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Get Institutions for : 
Jpmorgan Diversified Return Us Equity Etf (JPUS)  
$110.44 0.21 (0.19%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    1
Total shares held : 
 3,326,015  
% of shares held : 
 45.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -28  
Amount of shares held : 
 104,313  
% of shares held change : 
   1.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $92.69  
Last Quarter's Ending Price : 
 $102.72  
Last Quarter's Average Price : 
 $96.30  
Change from last quarter's     
avg. price to the last closing  : 
14.14 (14.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 15,767
 0.47%
 
Increased Positions :
15
 379,156
 11.4%
 
Unchanged Positions :
10
 63,651
 1.91%
 
Decreased Positions :
44
-280,669
-8.44%
 
Closed Positions :
3
-9,941
-0.3%
 
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
   PLANNING ALTERNATIVES LTD /ADV 4 - 2024-03-31 516,253 $57,822,000 -2,152
   ST GERMAIN D J CO INC 5 - 2024-03-31 504,846 $56,545,000 -24,524
   BANK OF AMERICA CORP /DE/ 1174 - 2023-12-31 465,660 $47,834,000 -3,705
   MODERA WEALTH MANAGEMENT, LLC 47 - 2023-12-31 346,358 $35,579,000 346,358
   UBS Group AG 849 - 2023-12-31 330,375 $33,937,000 -2,825
   CAPTRUST FINANCIAL ADVISORS 221 - 2023-12-31 214,805 $22,065,000 -4,506
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 310 - 2024-03-31 188,103 $21,068,000 -7,854
   QUANTITATIVE ADVANTAGE LLC 11 - 2023-03-31 197,903 $18,922,000 5,709
   STERNECK CAPITAL MANAGEMENT, LLC 4 - 2024-03-31 76,253 $8,541,000 3,537
   MORGAN STANLEY 3451 - 2023-12-31 81,815 $8,404,000 -104,667
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 952 - 2024-03-31 63,405 $7,102,000 700
   J P MORGAN CHASE & CO 2376 - 2024-03-31 51,268 $5,742,000 -1,511
   First Capital Advisors Group LLC. 6 - 2023-06-30 47,388 $4,633,000 -443
   Apollon Wealth Management LLC 160 - 2024-03-31 32,238 $3,611,000 696
   GOLDMAN SACHS GROUP INC/ 2876 - 2023-12-31 29,593 $3,040,000 8,502
   HHM Wealth Advisors LLC 17 - 2023-12-31 28,938 $2,973,000 -520
   LPL FINANCIAL CORP 2289 - 2024-03-31 22,863 $2,561,000 159
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1119 - 2024-03-31 22,718 $2,545,000 0
   MN Wealth Advisors LLC 17 - 2024-03-31 20,577 $2,305,000 -118
   Integrity Advisory LLC 11 - 2022-12-31 23,648 $2,241,000 9,455
   Etesian Wealth Advisors Inc. 22 - 2024-03-31 19,621 $2,198,000 -1,188
   COMMONWEALTH EQUITY SERVICES LLC. 1737 - 2024-03-31 18,743 $2,099,000 246
   RHS Financial LLC 23 - 2024-03-31 18,353 $2,056,000 1,128
   Empire Financial Management Company LLC 44 - 2023-12-31 17,817 $1,830,000 -4,203
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1948 - 2024-03-31 15,138 $1,696,000 -5,520
   Fort Point Capital Partners LLC 68 - 2023-12-31 15,834 $1,627,000 -142
   Advisor Group Holdings Inc. 1900 - 2024-03-31 13,675 $1,532,000 377
   WELLS FARGO & CO/MN 2779 - 2024-03-31 12,836 $1,438,000 2,363
   LexAurum Advisors LLC 71 - 2024-03-31 10,353 $1,160,000 -70
   Independent Wealth Network Inc. 10 - 2024-03-31 10,080 $1,129,000 -15
   SIGNALPOINT ASSET MANAGEMENT, LLC 101 - 2024-03-31 6,655 $745,000 -50
   Schiavi & Co LLC 12 - 2024-03-31 6,567 $736,000 0
   Private Advisor Group LLC 1313 - 2024-03-31 6,533 $732,000 616
   INTERACTIVE FINANCIAL ADVISORS 47 - 2024-03-31 5,904 $661,000 4,783
