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Get Institutions for : 
Jpmorgan Income Etf (JPIE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 161    25
Total shares held : 
 16,459,201  
% of shares held : 
 62.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   79  
Amount of shares held : 
 5,069,766  
% of shares held change : 
   19.2%  
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 :
34
 1,424,781
 8.66%
 
Increased Positions :
83
 4,020,108
 24.42%
 
Unchanged Positions :
15
 482,429
 2.93%
 
Decreased Positions :
29
-158,014
-0.96%
 
Closed Positions :
9
-217,109
-1.32%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Heritage Financial Services LLC 3 - 2023-12-31 2,048,486 $93,431,000 3,817
   J P MORGAN CHASE & CO 932 - 2023-12-31 1,647,084 $75,124,000 1,206,626
   Syntegra Private Wealth Group LLC 7 - 2023-12-31 729,800 $33,286,000 3,285
   BANK OF AMERICA CORP /DE/ 1441 - 2023-12-31 713,905 $32,561,000 44,171
   DOrazio & Associates Inc. 8 - 2023-12-31 542,214 $24,730,000 347,647
   Capital Advisors Wealth Management LLC 7 - 2024-03-31 486,810 $22,179,000 69,528
   Diversified LLC 6 - 2023-12-31 385,051 $17,562,000 13,072
   TPG Financial Advisors LLC 1 - 2023-12-31 381,993 $17,342,000 2,734
   JANNEY MONTGOMERY SCOTT LLC 340 - 2023-12-31 374,800 $17,094,000 163,423
   MORGAN STANLEY 2834 - 2023-12-31 371,484 $16,943,000 160,033
   Scott Capital Advisors LLC 7 - 2024-03-31 333,930 $15,114,000 45,518
   Echo Wealth Management LLC 1 - 2024-03-31 316,350 $14,413,000 21,776
   Wagner Wealth Management LLC 7 - 2024-03-31 308,800 $14,069,000 231,185
   Planned Solutions Inc. 4 - 2024-03-31 296,751 $13,520,000 862
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5 - 2023-12-31 283,034 $12,909,000 260,504
   Vestmark Advisory Solutions Inc. 32 - 2023-12-31 264,870 $12,081,000 28,873
   Mount Yale Investment Advisors LLC 7 *New 2023-12-31 247,577 $11,292,000 247,577
   Magnus Financial Group LLC 13 - 2023-12-31 239,134 $10,907,000 11,606
   Fortress Wealth Management Inc. 5 - 2024-03-31 222,982 $10,159,000 -2,154
   FOCUS FINANCIAL NETWORK INC /ADV 55 - 2023-12-31 220,501 $10,115,000 0
   Morris Retirement Advisors LLC 3 - 2023-12-31 220,464 $10,055,000 133,042
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 19 - 2024-03-31 213,006 $9,705,000 -8,690
   Focus Financial Network Inc. 43 - 2024-03-31 205,256 $9,214,000 0
   Private Advisor Group LLC 288 - 2023-12-31 183,847 $8,385,000 111,695
   Nordwand Advisors LLC 6 *New 2023-12-31 183,375 $8,364,000 183,375
   SAVANT CAPITAL MANAGEMENT INC 134 - 2023-12-31 180,135 $8,216,000 156,709
   Family Asset Management LLC 3 - 2023-12-31 179,957 $8,208,000 -15,237
   HALBERT, HARGROVE/RUSSELL LLC 21 - 2024-03-31 162,952 $7,424,000 8,820
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 30 - 2024-03-31 161,814 $7,372,000 14,976
   Visionary Wealth Advisors 48 - 2023-12-31 158,159 $7,214,000 67,019
   Rainsberger Wealth Advisors Inc. *New 2023-12-31 156,212 $7,125,000 156,212
   Blue Chip Partners Inc. 41 - 2024-03-31 154,068 $7,019,000 -37,605
   FMA Wealth Management LLC 6 - 2023-12-31 153,443 $6,999,000 0
   Gallacher Capital Management LLC 3 - 2023-12-31 150,644 $6,871,000 -11,823
   MATHER GROUP, INC. 77 - 2024-03-31 150,137 $6,848,000 0
   Lionsbridge Wealth Management LLC 2 - 2023-12-31 143,481 $6,544,000 69,907
   DAYMARK WEALTH PARTNERS LLC 74 - 2024-03-31 133,639 $6,089,000 20,110
   Bernardo Wealth Planning LLC - 2023-12-31 124,214 $5,665,000 23,274
   Wealthcare Advisory Partners LLC 98 - 2024-03-31 121,273 $5,525,000 2,635
   SEASCAPE CAPITAL MANAGEMENT 8 - 2023-12-31 116,760 $5,325,000 5,003
   Armor Investment Advisors LLC 12 - 2024-03-31 114,278 $5,206,000 19,066
   TBH Global Asset Management LLC 20 - 2023-12-31 109,333 $4,987,000 68,114
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 34 - 2023-12-31 100,760 $4,596,000 44,864
   KICKSTAND VENTURES LLC. 25 - 2023-12-31 100,059 $4,564,000 30,453
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1208 - 2024-03-31 95,106 $4,333,000 33,558
