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Get Institutions for : 
Jpmorgan Diversified Return International Equity Etf (JPIN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    6
Total shares held : 
 4,535,304  
% of shares held : 
 27.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -124,759  
% of shares held change : 
   -0.75%  
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 :
9
 32,470
 0.72%
 
Increased Positions :
26
 199,981
 4.41%
 
Unchanged Positions :
16
 165,775
 3.66%
 
Decreased Positions :
46
-348,263
-7.68%
 
Closed Positions :
3
-8,947
-0.2%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 207 - 2024-03-31 663,836 $37,394,000 -76,175
   UBS Group AG 818 - 2023-12-31 665,216 $36,135,000 2,351
   BANK OF AMERICA CORP /DE/ 1750 - 2023-12-31 392,155 $21,302,000 -25,140
   MORGAN STANLEY 2822 - 2023-12-31 315,758 $17,152,000 496
   HPM Partners LLC - 2023-12-31 302,560 $16,435,000 -1,461
   ARGI INVESTMENT SERVICES, LLC 36 - 2022-12-31 329,078 $16,217,000 -20,359
   CAPTRUST FINANCIAL ADVISORS 423 - 2023-12-31 140,836 $7,650,000 -5,785
   LPL FINANCIAL CORP 1479 - 2023-12-31 125,186 $6,800,000 -2,107
   CITADEL ADVISORS LLC 1410 - 2023-12-31 122,335 $6,645,000 77,110
   QUANTITATIVE ADVANTAGE LLC 32 - 2023-03-31 125,018 $6,540,000 8,208
   STERNECK CAPITAL MANAGEMENT, LLC 5 - 2023-12-31 116,384 $6,322,000 3,336
   WADE G W & INC 103 - 2023-12-31 101,855 $5,533,000 -6,251
   FLOW TRADERS U.S. LLC 83 - 2023-12-31 95,867 $5,207,000 34,240
   Mango Investments LLC 8 - 2023-12-31 93,330 $5,070,000 0
   ROYAL BANK OF CANADA 1866 - 2023-12-31 93,145 $5,059,000 -27,390
   J P MORGAN CHASE & CO 2452 - 2023-12-31 89,652 $4,870,000 -33,850
   LexAurum Advisors LLC 22 - 2024-03-31 81,878 $4,612,000 6,573
   Day & Ennis LLC 16 - 2023-12-31 80,293 $4,362,000 865
   Advisor Group Holdings Inc. 1318 - 2023-12-31 76,990 $4,182,000 954
   JANE STREET GROUP LLC 1881 - 2023-12-31 60,598 $3,292,000 36,674
   HANSON MCCLAIN, INC. - 2023-12-31 51,679 $2,807,000 3,476
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1378 - 2023-12-31 51,298 $2,787,000 -1,105
   OLD MISSION CAPITAL LLC 224 - 2023-12-31 45,762 $2,486,000 -18,522
   Change Path LLC 131 - 2023-12-31 42,952 $2,333,000 -17,916
   COMMONWEALTH EQUITY SERVICES LLC. 1590 - 2023-12-31 41,090 $2,232,000 -2,222
   RAYMOND JAMES & ASSOCIATES 2048 - 2023-12-31 39,000 $2,118,000 -2,359
   WELLS FARGO & CO/MN 2625 - 2023-12-31 30,365 $1,649,000 731
   ENVESTNET ASSET MANAGEMENT INC 2664 - 2023-12-31 26,180 $1,422,000 943
   VALICENTI ADVISORY SERVICES INC 49 - 2023-12-31 24,916 $1,353,000 494
   Empire Financial Management Company LLC 59 - 2023-12-31 24,261 $1,318,000 -3,973
   AlphaCore Capital LLC 88 - 2023-12-31 22,657 $1,231,000 0
   Steward Partners Investment Advisory LLC 676 - 2023-12-31 21,063 $1,144,000 831
   Stonehearth Capital Management LLC 27 - 2024-03-31 18,853 $1,062,000 -19
   Apella Capital LLC 138 - 2024-03-31 18,712 $1,051,000 -189
   RVW Wealth LLC 67 - 2024-03-31 17,528 $987,000 -220
   Krasney Financial LLC 155 - 2024-03-31 16,323 $919,000 -339
   Kestra Advisory Services LLC 1174 - 2023-12-31 16,549 $899,000 -1,724
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 137 - 2023-12-31 15,923 $865,000 0
   AMERIPRISE FINANCIAL INC 3173 - 2023-12-31 15,801 $858,000 -750
   Spire Wealth Management 396 - 2023-12-31 15,828 $840,000 -2,604
   RHS Financial LLC 56 - 2024-03-31 13,516 $761,000 1,479
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3382 - 2023-12-31 12,106 $658,000 -5,220
   DAYMARK WEALTH PARTNERS LLC 249 - 2024-03-31 10,891 $613,000 -2,047
   Vawter Financial Ltd. 36 - 2023-12-31 11,191 $608,000 -500
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 105 - 2023-12-31 11,176 $607,000 -604
