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Get Institutions for : 
Jpmorgan Diversified Return Us Mid Cap Equity Etf (JPME)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    6
Total shares held : 
 2,994,585  
% of shares held : 
 88.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 -24,206  
% of shares held change : 
   -0.71%  
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 :
13
 63,887
 2.13%
 
Increased Positions :
29
 119,911
 4%
 
Unchanged Positions :
7
 1,235
 0.04%
 
Decreased Positions :
27
-198,680
-6.63%
 
Closed Positions :
7
-9,324
-0.31%
 
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
   ARGI INVESTMENT SERVICES, LLC 15 - 2022-12-31 774,300 $65,175,000 -34,552
   HPM Partners LLC - 2023-12-31 673,821 $61,910,000 -10,445
   MORGAN STANLEY 2264 - 2023-12-31 319,611 $29,365,000 -1,382
   HIGHTOWER ADVISORS, LLC 388 - 2023-12-31 292,509 $26,881,000 9,904
   LPL FINANCIAL CORP 788 - 2023-12-31 266,264 $24,464,000 32,065
   Goldstein Advisors LLC 8 - 2023-12-31 219,216 $20,141,000 3,270
   Change Path LLC 19 - 2023-12-31 159,680 $14,671,000 -86,807
   Trilogy Capital Inc. 42 - 2024-03-31 119,513 $11,848,000 -6,313
   APPLETON PARTNERS INC/MA 49 - 2024-03-31 87,745 $8,699,000 340
   RVW Wealth LLC 33 - 2024-03-31 76,656 $7,600,000 -14,909
   Dynamic Advisors Solutions LLC 105 - 2024-03-31 69,406 $6,881,000 18,361
   MONTICELLO WEALTH MANAGEMENT LLC 42 - 2024-03-31 53,606 $5,314,000 -1,585
   ROYAL BANK OF CANADA 1857 - 2023-12-31 55,915 $5,138,000 438
   JOURNEY STRATEGIC WEALTH LLC 22 - 2023-12-31 48,181 $4,427,000 2,373
   N.E.W. Advisory Services LLC 41 - 2024-03-31 34,032 $3,377,000 -52
   Aspire Capital Advisors LLC 23 - 2023-12-31 34,512 $3,171,000 1,979
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1009 - 2024-03-31 31,346 $3,108,000 7,918
   Gateway Wealth Partners LLC 21 - 2023-12-31 31,069 $2,855,000 4,399
   AMERIPRISE FINANCIAL INC 2721 - 2023-12-31 25,659 $2,358,000 17,677
   BANK OF AMERICA CORP /DE/ 3418 - 2023-12-31 25,021 $2,299,000 -597
   COMMONWEALTH EQUITY SERVICES LLC. 1607 - 2023-12-31 23,636 $2,172,000 4,496
   Kestra Advisory Services LLC 753 - 2023-12-31 23,635 $2,172,000 1,631
   Wayfinding Financial LLC 20 - 2023-12-31 23,113 $2,123,000 -196
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1796 - 2024-03-31 15,136 $1,501,000 -164
   LWM Advisory Services LLC 17 - 2023-12-31 16,179 $1,486,000 658
   GeoWealth Management LLC 163 - 2023-12-31 15,961 $1,465,000 -12,484
   KWB Wealth 50 - 2024-03-31 14,270 $1,415,000 -460
   CITADEL ADVISORS LLC 2623 *New 2023-12-31 15,230 $1,399,000 15,230
   Gallacher Capital Management LLC 22 - 2023-12-31 14,926 $1,371,000 291
   Apella Capital LLC 118 - 2024-03-31 13,900 $1,359,000 -32
   Private Advisor Group LLC 969 - 2023-12-31 14,254 $1,310,000 1,504
   Richard P Slaughter Associates Inc 83 - 2024-03-31 12,654 $1,255,000 -312
   ENVESTNET ASSET MANAGEMENT INC 2775 - 2023-12-31 13,367 $1,228,000 -3,953
   Empirical Asset Management LLC 25 - 2023-12-31 12,272 $1,128,000 -187
   Advisor Group Holdings Inc. 2451 - 2023-12-31 11,450 $1,054,000 -3,166
   Stratos Wealth Partners LTD. 633 - 2024-03-31 10,032 $995,000 -3,984
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2829 - 2023-12-31 10,642 $978,000 -10,839
