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Get Institutions for : 
Jpmorgan Ultra Short Municipal Income Etf (JMST)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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
   BANK OF AMERICA CORP /DE/ 732 - 2024-03-31 2,935,542 $148,949,000 -391,361
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 108 - 2024-03-31 1,676,477 $85,064,000 -108,186
   FIDUCIARY TRUST CO 16 - 2024-03-31 1,335,938 $67,785,000 -120,345
   WELLS FARGO & CO/MN 720 - 2024-03-31 960,057 $48,713,000 -3,486
   UBS Group AG 917 - 2024-03-31 693,539 $35,190,000 -85,311
   HPM Partners LLC 212 - 2024-03-31 638,113 $32,377,000 -26,484
   Bridgewater Advisors Inc. 6 - 2024-03-31 613,011 $31,104,000 -22,833
   RENAISSANCE TECHNOLOGIES LLC 468 - 2024-03-31 596,600 $30,271,000 -212,139
   WEATHERLY ASSET MANAGEMENT LP 6 - 2024-03-31 566,112 $28,725,000 -5,673
   Advisor Group Holdings Inc. 418 - 2024-03-31 382,724 $19,420,000 -12,898
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 41 - 2024-03-31 347,035 $17,609,000 -154,572
   CAPTRUST FINANCIAL ADVISORS 242 - 2024-03-31 344,896 $17,500,000 -22,617
   Principle Wealth Partners LLC 16 - 2024-03-31 329,504 $16,719,000 -35,093
   Auxano Advisors LLC 7 - 2024-03-31 290,273 $14,728,000 -1,957
   COMMONWEALTH EQUITY SERVICES LLC. 651 - 2024-03-31 270,117 $13,706,000 -34,070
   Trust Co 15 - 2024-03-31 251,882 $12,780,000 -3,220
   ENVESTNET ASSET MANAGEMENT INC 1391 - 2024-03-31 243,965 $12,379,000 -83,331
   COLONY GROUP LLC 145 - 2023-09-30 184,870 $9,327,000 -5,211
   APPLETON PARTNERS INC/MA 45 - 2024-03-31 181,911 $9,230,000 -355
   WCG Wealth Advisors LLC 46 - 2024-03-31 158,364 $8,035,000 -54,240
   FRANKLIN RESOURCES INC 1096 - 2024-03-31 149,787 $7,600,000 -3,500
   Sunburst Financial Group LLC 13 - 2024-03-31 149,389 $7,558,000 -41,602
   Orion Portfolio Solutions LLC 243 - 2024-03-31 148,216 $7,520,000 -11,479
   Sequoia Financial Advisors LLC 160 - 2024-03-31 144,106 $7,312,000 -39,855
   PDS Planning Inc 28 - 2024-03-31 143,193 $7,266,000 -5,022
   STIFEL FINANCIAL CORP 962 - 2024-03-31 137,388 $6,971,000 -10,969
   HB Wealth Management LLC 125 - 2024-03-31 131,073 $6,651,000 -20,924
   MML INVESTORS SERVICES LLC 553 - 2024-03-31 124,160 $6,300,000 -1,027
   D L CARLSON INVESTMENT GROUP INC 24 - 2024-03-31 112,724 $5,720,000 -2,006
   Cooper Financial Group 24 - 2024-03-31 110,946 $5,629,000 -14,562
   FIRST HEARTLAND CONSULTANTS INC 52 - 2024-03-31 109,225 $5,542,000 -136,257
   Three Bridge Wealth Advisors LLC 15 - 2024-03-31 108,532 $5,507,000 -14,858
   BP WEALTH MANAGEMENT LLC 161 - 2024-03-31 104,379 $5,296,000 -16,102
   Brandywine Oak Private Wealth LLC 31 - 2024-03-31 101,351 $5,143,000 -5,112
   BEACON INVESTMENT ADVISORY SERVICES INC. 86 - 2024-03-31 100,595 $5,104,000 -17,810
   BB&T CORP 900 - 2024-03-31 90,977 $4,616,000 -17,135
   CAPITAL MANAGEMENT CORP /VA 42 - 2024-03-31 89,866 $4,560,000 -440
   Kathmere Capital Management LLC 43 - 2024-03-31 86,588 $4,393,000 -15,500
   EP WEALTH ADVISORS, INC. 188 - 2024-03-31 82,325 $4,177,000 -19,060
   KISTLERTIFFANY COMPANIES, LLC 26 - 2023-06-30 82,204 $4,164,000 -12,500
   PFS INVESTMENTS INC. 247 - 2023-06-30 81,970 $4,152,000 -4,049
   MORNINGSTAR INVESTMENT SERVICES, INC. 137 - 2024-03-31 81,212 $4,119,000 -63,998
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 718 - 2024-03-31 79,842 $4,051,000 -27,661
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 69 - 2024-03-31 79,575 $4,038,000 -15,436
   CALLAN CAPITAL, LLC 46 - 2024-03-31 77,897 $3,953,000 -59,938
   Krasney Financial LLC 59 - 2024-03-31 76,555 $3,884,000 -4,104
   Modern Wealth Management LLC 44 - 2024-03-31 75,028 $3,802,000 -5,744
   COLLECTIVE FAMILY OFFICE LLC 25 - 2024-03-31 72,124 $3,660,000 -55,833