   ENVESTNET ASSET MANAGEMENT INC 1994 - 2023-12-31 94,551 $4,312,000 57,134
   Schneider Downs Wealth Management Advisors LP 22 - 2023-12-31 92,397 $4,214,000 -3,811
   Advisor Group Holdings Inc. 1363 - 2023-12-31 86,917 $3,964,000 36,481
   COMMONWEALTH EQUITY SERVICES LLC. 1255 - 2023-12-31 82,437 $3,760,000 40,509
   AXXCESS WEALTH MANAGEMENT LLC 154 - 2023-12-31 81,244 $3,706,000 55,450
   Tradition Wealth Management LLC 58 - 2023-12-31 79,442 $3,623,000 13,359
   Paladin Advisory Group LLC 9 - 2023-12-31 78,475 $3,579,000 4,058
   Syverson Strege & Co 10 - 2023-12-31 73,650 $3,359,000 2,565
   Certified Advisory Corp 66 - 2023-12-31 72,085 $3,288,000 6,482
   JANE STREET GROUP LLC 1906 - 2023-12-31 70,841 $3,231,000 -9,961
   BB&T CORP 1028 - 2023-12-31 69,319 $3,162,000 61,355
   Red Mountain Financial LLC 5 - 2023-12-31 68,833 $3,139,000 0
   SMITH MOORE & CO. 56 - 2023-12-31 68,370 $3,118,000 5,756
   Bridgewealth Advisory Group LLC 23 - 2024-03-31 67,982 $3,097,000 56,539
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 166 - 2023-12-31 67,214 $3,066,000 16,783
   Evolution Wealth Advisors LLC 36 - 2024-03-31 66,141 $3,013,000 -3,045
   Virtue Capital Management LLC 34 - 2023-12-31 61,354 $2,777,000 20,675
   MN Wealth Advisors LLC 12 - 2023-12-31 56,239 $2,565,000 0
   Marmo Financial Group LLC 14 *New 2024-03-31 55,911 $2,547,000 55,911
   WARREN AVERETT ASSET MANAGEMENT, LLC 124 *New 2023-12-31 55,457 $2,529,000 55,457
   MorganRosel Wealth Management LLC 23 - 2024-03-31 55,331 $2,521,000 34,493
   JANNEY CAPITAL MANAGEMENT LLC 113 *New 2023-12-31 54,654 $2,493,000 54,654
   RAYMOND JAMES & ASSOCIATES 2011 - 2024-03-31 54,565 $2,486,000 3,374
   Econ Financial Services Corp 19 - 2023-12-31 52,792 $2,408,000 8,687
   U.S. Capital Wealth Advisors LLC 197 - 2023-12-31 51,091 $2,330,000 220
   SkyOak Wealt LLC 44 *New 2023-12-31 50,772 $2,316,000 50,772
   Eudaimonia Partners LLC 37 - 2024-03-31 49,484 $2,254,000 -17,620
   EUDAIMONIA ADVISORS LLC 20 - 2024-03-31 48,565 $2,213,000 -4,195
   FIRST HEARTLAND CONSULTANTS INC 89 - 2023-12-31 47,560 $2,169,000 5,848
   TCG Advisory Services LLC 126 - 2023-12-31 47,366 $2,160,000 -3,195
   Herold Advisors Inc. 57 - 2023-12-31 42,205 $1,925,000 3,706
   BANK OF MONTREAL /CAN/ 1364 *New 2023-12-31 41,562 $1,896,000 41,562
   MML INVESTORS SERVICES LLC 1022 - 2023-12-31 41,504 $1,893,000 4,774
   Spire Wealth Management 268 - 2024-03-31 39,251 $1,788,000 9,891
   Beacon Harbor Wealth Advisors Inc. 49 *New 2023-12-31 38,063 $1,736,000 38,063
   First Citizens Financial Corp 26 - 2023-12-31 37,780 $1,723,000 12,530
   BECK CAPITAL MANAGEMENT LLC 66 *New 2023-12-31 37,398 $1,706,000 37,398
   SAGE RHINO CAPITAL LLC 56 - 2024-03-31 35,586 $1,621,000 1,655
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 114 - 2023-12-31 35,423 $1,616,000 -232
   Fiduciary Alliance LLC 78 - 2024-03-31 33,956 $1,535,000 2,098
   MASSMUTUAL TRUST CO FSB/ADV 213 - 2024-03-31 31,618 $1,441,000 1,762
   Advisory Alpha LLC - 2023-12-31 29,946 $1,366,000 3,193
   Altus Wealth Management LLC 13 - 2024-03-31 29,707 $1,353,000 13,621
   Centurion Wealth Management LLC - 2023-12-31 28,222 $1,287,000 2,113
   Cooper Financial Group 92 - 2024-03-31 27,736 $1,264,000 4,955
   Integrated Wealth Concepts LLC 642 - 2023-12-31 26,642 $1,215,000 484
   Integrity Advisory LLC 21 - 2022-12-31 24,702 $1,115,000 11,440
   John W. Brooker & Co. CPAs 39 - 2024-03-31 24,162 $1,101,000 -1,498
   Change Path LLC 245 - 2023-12-31 23,214 $1,059,000 -3,693
   AE Wealth Management LLC 1128 - 2023-12-31 23,078 $1,053,000 8,191
   SILVER OAK SECURITIES Inc 159 - 2023-12-31 22,884 $1,044,000 1,955
   OMNI 360 Wealth Inc. 35 - 2024-03-31 21,570 $983,000 7,333
   OLD MISSION CAPITAL LLC 443 - 2023-12-31 20,545 $937,000 20,545
   Sigma Planning Corp 302 - 2023-12-31 18,711 $853,000 -19,388
   Atria Wealth Solutions Inc. 962 *New 2023-12-31 17,444 $796,000 17,444
  100 Records found
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