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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
   Fortress Wealth Management Inc. 5 - 2024-03-31 222,982 $10,159,000 -2,154
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 19 - 2024-03-31 213,006 $9,705,000 -8,690
   Family Asset Management LLC 3 - 2023-12-31 179,957 $8,208,000 -15,237
   Blue Chip Partners Inc. 41 - 2024-03-31 154,068 $7,019,000 -37,605
   Gallacher Capital Management LLC 3 - 2024-03-31 146,089 $6,656,000 -4,555
   49 WEALTH MANAGEMENT LLC 20 - 2024-03-31 133,461 $6,034,000 -18,948
   TBH Global Asset Management LLC 31 - 2024-03-31 86,433 $3,938,000 -22,900
   JANE STREET GROUP LLC 1906 - 2023-12-31 70,841 $3,231,000 -9,961
   Evolution Wealth Advisors LLC 36 - 2024-03-31 66,141 $3,013,000 -3,045
   JANNEY CAPITAL MANAGEMENT LLC 117 - 2024-03-31 53,802 $2,451,000 -852
   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
   TCG Advisory Services LLC 137 - 2024-03-31 45,475 $2,072,000 -1,891
   Herold Advisors Inc. 66 - 2024-03-31 39,807 $1,814,000 -2,398
   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
   SILVER OAK SECURITIES Inc 178 - 2024-03-31 16,489 $751,000 -6,395
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1979 - 2024-03-31 15,379 $701,000 -1,260
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 352 - 2024-03-31 11,990 $542,000 -910
   LAKE STREET FINANCIAL LLC 221 - 2024-03-31 11,666 $532,000 -65
   Burns Matteson Capital Management LLC 96 - 2023-12-31 10,872 $496,000 -730
   Investment Partners Asset Management Inc. 91 - 2024-03-31 8,346 $380,000 -33
   Cornerstone Advisory LLP 199 - 2024-03-31 5,799 $264,000 -222
   Krasney Financial LLC 254 - 2024-03-31 5,218 $238,000 -183
   Prentice Wealth Management LLC 102 - 2024-03-31 5,170 $236,000 -71
   Goss Wealth Management LLC 1658 - 2023-12-31 4,814 $220,000 -2,307
   COMERICA BANK 2415 - 2023-12-31 2,775 $127,000 -1,816
   Mascoma Wealth Management LLC 174 - 2024-03-31 1,185 $54,000 -3,405
   LGT Financial Advisors LLC 317 - 2024-03-31 580 $26,000 -32
  29 Records found
  1    
  Page 1 of 1
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