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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
   ADAMSBROWN WEALTH CONSULTANTS LLC 8 - 2024-03-31 311,691 $14,843,000 12,413
   COMMONWEALTH EQUITY SERVICES LLC. 667 - 2024-03-31 271,795 $12,943,000 22,739
   Sunflower Bank N.A. 10 - 2024-03-31 263,150 $12,531,000 6,235
   HIGHTOWER ADVISORS, LLC 667 - 2024-03-31 224,906 $10,711,000 2,056
   KMG FIDUCIARY PARTNERS LLC 23 - 2024-03-31 217,882 $10,376,000 77,678
   HILLSTRUST 25 - 2024-03-31 209,269 $9,965,000 1,087
   MML INVESTORS SERVICES LLC 393 - 2023-12-31 196,464 $9,389,000 3,465
   Certified Advisory Corp 25 - 2024-03-31 159,364 $7,589,000 3,504
   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
   LPL FINANCIAL CORP 1536 - 2024-03-31 150,016 $7,144,000 7,890
   ForthRight Wealth Management LLC 9 - 2024-03-31 148,634 $7,078,000 14,495
   Bleakley Financial Group LLC 105 - 2024-03-31 134,041 $6,383,000 7,190
   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
   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
   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
   Koshinski Asset Management Inc. 59 - 2024-03-31 75,121 $3,577,000 75,121
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1520 - 2024-03-31 52,533 $2,502,000 5,259
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1757 - 2024-03-31 42,412 $2,020,000 21,020
   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
   SYM FINANCIAL CORPORATION 25 - 2024-03-31 33,081 $1,575,000 4,888
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1433 - 2024-03-31 32,077 $1,528,000 6,687
   Strategic Financial Group LLC - 2023-12-31 29,773 $1,423,000 8,900
   Sigma Planning Corp 418 - 2024-03-31 27,403 $1,305,000 16,265
   First Citizens Financial Corp 35 - 2023-12-31 23,697 $1,132,000 8,121
   Good Life Advisors LLC 156 - 2024-03-31 23,612 $1,124,000 1,127
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 113 - 2024-03-31 19,091 $909,000 2,873
   Geneos Wealth Management Inc. 376 - 2024-03-31 18,036 $859,000 1,657
   CITADEL ADVISORS LLC 3078 - 2023-12-31 17,771 $849,000 12,193
   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
   Private Advisor Group LLC 1438 - 2024-03-31 11,796 $562,000 1,432
   FIXED INCOME SECURITIES INC 906 - 2023-12-31 9,900 $473,000 14
   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
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 523 - 2024-03-31 7,410 $353,000 2,730
   Advisory Alpha LLC 270 - 2024-03-31 7,381 $351,000 811
   Falcon Wealth Planning 110 - 2024-03-31 6,300 $300,000 1,989
   Visionary Wealth Advisors 406 - 2023-12-31 5,693 $272,000 8
   MOTCO 203 - 2024-03-31 5,623 $268,000 119
   Atria Wealth Solutions Inc. 1597 - 2023-12-31 5,341 $255,000 5,341
   Wescott Financial Advisory Group LLC 155 - 2023-12-31 4,613 $220,000 46
   Sunbelt Securities Inc. 691 - 2024-03-31 2,203 $105,000 4
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 881 - 2023-12-31 210 $10,000 210
   BARTLETT & CO. LLC 1208 - 2023-12-31 7 $0 2
  55 Records found
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