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Get Institutions for : 
Jpmorgan Inflation Managed Bond Etf (JCPI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    2
Total shares held : 
 7,111,282  
% of shares held : 
 7.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -597,186  
% of shares held change : 
   -0.66%  
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 :
4
 9,463
 0.13%
 
Increased Positions :
5
 2,376
 0.03%
 
Unchanged Positions :
4
 22,851
 0.32%
 
Decreased Positions :
16
-470,498
-6.62%
 
Closed Positions :
6
-138,527
-1.95%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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 470 - 2023-12-31 6,156,659 $286,377,000 -324,477
   OXFORD FINANCIAL GROUP LTD 17 - 2023-12-31 373,292 $17,364,000 -37,018
   Halpern Financial Inc. 12 - 2024-03-31 208,853 $9,710,000 11,970
   HUNTER ASSOCIATES INC. 30 - 2023-12-31 98,533 $4,584,000 -19,582
   SAGE RHINO CAPITAL LLC 40 - 2024-03-31 61,660 $2,889,000 4,526
   LPL FINANCIAL CORP 2464 - 2023-12-31 38,730 $1,802,000 -3,840
   Bill Few Associates Inc. 51 - 2024-03-31 26,080 $1,222,000 -640
   KESTRA PRIVATE WEALTH SERVICES LLC 473 - 2023-12-31 26,145 $1,216,000 982
   CITADEL ADVISORS LLC 2874 - 2023-12-31 22,685 $1,055,000 0
   JANE STREET GROUP LLC 3295 - 2023-12-31 19,512 $908,000 -67,648
   CITIZENS FINANCIAL GROUP INC/RI 265 - 2023-12-31 13,080 $608,000 120
   KB FINANCIAL PARTNERS LLC 109 - 2023-09-30 9,099 $411,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4147 *New 2023-12-31 8,063 $375,000 8,063
   ENVESTNET ASSET MANAGEMENT INC 3560 - 2023-12-31 6,851 $319,000 -1,521
   MML INVESTORS SERVICES LLC 2022 - 2023-12-31 6,588 $306,000 -1,516
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 116 - 2023-12-31 6,165 $287,000 -746
   Coastal Investment Advisors Inc. 346 - 2024-03-31 5,485 $257,000 0
   Gradient Capital Advisors LLC 127 - 2024-03-31 5,114 $240,000 14
   Householder Group Estate & Retirement Specialist L - 2023-12-31 4,309 $200,000 -987
   Advisor Group Holdings Inc. 4013 - 2023-12-31 3,738 $174,000 -5,120
   CENTAURUS FINANCIAL INC. 642 - 2023-12-31 3,450 $160,000 -999
   UBS Group AG 4881 - 2023-12-31 2,380 $111,000 109
   BANK OF MONTREAL /CAN/ 3017 *New 2023-12-31 1,000 $47,000 1,000
   MORGAN STANLEY 6018 - 2023-12-31 855 $40,000 -410
   IAG Wealth Partners LLC 206 - 2024-03-31 650 $30,000 -1,248
   CITIGROUP INC 4041 *New 2023-12-31 399 $19,000 399
   ROYAL BANK OF CANADA 5927 - 2023-12-31 79 $4,000 0
   Global Retirement Partners LLC 2633 - 2024-03-31 37 $2,000 -50
   Sargent Bickham Lagudis LLC 876 - 2022-12-31 50 $2,000 0
   KAVAR CAPITAL PARTNERS GROUP LLC 156 *Closed 2023-12-31 0 $0 -100,783
   FMR LLC 5072 *New 2023-12-31 1 $0 1
   COMMONWEALTH EQUITY SERVICES LLC. 3916 *Closed 2023-12-31 0 $0 -4,714
   PROEQUITIES INC. 6873 - 2023-12-31 0 $0 0
   Resources Investment Advisors Inc. 1159 *Closed 2023-12-31 0 $0 -9,251
   Stone Point Wealth LLC *Closed 2023-12-31 0 $0 -12,677
   FLOW TRADERS U.S. LLC 1184 *Closed 2023-12-31 0 $0 -10,552
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1848 *Closed 2023-12-31 0 $0 -550
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3397 *Closed 2024-03-31 0 $0 -28,911
  38 Records found
  1    
  Page 1 of 1
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