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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 659 - 2023-12-31 741,841 $32,682,000 52,023
   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
   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
   TOCQUEVILLE ASSET MANAGEMENT LP 162 - 2023-12-31 131,570 $5,796,000 9,774
   INTERACTIVE FINANCIAL ADVISORS 8 - 2023-12-31 66,626 $5,551,000 52,588
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 543 - 2023-12-31 114,448 $5,042,000 10,969
   Advisor Group Holdings Inc. 1302 - 2023-12-31 96,668 $4,259,000 -6,850
   Sprinkle Financial Consultants LLC 7 - 2024-03-31 90,261 $4,080,000 49,878
   First Pacific Financial 18 - 2024-03-31 82,903 $3,747,000 -1,194
   DAVENPORT & CO LLC - 2023-12-31 76,077 $3,352,000 2,120
   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. 1554 - 2023-12-31 52,969 $2,334,000 1,713
   Wayfinding Financial LLC 19 - 2023-12-31 49,274 $2,170,000 -592
   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
   Mutual Advisors LLC 301 - 2023-12-31 39,745 $1,751,000 -10,223
   MERCER GLOBAL ADVISORS INC /ADV 803 - 2023-12-31 35,501 $1,564,000 -17,923
   Kingsview Wealth Management LLC 356 - 2023-12-31 33,607 $1,481,000 14,053
   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
   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
   LINCOLN NATIONAL CORP 406 - 2023-12-31 26,980 $1,189,000 5,361
   J P MORGAN CHASE & CO 3246 - 2023-12-31 25,871 $1,140,000 16,895
   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
   THOROUGHBRED FINANCIAL SERVICES LLC 242 - 2023-12-31 21,806 $960,000 5,409
   LWM Advisory Services LLC 25 - 2023-12-31 21,691 $956,000 -23,167
   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
   Gallacher Capital Management LLC 34 - 2023-12-31 19,723 $869,000 -935
   Atria Wealth Solutions Inc. 940 - 2023-12-31 18,688 $823,000 -1,414
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3267 - 2023-12-31 16,127 $710,000 -4
   Redwood Financial Network Corp 48 - 2023-12-31 15,343 $676,000 -180
   HILL ISLAND FINANCIAL LLC 35 - 2023-12-31 14,294 $630,000 46
   Cornerstone Wealth Management LLC 291 - 2024-03-31 13,711 $620,000 -103
   HIGHTOWER ADVISORS, LLC 2148 - 2023-12-31 13,429 $591,000 -15
   Pinnacle Wealth Management Advisory Group LLC 181 - 2023-12-31 11,205 $494,000 0
   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
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 450 - 2024-03-31 9,535 $431,000 2,638
   Mendel Money Management 95 - 2023-12-31 9,640 $425,000 725
   Ipsen Advisor Group LLC 53 - 2022-12-31 10,888 $422,000 0
   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
   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 2127 - 2023-12-31 3,504 $154,000 -557
   WELLS FARGO & CO/MN 4047 - 2023-12-31 3,377 $149,000 -4,259
   Aspire Wealth Management Corp - 2023-12-31 3,196 $141,000 146
   IFP Advisors Inc 1242 - 2023-12-31 2,182 $96,000 -1,700
   BENJAMIN F. EDWARDS & COMPANY INC. 1187 - 2023-12-31 1,407 $62,000 871
   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
   ODell Group LLC 248 *New 2023-12-31 742 $33,000 742
   FMR LLC 3593 - 2023-12-31 671 $30,000 -272
   Farther Finance Advisors LLC 1342 *New 2023-12-31 430 $19,000 430
   COMERICA BANK 2976 - 2023-12-31 378 $17,000 -3,385
   Bell Investment Advisors Inc 525 *New 2023-12-31 252 $11,000 252
   Stephens Consulting LLC 328 *New 2024-03-31 181 $8,000 181
   AdvisorNet Financial Inc 1514 *New 2024-03-31 65 $3,000 65
   Global Retirement Partners LLC 2658 - 2024-03-31 51 $2,000 2
   Steward Partners Investment Advisory LLC 3190 - 2023-12-31 43 $2,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1418 - 2023-12-31 54 $2,000 0
   PRINCIPAL SECURITIES INC. 2800 - 2023-12-31 56 $2,000 0
   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
   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
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1762 *Closed 2023-12-31 0 $0 -121
   PROEQUITIES INC. 8781 - 2023-12-31 0 $0 0
   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
  96 Records found
  1    
  Page 1 of 1
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