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)  
$110.65 0.25 (0.23%) as of 4:30 Fri 5/10


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  : 
14.35 (14.9%)  




 
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
   MODERA WEALTH MANAGEMENT, LLC 47 - 2023-12-31 346,358 $35,579,000 346,358
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 952 - 2024-03-31 63,405 $7,102,000 700
   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
   LPL FINANCIAL CORP 2289 - 2024-03-31 22,863 $2,561,000 159
   Integrity Advisory LLC 11 - 2022-12-31 23,648 $2,241,000 9,455
   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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 3204 - 2023-12-31 5,911 $607,000 1,190
   CITIGROUP INC 2698 - 2024-03-31 4,750 $532,000 15
   RAYMOND JAMES & ASSOCIATES 3195 - 2024-03-31 3,364 $377,000 65
   Equitable Holdings Inc. 892 - 2023-12-31 3,335 $343,000 23
   AMERIPRISE FINANCIAL INC 3509 - 2023-12-31 3,215 $330,000 42
   BB&T CORP 2274 - 2023-12-31 2,809 $289,000 57
   CWM LLC 1722 - 2024-03-31 1,147 $128,000 2
   US BANCORP 2883 - 2024-03-31 275 $31,000 275
  22 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