   Change Path LLC 319 - 2023-12-31 6,180 $635,000 -2,921
   BELLEVUE ASSET MANAGEMENT LLC 33 - 2024-03-31 5,484 $614,000 -3,828
   ENVESTNET ASSET MANAGEMENT INC 3204 - 2023-12-31 5,911 $607,000 1,190
   Avant Capital LLC 31 - 2023-09-30 6,409 $602,000 -632
   One Capital Management LLC 213 - 2024-03-31 4,838 $542,000 -178
   CITIGROUP INC 2698 - 2024-03-31 4,750 $532,000 15
   HIGHTOWER ADVISORS, LLC 2209 *New 2024-03-31 4,691 $525,000 4,691
   FOSTER & MOTLEY INC 264 - 2024-03-31 4,367 $489,000 -54
   JANE STREET GROUP LLC 3970 - 2023-12-31 4,675 $480,000 -354
   BEACON INVESTMENT ADVISORY SERVICES INC. 182 - 2024-03-31 4,077 $457,000 -775
   FLOW TRADERS U.S. LLC 496 *New 2023-12-31 4,412 $453,000 4,412
   NWAM LLC 365 - 2024-03-31 3,865 $423,000 0
   CITADEL ADVISORS LLC 3804 - 2023-12-31 3,928 $403,000 -11,311
   Intrua Financial LLC 211 *New 2023-03-31 4,180 $393,000 4,180
   RAYMOND JAMES & ASSOCIATES 3195 - 2024-03-31 3,364 $377,000 65
   Patten Group Inc. 195 - 2024-03-31 3,344 $375,000 -11,509
   Equitable Holdings Inc. 892 - 2023-12-31 3,335 $343,000 23
   PRINCIPAL SECURITIES INC. 815 - 2024-03-31 3,023 $339,000 -1,136
   AMERIPRISE FINANCIAL INC 3509 - 2023-12-31 3,215 $330,000 42
   Kestra Advisory Services LLC 1801 - 2023-12-31 3,054 $314,000 -88
   Kathmere Capital Management LLC 223 - 2024-03-31 2,797 $313,000 0
   WOLVERINE TRADING LLC 882 *New 2023-12-31 2,980 $306,000 2,980
   BB&T CORP 2274 - 2023-12-31 2,809 $289,000 57
   NORTH STAR ASSET MANAGEMENT INC 266 - 2024-03-31 2,350 $263,000 0
   STIFEL FINANCIAL CORP 2906 - 2023-12-31 2,543 $261,000 -69
   Focus Financial Network Inc. 529 - 2024-03-31 2,445 $259,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 624 - 2023-12-31 2,464 $253,000 0
   ANCORA ADVISORS, LLC 606 - 2023-12-31 2,305 $237,000 -698
   MCCORMACK ADVISORS INTERNATIONAL 977 - 2024-03-31 2,068 $232,000 1
   Ameritas Advisory Services LLC 641 - 2023-12-31 2,152 $224,000 -134
   Aptus Capital Advisors LLC 546 - 2023-12-31 2,012 $207,000 -452
   FMR LLC 2802 - 2023-12-31 1,984 $204,000 -323
   ADVISORY SERVICES NETWORK, LLC 1333 - 2024-03-31 1,808 $203,000 0
   ROYAL BANK OF CANADA 4781 - 2023-12-31 1,268 $130,000 -3,324
   CWM LLC 1722 - 2024-03-31 1,147 $128,000 2
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1488 - 2023-12-31 1,042 $107,000 0
   COMERICA BANK 2644 - 2023-12-31 600 $62,000 -41
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1961 - 2023-12-31 593 $61,000 -191
   Sanctuary Wealth Management L.L.C. 89 - 2024-03-31 452 $51,000 -5
   Tyler-Stone Wealth Management 407 - 2023-12-31 355 $36,000 0
   US BANCORP 2883 - 2024-03-31 275 $31,000 275
   SANDY SPRING BANK 688 *New 2024-03-31 250 $28,000 250
   HARBOUR INVESTMENTS INC. 1797 - 2023-12-31 224 $23,000 -242
   GeoWealth Management LLC 646 - 2023-12-31 215 $22,000 -2,576
   Farther Finance Advisors LLC 1305 - 2023-12-31 214 $22,000 -29
   PRIVATE TRUST CO NA 1821 - 2024-03-31 53 $6,000 -10
   Global Retirement Partners LLC 3092 *Closed 2024-03-31 0 $0 -111
   Cetera Investment Advisers 2277 *Closed 2023-12-31 0 $0 -5,324
   WEALTH BUILDERS 233 *Closed 2024-03-31 0 $0 -2,458
   KARLINSKI ANDREW C 62 *Closed 2022-12-31 0 $0 -848
   PROEQUITIES INC. 8434 - 2024-03-31 0 $0 0
  85 Records found
  1    
  Page 1 of 1
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