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Get Institutions for : 
Jpmorgan Core Plus Bond Etf (JCPB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 199    35
Total shares held : 
 42,540,099  
% of shares held : 
 47.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   94  
Amount of shares held : 
 16,258,722  
% of shares held change : 
   18.07%  
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 :
41
 2,487,009
 5.85%
 
Increased Positions :
99
 14,533,220
 34.16%
 
Unchanged Positions :
19
 970,964
 2.28%
 
Decreased Positions :
40
-500,467
-1.18%
 
Closed Positions :
6
-261,040
-0.61%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 405 - 2023-12-31 7,272,441 $342,423,000 6,446,815
   J P MORGAN CHASE & CO 649 - 2023-12-31 3,244,875 $152,785,000 390,546
   LEGACY WEALTH MANAGEMENT, INC 5 - 2024-03-31 2,491,232 $116,204,000 175,127
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 168 - 2024-03-31 1,726,924 $80,552,000 695,805
   DANIELS&TANSEY,LLP 1 - 2023-09-30 170,299 $66,877,000 111,332
   HIGHTOWER ADVISORS, LLC 212 - 2023-12-31 1,288,399 $60,652,000 74,761
   AllGen Financial Advisors Inc. 1 - 2024-03-31 1,160,930 $54,152,000 207,132
   STEPHENS INC /AR/ 17 - 2023-12-31 1,080,219 $50,862,000 36,498
   WMS PARTNERS, LLC 8 - 2023-12-31 1,052,948 $49,578,000 -7,068
   CAPTRUST FINANCIAL ADVISORS 122 - 2023-12-31 1,024,105 $48,220,000 -31,326
   Garrett Investment Advisors LLC 1 - 2024-03-31 1,017,906 $47,480,000 179,451
   D.B. Root & Company LLC 1 - 2024-03-31 974,811 $45,470,000 154,514
   Wiser Wealth Management Inc 2 *New 2024-03-31 867,111 $40,446,000 867,111
   Bogart Wealth LLC 13 *New 2024-03-31 842,644 $39,305,000 842,644
   JANNEY MONTGOMERY SCOTT LLC 158 - 2023-12-31 815,319 $38,390,000 188,548
   VOISARD ASSET MANAGEMENT GROUP INC. 1 - 2024-03-31 805,857 $37,589,000 38,986
   Harbor Group Inc. 2 - 2024-03-31 776,985 $36,242,000 41,469
   Grant Street Asset Management Inc. - 2023-12-31 753,071 $35,458,000 55,941
   MORGAN STANLEY 2131 - 2023-12-31 711,972 $33,523,000 175,363
   Financial Planning & Information Services Inc. 5 - 2023-12-31 699,760 $32,948,000 81,059
   Mountain Capital Investment Advisors Inc 5 *New 2024-03-31 626,791 $28,920,000 626,791
   Vestmark Advisory Solutions Inc. 10 - 2023-12-31 607,157 $28,588,000 47,611
   Corrigan Financial Inc. 4 *New 2024-03-31 603,948 $28,171,000 603,948
   Advisor Group Holdings Inc. 392 - 2023-12-31 557,215 $26,237,000 353,794
   HARTFORD FINANCIAL MANAGEMENT INC. 1 - 2024-03-31 549,761 $25,644,000 70,872
   COMMONWEALTH EQUITY SERVICES LLC. 391 - 2023-12-31 529,159 $24,915,000 95,694
   STIFEL FINANCIAL CORP 435 - 2023-12-31 523,560 $24,652,000 282,945
   Capital Analysts Inc. 14 - 2023-12-31 509,313 $23,981,000 3,612
   SPC FINANCIAL, INC. 12 *New 2023-12-31 501,797 $23,627,000 501,797
   ENVESTNET ASSET MANAGEMENT INC 1048 - 2023-12-31 414,064 $19,496,000 83,585
   Berger Financial Group Inc 12 *New 2024-03-31 390,333 $18,207,000 390,333
   CI Private Wealth LLC 407 - 2023-12-31 382,900 $18,029,000 375,073
   ROOF EIDAM & MAYCOCK/ADV 5 - 2023-12-31 371,478 $17,491,000 6,228
   JOHNSON FINANCIAL GROUP, INC. 23 *New 2023-12-31 363,841 $17,177,000 363,841
   Continuum Advisory LLC 4 *New 2023-12-31 364,382 $17,157,000 364,382
   Steele Capital Management Inc. 24 - 2024-03-31 367,635 $17,148,000 54,030
   Forum Private Client Group LLC 2 - 2023-12-31 349,462 $16,454,000 349,462
   THRIVENT FINANCIAL FOR LUTHERANS 476 - 2023-12-31 332,524 $15,657,000 127,048
   Windsor Group LTD 9 - 2023-09-30 349,998 $15,634,000 65,448
   Peterson Wealth Advisors LLC 8 - 2024-03-31 332,386 $15,504,000 26,068
   BB&T CORP 476 - 2023-12-31 324,495 $15,279,000 34,193
   GUARDIAN WEALTH ADVISORS LLC / NC 9 - 2023-12-31 323,001 $15,209,000 -15,485
   Aptus Capital Advisors LLC 51 - 2023-12-31 323,001 $15,209,000 -15,485
   Gratus Capital LLC 35 - 2023-12-31 319,157 $15,027,000 -11,062
   COOPER/HAIMS ADVISORS LLC 3 - 2023-12-31 318,579 $15,000,000 220,425
   JANNEY CAPITAL MANAGEMENT LLC 29 - 2023-12-31 316,368 $14,896,000 77,196
