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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1762 *Closed 2023-12-31 0 $0 -121
   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

  9 Records found
  1    
  Page 1 of 1
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