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Get Institutions for : 
Jpmorgan Us Aggregate Bond Etf (JAGG)  
$45.17 0.17 (0.38%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    3
Total shares held : 
31,790,454  
% of shares held : 
72.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -28  
Amount of shares held : 
-3,830,473  
% of shares held change : 
  -8.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$43.77  
Last Quarter's Ending Price : 
$46.53  
Last Quarter's Average Price
$44.70  
Change from last quarter's     
avg. price to the last closing  : 
0.47 (1.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 14,009
 0.04%
 
Increased Positions :
22
 1,308,745
 4.12%
 
Unchanged Positions :
7
 43,974
 0.14%
 
Decreased Positions :
47
-3,445,941
-10.84%
 
Closed Positions :
12
-1,707,286
-5.37%
 
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
   BANK OF AMERICA CORP /DE/ 932 - 2024-03-31 2,060,476 $94,514,000 1,974,675
   BSC PRIVATE WEALTH MANAGEMENT LLC 9 - 2024-03-31 815,054 $37,387,000 50,907
   Iron Horse Wealth Management LLC 3 - 2024-03-31 440,809 $20,220,000 51,929
   JANNEY MONTGOMERY SCOTT LLC 352 - 2024-03-31 404,936 $18,574,000 150,340
   HIGHTOWER ADVISORS, LLC 495 - 2024-03-31 397,046 $18,207,000 14,659
   Garrett Investment Advisors LLC 10 - 2024-03-31 364,921 $16,739,000 101,184
   Bensler LLC 15 - 2024-03-31 314,174 $14,411,000 36,481
   Wealth Alliance Advisory Group LLC 9 - 2024-03-31 266,978 $12,246,000 19,114
   Sharkey Howes & Javer 11 - 2024-03-31 244,383 $11,210,000 92,656
   Cetera Investment Advisers 716 - 2024-03-31 189,735 $8,703,000 163,702
   FINANCIAL NETWORK 557 - 2024-03-31 131,942 $6,052,000 88,604
   JANE STREET GROUP LLC 1509 - 2024-03-31 85,227 $3,909,000 49,475
   ATRIA INVESTMENTS LLC 572 - 2024-03-31 54,376 $2,494,000 547
   BAILARD BIEHL & KAISER INC 227 - 2024-03-31 43,588 $1,999,000 1,974
   MN Wealth Advisors LLC 29 - 2024-03-31 26,418 $1,212,000 476
   CITADEL ADVISORS LLC 2968 - 2024-03-31 24,144 $1,107,000 10,637
   STEPHENS INC /AR/ 580 - 2024-03-31 21,395 $981,000 765
   Ascent Group LLC 321 - 2024-03-31 13,640 $626,000 1,094
   MULTIFINANCIAL SECURITIES CORP 1468 - 2024-03-31 13,333 $612,000 635
   Hennion & Walsh Asset Management Inc. 536 - 2024-03-31 12,473 $572,000 1,854
   CONTINUUM WEALTH ADVISORS LLC 28 - 2024-03-31 12,067 $554,000 2,790
   TRANSCEND WEALTH COLLECTIVE LLC 317 - 2024-03-31 11,104 $509,000 810
   SUTTON PLACE INVESTORS LLC 116 - 2024-03-31 8,752 $401,000 552
   Cobblestone Asset Management LLC 33 - 2024-03-31 7,980 $366,000 3,236
   Twin Peaks Wealth Advisors LLC 92 - 2024-03-31 7,256 $333,000 189
   COMMONWEALTH EQUITY SERVICES LLC. 3343 - 2024-03-31 5,765 $264,000 700
   Global Retirement Partners LLC 750 - 2024-03-31 4,859 $223,000 1,125
   Qube Research & Technologies Ltd 2530 - 2024-03-31 4,844 $222,000 1,177
   UBS Group AG 5024 - 2024-03-31 2,246 $103,000 2,246

  29 Records found
  1    
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