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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
   J P MORGAN CHASE & CO 107 - 2024-03-31 45,690,839 $2,305,103,000 10,546,138
   FMR LLC 347 - 2024-03-31 14,158,450 $714,294,000 123,798
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 114 - 2024-03-31 13,615,984 $686,926,000 158,913
   HB Wealth Management LLC 3 - 2024-03-31 8,076,454 $405,234,000 443,033
   WELLS FARGO & CO/MN 188 - 2024-03-31 7,695,044 $388,215,000 244,614
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 25 - 2024-03-31 4,833,237 $243,837,000 1,317,710
   Betterment LLC 26 - 2024-03-31 4,687,250 $236,472,000 1,118,756
   ENVESTNET ASSET MANAGEMENT INC 274 - 2024-03-31 3,600,663 $181,653,000 890,558
   FOSTER DYKEMA CABOT & PARTNERS LLC 2 - 2024-03-31 2,385,487 $120,348,000 13,240
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 96 - 2024-03-31 2,013,367 $101,574,000 310,930
   FOSTER DYKEMA CABOT & CO INC/MA 2 - 2023-09-30 1,757,225 $88,178,000 47,768
   SIGNATUREFD, LLC 11 - 2024-03-31 1,706,583 $86,097,000 74,235
   Bridgewater Advisors Inc. 1 - 2024-03-31 1,561,759 $78,791,000 160,843
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 59 - 2024-03-31 1,523,563 $76,864,000 238,654
   STIFEL FINANCIAL CORP 231 - 2024-03-31 1,505,094 $75,932,000 7,110
   RAYMOND JAMES & ASSOCIATES 327 - 2024-03-31 1,387,419 $69,995,000 154,712
   LEGACY WEALTH MANAGEMENT, INC 8 - 2024-03-31 1,314,837 $66,334,000 52,813
   Cornerstone Management Inc. 3 - 2024-03-31 1,294,974 $65,331,000 92,286
   AXXCESS WEALTH MANAGEMENT LLC 6 - 2024-03-31 1,281,802 $64,667,000 118,274
   FINANCIAL NETWORK 66 - 2024-03-31 1,242,747 $62,697,000 1,823
   QUADRANT CAPITAL GROUP LLC 2 - 2024-03-31 1,226,103 $61,857,000 164,486
   ANCORA ADVISORS, LLC 13 - 2024-03-31 1,210,459 $61,068,000 2,765
   Equitable Holdings Inc. 36 - 2024-03-31 1,173,720 $59,214,000 720,465
   CWM LLC 68 - 2024-03-31 1,104,860 $55,740,000 125,786
   Peterson Wealth Advisors LLC 3 - 2024-03-31 970,685 $48,971,000 184,434
   Rockefeller Capital Management L.P. 158 - 2024-03-31 915,914 $46,208,000 84,049
   Acorns Advisers LLC 13 - 2024-03-31 853,706 $43,069,000 11,171
   ROCK CREEK GROUP, LP 8 - 2024-03-31 803,486 $40,536,000 226,035
   Alpha Omega Wealth Management LLC 1 - 2024-03-31 773,827 $39,040,000 3,445
   LINCOLN NATIONAL CORP 34 - 2024-03-31 719,901 $36,319,000 97,040
   N.E.W. Advisory Services LLC 7 - 2024-03-31 702,574 $35,445,000 18,343
   Ameritas Advisory Services LLC 9 - 2024-03-31 698,847 $35,255,000 570,110
   FLAGSHIP HARBOR ADVISORS LLC 7 - 2024-03-31 681,056 $34,359,000 92,143
   Parkside Investments LLC 3 - 2024-03-31 663,965 $33,497,000 247,550
   Financial Planning & Information Services Inc. 8 - 2024-03-31 609,726 $30,761,000 16,177
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 21 - 2024-03-31 609,248 $30,737,000 17,469
   MA GREENWOOD & ASSOCIATES INC 9 - 2024-03-31 597,293 $30,133,000 20,014
   BNP PARIBAS ARBITRAGE SA 444 - 2024-03-31 581,353 $29,329,000 520,253
   CITADEL ADVISORS LLC 673 - 2024-03-31 580,302 $29,276,000 580,302
   Cresset Asset Management LLC 98 - 2024-03-31 579,605 $29,241,000 50,999
   RIVERFRONT INVESTMENT GROUP, LLC 32 - 2024-03-31 571,577 $28,836,000 464,463
   Paradigm Strategies in Wealth Management LLC 1 - 2024-03-31 559,874 $28,246,000 126,557
   Great Point Wealth Advisors LLC 3 - 2024-03-31 544,505 $27,470,000 532,660
   Badgley Phelps Wealth Managers LLC 39 - 2024-03-31 543,376 $27,413,000 5,029
   Flaharty Asset Management LLC 9 - 2024-03-31 540,499 $27,268,000 70,112
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 7 - 2024-03-31 527,334 $26,604,000 10,853
   Rosenberg Matthew Hamilton 3 - 2024-03-31 521,371 $26,188,000 35,567
   Berkshire Bank 2 - 2024-03-31 509,397 $25,699,000 172,043
