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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 74 - 2024-03-31 54,298,383 $2,739,353,000 -1,812,677
   BANK OF AMERICA CORP /DE/ 269 - 2024-03-31 14,480,714 $730,552,000 -2,065,046
   LPL FINANCIAL CORP 87 - 2024-03-31 9,147,482 $461,490,000 -654,730
   UBS Group AG 142 - 2024-03-31 8,618,047 $434,780,000 -335,769
   ROYAL BANK OF CANADA 333 - 2024-03-31 3,489,395 $176,039,000 -191,920
   HPM Partners LLC 43 - 2024-03-31 3,351,073 $169,061,000 -1,177,651
   Advisor Group Holdings Inc. 62 - 2024-03-31 2,518,586 $127,088,000 -152,672
   TOWNSQUARE CAPITAL LLC 7 - 2024-03-31 2,353,507 $118,734,000 -67,581
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 140 - 2024-03-31 2,059,184 $103,886,000 -21,946
   COMMONWEALTH EQUITY SERVICES LLC. 127 - 2024-03-31 1,826,486 $92,146,000 -87,858
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 104 - 2024-03-31 1,233,199 $62,215,000 -33,199
   SEI INVESTMENTS CO 261 - 2024-03-31 1,114,852 $56,243,000 -120,989
   MML INVESTORS SERVICES LLC 96 - 2024-03-31 1,066,057 $53,783,000 -96,887
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 53 - 2024-03-31 997,512 $50,324,000 -4,249
   FIFTH THIRD BANCORP 121 - 2024-03-31 897,990 $45,304,000 -3,703
   H D Vest Advisory Services 32 - 2024-03-31 888,619 $44,831,000 -1,611
   Asset Management Resources LLC - 2023-12-31 846,267 $42,508,000 -117,079
   AE Wealth Management LLC 47 - 2024-03-31 816,162 $41,175,000 -1,137,111
   STEPHENS INC /AR/ 30 - 2024-03-31 782,262 $39,465,000 -114,056
   Private Advisor Group LLC 86 - 2024-03-31 762,278 $38,457,000 -255,923
   CAPTRUST FINANCIAL ADVISORS 151 - 2024-03-31 650,029 $32,794,000 -176,551
   APPLETON PARTNERS INC/MA 6 - 2024-03-31 646,836 $32,633,000 -211,485
   BP WEALTH MANAGEMENT LLC 27 - 2024-03-31 640,415 $32,309,000 -93,672
   McCarthy Asset Management Inc. 1 - 2024-03-31 623,595 $31,460,000 -6,442
   VALMARK ADVISERS INC 32 - 2024-03-31 622,279 $31,394,000 -13,116
   MONTAG A & ASSOCIATES INC 8 - 2024-03-31 616,488 $31,102,000 -84,703
   Sollinda Capital Management LLC 2 - 2024-03-31 596,501 $30,093,000 -215,943
   Soltis Investment Advisors LLC 4 - 2024-03-31 575,856 $29,052,000 -144,284
   WSFS CAPITAL MANAGEMENT LLC 12 - 2024-03-31 546,750 $27,584,000 -13,134
   BRYN MAWR TRUST CO/PA 22 - 2024-03-31 532,880 $26,884,000 -18,818
   MCMORGAN & CO LLC 6 - 2024-03-31 527,882 $26,632,000 -526,878
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 10 - 2024-03-31 514,147 $25,939,000 -63,619
   HANSON MCCLAIN, INC. 59 - 2024-03-31 497,209 $25,084,000 -18,898
   Spire Wealth Management 43 - 2024-03-31 492,794 $24,861,000 -1,103,971
   Avestar Capital LLC 4 - 2024-03-31 486,834 $24,561,000 -237,160
   Requisite Capital Management LLC 8 - 2024-03-31 478,373 $24,134,000 -86,351
   Capital Investment Advisory Services LLC 3 - 2024-03-31 442,211 $22,310,000 -513,891
   FRANKLIN RESOURCES INC 792 - 2024-03-31 425,708 $21,477,000 -30,024
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 37 - 2024-03-31 420,074 $21,193,000 -97,853
   TNB FINANCIAL 18 - 2024-03-31 410,871 $20,728,000 -54,883
   Bramshill Investments LLC 7 - 2024-03-31 408,576 $20,613,000 -1,005,544
   Portside Wealth Group LLC 2 - 2024-03-31 399,614 $20,161,000 -9,857
   SYNOVUS FINANCIAL CORP 56 - 2024-03-31 387,360 $19,546,000 -35,980
   Mascoma Wealth Management LLC 6 - 2024-03-31 386,566 $19,502,000 -79,195
   MERCER GLOBAL ADVISORS INC /ADV 202 - 2024-03-31 379,661 $19,154,000 -5,322
   KB FINANCIAL PARTNERS LLC 6 - 2023-09-30 379,229 $19,030,000 -451
   CITIZENS FINANCIAL GROUP INC/RI 32 - 2024-03-31 368,281 $18,580,000 -43,150
   ALBION FINANCIAL GROUP /UT 20 - 2024-03-31 353,704 $17,844,000 -3,685
   Fountainhead AM LLC 6 - 2024-03-31 343,964 $17,353,000 -46,682
