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Get Institutions for : 
Jpmorgan Us Aggregate Bond Etf (JAGG)  
$45.57 0.01 (0.02%) as of 4:30 Thu 6/6


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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 : 
 $46.36  
Last Quarter's Ending Price : 
 $45.87  
Last Quarter's Average Price : 
 $45.87  
Change from last quarter's     
avg. price to the last closing  : 
0.30 (0.65%)  




 
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: 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 period: 12-31-2023 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
   J P MORGAN CHASE & CO 258 - 2024-03-31 17,177,806 $787,946,000 -5,680,128
   LPL FINANCIAL CORP 406 - 2024-03-31 1,669,507 $76,580,000 -255,536
   ENVESTNET ASSET MANAGEMENT INC 854 - 2024-03-31 696,437 $31,946,000 -113,247
   Berger Financial Group Inc 14 - 2024-03-31 364,875 $16,737,000 -621,398
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 412 - 2024-03-31 245,148 $11,245,000 -68,033
   MORGAN STANLEY 3534 - 2024-03-31 157,440 $7,222,000 -259,048
   PARK AVENUE SECURITIES LLC 212 - 2024-03-31 102,136 $4,685,000 -21,982
   Apella Capital LLC 75 - 2024-03-31 80,710 $3,661,000 -25,161
   LEGACY PRIVATE TRUST CO. 80 - 2024-03-31 79,711 $3,656,000 -4,207
   NICOLET ADVISORY SERVICES LLC 47 - 2024-03-31 62,909 $2,854,000 -11,376
   Advisor Group Holdings Inc. 1512 - 2024-03-31 55,746 $2,557,000 -187,161
   Steward Partners Investment Advisory LLC 508 - 2024-03-31 54,179 $2,485,000 -36,445
   ACT Advisors LLC. 11 - 2024-03-31 50,892 $2,334,000 -2,737
   MML INVESTORS SERVICES LLC 1082 - 2024-03-31 39,615 $1,817,000 -27,889
   MERCER GLOBAL ADVISORS INC /ADV 802 - 2024-03-31 33,500 $1,537,000 -6,470
   RAYMOND JAMES & ASSOCIATES 2406 - 2024-03-31 28,500 $1,307,000 -13,833
   Change Path LLC 331 - 2024-03-31 26,671 $1,223,000 -2,795
   LOCKERMAN FINANCIAL GROUP INC. 8 - 2024-03-31 22,702 $1,041,000 -5,380
   Integrated Wealth Concepts LLC 798 - 2024-03-31 19,507 $895,000 -4,712
   Cooper Financial Group 148 - 2024-03-31 17,622 $808,000 -40,246
   Envestnet Portfolio Solutions Inc. 1016 - 2024-03-31 13,729 $630,000 -238
   Alpha Omega Wealth Management LLC 137 - 2024-03-31 12,948 $594,000 -14
   VERUS CAPITAL PARTNERS LLC 194 - 2024-03-31 10,764 $494,000 -156
   PROEQUITIES INC. 445 - 2024-03-31 10,685 $490,000 -2,281
   Gladstone Institutional Advisory LLC 420 - 2024-03-31 10,579 $485,000 -1,613
   Perennial Investment Advisors LLC 249 - 2024-03-31 6,867 $315,000 -548
   True Vision MN LLC 88 - 2024-03-31 5,096 $227,000 -10,376
   Private Advisor Group LLC 2067 - 2024-03-31 4,648 $213,000 -2,208
   HANSON MCCLAIN, INC. 767 - 2024-03-31 4,556 $209,000 -119
   PRIVATE TRUST CO NA 675 - 2024-03-31 4,022 $184,000 -1,028
   VALLEY NATIONAL ADVISERS INC 244 - 2024-03-31 4,017 $184,000 -742
   GUARANTY TRUST CO OF MISSOURI /MO/ 576 - 2024-03-31 3,869 $177,000 -2,271
   COMERICA BANK 2452 - 2024-03-31 2,825 $130,000 -83
   Farther Finance Advisors LLC 955 - 2024-03-31 2,085 $95,000 -99
   GeoWealth Management LLC 797 - 2024-03-31 1,226 $56,000 -583
   ICA Group Wealth Management LLC 591 - 2024-03-31 935 $43,000 -416
   Richard W. Paul & Associates LLC 246 - 2024-03-31 549 $25,000 -57,686
   LGT Financial Advisors LLC 509 - 2024-03-31 194 $9,000 -279
   WELLS FARGO & CO/MN 6752 - 2024-03-31 0 $0 -107
  39 Records found
  1    
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