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 993 - 2023-12-31 9,966 $916,000 1,155
   RSM US WEALTH MANAGEMENT LLC 282 - 2023-12-31 9,927 $912,000 28
   Atria Wealth Solutions Inc. 895 - 2023-12-31 9,863 $906,000 -500
   MML INVESTORS SERVICES LLC 1547 - 2023-12-31 7,891 $725,000 -1,921
   GOLDMAN SACHS GROUP INC/ 3683 *New 2023-12-31 7,492 $688,000 7,492
   THOROUGHBRED FINANCIAL SERVICES LLC 313 - 2023-12-31 6,927 $636,000 111
   J P MORGAN CHASE & CO 3570 - 2023-12-31 6,676 $613,000 1,826
   HARBOUR INVESTMENTS INC. 479 - 2023-12-31 6,601 $606,000 197
   Cosner Financial Group LLC 27 *New 2023-12-31 6,439 $592,000 6,439
   ADAMSBROWN WEALTH CONSULTANTS LLC 37 - 2023-12-31 6,174 $567,000 -7,697
   MARINER WEALTH ADVISORS, LLC 1882 *New 2023-12-31 5,919 $544,000 5,919
   Fifth Third Securities Inc. 194 - 2024-03-31 4,690 $465,000 54
   JANE STREET GROUP LLC 4646 - 2023-12-31 2,506 $230,000 -16,812
   STIFEL FINANCIAL CORP 3020 *New 2023-12-31 2,321 $213,000 2,321
   Sanctuary Wealth Management L.L.C. 35 - 2023-12-31 2,275 $209,000 399
   RAYMOND JAMES & ASSOCIATES 3562 - 2024-03-31 2,027 $201,000 2,027
   Global Retirement Partners LLC 811 - 2024-03-31 1,877 $186,000 5
   EverSource Wealth Advisors LLC 446 *New 2023-12-31 2,018 $185,000 2,018
   Aspire Wealth Management Corp - 2023-12-31 1,070 $98,000 -61
   BENJAMIN F. EDWARDS & COMPANY INC. 1186 - 2023-12-31 670 $62,000 421
   FMR LLC 3273 - 2023-12-31 676 $62,000 71
   PRINCIPAL SECURITIES INC. 1498 - 2023-12-31 500 $46,000 0
   CITIGROUP INC 3784 - 2023-12-31 355 $33,000 0
   Hartland & Co. LLC 861 *New 2023-12-31 323 $30,000 323
   IFP Advisors Inc 1755 - 2023-12-31 308 $28,000 -1,375
   Frazier Financial Advisors LLC 223 - 2023-12-31 241 $22,000 0
   PRIVATE TRUST CO NA 1453 - 2024-03-31 184 $18,000 34
   Rise Advisors LLC 1057 - 2024-03-31 93 $9,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1070 - 2023-12-31 78 $7,000 0
   BARTLETT & CO. LLC 1037 - 2023-12-31 59 $5,000 57
   Aspire Private Capital LLC 497 - 2024-03-31 47 $5,000 -1
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1051 - 2023-12-31 59 $5,000 57
   Investors Research Corp 895 - 2023-12-31 36 $3,000 0
   Tortoise Investment Management LLC 712 - 2023-12-31 25 $2,000 0
   FSA Wealth Management LLC 530 *New 2023-12-31 25 $2,000 25
   Newbridge Financial Services Group Inc. 1025 *New 2024-03-31 7 $1,000 7
   WELLS FARGO & CO/MN 5722 - 2023-12-31 0 $0 -1,438
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1722 - 2023-12-31 1 $0 1
   FLOW TRADERS U.S. LLC 855 *Closed 2023-12-31 0 $0 -3,103
   PROEQUITIES INC. 2932 - 2023-12-31 0 $0 0
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 349 *Closed 2024-03-31 0 $0 -86
   Bogart Wealth LLC 1053 *Closed 2024-03-31 0 $0 -1
   MATRIX PRIVATE CAPITAL GROUP LLC 156 *Closed 2023-12-31 0 $0 -1,434
   CIC Wealth LLC 165 *Closed 2024-03-31 0 $0 -4,667
   COMERICA BANK 3747 *Closed 2023-12-31 0 $0 -172
   Integrity Advisory LLC 79 *Closed 2022-12-31 0 $0 -4,190
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1774 *Closed 2023-12-31 0 $0 -32
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1847 *Closed 2023-12-31 0 $0 -505
  85 Records found
  1    
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