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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   Mountain Capital Investment Advisors Inc 5 *New 2024-03-31 626,791 $28,920,000 626,791
   Corrigan Financial Inc. 4 *New 2024-03-31 603,948 $28,171,000 603,948
   Berger Financial Group Inc 12 *New 2024-03-31 390,333 $18,207,000 390,333
   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
   ACIMA PRIVATE WEALTH LLC 6 *New 2023-12-31 242,321 $11,410,000 242,321
   FOUNDERS FINANCIAL SECURITIES LLC 28 *New 2024-03-31 203,900 $9,511,000 203,900
   OARSMAN CAPITAL, INC. 15 *New 2023-12-31 139,629 $6,574,000 139,629
   CREATIVE PLANNING 574 *New 2023-12-31 102,119 $4,808,000 102,119
   Magnus Financial Group LLC 44 *New 2024-03-31 87,968 $4,103,000 87,968
   Tradition Wealth Management LLC 60 *New 2023-12-31 70,728 $3,330,000 70,728
   Goss Wealth Management LLC 488 *New 2023-12-31 67,735 $3,153,000 67,735
   John W. Brooker & Co. CPAs 18 *New 2024-03-31 58,981 $2,751,000 58,981
   GOTHAM ASSET MANAGEMENT, LLC 493 *New 2023-12-31 57,790 $2,721,000 57,790
   Snowden Capital Advisors LLC 238 *New 2023-12-31 52,799 $2,486,000 52,799
   JJJ Advisors Inc. 25 *New 2024-03-31 52,842 $2,465,000 52,842
   AXXCESS WEALTH MANAGEMENT LLC 217 *New 2023-12-31 50,254 $2,366,000 50,254
   FLOW TRADERS U.S. LLC 275 *New 2023-12-31 29,716 $1,399,000 29,716
   TOWNSQUARE CAPITAL LLC 641 *New 2023-12-31 18,157 $855,000 18,157
   Patten Group Inc. 136 *New 2024-03-31 16,872 $787,000 16,872
   Betterment LLC 225 *New 2024-03-31 16,634 $776,000 16,634
   CRA Financial Services LLC 98 *New 2024-03-31 16,625 $775,000 16,625
   Clear Creek Financial Management LLC 259 *New 2024-03-31 9,980 $466,000 9,980
   Sterling Investment Advisors Ltd. 102 *New 2024-03-31 9,850 $459,000 9,850
   PERSONAL CFO SOLUTIONS LLC 288 *New 2023-12-31 8,544 $402,000 8,544
   US BANCORP 1689 *New 2024-03-31 7,679 $358,000 7,679
   We Are One Seven LLC 659 *New 2023-12-31 7,321 $345,000 7,321
   Fountainhead AM LLC 93 *New 2024-03-31 6,499 $303,000 6,499
   Gladstone Institutional Advisory LLC 538 *New 2023-12-31 5,980 $282,000 5,980
   Ameritas Advisory Services LLC 583 *New 2023-12-31 5,599 $262,000 5,599
   LINSCOMB & WILLIAMS INC 259 *New 2023-12-31 5,223 $246,000 5,223
   PRIVATE CAPITAL MANAGEMENT LLC 164 *New 2024-03-31 5,035 $235,000 5,035
   SUTTON PLACE INVESTORS LLC 141 *New 2024-03-31 4,629 $216,000 4,629
   FIRETHORN WEALTH PARTNERS LLC 130 *New 2024-03-31 4,504 $210,000 4,504
   Pinnacle Bank 380 *New 2024-03-31 1,205 $56,000 1,205
   Joseph Group Capital Management 70 *New 2023-12-31 743 $35,000 743
   FMR LLC 3565 *New 2023-12-31 699 $33,000 699
   Ronald Blue Trust Inc. 1276 *New 2024-03-31 389 $18,000 389
   PNC FINANCIAL SERVICES GROUP INC 3594 *New 2024-03-31 283 $13,000 283
   Salomon & Ludwin LLC 593 *New 2024-03-31 159 $7,000 159
   FTB Advisors Inc. 2300 *New 2024-03-31 0 $0 0
   GRADIENT INVESTMENTS LLC 1369 *New 2024-03-31 1 $0 1
  44 Records found
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