Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Diversified Return Us Mid Cap Equity Etf (JPME)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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  
Free Registration Required For Full Results

            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 379 - 2024-03-31 292,269 $28,991,000 -240
   LPL FINANCIAL CORP 854 - 2024-03-31 245,993 $24,388,000 -20,271
   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
   RVW Wealth LLC 33 - 2024-03-31 76,656 $7,600,000 -14,909
   MONTICELLO WEALTH MANAGEMENT LLC 42 - 2024-03-31 53,606 $5,314,000 -1,585
   N.E.W. Advisory Services LLC 41 - 2024-03-31 34,032 $3,377,000 -52
   BANK OF AMERICA CORP /DE/ 3418 - 2023-12-31 25,021 $2,299,000 -597
   LWM Advisory Services LLC 19 - 2024-03-31 16,133 $1,599,000 -46
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1796 - 2024-03-31 15,136 $1,501,000 -164
   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
   Gallacher Capital Management LLC 25 - 2024-03-31 14,153 $1,403,000 -773
   Apella Capital LLC 118 - 2024-03-31 13,900 $1,359,000 -32
   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 47 - 2024-03-31 11,527 $1,143,000 -745
   Stratos Wealth Partners LTD. 633 - 2024-03-31 10,032 $995,000 -3,984
   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
   THOROUGHBRED FINANCIAL SERVICES LLC 254 - 2024-03-31 6,778 $672,000 -149
   Advisor Group Holdings Inc. 2703 - 2024-03-31 6,568 $652,000 -4,882
   ADAMSBROWN WEALTH CONSULTANTS LLC 37 - 2024-03-31 5,707 $566,000 -467
   JANE STREET GROUP LLC 4646 - 2023-12-31 2,506 $230,000 -16,812
   Sanctuary Wealth Management L.L.C. 41 - 2024-03-31 1,830 $181,000 -445
   Aspire Wealth Management Corp 122 - 2024-03-31 995 $99,000 -75
   IFP Advisors Inc 1755 - 2023-12-31 308 $28,000 -1,375
   Aspire Private Capital LLC 497 - 2024-03-31 47 $5,000 -1
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1059 - 2024-03-31 15 $1,000 -44
  32 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