 289,503
 1.71%
 
Decreased Positions :
15
-232,693
-1.38%
 
Closed Positions :
8
-26,760
-0.16%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Perigon Wealth Management LLC 18 *New 2024-03-31 306,315 $28,925,000 306,315
   3Chopt Investment Partners LLC 21 *New 2023-12-31 30,500 $2,620,000 30,500
   CITADEL ADVISORS LLC 2174 *New 2023-12-31 27,591 $2,370,000 27,591
   IFP Advisors Inc 335 *New 2023-12-31 14,484 $1,244,000 14,484
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1278 *New 2024-03-31 9,473 $894,000 9,473
   Strategic Financial Concepts LLC 116 *New 2024-03-31 9,021 $852,000 9,021
   RAYMOND JAMES & ASSOCIATES 2738 *New 2024-03-31 8,193 $774,000 8,193
   Idaho Trust Bank 43 *New 2024-03-31 6,876 $649,000 6,876
   Goodman Advisory Group LLC 53 *New 2023-12-31 5,453 $468,000 5,453
   Semus Wealth Partners LLC 63 *New 2024-03-31 4,501 $425,000 4,501
   Gladstone Institutional Advisory LLC 484 *New 2023-12-31 4,246 $365,000 4,246
   Geneos Wealth Management Inc. 573 *New 2024-03-31 3,620 $342,000 3,620
   Wealthfront Advisers LLC 818 *New 2024-03-31 2,883 $272,000 2,883
   BANK OF NEW YORK MELLON CORP 3773 *New 2024-03-31 2,304 $218,000 2,304
   LINCOLN NATIONAL CORP 1102 *New 2024-03-31 2,254 $213,000 2,254
   TOWER RESEARCH CAPITAL LLC 3024 *New 2023-12-31 678 $58,000 678
   Emerald Investment Partners LLC 358 *New 2024-03-31 388 $37,000 388
   First Command Advisory Services Inc. 326 *New 2024-03-31 179 $17,000 179
   Element Wealth LLC 249 *New 2024-03-31 31 $3,000 31
   FTB Advisors Inc. 2488 *New 2024-03-31 0 $0 0
  20 Records found
  1    
  Page 1 of 1
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