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Get Institutions for : 
Jpmorgan International Research Enhanced Eqty Etf (JIRE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    6
Total shares held : 
 92,707,326  
% of shares held : 
 86.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 9,881,788  
% of shares held change : 
   9.25%  
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 :
15
 658,003
 0.71%
 
Increased Positions :
39
 9,919,751
 10.7%
 
Unchanged Positions :
6
 5,591
 0.01%
 
Decreased Positions :
17
-400,889
-0.43%
 
Closed Positions :
9
-295,077
-0.32%
 
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 47 - 2023-12-31 74,584,661 $4,358,728,000 756,758
   FMR LLC 456 - 2023-12-31 7,356,673 $429,924,000 7,356,396
   LPL FINANCIAL CORP 298 - 2023-12-31 1,616,995 $94,497,000 400,376
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 60 - 2023-12-31 1,605,493 $93,825,000 -80,154
   CWM LLC 84 - 2024-03-31 766,974 $48,028,000 256,358
   Bogart Wealth LLC 11 - 2024-03-31 689,351 $43,167,000 13,197
   COMMONWEALTH EQUITY SERVICES LLC. 239 - 2023-12-31 730,725 $42,704,000 43,690
   Family Investment Center Inc. 2 - 2024-03-31 444,543 $27,837,000 -35,945
   Advisor Group Holdings Inc. 388 - 2023-12-31 457,020 $26,710,000 -57,037
   ENVESTNET ASSET MANAGEMENT INC 940 - 2023-12-31 402,357 $23,514,000 7,673
   GREAT VALLEY ADVISOR GROUP INC. 34 *New 2023-12-31 339,391 $19,834,000 339,391
   Elk River Wealth Management LLC 7 *New 2024-03-31 286,041 $17,912,000 286,041
   JANE STREET GROUP LLC 613 - 2023-12-31 295,105 $17,246,000 244,638
   Wealth Alliance Advisory Group LLC 6 - 2024-03-31 261,436 $16,371,000 10,075
   Pallas Capital Advisors LLC 19 - 2024-03-31 255,369 $15,991,000 10,084
   BUFFINGTON MOHR MCNEAL 9 - 2024-03-31 249,987 $15,654,000 23,228
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 315 - 2024-03-31 249,514 $15,625,000 24,499
   JANNEY MONTGOMERY SCOTT LLC 387 - 2023-12-31 245,076 $14,322,000 2,666
   Private Advisor Group LLC 177 - 2023-12-31 244,289 $14,276,000 -2,485
   Richard P Slaughter Associates Inc 6 - 2024-03-31 190,272 $11,915,000 71,757
   BANK OF AMERICA CORP /DE/ 2300 - 2023-12-31 185,491 $10,840,000 185,271
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 801 - 2024-03-31 158,685 $9,937,000 35,985
   FINANCIAL NETWORK 361 - 2023-12-31 163,023 $9,527,000 16,122
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 53 - 2023-12-31 157,535 $9,206,000 88,092
   Rockefeller Capital Management L.P. 492 - 2023-12-31 151,177 $8,835,000 37,722
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 764 - 2023-12-31 147,846 $8,640,000 93,509
   THRIVENT FINANCIAL FOR LUTHERANS 653 *New 2023-12-31 142,954 $8,354,000 142,954
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 431 - 2023-12-31 138,408 $8,089,000 117,337
   FTB Advisors Inc. 125 - 2024-03-31 116,053 $7,267,000 2,365
   Cetera Investment Advisers 427 - 2023-12-31 86,806 $5,073,000 57,287
   Wagner Wealth Management LLC 16 *New 2024-03-31 80,475 $5,039,000 80,475
   PARK AVENUE SECURITIES LLC 222 - 2024-03-31 69,556 $4,356,000 -378
   BELLEVUE ASSET MANAGEMENT LLC 9 - 2024-03-31 66,936 $4,192,000 6,703
   MML INVESTORS SERVICES LLC 703 - 2023-12-31 67,709 $3,957,000 29,029
   ROYAL BANK OF CANADA 2071 - 2023-12-31 66,768 $3,902,000 37,905
   LEVEL FOUR ADVISORY SERVICES LLC 136 - 2023-12-31 53,439 $3,123,000 612
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 838 - 2024-03-31 43,049 $2,696,000 8,215
   N.E.W. Advisory Services LLC 51 - 2024-03-31 38,298 $2,398,000 2,937
   Summit Investment Advisory Services LLC 17 - 2024-03-31 24,396 $1,528,000 1,355
   Galvin Gaustad & Stein LLC 81 *New 2024-03-31 22,555 $1,412,000 22,555
   Csenge Advisory Group 192 - 2023-12-31 23,417 $1,368,000 -986
   SILVER OAK SECURITIES Inc 138 - 2023-12-31 22,081 $1,290,000 9,511
   MASSMUTUAL TRUST CO FSB/ADV 227 *New 2024-03-31 19,838 $1,242,000 19,838
