Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Core Plus Bond Etf (JCPB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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
   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
   Grant Street Asset Management Inc. 1 - 2024-03-31 1,395,868 $65,110,000 642,797
   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
   JANNEY MONTGOMERY SCOTT LLC 141 - 2024-03-31 1,051,235 $49,035,000 235,916
   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
   CI Private Wealth LLC 268 - 2024-03-31 847,624 $39,537,000 464,724
   VOISARD ASSET MANAGEMENT GROUP INC. 1 - 2024-03-31 805,857 $37,589,000 38,986
   Advisor Group Holdings Inc. 238 - 2024-03-31 783,287 $36,539,000 226,072
   Harbor Group Inc. 2 - 2024-03-31 776,985 $36,242,000 41,469
   COMMONWEALTH EQUITY SERVICES LLC. 317 - 2024-03-31 753,731 $35,158,000 224,572
   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
   Vestmark Advisory Solutions Inc. 10 - 2023-12-31 607,157 $28,588,000 47,611
   HARTFORD FINANCIAL MANAGEMENT INC. 1 - 2024-03-31 549,761 $25,644,000 70,872
   STIFEL FINANCIAL CORP 435 - 2023-12-31 523,560 $24,652,000 282,945
   SPC FINANCIAL, INC. 13 - 2024-03-31 514,935 $24,019,000 13,138
   Capital Analysts Inc. 14 - 2023-12-31 509,313 $23,981,000 3,612
   ENVESTNET ASSET MANAGEMENT INC 1048 - 2023-12-31 414,064 $19,496,000 83,585
   ROOF EIDAM & MAYCOCK/ADV 5 - 2024-03-31 398,729 $18,599,000 27,251
   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
   KICKSTAND VENTURES LLC. 5 - 2023-12-31 304,639 $14,344,000 18,411
   TCG Advisory Services LLC 32 - 2024-03-31 306,556 $14,299,000 5,847
   Trinity Legacy Partners LLC 4 - 2024-03-31 281,070 $13,111,000 32,264
   Mascoma Wealth Management LLC 9 - 2024-03-31 275,160 $12,835,000 274,869
   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
   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. 24 - 2024-03-31 229,087 $10,686,000 8,102
   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
   Leo Wealth LLC 21 - 2024-03-31 206,205 $9,517,000 19,782
   Garden State Investment Advisory Services LLC 2 - 2023-12-31 199,117 $9,412,000 1,630
   FMA Wealth Management LLC 5 - 2024-03-31 200,267 $9,342,000 3,133
   TRUENORTH, INC. 4 - 2024-03-31 194,494 $9,072,000 10,404
   BCGM Wealth Management LLC 6 - 2024-03-31 186,805 $8,714,000 181,991
   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
   VERUS CAPITAL PARTNERS LLC 20 - 2024-03-31 171,450 $7,997,000 20,527
   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
   Landmark Wealth Management LLC 5 - 2024-03-31 148,189 $6,912,000 7,046
   Lionsbridge Wealth Management LLC 5 - 2024-03-31 144,381 $6,735,000 19,745
   Bond & Devick Financial Network Inc. 9 - 2024-03-31 143,757 $6,706,000 4,616
   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
   Mutual Advisors LLC 100 - 2024-03-31 134,218 $6,261,000 7,902
   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
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 41 - 2024-03-31 102,294 $4,771,000 13,052
   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
   Atria Wealth Solutions Inc. 438 - 2023-12-31 69,033 $3,255,000 33,746
   Cetera Investment Advisers 615 - 2023-12-31 65,043 $3,063,000 50,171
   Ignite Planners LLC 31 - 2024-03-31 61,636 $2,844,000 17,704
   ROYAL BANK OF CANADA 2343 - 2023-12-31 56,092 $2,641,000 25,652
   Trademark Financial Management LLC 11 - 2024-03-31 56,153 $2,619,000 1,134
   RETIREMENT PLANNING GROUP 58 - 2024-03-31 51,050 $2,381,000 6,070
   MONEY CONCEPTS CAPITAL CORP 132 - 2024-03-31 48,085 $2,243,000 3,602
   Kestra Advisory Services LLC 748 - 2023-12-31 46,336 $2,182,000 19,906
   GSB Wealth Management LLC 56 - 2024-03-31 46,490 $2,169,000 8,665
   GYL Financial Synergies LLC 119 - 2023-12-31 44,267 $2,084,000 447
   Hedeker Wealth Management Group LLC 56 - 2024-03-31 42,069 $1,962,000 954
   MML INVESTORS SERVICES LLC 1016 - 2023-12-31 40,525 $1,908,000 12,680
   DAVIDSON D A & CO 533 - 2023-12-31 37,140 $1,749,000 295
   OPPENHEIMER & CO INC 552 - 2024-03-31 37,462 $1,747,000 10,773
   LexAurum Advisors LLC 46 - 2024-03-31 36,488 $1,702,000 483
   Quad-Cities Investment Group LLC 28 - 2024-03-31 34,147 $1,593,000 6,011
   Sprinkle Financial Consultants LLC 18 - 2024-03-31 33,171 $1,547,000 13,847
   Arete Wealth Advisors LLC 185 - 2023-12-31 30,569 $1,439,000 30,569
   GeoWealth Management LLC 167 - 2023-12-31 30,460 $1,435,000 97
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 202 - 2024-03-31 29,163 $1,360,000 8,832
   LINCOLN NATIONAL CORP 430 - 2024-03-31 28,758 $1,341,000 2,215
   BENJAMIN F. EDWARDS & COMPANY INC. 442 - 2024-03-31 28,095 $1,310,000 7,460
   THOROUGHBRED FINANCIAL SERVICES LLC 174 - 2024-03-31 25,259 $1,178,000 2,708
   Frontier Asset Management LLC 38 - 2023-12-31 24,322 $1,145,000 12,668
   Fortress Wealth Group LLC 27 - 2023-12-31 23,581 $1,103,000 1,358
   Global Retirement Partners LLC 348 - 2024-03-31 22,456 $1,047,000 14,716
   Farther Finance Advisors LLC 240 - 2023-12-31 20,587 $969,000 8,475
   IMS CAPITAL MANAGEMENT 56 - 2023-12-31 20,039 $944,000 2,900
   Kingsview Wealth Management LLC 518 - 2024-03-31 19,418 $906,000 9,929
   Kuhn & Co Investment Counsel 40 - 2024-03-31 19,030 $888,000 5,913
   First Citizens Financial Corp 45 - 2023-12-31 18,434 $868,000 8,171
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us