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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
   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
   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
   Advisor Group Holdings Inc. 817 - 2024-03-31 135,790 $7,600,000 100,805
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 129 - 2024-03-31 88,963 $4,979,000 10,949
   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
   Philip James Wealth Mangement LLC 15 - 2024-03-31 46,532 $2,604,000 40,709
   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
   Echo Wealth Management LLC 18 - 2024-03-31 36,878 $2,064,000 452
   Brookstone Capital Management 422 - 2024-03-31 23,895 $1,337,000 18,605
   KESTRA PRIVATE WEALTH SERVICES LLC 649 - 2024-03-31 13,056 $731,000 1,184
   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
   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
   Cooper Financial Group 230 - 2024-03-31 8,122 $455,000 1,068
   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
   Sprinkle Financial Consultants LLC 50 - 2024-03-31 5,988 $335,000 5
   Resurgent Financial Advisors LLC 165 - 2024-03-31 4,137 $232,000 2,035
   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
  28 Records found
  1    
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