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Get Institutions for : 
Jpmorgan Global Bond Opportunities Etf (JPGB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 106    8
Total shares held : 
 5,846,795  
% of shares held : 
 64.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 -147,206  
% of shares held change : 
   -1.64%  
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 :
16
 110,357
 1.89%
 
Increased Positions :
48
 540,727
 9.25%
 
Unchanged Positions :
7
 81,164
 1.39%
 
Decreased Positions :
35
-701,106
-11.99%
 
Closed Positions :
8
-97,184
-1.66%
 
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/ 1799 - 2023-12-31 413,716 $19,771,000 -20,421
   ADAMSBROWN WEALTH CONSULTANTS LLC 6 - 2023-12-31 299,278 $14,303,000 16,649
   Sunflower Bank N.A. 10 - 2024-03-31 263,150 $12,531,000 6,235
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 33 - 2023-12-31 250,149 $11,955,000 -14,454
   COMMONWEALTH EQUITY SERVICES LLC. 652 - 2023-12-31 249,056 $11,902,000 233,037
   THRIVENT FINANCIAL FOR LUTHERANS 572 - 2023-12-31 233,127 $11,141,000 -264,264
   Garrett Investment Advisors LLC 17 - 2024-03-31 229,848 $10,945,000 -14,771
   HIGHTOWER ADVISORS, LLC 673 - 2023-12-31 222,850 $10,649,000 -73,205
   KMG FIDUCIARY PARTNERS LLC 23 - 2024-03-31 217,882 $10,376,000 77,678
   HILLSTRUST 22 - 2023-12-31 208,182 $9,949,000 13,430
   MML INVESTORS SERVICES LLC 393 - 2023-12-31 196,464 $9,389,000 3,465
   Baird Financial Group Inc. 495 - 2023-12-31 178,204 $8,516,000 -2,640
   Certified Advisory Corp 20 - 2023-12-31 155,860 $7,449,000 8,446
   Prime Capital Investment Advisors LLC - 2023-12-31 154,894 $7,402,000 -5,158
   CAPTRUST FINANCIAL ADVISORS 438 - 2023-12-31 154,670 $7,392,000 -11,086
   QUANTITATIVE ADVANTAGE LLC 27 - 2023-03-31 155,144 $7,348,000 907
   Hyperion Partners LLC 6 - 2024-03-31 152,854 $7,279,000 6,628
   ForthRight Wealth Management LLC 9 - 2024-03-31 148,634 $7,078,000 14,495
   LPL FINANCIAL CORP 1481 - 2023-12-31 142,126 $6,792,000 9,179
   WINDSOR CAPITAL MANAGEMENT, LLC 17 - 2024-03-31 142,068 $6,765,000 -128
   Simplicity WealthLLC 136 *New 2024-03-31 134,041 $6,383,000 134,041
   Peterson Wealth Advisors LLC 12 - 2024-03-31 133,724 $6,368,000 4,139
   Sawtooth Asset Management Inc. 113 - 2023-12-31 126,881 $6,064,000 424
   Bleakley Financial Group LLC - 2023-12-31 126,851 $6,062,000 394
   HALBERT, HARGROVE/RUSSELL LLC 26 - 2024-03-31 118,234 $5,630,000 1,031
   Treasure Coast Financial Planning 10 - 2024-03-31 113,864 $5,422,000 4,943
   FSM Wealth Advisors LLC 11 - 2023-09-30 113,036 $5,142,000 22,799
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 27 - 2024-03-31 96,706 $4,605,000 -355
   Ignite Planners LLC 16 - 2024-03-31 90,987 $4,306,000 24,725
   Running Point Capital Advisors LLC 15 - 2023-12-31 89,019 $4,254,000 68,269
   Fiduciary Alliance LLC 47 - 2024-03-31 71,496 $3,384,000 4,044
   LexAurum Advisors LLC 33 - 2024-03-31 64,621 $3,077,000 9,388
   Hobart Private Capital LLC 27 *New 2024-03-31 59,003 $2,810,000 59,003
   EQIS CAPITAL MANAGEMENT, INC. 81 - 2023-12-31 58,120 $2,778,000 -5,955
   Marmo Financial Group LLC 15 *New 2024-03-31 53,094 $2,528,000 53,094
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1520 - 2024-03-31 52,533 $2,502,000 5,259
   WETZEL INVESTMENT ADVISORS INC. 17 - 2024-03-31 51,296 $2,400,000 -124
   RAYMOND JAMES & ASSOCIATES 2144 - 2024-03-31 42,058 $2,003,000 20,831
   COLONY GROUP LLC 335 - 2023-09-30 42,768 $1,946,000 50
   MORGAN STANLEY 4421 - 2023-12-31 39,215 $1,874,000 2,664
   Stratos Wealth Advisors LLC 209 - 2024-03-31 38,747 $1,845,000 8,560
   Integrated Wealth Concepts LLC 536 - 2023-12-31 35,241 $1,684,000 -407
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1433 - 2024-03-31 32,077 $1,528,000 6,687
   Etesian Wealth Advisors Inc. 41 - 2024-03-31 30,438 $1,449,000 -3,358
