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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    3
Total shares held : 
 7,833,491  
% of shares held : 
 87.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 -15,532  
% of shares held change : 
   -0.17%  
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 :
10
 75,432
 0.96%
 
Increased Positions :
36
 396,797
 5.07%
 
Unchanged Positions :
11
 64,593
 0.82%
 
Decreased Positions :
30
-298,959
-3.82%
 
Closed Positions :
7
-188,802
-2.41%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 320 - 2024-03-31 823,028 $37,201,000 -473,258
   LPL FINANCIAL CORP 679 - 2024-03-31 778,268 $35,178,000 36,427
   ROYAL BANK OF CANADA 977 - 2023-12-31 603,220 $26,576,000 7,708
   BANK OF AMERICA CORP /DE/ 1734 - 2023-12-31 493,877 $21,758,000 8,604
   Capital Advisors Wealth Management LLC 8 - 2024-03-31 423,565 $19,145,000 -121,391
   Choice Wealth Advisors LLC 8 - 2024-03-31 189,316 $8,557,000 3,991
   Gerber Kawasaki Wealth & Investment Management 48 - 2023-12-31 182,836 $8,055,000 -34,056
   STIFEL FINANCIAL CORP 877 - 2023-12-31 178,673 $7,872,000 -13,802
   APPLETON PARTNERS INC/MA 53 - 2024-03-31 173,199 $7,829,000 1,193
   Goldstein Advisors LLC 18 - 2023-12-31 175,316 $7,724,000 7,772
   TOCQUEVILLE ASSET MANAGEMENT LP 148 - 2024-03-31 168,742 $7,627,000 37,172
   HARTFORD FINANCIAL MANAGEMENT INC. 14 - 2024-03-31 162,331 $7,337,000 -29
   AMERIPRISE FINANCIAL INC 2029 - 2023-12-31 156,071 $6,877,000 -56,263
   MORGAN STANLEY 3687 - 2023-12-31 139,267 $6,136,000 -5,251
   Financial Advocates Investment Management 79 *New 2024-03-31 118,472 $5,355,000 118,472
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 543 - 2023-12-31 114,448 $5,042,000 10,969
   Advisor Group Holdings Inc. 1091 - 2024-03-31 101,039 $4,567,000 4,371
   Sprinkle Financial Consultants LLC 7 - 2024-03-31 90,261 $4,080,000 49,878
   DAVENPORT & CO LLC 323 - 2024-03-31 87,177 $3,940,000 11,100
   First Pacific Financial 18 - 2024-03-31 82,903 $3,747,000 -1,194
   Integrated Wealth Concepts LLC 348 - 2023-12-31 67,093 $2,956,000 4,078
   Andesa Financial Management Inc. 24 - 2022-12-31 62,333 $2,415,000 -48,829
   COMMONWEALTH EQUITY SERVICES LLC. 1638 - 2024-03-31 53,319 $2,410,000 350
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1214 - 2024-03-31 47,238 $2,135,000 -14,554
   RAYMOND JAMES & ASSOCIATES 2170 - 2024-03-31 42,300 $1,912,000 4,717
   Paul Damon & Associates Inc. 21 - 2024-03-31 39,305 $1,777,000 3,168
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1957 - 2024-03-31 37,280 $1,685,000 21,153
   Kingsview Wealth Management LLC 382 - 2024-03-31 35,576 $1,608,000 1,969
   MERCER GLOBAL ADVISORS INC /ADV 803 - 2023-12-31 35,501 $1,564,000 -17,923
   Beck Bode LLC 79 - 2023-12-31 33,270 $1,466,000 -611
   Goss Wealth Management LLC 773 - 2023-12-31 32,639 $1,438,000 3,454
   ENVESTNET ASSET MANAGEMENT INC 2655 - 2023-12-31 32,566 $1,435,000 -2,061
   LINCOLN NATIONAL CORP 420 - 2024-03-31 30,725 $1,389,000 3,745
   Stratos Wealth Partners LTD. 547 - 2024-03-31 29,037 $1,312,000 -18,867
   PERSONAL CFO SOLUTIONS LLC 84 - 2023-12-31 29,381 $1,294,000 3,085
   MML INVESTORS SERVICES LLC 1228 - 2023-12-31 27,896 $1,229,000 5,246
   LexAurum Advisors LLC 78 - 2024-03-31 24,329 $1,100,000 1,127
   STEPHENS INC /AR/ 518 - 2023-12-31 24,784 $1,092,000 201
   Fifth Third Securities Inc. 154 - 2024-03-31 23,921 $1,081,000 413
   KWB Wealth 61 - 2024-03-31 23,509 $1,063,000 121
   LWM Advisory Services LLC 27 - 2024-03-31 21,919 $991,000 228
   OAK HARBOR WEALTH PARTNERS LLC 77 *New 2024-03-31 20,771 $939,000 20,771
   SCHMIDT P J INVESTMENT MANAGEMENT INC 75 - 2024-03-31 20,436 $924,000 2,218
   THOROUGHBRED FINANCIAL SERVICES LLC 223 - 2024-03-31 18,810 $850,000 -2,996
