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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
   PRIVATE WEALTH PARTNERS LLC 169 *Closed 2024-03-31 0 $0 -4,725
   J.W. COLE ADVISORS INC. 874 *Closed 2024-03-31 0 $0 -9,327
   Smartleaf Asset Management LLC 1630 *Closed 2024-03-31 0 $0 0
   QUANTITATIVE ADVANTAGE LLC 119 *Closed 2023-03-31 0 $0 -64,200
   Stonebridge Capital Advisors LLC 618 *Closed 2023-12-31 0 $0 -1,000
   Foresight Wealth Management LLC 83 *Closed 2022-12-31 0 $0 -14,397
   HB Wealth Management LLC 859 *Closed 2024-03-31 0 $0 -6,509
   CARL STUART INVESTMENT ADVISOR INC 23 *Closed 2024-03-31 0 $0 -17,736
   Cranbrook Wealth Management LLC 307 *Closed 2024-03-31 0 $0 -1
   DOrazio & Associates Inc. 210 *Closed 2024-03-31 0 $0 -7,166
   PFG Advisors 660 *Closed 2024-03-31 0 $0 -4,787
   Choice Wealth Advisors LLC 28 *Closed 2024-03-31 0 $0 -32,920
   WealthCare Investment Partners LLC 131 *Closed 2024-03-31 0 $0 -4,486
   Financial Synergies Wealth Advisors Inc. 519 *Closed 2024-03-31 0 $0 -769

  14 Records found
  1    
  Page 1 of 1
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