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Get Institutions for : 
Jpmorgan Disciplined High Yield Etf (JPHY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    8
Total shares held : 
 9,349,961  
% of shares held : 
 19.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 538,321  
% of shares held change : 
   1.15%  
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 :
14
 151,491
 1.62%
 
Increased Positions :
40
 1,205,180
 12.89%
 
Unchanged Positions :
16
 163,631
 1.75%
 
Decreased Positions :
28
-486,744
-5.21%
 
Closed Positions :
6
-331,606
-3.55%
 
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
   J P MORGAN CHASE & CO 655 - 2023-12-31 3,281,134 $150,653,000 169,523
   LPL FINANCIAL CORP 566 - 2023-12-31 886,979 $40,726,000 -73,693
   DANIELS&TANSEY,LLP 3 - 2023-09-30 82,949 $35,459,000 63,269
   BANK OF AMERICA CORP /DE/ 1678 - 2023-12-31 510,987 $23,462,000 266,079
   GREAT VALLEY ADVISOR GROUP INC. 33 - 2023-12-31 435,203 $19,982,000 14,034
   MORGAN STANLEY 2688 - 2023-12-31 430,299 $19,757,000 152,926
   ENVESTNET ASSET MANAGEMENT INC 1260 - 2023-12-31 295,174 $13,553,000 36,193
   BLACKROCK INC. 3132 - 2023-12-31 294,704 $13,531,000 150,408
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 247 - 2023-12-31 261,543 $12,009,000 88,152
   HIGHTOWER ADVISORS, LLC 625 - 2023-12-31 260,736 $11,973,000 -88,177
   Dynamic Advisors Solutions LLC 59 - 2024-03-31 251,185 $11,602,000 18,291
   JANNEY MONTGOMERY SCOTT LLC 481 - 2023-12-31 236,151 $10,843,000 91,460
   Vestmark Advisory Solutions Inc. 42 - 2023-12-31 212,866 $9,774,000 65,426
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 508 - 2024-03-31 184,514 $8,523,000 14,322
   DAYMARK WEALTH PARTNERS LLC 59 - 2024-03-31 160,673 $7,421,000 28,842
   Advisor Group Holdings Inc. 1001 - 2023-12-31 149,770 $6,873,000 -23,262
   WINDSOR CAPITAL MANAGEMENT, LLC 18 - 2024-03-31 130,314 $6,019,000 -751
   GOLDMAN SACHS GROUP INC/ 2645 *New 2023-12-31 95,200 $4,371,000 95,200
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1225 - 2024-03-31 91,014 $4,204,000 6,459
   JANE STREET GROUP LLC 1700 - 2023-12-31 86,113 $3,954,000 -73,046
   Founders Financial Alliance LLC 11 - 2023-12-31 84,946 $3,900,000 1,564
   Pinnacle Wealth Planning Services Inc. 24 - 2023-12-31 78,690 $3,613,000 -1,844
   Royal Fund Management LLC 81 - 2024-03-31 76,592 $3,537,000 5,354
   MISSION WEALTH MANAGEMENT LLC 101 - 2023-12-31 69,293 $3,182,000 5,000
   MERCER GLOBAL ADVISORS INC /ADV 667 - 2023-12-31 53,964 $2,478,000 -3,501
   Simmons Bank 122 - 2023-12-31 47,767 $2,193,000 -8,311
   Investment Partners Asset Management Inc. 9 - 2024-03-31 46,652 $2,155,000 -1,867
   Wright Fund Managment LLC - 2023-12-31 45,400 $2,085,000 -34,600
   NEUBERGER BERMAN GROUP LLC 1100 - 2023-12-31 43,226 $1,985,000 0
   MN Wealth Advisors LLC 16 - 2023-12-31 41,362 $1,899,000 0
   Apeiron RIA LLC 40 - 2024-03-31 40,500 $1,871,000 26,980
   PARK AVENUE SECURITIES LLC 454 - 2024-03-31 37,232 $1,720,000 5,337
   PFG Advisors 186 - 2023-12-31 36,698 $1,685,000 3,349
   MML INVESTORS SERVICES LLC 1114 - 2023-12-31 34,770 $1,596,000 5,239
   RDL FINANCIAL INC 57 - 2024-03-31 31,318 $1,397,000 0
   Vawter Financial Ltd. 21 - 2023-12-31 29,655 $1,362,000 13,714
   ALBION FINANCIAL GROUP /UT 92 - 2024-03-31 29,322 $1,354,000 1,785
   MASSMUTUAL TRUST CO FSB/ADV 229 - 2024-03-31 26,285 $1,214,000 1,194
   FINANCIAL NETWORK 1285 - 2023-12-31 24,792 $1,138,000 3,818
   RAYMOND JAMES & ASSOCIATES 2632 - 2024-03-31 19,739 $912,000 5,671
   Change Path LLC 268 - 2023-12-31 19,518 $896,000 470
   CREATIVE PLANNING 1296 *New 2023-12-31 19,108 $877,000 19,108
   Lido Advisors LLC 634 - 2023-12-31 16,415 $758,000 -4,714
   Graves-Light Private Wealth Management Inc. 97 - 2023-12-31 13,366 $614,000 -4,869
