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Get Institutions for : 
Jpmorgan Diversified Return Emerging Mkts Equ ETFA (JPEM)  
$56.14 0.07 (0.12%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 108    5
Total shares held : 
3,869,478  
% of shares held : 
84.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
-668,753  
% of shares held change : 
  -14.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$50.12  
Last Quarter's Ending Price : 
$52.29  
Last Quarter's Average Price
$50.17  
Change from last quarter's     
avg. price to the last closing  : 
5.97 (11.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 32,484
 0.84%
 
Increased Positions :
37
 301,238
 7.78%
 
Unchanged Positions :
17
 120,054
 3.1%
 
Decreased Positions :
47
-800,712
-20.69%
 
Closed Positions :
12
-201,763
-5.21%
 
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
   Jacobi Capital Management LLC 157 *New 2024-03-31 25,402 $1,358,000 25,402
   MARINER WEALTH ADVISORS, LLC 2111 *New 2023-12-31 7,583 $397,000 7,583
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1802 *New 2024-03-31 6,543 $350,000 6,543
   RFG Advisory Group LLC 602 *New 2024-03-31 5,847 $312,000 5,847
   Global Assets Advisory LLC 406 *New 2024-03-31 15,263 $285,000 15,263
   NWAM LLC 478 *New 2024-03-31 4,436 $246,000 4,436
   WHITTIER TRUST CO OF NEVADA INC 636 *New 2024-03-31 1,214 $65,000 1,214
   SRS Capital Advisors Inc. 561 *New 2023-12-31 609 $32,000 609
   ICA Group Wealth Management LLC 772 *New 2023-12-31 321 $17,000 321
   JONES FINANCIAL COMPANIES LLLP 657 *New 2023-12-31 225 $12,000 225
   FMR LLC 4326 *New 2023-12-31 81 $4,000 81

  11 Records found
  1    
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