   Graves-Light Private Wealth Management Inc. 51 - 2024-03-31 71,193 $3,612,000 -4,766
   Smart Money Group LLC 22 - 2024-03-31 70,432 $3,570,000 -69
   Vawter Financial Ltd. 14 - 2024-03-31 64,492 $3,272,000 -16,231
   FINANCIAL NETWORK 800 - 2024-03-31 62,879 $3,190,000 -2,302
   SYNOVUS FINANCIAL CORP 267 - 2024-03-31 61,255 $3,108,000 -4,272
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1406 - 2024-03-31 60,011 $3,045,000 -54,022
   ENCOMPASS WEALTH ADVISORS LLC 18 - 2024-03-31 57,191 $2,902,000 -9,422
   LEGACY PRIVATE TRUST CO. 88 - 2024-03-31 57,049 $2,895,000 -8,875
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 71 - 2024-03-31 55,725 $2,827,000 -6,950
   Requisite Capital Management LLC 15 - 2024-03-31 55,495 $2,816,000 -5,519
   Global Retirement Partners LLC 195 - 2024-03-31 54,687 $2,775,000 -43,867
   Integrated Advisors Network LLC 185 - 2024-03-31 51,629 $2,620,000 -1,679
   NavPoint Financial Inc. 14 - 2024-03-31 51,183 $2,597,000 -10,652
   Lehman & Derafelo Financial Resources LLC 18 - 2022-12-31 51,325 $2,594,000 -2,500
   Galvin Gaustad & Stein LLC 65 - 2024-03-31 50,158 $2,545,000 -9,811
   Klingman & Associates LLC 52 - 2024-03-31 49,496 $2,511,000 -27,208
   CREATIVE PLANNING 895 - 2024-03-31 47,133 $2,392,000 -15,054
   BFSG LLC 93 - 2024-03-31 46,385 $2,354,000 -1,985
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 109 - 2024-03-31 46,152 $2,342,000 -42,065
   EQIS CAPITAL MANAGEMENT, INC. 100 - 2024-03-31 44,559 $2,261,000 -14,341
   MONTICELLO WEALTH MANAGEMENT LLC 71 - 2024-03-31 43,914 $2,228,000 -23,182
   KM Capital Management Ltd. 21 - 2024-03-31 41,556 $2,109,000 -4,056
   Goss Wealth Management LLC 671 - 2024-03-31 40,352 $2,047,000 -803
   CHESLEY TAFT & ASSOCIATES LLC/IL 133 - 2024-03-31 39,835 $2,021,000 -1,990
   Clear Point Advisors Inc. 11 - 2024-03-31 37,667 $1,911,000 -924
   PRIVATE TRUST CO NA 107 - 2024-03-31 36,239 $1,839,000 -2,936
   Skyline Advisors Inc. 22 - 2024-03-31 35,990 $1,826,000 -1,448
   Stratos Wealth Partners LTD. 463 - 2024-03-31 34,471 $1,749,000 -1,258
   Soltis Investment Advisors LLC 130 - 2024-03-31 33,204 $1,685,000 -2,179
   IRONWOOD INVESTMENT COUNSEL LLC 84 - 2024-03-31 32,795 $1,664,000 -22,213
   IFP Advisors Inc 287 - 2023-12-31 31,125 $1,579,000 -4,926
   CFG ASSET MANAGEMENT LLC 108 - 2024-03-31 30,275 $1,536,000 -765
   Tradition Wealth Management LLC 118 - 2024-03-31 30,250 $1,535,000 -11,100
   SigFig Wealth Management LLC 90 - 2024-03-31 29,451 $1,494,000 -14,130
   New Capital Management LP 24 - 2024-03-31 28,610 $1,452,000 -4,847
   SILVER OAK SECURITIES Inc 103 - 2024-03-31 28,351 $1,439,000 -2,577
   Evergreen Wealth Solutions LLC 20 - 2024-03-31 27,571 $1,399,000 -16,849
   JANNEY MONTGOMERY SCOTT LLC 1358 - 2024-03-31 25,865 $1,312,000 -6,014
   BROWN ADVISORY HOLDINGS INC 748 - 2024-03-31 22,811 $1,157,000 -954
   TITLEIST ASSET MANAGEMENT LLC 92 - 2024-03-31 22,373 $1,135,000 -1,017
   Security Financial Services INC. 66 - 2024-03-31 21,652 $1,099,000 -1,555
   Intergy Private Wealth LLC 37 - 2024-03-31 21,595 $1,096,000 -171
   Priebe Wealth Holdings LLC 16 - 2024-03-31 21,322 $1,082,000 -13,250
   Shira Ridge Wealth Management 28 - 2024-03-31 20,455 $1,038,000 -953
   Ritter Daniher Financial Advisory LLC / DE 26 - 2024-03-31 20,435 $1,037,000 -9,794
   CLARK CAPITAL MANAGEMENT GROUP INC 286 - 2024-03-31 19,052 $967,000 -262
   MORGAN STANLEY 4811 - 2024-03-31 18,802 $954,000 -6,234
   DUBUQUE BANK & TRUST CO 88 - 2023-09-30 18,089 $913,000 -8,591
   Spire Wealth Management 395 - 2024-03-31 17,698 $898,000 -1,658
   Alpha Omega Wealth Management LLC 120 - 2024-03-31 17,219 $874,000 -274
   JNBA FINANCIAL ADVISORS 104 - 2024-03-31 17,040 $865,000 -3,458
   Centurion Wealth Management LLC 59 - 2024-03-31 16,798 $852,000 -4,585
  100 Records found
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