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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
   J P MORGAN CHASE & CO 707 - 2024-03-31 3,244,090 $151,321,000 -785
   HIGHTOWER ADVISORS, LLC 228 - 2024-03-31 1,282,435 $59,808,000 -5,964
   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
   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
   DAYMARK WEALTH PARTNERS LLC 32 - 2024-03-31 305,741 $14,261,000 -29,786
   JANNEY CAPITAL MANAGEMENT LLC 32 - 2024-03-31 305,641 $14,257,000 -10,727
   COOPER/HAIMS ADVISORS LLC 6 - 2024-03-31 202,589 $9,450,000 -115,990
   RWM Asset Management LLC 30 - 2024-03-31 157,595 $7,351,000 -19,469
   MN Wealth Advisors LLC 5 - 2024-03-31 140,414 $6,550,000 -22,702
   HANSON MCCLAIN, INC. 203 - 2024-03-31 101,038 $4,713,000 -96,775
   MASSMUTUAL TRUST CO FSB/ADV 166 - 2024-03-31 66,785 $3,115,000 -4,233
   Aveo Capital Partners LLC 80 - 2024-03-31 65,706 $3,007,000 -107,923
   JANE STREET GROUP LLC 2021 - 2023-12-31 61,875 $2,913,000 -166,198
   Financial Futures Ltd Liability Co. 20 - 2024-03-31 58,635 $2,735,000 -95,839
   Change Path LLC 129 - 2023-12-31 50,062 $2,357,000 -13,791
   CITADEL ADVISORS LLC 2215 - 2023-12-31 47,573 $2,240,000 -18,575
   Capital Advisors Wealth Management LLC 41 - 2024-03-31 44,214 $2,062,000 -3,684
   Hotaling Investment Management LLC 34 - 2022-12-31 42,458 $1,950,000 -17,204
   Belpointe Asset Management LLC 149 - 2024-03-31 36,871 $1,720,000 -15,360
   STRATEGIC PLANNING GROUP LLC 92 - 2024-03-31 21,321 $995,000 -5,027
   Pine Valley Investments Ltd Liability Co 217 - 2024-03-31 20,428 $953,000 -10,399
   WALDEN WEALTH PARTNERS LLC 32 - 2024-03-31 18,759 $867,000 -606
   Lido Advisors LLC 595 - 2023-12-31 18,198 $860,000 -3,505
   James J. Burns & Company LLC 43 - 2024-03-31 18,406 $848,000 -6,722
   Wayfinding Financial LLC 44 - 2024-03-31 17,107 $783,000 -2,042
   IFP Advisors Inc 439 - 2023-12-31 16,416 $773,000 -11,214
   Security Financial Services INC. 92 - 2024-03-31 12,995 $606,000 -812
   COMERICA BANK 1957 - 2023-12-31 8,536 $402,000 -376
   CGC Financial Services LLC 32 - 2024-03-31 7,938 $370,000 -8,861
   Private Advisor Group LLC 1735 - 2024-03-31 7,501 $350,000 -667
   LAKE STREET FINANCIAL LLC 259 - 2024-03-31 6,846 $319,000 -449
   Toroso Investments LLC 1177 - 2023-12-31 6,036 $284,000 -11,749
   Beaumont Financial Advisors LLC 303 - 2024-03-31 5,458 $255,000 -282
   Larson Financial Group LLC 371 - 2024-03-31 4,908 $229,000 -43
   Apollon Wealth Management LLC 989 - 2024-03-31 4,820 $225,000 -216
   SILVERLAKE WEALTH MANAGEMENT LLC 213 - 2024-03-31 4,706 $220,000 -91
   Financial Partners Group Inc 165 - 2024-03-31 4,727 $220,000 -16
   CRITERION CAPITAL ADVISORS LLC 130 - 2024-03-31 1,162 $54,000 -3,096
   Family Asset Management LLC 160 - 2023-12-31 162 $8,000 -200
   Spire Wealth Management 2038 - 2024-03-31 68 $3,000 -27
  43 Records found
  1    
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