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Get Institutions for : 
JPMorgan Sustainable Municipal Income ETF (JMSI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    3
Total shares held : 
2,178,042  
% of shares held : 
24.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
71,856  
% of shares held change : 
  0.8%  
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 :
3
 17,329
 0.8%
 
Increased Positions :
11
 242,289
 11.12%
 
Unchanged Positions :
8
 124,448
 5.71%
 
Decreased Positions :
14
-187,762
-8.62%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   EP WEALTH ADVISORS, INC. 98 - 2024-03-31 258,435 $13,023,000 11,926
   First Ascent Asset Management LLC - 2023-12-31 85,355 $4,313,000 19,112
   MODERA WEALTH MANAGEMENT, LLC 181 - 2024-03-31 77,092 $3,885,000 3,061
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1563 - 2024-03-31 47,629 $2,400,000 12,949
   GYL Financial Synergies LLC 149 - 2024-03-31 30,051 $1,514,000 6,105
   FIDUCIARY TRUST CO 321 - 2024-03-31 22,897 $1,154,000 6,225
   LPL FINANCIAL CORP 3159 - 2024-03-31 19,170 $966,000 909
   MML INVESTORS SERVICES LLC 1756 - 2024-03-31 10,451 $527,000 92
   OLD MISSION CAPITAL LLC 664 - 2024-03-31 6,819 $344,000 2,108

  9 Records found
  1    
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