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Get Institutions for : 
Jpmorgan Us Aggregate Bond Etf (JAGG)  
$45.33 0.10 (0.22%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    3
Total shares held : 
 31,790,454  
% of shares held : 
 72.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -28  
Amount of shares held : 
 -3,830,473  
% of shares held change : 
   -8.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.77  
Last Quarter's Ending Price : 
 $46.53  
Last Quarter's Average Price : 
 $44.70  
Change from last quarter's     
avg. price to the last closing  : 
0.63 (1.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 14,009
 0.04%
 
Increased Positions :
22
 1,308,745
 4.12%
 
Unchanged Positions :
7
 43,974
 0.14%
 
Decreased Positions :
47
-3,445,941
-10.84%
 
Closed Positions :
12
-1,707,286
-5.37%
 
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 258 - 2024-03-31 17,177,806 $787,946,000 -5,680,128
   BANK OF AMERICA CORP /DE/ 932 - 2024-03-31 2,060,476 $94,514,000 1,974,675
   LPL FINANCIAL CORP 406 - 2024-03-31 1,669,507 $76,580,000 -255,536
   BSC PRIVATE WEALTH MANAGEMENT LLC 9 - 2024-03-31 815,054 $37,387,000 50,907
   ENVESTNET ASSET MANAGEMENT INC 854 - 2024-03-31 696,437 $31,946,000 -113,247
   Iron Horse Wealth Management LLC 3 - 2024-03-31 440,809 $20,220,000 51,929
   JANNEY MONTGOMERY SCOTT LLC 352 - 2024-03-31 404,936 $18,574,000 150,340
   HIGHTOWER ADVISORS, LLC 495 - 2024-03-31 397,046 $18,207,000 14,659
   Garrett Investment Advisors LLC 10 - 2024-03-31 364,921 $16,739,000 101,184
   Berger Financial Group Inc 14 - 2024-03-31 364,875 $16,737,000 -621,398
   Bensler LLC 15 - 2024-03-31 314,174 $14,411,000 36,481
   Wealth Alliance Advisory Group LLC 9 - 2024-03-31 266,978 $12,246,000 19,114
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 412 - 2024-03-31 245,148 $11,245,000 -68,033
   Sharkey Howes & Javer 11 - 2024-03-31 244,383 $11,210,000 92,656
   OLD MISSION CAPITAL LLC 65 *New 2024-03-31 213,529 $9,795,000 213,529
   MORGAN STANLEY 3534 - 2024-03-31 157,440 $7,222,000 -259,048
   FINANCIAL NETWORK 557 - 2024-03-31 131,942 $6,052,000 88,604
   PARK AVENUE SECURITIES LLC 212 - 2024-03-31 102,136 $4,685,000 -21,982
   JANE STREET GROUP LLC 1509 - 2024-03-31 85,227 $3,909,000 49,475
   Apella Capital LLC 75 - 2024-03-31 80,710 $3,661,000 -25,161
   LEGACY PRIVATE TRUST CO. 80 - 2024-03-31 79,711 $3,656,000 -4,207
   NICOLET ADVISORY SERVICES LLC 47 - 2024-03-31 62,909 $2,854,000 -11,376
   Advisor Group Holdings Inc. 1512 - 2024-03-31 55,746 $2,557,000 -187,161
   ATRIA INVESTMENTS LLC 518 - 2023-12-31 53,829 $2,505,000 -699
   Steward Partners Investment Advisory LLC 508 - 2024-03-31 54,179 $2,485,000 -36,445
   ACT Advisors LLC. 11 - 2024-03-31 50,892 $2,334,000 -2,737
   Integrity Advisory LLC 12 *New 2022-12-31 47,539 $2,177,000 47,539
   Cetera Investment Advisers 631 - 2024-03-31 44,460 $2,039,000 18,427
   BAILARD BIEHL & KAISER INC 227 - 2024-03-31 43,588 $1,999,000 1,974
   MML INVESTORS SERVICES LLC 1082 - 2024-03-31 39,615 $1,817,000 -27,889
   MERCER GLOBAL ADVISORS INC /ADV 802 - 2024-03-31 33,500 $1,537,000 -6,470
   RAYMOND JAMES & ASSOCIATES 2406 - 2024-03-31 28,500 $1,307,000 -13,833
   Change Path LLC 331 - 2024-03-31 26,671 $1,223,000 -2,795
   MN Wealth Advisors LLC 29 - 2024-03-31 26,418 $1,212,000 476
   CITADEL ADVISORS LLC 2968 - 2024-03-31 24,144 $1,107,000 10,637
   LOCKERMAN FINANCIAL GROUP INC. 8 - 2024-03-31 22,702 $1,041,000 -5,380
   Strategic Financial Concepts LLC 91 *New 2024-03-31 22,312 $1,023,000 22,312
   STEPHENS INC /AR/ 580 - 2024-03-31 21,395 $981,000 765
   Integrated Wealth Concepts LLC 798 - 2024-03-31 19,507 $895,000 -4,712
   Cooper Financial Group 148 - 2024-03-31 17,622 $808,000 -40,246
   Envestnet Portfolio Solutions Inc. 1016 - 2024-03-31 13,729 $630,000 -238
   Ascent Group LLC 321 - 2024-03-31 13,640 $626,000 1,094
