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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
   BANK OF AMERICA CORP /DE/ 2041 - 2023-12-31 277,151 $14,492,000 -3,781
   CI Private Wealth LLC 505 - 2024-03-31 202,786 $10,838,000 -5,029
   HPM Partners LLC - 2023-12-31 180,678 $9,448,000 -2,959
   LINSCOMB & WILLIAMS INC 46 - 2023-12-31 169,129 $8,844,000 -11,050
   MORGAN STANLEY 3468 - 2023-12-31 157,691 $8,246,000 -15,783
   Amplius Wealth Advisors LLC 31 - 2024-03-31 104,884 $5,606,000 -60,982
   FTB Advisors Inc. 155 - 2024-03-31 71,453 $3,819,000 -923
   TOWNSQUARE CAPITAL LLC 309 - 2023-12-31 65,164 $3,407,000 -11,980
   Schiavi & Co LLC 8 - 2024-03-31 44,618 $2,385,000 -447
   RAYMOND JAMES & ASSOCIATES 2055 - 2024-03-31 43,401 $2,320,000 -14,848
   Sontag Advisory LLC 221 - 2024-03-31 32,847 $1,756,000 -15,085
   Empirical Asset Management LLC 30 - 2024-03-31 28,685 $1,533,000 -1,229
   GRT CAPITAL PARTNERS LLC 23 - 2023-12-31 28,075 $1,468,000 -8,915
   OLD MISSION CAPITAL LLC 348 - 2023-12-31 26,664 $1,394,000 -32,140
   JANE STREET GROUP LLC 2909 - 2023-12-31 24,779 $1,296,000 -187,797
   HANSON MCCLAIN, INC. 377 - 2024-03-31 22,731 $1,215,000 -1,752
   Private Advisor Group LLC 1103 - 2024-03-31 21,412 $1,144,000 -2,071
   PRECEDENT WEALTH PARTNERS LLC 64 - 2024-03-31 17,630 $942,000 -917
   Accel Wealth Management 76 - 2024-03-31 15,255 $815,000 -1,322
   Slow Capital Inc. 105 - 2024-03-31 14,098 $753,000 -7,051
   Sharkey Howes & Javer 80 - 2024-03-31 12,627 $675,000 -5,546
   Trilogy Capital Inc. 175 - 2024-03-31 11,842 $633,000 -6,077
   KCS Wealth Advisory 86 - 2023-09-30 12,340 $622,000 -11,517
   Change Path LLC 339 - 2023-12-31 10,876 $569,000 -1,135
   CAPTRUST FINANCIAL ADVISORS 1900 - 2023-12-31 7,687 $402,000 -3,139
   Lodestone Wealth Management LLC 108 - 2024-03-31 7,184 $384,000 -916
   Dynamic Advisors Solutions LLC 753 - 2024-03-31 5,719 $306,000 -588
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1243 - 2023-12-31 5,351 $280,000 -1,961
   ADVISORY SERVICES NETWORK, LLC 1178 - 2024-03-31 5,207 $278,000 -2,116
   AE Wealth Management LLC 1769 - 2023-12-31 4,938 $259,000 -4,668
   Teamwork Financial Advisors LLC 163 - 2024-03-31 4,551 $243,000 -620
   ADVISORS CAPITAL MANAGEMENT LLC 438 - 2024-03-31 4,536 $242,000 -842
   Walkner Condon Financial Advisors LLC 258 - 2024-03-31 3,928 $210,000 -1,843
   RVW Wealth LLC 142 - 2024-03-31 3,788 $202,000 -63
   SYM FINANCIAL CORPORATION 102 - 2024-03-31 2,878 $154,000 -77
   GPS Wealth Strategies Group LLC 367 - 2024-03-31 1,966 $105,000 -137
   Rain Capital Management LLC 58 - 2024-03-31 1,578 $84,000 -664
   Goss Wealth Management LLC 2165 - 2023-12-31 1,131 $59,000 -6
   Wagner Wealth Management LLC 183 - 2024-03-31 459 $25,000 -1,272
   Farther Finance Advisors LLC 1535 - 2023-12-31 239 $12,000 -527
   Family Asset Management LLC 162 - 2023-12-31 136 $7,000 -2
   Sound Income Strategies LLC 904 - 2024-03-31 96 $5,000 -205
  42 Records found
  1    
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