   KICKSTAND VENTURES LLC. 5 - 2023-12-31 304,639 $14,344,000 18,411
   DAYMARK WEALTH PARTNERS LLC 32 - 2024-03-31 305,741 $14,261,000 -29,786
   TCG Advisory Services LLC 23 - 2023-12-31 300,709 $14,159,000 16,461
   Trinity Legacy Partners LLC 4 - 2024-03-31 281,070 $13,111,000 32,264
   Integrated Wealth Concepts LLC 122 - 2023-12-31 249,928 $11,768,000 249,928
   Visionary Wealth Advisors 22 - 2023-12-31 246,472 $11,605,000 55,506
   ACIMA PRIVATE WEALTH LLC 6 *New 2023-12-31 242,321 $11,410,000 242,321
   Walkner Condon Financial Advisors LLC 7 - 2024-03-31 237,614 $11,084,000 14,220
   RAYMOND JAMES & ASSOCIATES 1104 - 2024-03-31 233,669 $10,899,000 195,572
   Financial Advisory Service Inc. - 2023-12-31 220,985 $10,405,000 33,348
   Milestone Investment Advisors LLC 12 - 2023-12-31 220,562 $10,385,000 166,015
   FINANCIAL NETWORK 359 - 2023-12-31 204,571 $9,632,000 132,323
   FOUNDERS FINANCIAL SECURITIES LLC 28 *New 2024-03-31 203,900 $9,511,000 203,900
   Garden State Investment Advisory Services LLC 2 - 2023-12-31 199,117 $9,412,000 1,630
   FMA Wealth Management LLC 5 - 2023-12-31 197,134 $9,282,000 0
   TRUENORTH, INC. 4 - 2024-03-31 194,494 $9,072,000 10,404
   Leo Wealth LLC 21 - 2023-12-31 186,423 $8,699,000 0
   Per Stirling Capital Management LLC. 16 - 2023-12-31 177,665 $8,365,000 7,485
   Integrity Advisory LLC 3 - 2022-12-31 181,711 $8,346,000 19,845
   Aveo Capital Partners LLC 27 - 2023-12-31 173,629 $8,175,000 -18,262
   Cedar Point Capital Partners LLC 5 - 2023-12-31 170,184 $8,013,000 0
   MN Wealth Advisors LLC 4 - 2023-12-31 163,116 $7,680,000 0
   Baird Financial Group Inc. 538 - 2023-12-31 162,326 $7,643,000 21,556
   ERn Financial LLC 23 - 2024-03-31 162,188 $7,565,000 4,541
   RWM Asset Management LLC 30 - 2024-03-31 157,595 $7,351,000 -19,469
   Financial Futures Ltd Liability Co. - 2023-12-31 154,474 $7,273,000 10,038
   VERUS CAPITAL PARTNERS LLC 21 - 2023-12-31 150,923 $7,106,000 16,242
   Landmark Wealth Management LLC 5 - 2024-03-31 148,189 $6,912,000 7,046
   Bond & Devick Financial Network Inc. 9 - 2024-03-31 143,757 $6,706,000 4,616
   OARSMAN CAPITAL, INC. 15 *New 2023-12-31 139,629 $6,574,000 139,629
   OLD MISSION CAPITAL LLC 93 - 2023-12-31 139,425 $6,565,000 139,425
   N.E.W. Advisory Services LLC 27 - 2024-03-31 140,357 $6,547,000 45,665
   Helen Stephens Group LLC 13 - 2024-03-31 137,292 $6,404,000 54,472
   Triad Wealth Partners LLC 7 - 2024-03-31 132,621 $6,186,000 0
   Mutual Advisors LLC 102 - 2023-12-31 126,316 $5,948,000 54,502
   Lionsbridge Wealth Management LLC 4 - 2023-12-31 124,636 $5,868,000 85,354
   MATHER GROUP, INC. 84 - 2024-03-31 121,896 $5,739,000 0
   MULTIFINANCIAL SECURITIES CORP 240 - 2023-12-31 120,847 $5,690,000 24,186
   ICA Group Wealth Management LLC 20 - 2023-12-31 114,792 $5,405,000 21,345
   Capital Planning LLC 20 - 2024-03-31 103,919 $4,847,000 8,249
   CREATIVE PLANNING 574 *New 2023-12-31 102,119 $4,808,000 102,119
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 41 - 2024-03-31 102,294 $4,771,000 13,052
   HANSON MCCLAIN, INC. 203 - 2024-03-31 101,038 $4,713,000 -96,775
   Econ Financial Services Corp 8 - 2023-12-31 98,033 $4,616,000 10,253
   TruWealth Advisors LLC 55 - 2024-03-31 83,610 $3,900,000 5,634
   ARBOR TRUST WEALTH ADVISORS LLC 17 - 2024-03-31 84,579 $3,858,000 71,020
   Clarity Wealth Advisors LLC 26 - 2024-03-31 80,306 $3,746,000 22,747
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 946 - 2024-03-31 74,781 $3,488,000 13,898
   MARINER WEALTH ADVISORS, LLC 823 - 2023-12-31 72,799 $3,428,000 9,283
   Paradigm Financial Partners LLC 38 - 2023-12-31 71,480 $3,366,000 14,161
   Tradition Wealth Management LLC 60 *New 2023-12-31 70,728 $3,330,000 70,728
   Atria Wealth Solutions Inc. 438 - 2023-12-31 69,033 $3,255,000 33,746
   Goss Wealth Management LLC 488 *New 2023-12-31 67,735 $3,153,000 67,735
   MASSMUTUAL TRUST CO FSB/ADV 166 - 2024-03-31 66,785 $3,115,000 -4,233
  100 Records found
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