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Get Institutions for : 
Jp Morgan Ultra Short Income Etf (JPST)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 906    47
Total shares held : 
 329,481,692  
% of shares held : 
 36.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -197  
Amount of shares held : 
 6,882,560  
% of shares held change : 
   0.76%  
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 :
37
 2,557,252
 0.78%
 
Increased Positions :
305
 37,131,494
 11.27%
 
Unchanged Positions :
109
 6,436,234
 1.95%
 
Decreased Positions :
455
-29,700,512
-9.01%
 
Closed Positions :
84
-3,105,674
-0.94%
 
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
   WARREN AVERETT ASSET MANAGEMENT, LLC 52 *New 2024-03-31 328,566 $16,576,000 328,566
   Econ Financial Services Corp 2 *New 2024-03-31 171,869 $8,671,000 171,869
   Coulter & Justus Financial Services LLC 28 *New 2024-03-31 134,784 $6,800,000 134,784
   United Advisor Group LLC 10 *New 2024-03-31 98,590 $4,974,000 98,590
   Friedenthal Financial 9 *New 2024-03-31 86,250 $4,351,000 86,250
   CFO4Life L.P. 26 *New 2022-12-31 80,288 $4,025,000 80,288
   WELLINGTON MANAGEMENT CO LLP 1361 *New 2024-03-31 63,825 $3,220,000 63,825
   Gallacher Capital Management LLC 16 *New 2024-03-31 39,378 $1,987,000 39,378
   GUIDANCE CAPITAL INC 29 *New 2024-03-31 35,106 $1,766,000 35,106
   Global Strategic Investment Solutions LLC 61 *New 2024-03-31 28,120 $1,419,000 28,120
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 107 *New 2024-03-31 26,631 $1,344,000 26,631
   WIN ADVISORS INC 29 *New 2024-03-31 24,862 $1,254,000 24,862
   McAdam LLC 119 *New 2024-03-31 20,001 $1,009,000 20,001
   Moloney Securities Asset Management LLC 202 *New 2024-03-31 15,150 $764,000 15,150
   SUTTON PLACE INVESTORS LLC 84 *New 2024-03-31 14,154 $714,000 14,154
   CRA Financial Services LLC 106 *New 2024-03-31 12,808 $646,000 12,808
   Moors & Cabot Inc. 452 *New 2024-03-31 11,571 $584,000 11,571
   Fortune Financial Advisors LLC 79 *New 2024-03-31 10,712 $540,000 10,712
   Presidio Capital Management LLC 24 *New 2024-03-31 10,500 $530,000 10,500
   PATTEN & PATTEN INC/TN 222 *New 2024-03-31 9,301 $469,000 9,301
   Significant Wealth Partners LLC 84 *New 2024-03-31 8,616 $435,000 8,616
   Hixon Zuercher LLC 58 *New 2024-03-31 8,099 $409,000 8,099
   True Capital Management 79 *New 2023-03-31 7,035 $354,000 7,035
   Benchmark Financial Wealth Advisors LLC 59 *New 2024-03-31 7,004 $353,000 7,004
   F3Logic LLC 129 *New 2022-12-31 6,848 $343,000 6,848
   Congress Wealth Management LLC / DE / 490 *New 2024-03-31 6,758 $341,000 6,758
   HAVERFORD TRUST CO 329 *New 2024-03-31 6,350 $320,000 6,350
   TFB Advisors LLC 193 *New 2024-03-31 6,361 $319,000 6,361
   Simplicity WealthLLC 893 *New 2024-03-31 6,282 $317,000 6,282
   Sterling Financial Group Inc. 51 *New 2024-03-31 6,270 $316,000 6,270
   Clarity Financial LLC 93 *New 2024-03-31 5,917 $299,000 5,917
   Summit Trail Advisors LLC 465 *New 2024-03-31 5,876 $296,000 5,876
   Steel Peak Wealth Management LLC 358 *New 2024-03-31 5,577 $281,000 5,577
   Andesa Financial Management Inc. 128 *New 2022-12-31 5,125 $257,000 5,125
   RMB CAPITAL MANAGEMENT LLC 515 *New 2024-03-31 5,022 $253,000 5,022
   Annis Gardner Whiting Capital Advisors LLC 165 *New 2024-03-31 5,000 $252,000 5,000
   Sonora Investment Management Group LLC 210 *New 2024-03-31 4,963 $250,000 4,963
   PERSONAL CFO SOLUTIONS LLC 502 *New 2024-03-31 4,304 $217,000 4,304
   Harvest Investment Services LLC 158 *New 2024-03-31 4,190 $211,000 4,190
   PINNACLE FINANCIAL PARTNERS INC 424 *New 2024-03-31 4,149 $209,000 4,149
   Five Oceans Advisors 180 *New 2024-03-31 4,138 $209,000 4,138
   Asset Allocation Strategies LLC 76 *New 2024-03-31 4,118 $208,000 4,118
   Atlantic Trust Group LLC 1390 *New 2024-03-31 2,033 $102,000 2,033
   ARVEST INVESTMENTS INC. 122 *New 2024-03-31 1,488 $75,000 1,488
   Eagle Bay Advisors LLC 266 *New 2024-03-31 1,386 $70,000 1,386
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 412 *New 2024-03-31 837 $42,000 837
   LifeSteps Financial Inc. 214 *New 2024-03-31 470 $24,000 470
   PrairieView Partners LLC 258 *New 2024-03-31 279 $15,000 279
   Christopher J. Hasenberg Inc 64 *New 2024-03-31 152 $8,000 152
   American Capital Advisory LLC 290 *New 2024-03-31 112 $6,000 112
   Operose Advisors LLC 570 *New 2024-03-31 61 $3,000 61
   Trust Co 326 *New 2024-03-31 25 $1,000 25
   First Command Advisory Services Inc. 524 *New 2024-03-31 173 $0 173
   Rakuten Securities Inc. 735 *New 2024-03-31 1 $0 1
   FWL INVESTMENT MANAGEMENT LLC 270 *New 2024-03-31 0 $0 0
  55 Records found
  1    
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