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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
   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
   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
   JANE STREET GROUP LLC 1440 - 2023-12-31 98,460 $5,207,000 -98,067
   ORRSTOWN FINANCIAL SERVICES INC 5 - 2024-03-31 82,246 $4,603,000 65,696
   PATTEN & PATTEN INC/TN *New 2023-12-31 83,930 $4,438,000 83,930
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 136 *New 2023-12-31 78,014 $4,125,000 78,014
   Argent Advisors Inc. 17 *New 2023-12-31 50,201 $2,655,000 50,201
   AE Wealth Management LLC 813 *New 2023-12-31 47,670 $2,566,000 47,670
   Fiduciary Alliance LLC 60 - 2024-03-31 42,396 $2,369,000 14,308
   Legacy Financial Group LLC 36 *New 2024-03-31 40,286 $2,255,000 40,286
   Shore Point Advisors LLC 15 *New 2023-12-31 41,746 $2,208,000 41,746
   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
   Advisor Group Holdings Inc. 1919 *New 2023-12-31 34,985 $1,850,000 34,985
   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
   TCG Advisory Services LLC 137 *New 2023-12-31 30,751 $1,626,000 30,751
   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
   Ignite Planners LLC 96 - 2024-03-31 14,718 $822,000 -13,538
   COMMONWEALTH EQUITY SERVICES LLC. 2464 *New 2023-12-31 12,059 $638,000 12,059
   KESTRA PRIVATE WEALTH SERVICES LLC 653 *New 2023-12-31 11,872 $628,000 11,872
   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
   Curtis Advisory Group LLC 58 *New 2023-12-31 9,132 $483,000 9,132
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 85 *New 2024-03-31 8,302 $465,000 8,302
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 145 *New 2023-12-31 8,710 $461,000 8,710
   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
   Bank of Marin 83 *New 2023-12-31 8,225 $435,000 8,225
   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
   MN Wealth Advisors LLC 69 - 2023-12-31 5,911 $313,000 0
   Philip James Wealth Mangement LLC 53 - 2023-12-31 5,823 $308,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1936 *New 2024-03-31 5,076 $284,000 5,076
   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
   Castle Rock Wealth Management LLC 216 *New 2023-12-31 4,247 $223,000 4,247
   COMERICA BANK 2295 *New 2023-12-31 3,311 $175,000 3,311
   Resurgent Financial Advisors LLC 235 *New 2023-12-31 2,102 $111,000 2,102
   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
   DHJJ Financial Advisors Ltd. 671 - 2024-03-31 2 $0 0
   J P MORGAN CHASE & CO 6184 *Closed 2023-12-31 0 $0 -100,000
   HANSON MCCLAIN, INC. 3577 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 8842 *New 2023-12-31 0 $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
  62 Records found
  1    
  Page 1 of 1
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