   Trilogy Capital Inc. 178 - 2024-03-31 10,671 $601,000 -26,888
   HHM Wealth Advisors LLC 69 - 2023-12-31 10,673 $580,000 -5,477
   SYNOVUS FINANCIAL CORP 586 - 2023-12-31 10,390 $565,000 110
   FINANCIAL NETWORK 1889 - 2023-12-31 9,036 $491,000 -1,018
   Kathmere Capital Management LLC 171 - 2024-03-31 8,577 $483,000 115
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 130 - 2023-12-31 8,696 $472,000 -61
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2265 - 2023-12-31 8,082 $439,000 -1,087
   Mendel Money Management 92 - 2023-12-31 7,902 $429,000 -118
   BELLEVUE ASSET MANAGEMENT LLC 41 - 2023-12-31 7,864 $427,000 -41,801
   Worth Financial Advisory Group LLC 85 - 2023-12-31 7,195 $391,000 342
   Schiavi & Co LLC 19 *New 2023-12-31 7,076 $384,000 7,076
   3Chopt Investment Partners LLC 125 *New 2023-12-31 6,821 $371,000 6,821
   Apollon Wealth Management LLC 769 - 2023-12-31 6,526 $354,000 -180
   LINCOLN NATIONAL CORP 833 - 2023-12-31 5,965 $324,000 1,616
   Sontag Advisory LLC 506 - 2023-12-31 5,899 $320,000 -6,203
   Independent Wealth Network Inc. 33 - 2024-03-31 5,663 $319,000 -5
   MML INVESTORS SERVICES LLC 2049 - 2023-12-31 5,393 $293,000 -2,188
   STIFEL FINANCIAL CORP 2858 - 2023-12-31 5,348 $291,000 -604
   COMERICA BANK 2114 - 2023-12-31 5,244 $285,000 -580
   MN Wealth Advisors LLC 73 - 2023-12-31 5,137 $279,000 0
   Wealthcare Advisory Partners LLC 695 - 2024-03-31 4,799 $270,000 1
   KESTRA PRIVATE WEALTH SERVICES LLC 996 - 2023-12-31 4,796 $261,000 122
   Goss Wealth Management LLC 1646 *New 2023-12-31 4,237 $225,000 4,237
   HERON FINANCIAL GROUP LLC 135 - 2023-06-30 4,088 $212,000 0
   Global Assets Advisory LLC 440 *New 2024-03-31 11,762 $210,000 11,762
   CITIGROUP INC 2996 - 2023-12-31 3,815 $207,000 -418
   PNC FINANCIAL SERVICES GROUP INC 2229 - 2023-12-31 3,267 $177,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1631 - 2023-12-31 2,605 $142,000 -488
   HM PAYSON & CO 481 - 2023-12-31 2,000 $109,000 0
   RESOURCES MANAGEMENT CORP /CT/ /ADV 258 - 2023-12-31 1,750 $95,000 -250
   Capital Analysts Inc. 560 - 2023-12-31 1,536 $83,000 39
   Farther Finance Advisors LLC 884 - 2023-12-31 1,420 $77,000 0
   EverSource Wealth Advisors LLC 769 *New 2023-12-31 1,297 $70,000 1,297
   SYM FINANCIAL CORPORATION 138 - 2023-12-31 843 $46,000 0
   SMITHFIELD TRUST CO 566 - 2023-12-31 852 $46,000 0
   Beacon Capital Management LLC 303 - 2023-12-31 633 $32,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1240 - 2023-12-31 529 $29,000 526
   FMR LLC 3631 - 2023-12-31 518 $28,000 285
   BANK OF MONTREAL /CAN/ 3112 *New 2023-12-31 496 $27,000 496
   ANCORA ADVISORS, LLC 1086 - 2023-12-31 400 $22,000 -54
   Capital Investment Advisory Services LLC 749 - 2023-12-31 347 $19,000 0
   Founders Financial Alliance LLC 404 - 2023-12-31 335 $18,000 0
   EPG Wealth Management LLC 351 - 2023-12-31 327 $17,000 8
   CWM LLC 2985 - 2024-03-31 310 $17,000 -100
   Qube Research & Technologies Ltd 3109 - 2023-12-31 273 $15,000 -1,293
   GeoWealth Management LLC 654 - 2023-12-31 211 $11,000 -465
   US BANCORP 3279 - 2023-12-31 159 $9,000 -4,058
   ADVISORY SERVICES NETWORK, LLC 3060 *New 2023-12-31 88 $5,000 88
   Tyler-Stone Wealth Management 708 - 2023-12-31 90 $5,000 0
   Frazier Financial Advisors LLC 561 - 2023-12-31 69 $4,000 0
   Aptus Capital Advisors LLC 856 - 2023-12-31 30 $2,000 -30
   GUARDIAN WEALTH ADVISORS LLC / NC 412 - 2023-12-31 30 $2,000 -30
   Parallel Advisors LLC 2823 - 2023-12-31 40 $2,000 1
   Orion Portfolio Solutions LLC 1635 *Closed 2023-12-31 0 $0 -4,197
   Galvin Gaustad & Stein LLC 185 *Closed 2024-03-31 0 $0 -18,975
  100 Records found
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