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Get Institutions for : 
Jpmorgan Hedged Equity Laddered Overlay Etf (HELO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    39
Total shares held : 
 2,709,284  
% of shares held : 
 30.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 2,150,524  
% of shares held change : 
   23.89%  
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 :
42
 2,564,773
 94.67%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
4
 17,795
 0.66%
 
Decreased Positions :
2
-107,267
-3.96%
 
Closed Positions :
3
-306,982
-11.33%
 
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
   GRADIENT INVESTMENTS LLC 22 - 2024-03-31 783,150 $43,833,000 -23,642
   CGC Financial Services LLC 2 - 2024-03-31 551,394 $30,862,000 16,367
   Peterson Wealth Advisors LLC 6 - 2024-03-31 466,795 $26,126,000 189,530
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 210 - 2024-03-31 426,167 $23,853,000 408,155
   J P MORGAN CHASE & CO 1923 - 2024-03-31 227,245 $12,719,000 227,245
   GUARANTY TRUST CO OF MISSOURI /MO/ 72 *New 2024-03-31 190,043 $10,637,000 190,043
   Sugarloaf Wealth Management LLC 11 *New 2024-03-31 168,108 $9,409,000 168,108
   PATTEN & PATTEN INC/TN 48 - 2024-03-31 167,457 $9,373,000 83,527
   DAYMARK WEALTH PARTNERS LLC 49 - 2024-03-31 162,916 $9,118,000 124,455
   Per Stirling Capital Management LLC. 15 *New 2023-12-31 160,880 $8,507,000 160,880
   Advisor Group Holdings Inc. 817 - 2024-03-31 135,790 $7,600,000 100,805
   Aspire Capital Advisors LLC 12 *New 2024-03-31 131,373 $7,353,000 131,373
   JANE STREET GROUP LLC 1440 - 2023-12-31 98,460 $5,207,000 -98,067
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 129 - 2024-03-31 88,963 $4,979,000 10,949
   HIGHTOWER ADVISORS, LLC 974 *New 2024-03-31 85,422 $4,779,000 85,422
   TCG Advisory Services LLC 105 - 2024-03-31 82,860 $4,638,000 52,109
   ORRSTOWN FINANCIAL SERVICES INC 5 - 2024-03-31 82,246 $4,603,000 65,696
   Orion Portfolio Solutions LLC 363 *New 2024-03-31 76,298 $4,270,000 76,298
   Pine Valley Investments Ltd Liability Co 87 *New 2024-03-31 65,751 $3,680,000 65,751
   Mach-1 Financial Group Inc. 15 *New 2024-03-31 48,413 $2,710,000 48,413
   JANNEY MONTGOMERY SCOTT LLC 1025 *New 2024-03-31 46,589 $2,608,000 46,589
   Philip James Wealth Mangement LLC 15 - 2024-03-31 46,532 $2,604,000 40,709
   AE Wealth Management LLC 813 *New 2023-12-31 47,670 $2,566,000 47,670
   COMMONWEALTH EQUITY SERVICES LLC. 1609 - 2024-03-31 45,144 $2,527,000 33,085
   Fiduciary Alliance LLC 60 - 2024-03-31 42,396 $2,369,000 14,308
   Curtis Advisory Group LLC 26 - 2024-03-31 41,650 $2,331,000 32,518
   Shore Point Advisors LLC 15 - 2024-03-31 40,714 $2,279,000 -1,032
   Legacy Financial Group LLC 36 *New 2024-03-31 40,286 $2,255,000 40,286
   Echo Wealth Management LLC 18 - 2024-03-31 36,878 $2,064,000 452
   MARINER WEALTH ADVISORS, LLC 1047 *New 2023-12-31 38,839 $2,054,000 38,839
   Avestar Capital LLC 78 *New 2024-03-31 35,560 $1,990,000 35,560
   TOWNSQUARE CAPITAL LLC 430 *New 2023-12-31 34,826 $1,842,000 34,826
   Visionary Wealth Advisors 165 *New 2023-12-31 34,304 $1,814,000 34,304
   OLD MISSION CAPITAL LLC 342 *New 2023-12-31 27,450 $1,452,000 27,450