   Integrated Wealth Concepts LLC 924 - 2023-12-31 12,757 $586,000 2,523
   Independent Wealth Network Inc. 23 - 2024-03-31 12,157 $562,000 89
   Cetera Investment Advisers 1432 - 2023-12-31 12,101 $556,000 179
   GeoWealth Management LLC 321 - 2023-12-31 11,467 $528,000 2,411
   NICOLET ADVISORY SERVICES LLC 159 - 2023-12-31 11,334 $516,000 -110,375
   WCG Wealth Advisors LLC 248 *New 2023-12-31 10,849 $498,000 10,849
   LOCKERMAN FINANCIAL GROUP INC. 29 - 2024-03-31 10,416 $481,000 -5
   KCS Wealth Advisory 94 - 2023-09-30 10,579 $464,000 -6,296
   Lane & Associates LLC 66 - 2024-03-31 9,392 $434,000 -2,107
   Ascent Group LLC 373 - 2023-12-31 9,011 $413,000 1,551
   JNB Advisors LLC 293 - 2023-12-31 8,752 $402,000 -2,283
   Wayfinding Financial LLC 71 - 2023-12-31 8,030 $370,000 2,651
   Envestnet Portfolio Solutions Inc. 1201 *New 2023-12-31 7,813 $359,000 7,813
   ROYAL BANK OF CANADA 4037 - 2023-12-31 7,055 $324,000 -1,220
   Acorn Wealth Advisors LLC 131 - 2024-03-31 6,908 $319,000 64
   CAPE COD FIVE CENTS SAVINGS BANK 159 - 2023-12-31 6,274 $288,000 -7,140
   Patriot Financial Group Insurance Agency LLC 358 - 2023-12-31 5,865 $269,000 -360
   Capital Analysts Inc. 393 - 2023-12-31 5,470 $251,000 179
   MULTIFINANCIAL SECURITIES CORP 1538 - 2023-12-31 5,249 $241,000 478
   Security Financial Services INC. 165 - 2024-03-31 5,098 $235,000 317
   BB&T CORP 2394 *New 2023-12-31 5,003 $230,000 5,003
   COMMONWEALTH EQUITY SERVICES LLC. 3384 - 2023-12-31 4,614 $212,000 -646
   Garrett Investment Advisors LLC 245 *New 2024-03-31 4,440 $205,000 4,440
   Farther Finance Advisors LLC 547 - 2023-12-31 4,454 $205,000 1,646
   RAYMOND JAMES TRUST CO 1180 - 2024-03-31 4,416 $204,000 -7,921
   Visionary Wealth Advisors 457 - 2023-12-31 4,367 $201,000 -6,050
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 236 *New 2023-12-31 4,360 $200,000 4,360
   Rosenberg Matthew Hamilton 208 - 2024-03-31 3,844 $176,000 0
   PRIVATE TRUST CO NA 742 - 2024-03-31 3,174 $147,000 0
   PROEQUITIES INC. 783 - 2023-12-31 2,994 $138,000 265
   RICHARDSON FINANCIAL SERVICES INC. 158 - 2023-12-31 2,744 $126,000 0
   IFP Advisors Inc 1268 *New 2023-12-31 1,951 $90,000 1,951
   Global Retirement Partners LLC 1167 - 2024-03-31 1,717 $79,000 111
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 1,675 $77,000 0
   ICA Group Wealth Management LLC 579 *New 2023-12-31 817 $38,000 817
   Newbridge Financial Services Group Inc. 474 *New 2024-03-31 760 $35,000 760
   WHITTIER TRUST CO OF NEVADA INC 746 *New 2023-12-31 673 $31,000 673
   ADVISORY SERVICES NETWORK, LLC 2248 *New 2023-12-31 671 $31,000 671
   Steward Partners Investment Advisory LLC 2263 - 2023-12-31 559 $26,000 0
   PRINCIPAL SECURITIES INC. 1818 - 2023-12-31 508 $23,000 0
   CWM LLC 2841 - 2024-03-31 465 $21,000 -43
   Geneos Wealth Management Inc. *New 2023-12-31 400 $18,000 400
   COMERICA BANK 2987 - 2023-12-31 339 $16,000 220
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2437 - 2023-12-31 358 $16,000 105
   LGT Financial Advisors LLC 418 - 2023-12-31 300 $14,000 -312
   FMR LLC 4063 - 2023-12-31 231 $11,000 191
   HARBOUR INVESTMENTS INC. 2131 - 2023-12-31 225 $10,000 4
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 549 - 2024-03-31 193 $9,000 -1
   Family Asset Management LLC 161 - 2023-12-31 177 $8,000 18
   McIlrath & Eck LLC 631 - 2023-12-31 140 $6,000 0
   Mascoma Wealth Management LLC - 2023-12-31 104 $5,000 0
   JJJ Advisors Inc. 788 - 2024-03-31 82 $4,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1266 - 2023-12-31 71 $3,000 0
   Larson Financial Group LLC 1334 - 2023-12-31 35 $2,000 0
   Sound Income Strategies LLC 1064 *New 2024-03-31 41 $2,000 41
   Riggs Asset Managment Co. Inc. 337 - 2023-12-31 46 $2,000 0
  100 Records found
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