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Get Institutions for : 
Jpmorgan Market Expansion Enhanced Equity Etf (JMEE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    8
Total shares held : 
 14,021,008  
% of shares held : 
 15.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 201,249  
% of shares held change : 
   0.22%  
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 :
12
 153,528
 1.09%
 
Increased Positions :
23
 264,831
 1.89%
 
Unchanged Positions :
11
 79,513
 0.57%
 
Decreased Positions :
17
-206,017
-1.47%
 
Closed Positions :
4
-11,093
-0.08%
 
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 277 - 2023-12-31 12,093,499 $649,542,000 -87,462
   LPL FINANCIAL CORP 805 - 2023-12-31 439,419 $23,601,000 90,205
   Wagner Wealth Management LLC 5 - 2024-03-31 293,265 $17,165,000 100,213
   Systelligence LLC 14 - 2024-03-31 210,464 $12,318,000 -1,130
   CWM LLC 304 - 2024-03-31 156,350 $9,151,000 102,276
   RWM Asset Management LLC 34 - 2024-03-31 115,325 $6,750,000 -16,985
   Stewardship Advisors LLC 15 *New 2024-03-31 99,135 $5,802,000 99,135
   Advisor Group Holdings Inc. 1177 - 2023-12-31 97,800 $5,253,000 68,542
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 60,487 $3,540,000 3,105
   Lakeridge Wealth Management LLC - 2024-03-31 59,807 $3,500,000 300
   Triad Wealth Partners LLC 13 - 2024-03-31 52,502 $3,073,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1414 - 2024-03-31 51,528 $3,016,000 2,366
   WJ Wealth Management LLC 24 *New 2024-03-31 47,612 $2,787,000 47,612
   Leo Wealth LLC 72 - 2023-12-31 41,451 $2,338,000 0
   ROYAL BANK OF CANADA 2514 - 2023-12-31 39,700 $2,132,000 33,126
   STIFEL FINANCIAL CORP 1629 - 2023-12-31 39,063 $2,098,000 -1,586
   PCG Wealth Advisors LLC 38 - 2024-03-31 33,147 $1,940,000 7,561
   US BANCORP 852 - 2023-12-31 34,540 $1,855,000 240
   BENJAMIN F. EDWARDS & COMPANY INC. 382 - 2024-03-31 29,416 $1,722,000 7,663
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 807 - 2023-12-31 31,967 $1,717,000 -5,600
   COMMONWEALTH EQUITY SERVICES LLC. 1884 - 2024-03-31 28,111 $1,645,000 11,152
   Redhawk Wealth Advisors Inc. 73 - 2023-12-31 30,417 $1,634,000 12,184
   Ruggaard & Associates LLC 17 - 2023-12-31 30,389 $1,632,000 2,404
   ROCKLAND TRUST CO 113 - 2024-03-31 25,291 $1,480,000 -6,707
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50 - 2024-03-31 24,985 $1,462,000 -32,848
   Equitable Holdings Inc. 498 - 2023-12-31 26,180 $1,406,000 3,177
   Cetera Investment Advisers 953 - 2023-12-31 24,709 $1,327,000 -218
   PROEQUITIES INC. - 2024-03-31 20,737 $1,214,000 19,425
   Private Advisor Group LLC - 2024-03-31 16,018 $938,000 -1,707
   Kestra Advisory Services LLC 1253 *New 2023-12-31 14,459 $777,000 14,459
   UBS Group AG 3648 - 2023-12-31 13,531 $727,000 9,195
   JANE STREET GROUP LLC 3571 - 2023-12-31 13,057 $701,000 -3,725
   Wells Trecaso Financial Group LLC 54 *New 2024-03-31 11,551 $676,000 11,551
   Trademark Financial Management LLC 50 - 2023-12-31 12,310 $661,000 0
   Concurrent Investment Advisors LLC 439 - 2023-12-31 11,592 $623,000 0
   Bond & Devick Financial Network Inc. 57 - 2024-03-31 10,623 $622,000 26
   CREATIVE PLANNING 1567 - 2023-12-31 11,213 $602,000 -7,788
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2156 - 2024-03-31 9,790 $573,000 3,939
   Merit Financial Group LLC 482 *New 2023-12-31 9,791 $526,000 9,791
   FINANCIAL NETWORK 1846 - 2023-12-31 9,650 $518,000 415
   SFG Wealth Management LLC. 50 - 2024-03-31 8,239 $482,000 -51
   ODell Group LLC 56 *New 2023-12-31 6,888 $370,000 6,888
   PRIVATE TRUST CO NA 512 - 2024-03-31 5,093 $298,000 585
   THRIVENT FINANCIAL FOR LUTHERANS 2286 *New 2023-12-31 5,510 $296,000 5,510
   KESTRA PRIVATE WEALTH SERVICES LLC *New 2024-03-31 4,972 $291,000 4,972
   Northwest Capital Management Inc 114 - 2024-03-31 3,925 $230,000 0
   Global Retirement Partners LLC 752 - 2024-03-31 3,790 $222,000 912
   Breakwater Capital Group 246 - 2024-03-31 3,760 $220,000 0
   ENVESTNET ASSET MANAGEMENT INC 3775 *New 2023-12-31 3,921 $211,000 3,921
   MORGAN STANLEY 5526 - 2023-12-31 3,589 $193,000 -649
   BANK OF AMERICA CORP /DE/ 5146 - 2023-12-31 2,698 $145,000 -2,566
   Glass Jacobson Investment Advisors llc 255 - 2024-03-31 2,100 $123,000 0
   Aspire Wealth Management Corp - 2024-03-31 1,999 $117,000 775
   Center for Financial Planning Inc. 202 - 2024-03-31 1,223 $72,000 0
   DIVIDEND GROWTH ADVISORS LLC 210 - 2023-12-31 1,306 $70,000 0
   ADVISORY SERVICES NETWORK, LLC 1851 *New 2023-12-31 1,201 $65,000 1,201
   HAZLETT BURT & WATSON INC. 306 *New 2024-03-31 1,000 $60,000 1,000
   PRINCIPAL SECURITIES INC. 1493 - 2023-12-31 879 $47,000 0
   COMERICA BANK 2733 - 2023-12-31 859 $46,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 676 $40,000 0
   HANSON MCCLAIN, INC. 1598 *New 2024-03-31 453 $27,000 453
   Strategic Investment Solutions Inc. /IL 418 - 2023-12-31 216 $12,000 -13,392
   MEADOWBROOK INVESTMENT ADVISORS LLC 250 - 2024-03-31 141 $8,000 0
   FMR LLC 4255 - 2023-12-31 108 $6,000 65
   CAMBRIDGE TRUST CO 638 *New 2023-12-31 72 $4,000 72
   Capital Analysts Inc. 967 - 2023-12-31 49 $3,000 0
   Sunbelt Securities Inc. 1491 - 2024-03-31 41 $2,000 0
   McIlrath & Eck LLC 832 - 2023-12-31 15 $1,000 0
   WELLS FARGO & CO/MN 5746 - 2023-12-31 1 $0 -1,233
   AdvisorNet Financial Inc 1954 *Closed 2024-03-31 0 $0 -46,478
   Goss Wealth Management LLC 3758 *Closed 2023-12-31 0 $0 -1,331
   FARMERS & MERCHANTS INVESTMENTS INC 1738 - 2024-03-31 1 $0 0
   PrairieView Partners LLC 400 *Closed 2024-03-31 0 $0 -62
  73 Records found
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