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Get Institutions for : 
Jpmorgan Equity Focus Etf (JPEF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    9
Total shares held : 
 2,280,176  
% of shares held : 
 25.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 1,122,960  
% of shares held change : 
   12.48%  
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 :
10
 1,091,049
 47.85%
 
Increased Positions :
4
 94,082
 4.13%
 
Unchanged Positions :
3
 4,335
 0.19%
 
Decreased Positions :
9
-62,059
-2.72%
 
Closed Positions :
1
-112
-0%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 397 *New 2024-03-31 475,290 $28,408,000 475,290
   THRIVENT FINANCIAL FOR LUTHERANS 387 *New 2023-12-31 460,834 $24,295,000 460,834
   J P MORGAN CHASE & CO 1545 - 2023-12-31 414,302 $21,842,000 -3,837
   Beaumont Financial Advisors LLC 13 *New 2023-12-31 398,248 $20,996,000 398,248
   LPL FINANCIAL CORP 1015 - 2023-12-31 281,869 $14,860,000 89,093
   American Planning Services Inc. 7 - 2023-12-31 194,789 $10,269,000 -7,591
   JANE STREET GROUP LLC 1330 *New 2023-12-31 113,684 $5,993,000 113,684
   RAYMOND JAMES & ASSOCIATES 1603 *New 2024-03-31 80,391 $4,805,000 80,391
   Fifth Third Securities Inc. 57 - 2024-03-31 79,748 $4,767,000 2,684
   Advisor Group Holdings Inc. 1253 - 2023-12-31 86,786 $4,575,000 -6,763
   SFG Wealth Management LLC. 10 - 2024-03-31 62,662 $3,745,000 -5,621
   COZAD ASSET MANAGEMENT INC 80 - 2023-12-31 56,870 $2,998,000 4,910
   JANNEY MONTGOMERY SCOTT LLC 1000 *New 2024-03-31 46,663 $2,789,000 46,663
   COMMONWEALTH EQUITY SERVICES LLC. 1667 - 2024-03-31 38,595 $2,307,000 -2,812
   LEVEL FOUR ADVISORY SERVICES LLC 205 *New 2023-12-31 36,124 $1,904,000 36,124
   Good Life Advisors LLC *New 2024-03-31 19,385 $1,159,000 19,385
   CITADEL ADVISORS LLC 3314 - 2023-12-31 12,637 $666,000 -2,464
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3429 - 2023-12-31 12,074 $637,000 -2,942
   Synergy Financial Management LLC 98 *New 2024-03-31 5,603 $335,000 5,603
   Private Advisor Group LLC - 2024-03-31 5,582 $334,000 178
   LINCOLN NATIONAL CORP *New 2024-03-31 5,300 $317,000 5,300
   Equitable Holdings Inc. 941 *New 2023-12-31 5,553 $293,000 5,553
   ENVESTNET ASSET MANAGEMENT INC 3642 - 2023-12-31 5,194 $274,000 -23,099
   DENVER WEALTH MANAGEMENT INC. 71 *New 2024-03-31 4,418 $264,000 4,418
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2801 *New 2024-03-31 4,339 $259,000 4,339
   RAYMOND JAMES TRUST CO 1063 *New 2024-03-31 4,287 $256,000 4,287
   THOROUGHBRED FINANCIAL SERVICES LLC 533 - 2023-12-31 4,267 $224,000 0
   ST GERMAIN D J CO INC 275 - 2024-03-31 2,836 $170,000 0
   ICA Group Wealth Management LLC 327 *New 2023-12-31 2,360 $125,000 2,360
   Capital Advisors Ltd. LLC 422 *New 2024-03-31 938 $56,000 938
   TOWER RESEARCH CAPITAL LLC 3166 - 2023-12-31 890 $47,000 -10,539
   US BANCORP 2718 - 2023-12-31 793 $42,000 3
   Planning Capital Management Corp 447 *New 2024-03-31 118 $7,000 118
   FMR LLC 4235 - 2023-12-31 117 $6,000 76
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2863 *New 2023-12-31 83 $4,000 83
   Global Retirement Partners LLC 2651 - 2024-03-31 36 $2,000 0
   UBS Group AG 6611 - 2023-12-31 32 $2,000 0
   IFP Advisors Inc 2882 *Closed 2023-12-31 0 $0 -112
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  39 Records found
  1    
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