   PFG Advisors 210 - 2023-12-31 29,850 $1,427,000 1,462
   Strategic Financial Group LLC - 2023-12-31 29,773 $1,423,000 8,900
   Advisor Group Holdings Inc. 2203 - 2023-12-31 28,354 $1,355,000 18
   SYM FINANCIAL CORPORATION 27 - 2023-12-31 28,193 $1,347,000 16,509
   OPPENHEIMER & CO INC 620 - 2023-12-31 27,943 $1,335,000 786
   First Citizens Financial Corp 35 - 2023-12-31 23,697 $1,132,000 8,121
   Good Life Advisors LLC 153 - 2023-12-31 22,485 $1,075,000 -63
   HTLF Bank 92 - 2024-03-31 21,569 $1,027,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2766 *New 2023-12-31 21,392 $1,022,000 21,392
   DUBUQUE BANK & TRUST CO 86 - 2023-09-30 21,569 $981,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 236 - 2024-03-31 18,228 $863,000 -222
   CITADEL ADVISORS LLC 3078 - 2023-12-31 17,771 $849,000 12,193
   Geneos Wealth Management Inc. - 2023-12-31 16,379 $783,000 2,020
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 114 - 2023-12-31 16,218 $775,000 7,183
   Lane & Associates LLC 49 - 2024-03-31 15,340 $731,000 -2,980
   Resources Investment Advisors Inc. 577 - 2023-12-31 15,160 $724,000 -19,255
   Ameritas Advisory Services LLC 354 - 2023-12-31 14,941 $714,000 62
   Dynamic Advisors Solutions LLC 510 - 2024-03-31 14,916 $710,000 459
   SPC FINANCIAL, INC. 126 - 2023-12-31 13,618 $651,000 -1,500
   BRASADA CAPITAL MANAGEMENT LP 106 *New 2023-12-31 13,629 $651,000 13,629
   SAXON INTERESTS INC. 87 - 2024-03-31 12,861 $612,000 -16,764
   Sigma Planning Corp 432 - 2023-12-31 11,138 $532,000 -9,462
   MARINER WEALTH ADVISORS, LLC 1910 *New 2023-12-31 10,850 $519,000 10,850
   Private Advisor Group LLC 1483 - 2023-12-31 10,364 $495,000 329
   FIXED INCOME SECURITIES INC 906 - 2023-12-31 9,900 $473,000 14
   JANE STREET GROUP LLC 4044 - 2023-12-31 9,332 $446,000 -97,680
   FINANCIAL NETWORK 2003 - 2023-12-31 8,929 $427,000 1,445
   Narus Financial Partners LLC 88 - 2024-03-31 8,528 $406,000 1,098
   OLD MISSION CAPITAL LLC 695 - 2023-12-31 7,692 $368,000 7,692
   Advisory Alpha LLC *New 2023-12-31 6,570 $314,000 6,570
   Falcon Wealth Planning 110 - 2024-03-31 6,300 $300,000 1,989
   Beaumont Financial Advisors LLC 265 - 2023-12-31 6,180 $295,000 0
   Visionary Wealth Advisors 406 - 2023-12-31 5,693 $272,000 8
   MOTCO 179 - 2023-12-31 5,504 $263,000 -973
   DRIVE WEALTH MANAGEMENT LLC 225 - 2024-03-31 5,489 $261,000 -1,361
   Atlas Private Wealth Advisors 137 - 2023-12-31 5,358 $256,000 -1,728
   Atria Wealth Solutions Inc. 1597 - 2023-12-31 5,341 $255,000 5,341
   Vertex Planning Partners LLC 144 - 2023-12-31 4,943 $236,000 -142,996
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 583 - 2023-12-31 4,680 $224,000 2,944
   Wescott Financial Advisory Group LLC 155 - 2023-12-31 4,613 $220,000 46
   Prosperity Wealth Management Inc. 117 *New 2023-12-31 4,611 $220,000 4,611
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2114 - 2024-03-31 4,536 $216,000 -2,090
   Virtue Capital Management LLC 311 *New 2023-12-31 4,115 $215,000 4,115
   NATIONAL BANK OF CANADA /FI/ 1270 - 2023-12-31 4,515 $215,000 -2,850
   Perigon Wealth Management LLC 776 *New 2023-12-31 4,265 $204,000 4,265
   SAGE FINANCIAL GROUP INC 101 *New 2023-12-31 4,208 $201,000 4,208
   BANQUE PICTET & CIE SA 318 *New 2023-12-31 4,200 $201,000 4,200
   Global Retirement Partners LLC 923 - 2024-03-31 2,975 $142,000 -795
   Sunbelt Securities Inc. 691 - 2024-03-31 2,203 $105,000 4
   ROYAL BANK OF CANADA 4989 - 2023-12-31 1,919 $92,000 -305
   WFA of San Diego LLC 121 - 2023-09-30 2,006 $91,000 -72
   Larson Financial Group LLC 576 - 2023-12-31 1,383 $66,000 0
   Park Place Capital Corp 369 - 2024-03-31 1,251 $60,000 -142
   Capital Analysts Inc. 716 - 2023-12-31 707 $34,000 -301
   WELLS FARGO & CO/MN 4811 - 2023-12-31 620 $30,000 -653
   J P MORGAN CHASE & CO 4862 - 2023-12-31 616 $29,000 447
  100 Records found
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