   Atria Wealth Solutions Inc. 940 - 2023-12-31 18,688 $823,000 -1,414
   Gallacher Capital Management LLC 39 - 2024-03-31 18,099 $818,000 -1,624
   Mutual Advisors LLC 547 - 2024-03-31 17,681 $799,000 -22,064
   INTERACTIVE FINANCIAL ADVISORS 42 - 2024-03-31 15,996 $723,000 -50,630
   Redwood Financial Network Corp 52 - 2024-03-31 14,572 $659,000 -771
   HILL ISLAND FINANCIAL LLC 34 - 2024-03-31 14,293 $646,000 -1
   J P MORGAN CHASE & CO 3598 - 2024-03-31 14,054 $635,000 -11,817
   Cornerstone Wealth Management LLC 291 - 2024-03-31 13,711 $620,000 -103
   HIGHTOWER ADVISORS, LLC 2141 - 2024-03-31 12,755 $574,000 -674
   MULTIFINANCIAL SECURITIES CORP 1149 *New 2023-12-31 10,844 $478,000 10,844
   Kestra Advisory Services LLC 1564 - 2023-12-31 10,385 $458,000 945
   Mendel Money Management 94 - 2024-03-31 10,035 $454,000 395
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 450 - 2024-03-31 9,535 $431,000 2,638
   Ipsen Advisor Group LLC 53 - 2022-12-31 10,888 $422,000 0
   Pinnacle Wealth Management Advisory Group LLC 216 - 2024-03-31 9,040 $409,000 -2,165
   PINNACLE ASSOCIATES LTD 627 - 2024-03-31 9,040 $409,000 -2,165
   PROSPERA FINANCIAL SERVICES 815 - 2023-12-31 7,275 $321,000 -207
   MARINER WEALTH ADVISORS, LLC 2272 - 2023-12-31 7,230 $319,000 -3,035
   N.E.W. Advisory Services LLC 139 - 2024-03-31 6,422 $290,000 -13,201
   KESTRA PRIVATE WEALTH SERVICES LLC 1077 *New 2024-03-31 5,588 $253,000 5,588
   TWO SIGMA INVESTMENTS LLC 2667 - 2023-12-31 5,000 $220,000 -2,600
   HENGEHOLD CAPITAL MANAGEMENT LLC 175 - 2024-03-31 4,764 $215,000 0
   FINANCIAL NETWORK 2527 *New 2023-12-31 4,591 $202,000 4,591
   US BANCORP 2113 - 2024-03-31 3,504 $158,000 0
   Aspire Wealth Management Corp 107 - 2024-03-31 3,136 $142,000 -60
   IFP Advisors Inc 1242 - 2023-12-31 2,182 $96,000 -1,700
   BENJAMIN F. EDWARDS & COMPANY INC. 1218 - 2024-03-31 1,438 $65,000 31
   PRIVATE TRUST CO NA 1193 - 2024-03-31 841 $38,000 -530
   CRITERION CAPITAL ADVISORS LLC 164 - 2024-03-31 805 $36,000 0
   SALEM INVESTMENT COUNSELORS INC 617 - 2024-03-31 800 $36,000 0
   FMR LLC 3593 - 2023-12-31 671 $30,000 -272
   Farther Finance Advisors LLC 1342 *New 2023-12-31 430 $19,000 430
   Bell Investment Advisors Inc 412 - 2024-03-31 368 $17,000 116
   COMERICA BANK 2976 - 2023-12-31 378 $17,000 -3,385
   Stephens Consulting LLC 328 *New 2024-03-31 181 $8,000 181
   AdvisorNet Financial Inc 1514 *New 2024-03-31 65 $3,000 65
   PRINCIPAL SECURITIES INC. 2779 - 2024-03-31 56 $3,000 0
   Global Retirement Partners LLC 2658 - 2024-03-31 51 $2,000 2
   CREATIVE FINANCIAL DESIGNS INC /ADV 1462 - 2024-03-31 54 $2,000 0
   Steward Partners Investment Advisory LLC 3190 - 2023-12-31 43 $2,000 0
   Emerald Investment Partners LLC 470 *New 2024-03-31 32 $1,000 32
   Family Asset Management LLC 180 *New 2023-12-31 16 $1,000 16
   HARBOUR INVESTMENTS INC. 2784 - 2023-12-31 22 $1,000 0
   Aptus Capital Advisors LLC 883 - 2023-12-31 20 $1,000 0
   KPP Advisory Services LLC 156 *Closed 2023-12-31 0 $0 -54,217
   ODell Group LLC 102 *Closed 2024-03-31 0 $0 -742
   Wayfinding Financial LLC 127 *Closed 2024-03-31 0 $0 -49,274
   PSI Advisors LLC 826 *Closed 2024-03-31 0 $0 -204
   Koss-Olinger Consulting LLC 167 *Closed 2024-03-31 0 $0 -1,120,370
   PROEQUITIES INC. 7032 - 2024-03-31 0 $0 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1762 *Closed 2023-12-31 0 $0 -121
   WELLS FARGO & CO/MN 6776 - 2024-03-31 1 $0 -3,376
   GOLDMAN SACHS GROUP INC/ 4743 *Closed 2023-12-31 0 $0 -13,007
   DAYMARK WEALTH PARTNERS LLC 437 *Closed 2024-03-31 0 $0 -4,757
   CITADEL ADVISORS LLC 6442 *Closed 2023-12-31 0 $0 -119,608
  99 Records found
  1    
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