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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Mount Yale Investment Advisors LLC 7 *New 2023-12-31 247,577 $11,292,000 247,577
   Kensington Asset Management LLC 15 *New 2024-03-31 188,250 $8,577,000 188,250
   Rainsberger Wealth Advisors Inc. *New 2023-12-31 156,212 $7,125,000 156,212
   Financial Futures Ltd Liability Co. 18 *New 2024-03-31 88,672 $4,040,000 88,672
   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
   BANK OF MONTREAL /CAN/ 1364 *New 2023-12-31 41,562 $1,896,000 41,562
   BECK CAPITAL MANAGEMENT LLC 66 *New 2023-12-31 37,398 $1,706,000 37,398
   Geneos Wealth Management Inc. 366 *New 2024-03-31 19,686 $897,000 19,686
   Fortis Capital Advisors LLC 52 *New 2024-03-31 19,092 $870,000 19,092
   Belpointe Asset Management LLC 304 *New 2024-03-31 19,092 $870,000 19,092
   Atria Wealth Solutions Inc. 962 *New 2023-12-31 17,444 $796,000 17,444
   Walkner Condon Financial Advisors LLC 142 *New 2024-03-31 12,370 $564,000 12,370
   Rockefeller Capital Management L.P. 1313 *New 2023-12-31 12,099 $552,000 12,099
   Strategies Wealth Advisors LLC 71 *New 2024-03-31 7,831 $357,000 7,831
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1889 *New 2024-03-31 6,717 $306,000 6,717
   Pensionmark Financial Group LLC 312 *New 2023-12-31 6,319 $290,000 6,319
   Opes Wealth Management LLC 112 *New 2024-03-31 6,109 $278,000 6,109
   LAFLEUR & GODFREY INC 114 *New 2024-03-31 5,838 $266,000 5,838
   Kathmere Capital Management LLC 253 *New 2024-03-31 5,658 $258,000 5,658
   Newbridge Financial Services Group Inc. 477 *New 2024-03-31 770 $35,000 770
   Glassman Wealth Services 175 *New 2024-03-31 140 $6,000 140
   Emerald Investment Partners LLC 457 *New 2024-03-31 53 $2,000 53
  23 Records found
  1    
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