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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
   Wright Fund Managment LLC 50 - 2024-03-31 45,400 $2,097,000 0
   NEUBERGER BERMAN GROUP LLC 1100 - 2023-12-31 43,226 $1,985,000 0
   RDL FINANCIAL INC 57 - 2024-03-31 31,318 $1,397,000 0
   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
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 1,675 $77,000 0
   Steward Partners Investment Advisory LLC 2263 - 2023-12-31 559 $26,000 0
   PRINCIPAL SECURITIES INC. 1915 - 2024-03-31 508 $23,000 0
   McIlrath & Eck LLC 691 - 2024-03-31 140 $6,000 0
   Mascoma Wealth Management LLC 373 - 2024-03-31 104 $5,000 0
   JJJ Advisors Inc. 788 - 2024-03-31 82 $4,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 2168 - 2024-03-31 71 $3,000 0

  12 Records found
  1    
  Page 1 of 1
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