Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Ultra Short Municipal Income Etf (JMST)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 362    7
Total shares held : 
 38,017,918  
% of shares held : 
 9.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -33  
Amount of shares held : 
 797,396  
% of shares held change : 
   0.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 1,123,426
 2.95%
 
Increased Positions :
125
 3,961,130
 10.42%
 
Unchanged Positions :
54
 787,511
 2.07%
 
Decreased Positions :
151
-3,154,425
-8.3%
 
Closed Positions :
39
-1,132,735
-2.98%
 
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
   Great Point Wealth Advisors LLC 16 *New 2024-03-31 157,559 $7,995,000 157,559
   Salomon & Ludwin LLC 38 *New 2024-03-31 144,683 $7,351,000 144,683
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1913 *New 2024-03-31 34,559 $1,754,000 34,559
   Pine Harbor Wealth Management LLC 23 *New 2024-03-31 32,129 $1,630,000 32,129
   Ameritas Advisory Services LLC 281 *New 2024-03-31 30,851 $1,565,000 30,851
   Stewardship Advisors LLC 46 *New 2024-03-31 16,890 $857,000 16,890
   Tortoise Investment Management LLC 135 *New 2024-03-31 12,795 $649,000 12,795
   JOURNEY STRATEGIC WEALTH LLC 121 *New 2024-03-31 11,493 $583,000 11,493
   Presidio Capital Management LLC 23 *New 2024-03-31 10,927 $554,000 10,927
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 569 *New 2024-03-31 10,566 $535,000 10,566
   WARREN AVERETT ASSET MANAGEMENT, LLC 473 *New 2024-03-31 10,013 $508,000 10,013
   Pallas Capital Advisors LLC 277 *New 2024-03-31 10,000 $507,000 10,000
   Williams Jones Wealth Management LLC. 360 *New 2024-03-31 9,040 $459,000 9,040
   BKA Wealth Consulting Inc. 32 *New 2024-03-31 8,745 $444,000 8,745
   RAYMOND JAMES TRUST CO 835 *New 2024-03-31 7,651 $388,000 7,651
   Change Path LLC 651 *New 2024-03-31 7,403 $376,000 7,403
   Simplicity WealthLLC 852 *New 2024-03-31 7,075 $359,000 7,075
   Significant Wealth Partners LLC 110 *New 2024-03-31 6,889 $350,000 6,889
   Koshinski Asset Management Inc. 418 *New 2024-03-31 6,306 $320,000 6,306
   SAVANT CAPITAL MANAGEMENT INC 895 *New 2024-03-31 5,988 $304,000 5,988
   BHK Investment Advisors LLC 53 *New 2024-03-31 6,000 $304,000 6,000
   CFO4Life L.P. 129 *New 2022-12-31 5,981 $302,000 5,981
   ZACKS INVESTMENT MANAGEMENT 549 *New 2024-03-31 5,679 $288,000 5,679
   CAP Partners LLC 99 *New 2024-03-31 4,829 $245,000 4,829
   PERSONAL CFO SOLUTIONS LLC 458 *New 2024-03-31 4,777 $242,000 4,777
   EisnerAmper Wealth Management Corporate Benefits L 64 *New 2023-12-31 4,672 $237,000 4,672
   Aptus Capital Advisors LLC 694 *New 2024-03-31 4,338 $220,000 4,338
   SFG Wealth Management LLC. 90 *New 2024-03-31 4,322 $219,000 4,322
   MONECO Advisors LLC 383 *New 2024-03-31 4,237 $215,000 4,237
   United Advisor Group LLC 199 *New 2024-03-31 4,238 $215,000 4,238
   FINANCIAL COUNSELORS INC 548 *New 2024-03-31 4,182 $212,000 4,182
   BESSEMER GROUP INC 1009 *New 2024-03-31 4,120 $209,000 4,120
   Aletheian Wealth Advisors LLC 78 *New 2024-03-31 4,016 $204,000 4,016
   JONES FINANCIAL COMPANIES LLLP 676 *New 2024-03-31 1,336 $68,000 1,336
   GAMMA Investing LLC 1043 *New 2024-03-31 979 $50,000 979
   Nelson Van Denburg & Campbell Wealth Management Gr 1780 *New 2024-03-31 256 $13,000 256
   Tidemark LLC 448 *New 2024-03-31 193 $10,000 193
   Atlantic Trust Group LLC 2421 *New 2024-03-31 144 $7,000 144
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1938 *New 2024-03-31 1 $0 1
  39 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