   SAVANT CAPITAL MANAGEMENT INC 94 - 2024-03-31 321,121 $16,201,000 -26,340
   HIGHTOWER ADVISORS, LLC 534 - 2024-03-31 320,027 $16,142,000 -21,415
   White Wing Wealth Management 2 - 2024-03-31 319,311 $16,039,000 -14,758
   Philip James Wealth Mangement LLC 1 - 2024-03-31 314,743 $15,879,000 -3,969
   WCG Wealth Advisors LLC 19 - 2024-03-31 312,413 $15,761,000 -13,938
   Connectus Wealth LLC 54 - 2024-03-31 310,138 $15,646,000 -850,654
   Cooper Financial Group 9 - 2024-03-31 308,100 $15,544,000 -5,366
   COMERICA BANK 289 - 2024-03-31 305,901 $15,433,000 -10,203
   Mutual Advisors LLC 30 - 2024-03-31 285,866 $14,422,000 -17,363
   San Luis Wealth Advisors LLC 3 - 2024-03-31 278,310 $14,041,000 -162,273
   Massey Quick & Co. LLC 19 - 2024-03-31 278,248 $14,038,000 -12,949
   Dynamic Advisors Solutions LLC 48 - 2024-03-31 277,250 $13,987,000 -1,072
   Souders Financial Advisors 10 - 2024-03-31 277,062 $13,978,000 -23,975
   MORNINGSTAR INVESTMENT SERVICES, INC. 116 - 2024-03-31 272,097 $13,730,000 -261,237
   Miracle Mile Advisors LLC 60 - 2024-03-31 263,483 $13,293,000 -212,709
   Invst LLC 14 - 2023-12-31 263,607 $13,259,000 -536,379
   Gerber Kawasaki Wealth & Investment Management 37 - 2024-03-31 256,434 $12,937,000 -56,853
   John W. Brooker & Co. CPAs 4 - 2024-03-31 247,436 $12,483,000 -30,720
   Strategic Financial Group LLC - 2023-12-31 242,779 $12,195,000 -7,382
   CI Private Wealth LLC 486 - 2024-03-31 234,357 $11,823,000 -37,786
   Oakmont Partners LLC 82 - 2024-03-31 224,685 $11,335,000 -2,651
   Stratos Wealth Partners LTD. 117 - 2024-03-31 215,302 $10,862,000 -35,899
   LexAurum Advisors LLC 8 - 2024-03-31 201,074 $10,144,000 -2,853
   Triumph Capital Management 2 - 2024-03-31 197,271 $9,952,000 -72,848
   JOHNSON FINANCIAL GROUP, INC. 27 - 2024-03-31 197,035 $9,940,000 -150,419
   Naviter Wealth LLC 9 - 2024-03-31 195,328 $9,854,000 -109,584
   CHATHAM CAPITAL GROUP INC 10 - 2024-03-31 189,407 $9,556,000 -2,715
   KEATING WEALTH MANAGEMENT LLC 3 - 2024-03-31 189,217 $9,546,000 -102,012
   CITIGROUP INC 905 - 2024-03-31 188,670 $9,520,000 -13,061
   ENCOMPASS WEALTH ADVISORS LLC 8 - 2024-03-31 186,752 $9,422,000 -3,475
   Legacy Capital Group California Inc. 2 - 2024-03-31 186,080 $9,388,000 -7,814
   SAGE ADVISORY SERVICES, LTD.CO. 14 - 2024-03-31 185,122 $9,339,000 -121,750
   YALE CAPITAL CORP 35 - 2024-03-31 178,464 $9,003,000 -5,900
   MILLENNIUM MANAGEMENT LLC 1480 - 2024-03-31 175,686 $8,863,000 -100,159
   Sowell Financial Services LLC 54 - 2024-03-31 174,818 $8,820,000 -40,504
   Resources Investment Advisors Inc. 143 - 2024-03-31 171,424 $8,648,000 -54,460
   LPWM LLC 7 - 2024-03-31 171,873 $8,640,000 -1,744
   Krilogy Financial LLC 34 - 2024-03-31 162,687 $8,208,000 -36,130
   HILLTOP HOLDINGS INC. 17 - 2024-03-31 160,502 $8,097,000 -20,602
   Sandbox Financial Partners LLC 9 - 2024-03-31 160,207 $8,082,000 -56,433
   IFP Advisors Inc 57 - 2023-12-31 159,518 $8,013,000 -54,376
   Global Retirement Partners LLC 74 - 2024-03-31 153,883 $7,763,000 -12,244
   Paragon Advisors LLC 7 - 2024-03-31 150,720 $7,604,000 -175,595
   Trademark Financial Management LLC 4 - 2024-03-31 150,645 $7,600,000 -5,087
   Cetera Investment Advisers 219 - 2024-03-31 148,513 $7,492,000 -25,810
   FIRST NATIONAL TRUST CO 82 - 2024-03-31 147,990 $7,466,000 -89,395
   M&R CAPITAL MANAGEMENT INC 15 - 2024-03-31 145,411 $7,336,000 -15,734
   COLONIAL ASSET MANAGEMENT, INC. 44 - 2024-03-31 143,512 $7,240,000 -8,093
   BOSTON FAMILY OFFICE LLC 61 - 2024-03-31 140,909 $7,109,000 -17,161
   Concorde Financial Corp 5 - 2024-03-31 140,713 $7,099,000 -27,482
   Compass Financial Group Inc. 11 - 2024-03-31 137,963 $6,960,000 -303
  100 Records found
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