Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Income Etf (JPIE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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
   ADVISORY SERVICES NETWORK, LLC 1622 *Closed 2024-03-31 0 $0 -831
   Western Wealth Management LLC 682 *Closed 2024-03-31 0 $0 -16,620
   Resurgent Financial Advisors LLC 226 *Closed 2024-03-31 0 $0 -770
   KISTLERTIFFANY COMPANIES, LLC 891 *Closed 2023-06-30 0 $0 -700
   Sargent Investment Group LLC 212 *Closed 2024-03-31 0 $0 -8,534
   ROYAL BANK OF CANADA 6620 *Closed 2023-12-31 0 $0 -867
   Financial Advocates Investment Management 788 *Closed 2024-03-31 0 $0 -6,618
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3452 *Closed 2023-12-31 0 $0 -13
   Beacon Harbor Wealth Advisors Inc. 79 *Closed 2024-03-31 0 $0 -38,063
   Per Stirling Capital Management LLC. 224 *Closed 2023-12-31 0 $0 -4,715
   Cordant Inc. 138 *Closed 2024-03-31 0 $0 -27
   STIFEL FINANCIAL CORP 3310 *Closed 2023-12-31 0 $0 -4,807
   CGC Financial Services LLC 384 *Closed 2024-03-31 0 $0 -19,019
   G&S Capital LLC 127 *Closed 2024-03-31 0 $0 -4,487
   NewEdge Wealth LLC 845 *Closed 2024-03-31 0 $0 -11,650
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us