   MARINER WEALTH ADVISORS, LLC 294 - 2024-03-31 489,764 $24,709,000 39,633
   BEACON INVESTMENT ADVISORY SERVICES INC. 33 - 2024-03-31 479,812 $24,207,000 15,571
   Kestra Advisory Services LLC 125 - 2024-03-31 470,252 $23,724,000 30,769
   Atria Wealth Solutions Inc. 75 - 2024-03-31 469,099 $23,666,000 54,734
   GREAT VALLEY ADVISOR GROUP INC. 31 - 2024-03-31 466,273 $23,523,000 88,015
   JANNEY MONTGOMERY SCOTT LLC 284 - 2024-03-31 465,301 $23,474,000 146,667
   Ridgepath Capital Management LLC 1 - 2024-03-31 445,126 $22,457,000 386,261
   Frisch Financial Group Inc. 1 - 2024-03-31 438,180 $22,106,000 420,101
   PEAPACK GLADSTONE FINANCIAL CORP 87 - 2024-03-31 436,736 $22,032,000 6,867
   THRIVENT FINANCIAL FOR LUTHERANS 433 - 2024-03-31 436,283 $22,010,000 35,500
   EVENSKY & KATZ INC 17 - 2024-03-31 435,031 $21,947,000 6,060
   SkyOak Wealt LLC 1 - 2024-03-31 428,850 $21,635,000 26,393
   Verum Partners LLC 2 - 2024-03-31 422,860 $21,333,000 64,677
   WEATHERLY ASSET MANAGEMENT LP 11 - 2024-03-31 417,903 $21,083,000 14,123
   IRONWOOD WEALTH MANAGEMENT INC. 2 - 2024-03-31 412,069 $20,723,000 7,733
   CYNOSURE MANAGEMENT LLC 7 - 2024-03-31 407,331 $20,550,000 10,428
   Insight Wealth Partners LLC 1 - 2024-03-31 404,533 $20,409,000 66,995
   MULTIFINANCIAL SECURITIES CORP 129 - 2024-03-31 399,336 $20,147,000 40,720
   BAKER TILLY FINANCIAL LLC 3 - 2024-03-31 394,015 $19,878,000 24,379
   PBWM Holdings LLC 5 - 2023-03-31 394,049 $19,829,000 28,123
   DONALDSON CAPITAL MANAGEMENT LLC 36 - 2024-03-31 378,171 $19,079,000 69,240
   Goss Wealth Management LLC 130 - 2024-03-31 369,606 $18,647,000 70,163
   StrongBox Wealth LLC 1 - 2024-03-31 363,926 $18,360,000 38,101
   Magnolia Wealth Management LLC 4 - 2024-03-31 361,633 $18,205,000 171,124
   OARSMAN CAPITAL, INC. 4 - 2024-03-31 360,567 $18,191,000 66,034
   Arbor Investment Advisors LLC 11 - 2024-03-31 355,017 $17,911,000 15,996
   We Are One Seven LLC 14 - 2024-03-31 351,405 $17,728,000 112,737
   IMZ Advisory Inc 4 - 2024-03-31 346,820 $17,497,000 44,741
   Capital Asset Advisory Services LLC 25 - 2024-03-31 340,325 $17,115,000 121,025
   Roberts Wealth Advisors LLC 1 - 2024-03-31 333,152 $16,761,000 3,094
   Integrated Wealth Concepts LLC 100 - 2024-03-31 328,236 $16,560,000 84,598
   HARBOUR INVESTMENTS INC. 28 - 2023-12-31 316,431 $15,894,000 143,888
   Abbrea Capital LLC 11 - 2024-03-31 312,346 $15,758,000 10,536
   TMD Wealth Management LLC 8 - 2024-03-31 283,482 $14,302,000 13,984
   Wunderlich Capital Managemnt 1 - 2024-03-31 281,840 $14,219,000 56,107
   Ruggaard & Associates LLC 1 - 2024-03-31 281,654 $14,209,000 10,729
   Capital Advisors Wealth Management LLC 12 - 2024-03-31 279,635 $14,108,000 19,710
   Meridian Financial Partners LLC 2 - 2024-03-31 272,027 $13,688,000 4,721
   CAHABA WEALTH MANAGEMENT INC. 15 - 2024-03-31 268,284 $13,535,000 18,580
   RPg Family Wealth Advisory LLC 1 - 2024-03-31 266,614 $13,451,000 9,432
   Royal Harbor Partners LLC 8 - 2024-03-31 262,099 $13,223,000 5,365
   FLOW TRADERS U.S. LLC 25 - 2024-03-31 259,578 $13,096,000 187,480
   ROOF EIDAM & MAYCOCK/ADV 9 - 2024-03-31 259,280 $13,081,000 6,307
   Alliance Wealth Advisors LLC /UT 3 - 2024-03-31 253,547 $12,791,000 31,354
   NORDEN GROUP LLC 4 - 2024-03-31 252,915 $12,760,000 34,319
   Schwallier Wealth Management LLC 2 - 2024-03-31 248,970 $12,561,000 244,896
   Personal Resources Investment & Strategic Manageme 11 - 2024-03-31 247,306 $12,477,000 30,352
   KWMG LLC 22 - 2024-03-31 243,689 $12,294,000 7,895
   BB&T CORP 551 - 2024-03-31 242,887 $12,254,000 41,259
   JFS WEALTH ADVISORS, LLC 21 - 2024-03-31 240,157 $12,116,000 49,249
   Heritage Financial Services LLC 7 - 2024-03-31 238,742 $12,045,000 65,646
   MBM Wealth Consultants LLC 7 - 2024-03-31 236,043 $11,908,000 8,737
  100 Records found
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