   MULTIFINANCIAL SECURITIES CORP 1468 - 2024-03-31 13,333 $612,000 635
   Alpha Omega Wealth Management LLC 137 - 2024-03-31 12,948 $594,000 -14
   Hennion & Walsh Asset Management Inc. 536 - 2024-03-31 12,473 $572,000 1,854
   TRANSCEND WEALTH COLLECTIVE LLC 317 - 2024-03-31 11,104 $509,000 810
   VERUS CAPITAL PARTNERS LLC 194 - 2024-03-31 10,764 $494,000 -156
   PROEQUITIES INC. 445 - 2024-03-31 10,685 $490,000 -2,281
   Gladstone Institutional Advisory LLC 420 - 2024-03-31 10,579 $485,000 -1,613
   SHELTER MUTUAL INSURANCE CO 56 - 2024-03-31 10,400 $477,000 0
   CONTINUUM WEALTH ADVISORS LLC 27 - 2023-12-31 9,277 $432,000 491
   SUTTON PLACE INVESTORS LLC 116 - 2024-03-31 8,752 $401,000 552
   PRUDENTIAL FINANCIAL INC 2258 *New 2024-03-31 8,307 $381,000 8,307
   Cobblestone Asset Management LLC 33 - 2024-03-31 7,980 $366,000 3,236
   Geneos Wealth Management Inc. 574 *New 2024-03-31 7,428 $341,000 7,428
   Twin Peaks Wealth Advisors LLC 92 - 2024-03-31 7,256 $333,000 189
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1831 *New 2024-03-31 7,233 $332,000 7,233
   Perennial Investment Advisors LLC 249 - 2024-03-31 6,867 $315,000 -548
   Fonville Wealth Management LLC 77 *New 2024-03-31 6,139 $282,000 6,139
   COMMONWEALTH EQUITY SERVICES LLC. 3343 - 2024-03-31 5,765 $264,000 700
   Beacon Financial Advisory LLC 213 - 2024-03-31 5,153 $236,000 0
   True Vision MN LLC 88 - 2024-03-31 5,096 $227,000 -10,376
   Global Retirement Partners LLC 750 - 2024-03-31 4,859 $223,000 1,125
   Qube Research & Technologies Ltd 2530 - 2024-03-31 4,844 $222,000 1,177
   Private Advisor Group LLC 2067 - 2024-03-31 4,648 $213,000 -2,208
   HANSON MCCLAIN, INC. 767 - 2024-03-31 4,556 $209,000 -119
   PRIVATE TRUST CO NA 675 - 2024-03-31 4,022 $184,000 -1,028
   VALLEY NATIONAL ADVISERS INC 244 - 2024-03-31 4,017 $184,000 -742
   GUARANTY TRUST CO OF MISSOURI /MO/ 576 - 2024-03-31 3,869 $177,000 -2,271
   US BANCORP 2198 *New 2024-03-31 2,966 $136,000 2,966
   COMERICA BANK 2452 - 2024-03-31 2,825 $130,000 -83
   UBS Group AG 5024 - 2024-03-31 2,246 $103,000 2,246
   Farther Finance Advisors LLC 955 - 2024-03-31 2,085 $95,000 -99
   ANCORA ADVISORS, LLC 880 *New 2024-03-31 1,246 $57,000 1,246
   GeoWealth Management LLC 797 - 2024-03-31 1,226 $56,000 -583
   ICA Group Wealth Management LLC 591 - 2024-03-31 935 $43,000 -416
   IFP Advisors Inc 1684 *New 2023-12-31 717 $33,000 717
   Sunbelt Securities Inc. 974 - 2024-03-31 669 $31,000 0
   Richard W. Paul & Associates LLC 246 - 2024-03-31 549 $25,000 -57,686
   Clear Point Advisors Inc. 298 - 2024-03-31 303 $14,000 1
   BANK OF MONTREAL /CAN/ 3209 - 2024-03-31 237 $11,000 0
   LGT Financial Advisors LLC 509 - 2024-03-31 194 $9,000 -279
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2624 *New 2024-03-31 165 $8,000 165
   BARRETT & COMPANY INC. 438 - 2024-03-31 165 $8,000 0
   Key Financial Inc 988 - 2024-03-31 93 $4,000 0
   Spire Wealth Management 1974 - 2024-03-31 77 $4,000 0
   SANDY SPRING BANK 1011 - 2024-03-31 70 $3,000 0
   FMR LLC 4642 *New 2024-03-31 19 $1,000 19
   ADVISORY SERVICES NETWORK, LLC 1617 *Closed 2024-03-31 0 $0 -339
   HARBOUR INVESTMENTS INC. 2937 *New 2023-12-31 1 $0 1
   FIFTH THIRD BANCORP 2358 *Closed 2024-03-31 0 $0 -2,908
   PROVENCE WEALTH MANAGEMENT GROUP 450 *Closed 2023-12-31 0 $0 -372
   RENAISSANCE TECHNOLOGIES LLC 3849 *Closed 2024-03-31 0 $0 -4,600
   CREATIVE FINANCIAL DESIGNS INC /ADV 1656 *Closed 2024-03-31 0 $0 -28
   FLOW TRADERS U.S. LLC 947 *Closed 2024-03-31 0 $0 -28,360
   NICOLET BANKSHARES INC 219 *Closed 2024-03-31 0 $0 -4,521
   GPS Wealth Strategies Group LLC 1265 *Closed 2024-03-31 0 $0 -557
   WELLS FARGO & CO/MN 6752 - 2024-03-31 0 $0 -107
   Cranbrook Wealth Management LLC 304 *Closed 2024-03-31 0 $0 -3
   Kovack Advisors Inc. 598 *Closed 2024-03-31 0 $0 -29,084
  100 Records found
  1    
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