Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Diversified Return Us Equity Etf (JPUS)  
$107.74 0.02 (0.02%) as of 4:30 Fri 4/26


Download
     
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  : 
11.44 (11.88%)  




 
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 2383 - 2023-12-31 52,779 $5,422,000 -4,395
   First Capital Advisors Group LLC. 6 - 2023-06-30 47,388 $4,633,000 -443
   Apollon Wealth Management LLC 168 - 2023-12-31 31,542 $3,240,000 -90
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1119 - 2024-03-31 22,718 $2,545,000 0
   LPL FINANCIAL CORP 2261 - 2023-12-31 22,704 $2,332,000 -18,862
   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
   MN Wealth Advisors LLC 13 - 2023-12-31 20,695 $2,126,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1824 - 2023-12-31 20,658 $2,122,000 10,338
   RHS Financial LLC 23 - 2024-03-31 18,353 $2,056,000 1,128
   COMMONWEALTH EQUITY SERVICES LLC. 1702 - 2023-12-31 18,497 $1,900,000 -77
   Empire Financial Management Company LLC 44 - 2023-12-31 17,817 $1,830,000 -4,203
   Fort Point Capital Partners LLC 68 - 2023-12-31 15,834 $1,627,000 -142
   Advisor Group Holdings Inc. 2198 - 2023-12-31 13,298 $1,366,000 267
   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
   WELLS FARGO & CO/MN 2914 - 2023-12-31 10,473 $1,076,000 -1,073
   SIGNALPOINT ASSET MANAGEMENT, LLC 101 - 2024-03-31 6,655 $745,000 -50
   Schiavi & Co LLC 13 *New 2023-12-31 6,567 $675,000 6,567
   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
   Private Advisor Group LLC 1352 - 2023-12-31 5,917 $608,000 264
   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
   INTERACTIVE FINANCIAL ADVISORS 51 - 2023-12-31 1,121 $533,000 -5,048
   One Capital Management LLC 210 - 2023-12-31 5,016 $515,000 0
   BEACON INVESTMENT ADVISORY SERVICES INC. 182 - 2023-12-31 4,852 $498,000 0
   FOSTER & MOTLEY INC 264 - 2024-03-31 4,367 $489,000 -54
   CITIGROUP INC 2587 - 2023-12-31 4,735 $486,000 -75
   JANE STREET GROUP LLC 3970 - 2023-12-31 4,675 $480,000 -354
   FLOW TRADERS U.S. LLC 496 *New 2023-12-31 4,412 $453,000 4,412
   PRINCIPAL SECURITIES INC. 654 - 2023-12-31 4,159 $427,000 0
   CITADEL ADVISORS LLC 3804 - 2023-12-31 3,928 $403,000 -11,311
   NWAM LLC 376 - 2023-12-31 3,865 $397,000 -560
   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
   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
   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
   WEALTH BUILDERS 184 - 2023-12-31 2,458 $252,000 -311
   NORTH STAR ASSET MANAGEMENT INC 257 - 2023-12-31 2,350 $241,000 0
   ANCORA ADVISORS, LLC 606 - 2023-12-31 2,305 $237,000 -698
   Ameritas Advisory Services LLC 641 - 2023-12-31 2,152 $224,000 -134
   MCCORMACK ADVISORS INTERNATIONAL 926 - 2023-12-31 2,067 $212,000 2,067
   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 1310 *New 2023-12-31 1,808 $186,000 1,808
   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. 88 - 2023-12-31 457 $47,000 -609
   Tyler-Stone Wealth Management 407 - 2023-12-31 355 $36,000 0
   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
   KARLINSKI ANDREW C 62 *Closed 2022-12-31 0 $0 -848
   US BANCORP 3953 *Closed 2023-12-31 0 $0 -331
   PROEQUITIES INC. 9344 - 2023-12-31 0 $0 0
  83 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