   Belpointe Asset Management LLC 184 *New 2023-12-31 21,132 $1,235,000 21,132
   HBW Advisory Services LLC 121 - 2024-03-31 17,989 $1,051,000 0
   MULTIFINANCIAL SECURITIES CORP 751 - 2023-12-31 17,960 $1,050,000 2,577
   Orion Portfolio Solutions LLC 935 *New 2023-12-31 17,216 $1,000,000 17,216
   QUANTITATIVE ADVANTAGE LLC 85 *New 2023-03-31 18,078 $996,000 18,078
   Stratos Wealth Partners LTD. 643 - 2024-03-31 15,675 $982,000 586
   Envestnet Portfolio Solutions Inc. 851 - 2023-12-31 13,938 $815,000 5,496
   Integrated Wealth Concepts LLC 797 - 2023-12-31 13,854 $810,000 460
   Leo Wealth LLC 157 - 2023-12-31 12,722 $783,000 0
   CAPTRUST FINANCIAL ADVISORS 1450 - 2023-12-31 12,853 $751,000 -3,076
   Ascent Group LLC 294 - 2023-12-31 12,306 $725,000 908
   U.S. Capital Wealth Advisors LLC 388 - 2023-12-31 12,310 $719,000 8,161
   OLD MISSION CAPITAL LLC 524 - 2023-12-31 11,752 $687,000 -220,381
   MARINER WEALTH ADVISORS, LLC 1793 *New 2023-12-31 10,671 $624,000 10,671
   BFT FINANCIAL GROUP LLC 161 *New 2023-06-30 10,764 $611,000 10,764
   LOCKERMAN FINANCIAL GROUP INC. 26 - 2024-03-31 9,195 $576,000 -154
   Patten Group Inc. 199 *New 2024-03-31 5,647 $354,000 5,647
   Kingsview Wealth Management LLC 729 *New 2023-12-31 5,725 $335,000 5,725
   PRIVATE TRUST CO NA 490 - 2024-03-31 5,105 $320,000 245
   Berger Financial Group Inc 276 - 2024-03-31 4,791 $300,000 0
   Security Financial Services INC. 145 *New 2024-03-31 4,567 $286,000 4,567
   Shira Ridge Wealth Management 65 - 2024-03-31 4,202 $263,000 154
   GOELZER INVESTMENT MANAGEMENT, INC. 220 - 2023-12-31 4,343 $254,000 0
   PROEQUITIES INC. 591 - 2023-12-31 4,272 $250,000 554
   Northwest Capital Management Inc 110 - 2024-03-31 3,752 $235,000 38
   Etesian Wealth Advisors Inc. 109 *New 2024-03-31 3,737 $234,000 3,737
   Sterling Investment Counsel LLC 157 *New 2024-03-31 3,480 $218,000 3,480
   ESSEX FINANCIAL SERVICES INC 490 *New 2024-03-31 3,487 $218,000 3,487
   Global Retirement Partners LLC 778 - 2024-03-31 3,253 $204,000 465
   RAYMOND JAMES & ASSOCIATES 3553 *New 2024-03-31 3,244 $203,000 3,244
   WOODMONT INVESTMENT COUNSEL LLC 258 *New 2024-03-31 2,883 $181,000 2,883
   ICA Group Wealth Management LLC 354 - 2023-12-31 1,748 $102,000 1,748
   MORGAN STANLEY 5750 - 2023-12-31 1,713 $100,000 -543
   IFP Advisors Inc 1357 - 2023-12-31 1,241 $73,000 -10,962
   ADVISORY SERVICES NETWORK, LLC 2037 *New 2023-12-31 795 $46,000 795
   UBS Group AG 5315 - 2023-12-31 767 $45,000 767
   Capital Investment Advisory Services LLC 701 - 2024-03-31 542 $34,000 0
   SHEETS SMITH & ASSOCIATES INC 412 *New 2023-09-30 533 $29,000 533
   TOWER RESEARCH CAPITAL LLC 3451 *New 2023-12-31 473 $28,000 473
   JONES FINANCIAL COMPANIES LLLP 559 *New 2023-12-31 422 $25,000 422
   WELLS FARGO & CO/MN 4896 - 2023-12-31 409 $24,000 409
   HANSON MCCLAIN, INC. 1663 - 2024-03-31 384 $24,000 198
   PRINCIPAL SECURITIES INC. 1964 - 2023-12-31 291 $17,000 0
   Steward Partners Investment Advisory LLC 2465 - 2023-12-31 294 $17,000 0
   RICHARDSON FINANCIAL SERVICES INC. 285 - 2023-12-31 281 $16,000 0
   Ahrens Investment Partners LLC 696 *New 2023-03-31 136 $7,000 136
   Qube Research & Technologies Ltd 3248 - 2023-12-31 100 $6,000 100
   COMERICA BANK 3251 - 2023-12-31 108 $6,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1281 *New 2023-12-31 69 $4,000 69
   Planning Capital Management Corp 514 *New 2024-03-31 62 $4,000 62
   SALEM INVESTMENT COUNSELORS INC 968 *New 2024-03-31 69 $4,000 69
   Center for Financial Planning Inc. 519 *New 2024-03-31 28 $2,000 28
   Nelson Van Denburg & Campbell Wealth Management Gr 1347 - 2023-12-31 13 $1,000 0
   Lido Advisors LLC 1158 *Closed 2023-12-31 0 $0 -275,342
   TFB Advisors LLC 170 *Closed 2023-12-31 0 $0 -8,642
   GRADIENT INVESTMENTS LLC 1231 *New 2024-03-31 0 $0 0
   Stonebridge Capital Advisors LLC 495 *Closed 2023-12-31 0 $0 -668
  100 Records found
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