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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  
Free Registration Required For Full Results

            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
   BANK OF AMERICA CORP /DE/ 1750 - 2023-12-31 392,155 $21,302,000 -25,140
   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
   WADE G W & INC 103 - 2023-12-31 101,855 $5,533,000 -6,251
   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
   HANSON MCCLAIN, INC. 254 - 2024-03-31 51,258 $2,887,000 -421
   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
   RAYMOND JAMES & ASSOCIATES 2095 - 2024-03-31 38,680 $2,179,000 -320
   COMMONWEALTH EQUITY SERVICES LLC. 2012 - 2024-03-31 24,308 $1,369,000 -16,782
   Empire Financial Management Company LLC 59 - 2023-12-31 24,261 $1,318,000 -3,973
   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
   AMERIPRISE FINANCIAL INC 3173 - 2023-12-31 15,801 $858,000 -750
   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
   FINANCIAL NETWORK 1889 - 2023-12-31 9,036 $491,000 -1,018
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 132 - 2024-03-31 8,482 $478,000 -214
   Mendel Money Management 107 - 2024-03-31 6,182 $348,000 -1,720
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 218 - 2024-03-31 5,983 $337,000 -9,940
   LINCOLN NATIONAL CORP 903 - 2024-03-31 5,800 $327,000 -165
   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
   BELLEVUE ASSET MANAGEMENT LLC 62 - 2024-03-31 4,038 $227,000 -3,826
   CITIGROUP INC 2996 - 2023-12-31 3,815 $207,000 -418
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1631 - 2023-12-31 2,605 $142,000 -488
   RESOURCES MANAGEMENT CORP /CT/ /ADV 258 - 2023-12-31 1,750 $95,000 -250
   ANCORA ADVISORS, LLC 1086 - 2023-12-31 400 $22,000 -54
   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
   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
  48 Records found
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