   HARBOR INVESTMENT ADVISORY LLC 108 *New 2024-03-31 25,139 $1,407,000 25,139
   InterOcean Capital Group LLC 164 *New 2023-12-31 26,364 $1,394,000 26,364
   Capital Planning Advisors LLC 65 *New 2023-12-31 26,076 $1,379,000 26,076
   Brookstone Capital Management 422 - 2024-03-31 23,895 $1,337,000 18,605
   Lionsbridge Wealth Management LLC 37 *New 2024-03-31 18,391 $1,029,000 18,391
   Sowell Financial Services LLC 347 *New 2024-03-31 17,177 $961,000 17,177
   THOROUGHBRED FINANCIAL SERVICES LLC 214 *New 2024-03-31 15,914 $890,000 15,914
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2765 *New 2024-03-31 15,059 $843,000 15,059
   Ignite Planners LLC 96 - 2024-03-31 14,718 $822,000 -13,538
   KESTRA PRIVATE WEALTH SERVICES LLC 649 - 2024-03-31 13,056 $731,000 1,184
   Concurrent Investment Advisors LLC 489 *New 2024-03-31 10,808 $605,000 10,808
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 131 - 2024-03-31 10,637 $595,000 1,927
   Bank of Marin 69 - 2024-03-31 10,115 $566,000 1,890
   Bedel Financial Consulting Inc. 131 *New 2024-03-31 9,004 $504,000 9,004
   DeDora Capital Inc. 83 - 2024-03-31 8,945 $501,000 3,297
   Breakwater Capital Group 157 - 2024-03-31 8,779 $491,000 1,006
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 85 *New 2024-03-31 8,302 $465,000 8,302
   Cooper Financial Group 230 - 2024-03-31 8,122 $455,000 1,068
   Strategic Financial Concepts LLC 179 *New 2024-03-31 7,977 $446,000 7,977
   MN Wealth Advisors LLC 67 - 2024-03-31 7,317 $410,000 1,406
   John W. Brooker & Co. CPAs 59 - 2024-03-31 7,060 $395,000 2,169
   Eudaimonia Partners LLC 168 *New 2024-03-31 6,890 $386,000 6,890
   Sprinkle Financial Consultants LLC 50 - 2024-03-31 5,988 $335,000 5
   LINCOLN NATIONAL CORP 916 *New 2024-03-31 5,721 $320,000 5,721
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1936 *New 2024-03-31 5,076 $284,000 5,076
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 78 *New 2024-03-31 4,860 $272,000 4,860
   Allen Capital Group LLC 184 *New 2024-03-31 4,436 $248,000 4,436
   CAP Partners LLC 101 *New 2024-03-31 4,267 $239,000 4,267
   Resurgent Financial Advisors LLC 165 - 2024-03-31 4,137 $232,000 2,035
   Castle Rock Wealth Management LLC 216 *New 2023-12-31 4,247 $223,000 4,247
   H D Vest Advisory Services 1498 *New 2024-03-31 3,815 $214,000 3,815
   COMERICA BANK 2295 *New 2023-12-31 3,311 $175,000 3,311
   Global Retirement Partners LLC 1061 - 2024-03-31 1,845 $103,000 1,215
   Capital Advisors Ltd. LLC 360 - 2024-03-31 1,507 $84,000 550
   JJJ Advisors Inc. 661 - 2024-03-31 190 $11,000 1
   BURKETT FINANCIAL SERVICES LLC 156 - 2024-03-31 78 $4,000 0
   Planning Capital Management Corp 513 *New 2024-03-31 65 $4,000 65
   FMR LLC 4626 *New 2023-12-31 23 $1,000 23
   Your Advocates Ltd. LLP 209 *New 2024-03-31 0 $0 0
   DHJJ Financial Advisors Ltd. 671 - 2024-03-31 2 $0 0
   Argent Advisors Inc. 140 *Closed 2024-03-31 0 $0 -50,201
   PROEQUITIES INC. 6045 - 2024-03-31 0 $0 0
   HANSON MCCLAIN, INC. 3577 - 2024-03-31 1 $0 0
   CITADEL ADVISORS LLC 6377 *Closed 2023-12-31 0 $0 -199,982
   Ameritas Advisory Services LLC 810 *Closed 2023-12-31 0 $0 -7,000
  79 Records found
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