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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%
 
            Charting Not Avaliable

  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 1492 - 2024-03-31 538,556 $27,138,000 -82,856
   EP WEALTH ADVISORS, INC. 98 - 2024-03-31 258,435 $13,023,000 11,926
   ENVESTNET ASSET MANAGEMENT INC 1497 - 2024-03-31 209,025 $10,533,000 -15,661
   PNC FINANCIAL SERVICES GROUP INC 506 - 2024-03-31 206,422 $10,402,000 -18,076
   MISSION WEALTH MANAGEMENT LLC 64 - 2024-03-31 172,325 $8,683,000 -10,614
   GeoWealth Management LLC 95 *New 2024-03-31 93,394 $4,706,000 93,394
   First Ascent Asset Management LLC - 2023-12-31 85,355 $4,313,000 19,112
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1233 *New 2024-03-31 81,674 $4,116,000 81,674
   JANE STREET GROUP LLC 1514 - 2024-03-31 77,270 $3,894,000 -43,580
   MODERA WEALTH MANAGEMENT, LLC 181 - 2024-03-31 77,092 $3,885,000 3,061
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 676 - 2024-03-31 60,988 $3,073,000 -17,671
   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
   FLOW TRADERS U.S. LLC 276 *New 2024-03-31 22,439 $1,131,000 22,439
   LPL FINANCIAL CORP 3159 - 2024-03-31 19,170 $966,000 909
   Consolidated Planning Corp 90 *New 2024-03-31 18,446 $929,000 18,446
   AMARILLO NATIONAL BANK - 2024-03-31 14,207 $716,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1141 - 2024-03-31 12,803 $645,000 -413
   Wealth Architects LLC 109 - 2024-03-31 11,122 $560,000 0
   MORGAN STANLEY 5085 - 2024-03-31 11,066 $558,000 0
   MML INVESTORS SERVICES LLC 1756 - 2024-03-31 10,451 $527,000 92
   ROYAL BANK OF CANADA 3553 - 2024-03-31 8,617 $434,000 -9,568
   Goss Wealth Management LLC 1450 - 2024-03-31 8,066 $406,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC - 2024-03-31 7,594 $383,000 -8,781
   OLD MISSION CAPITAL LLC 664 - 2024-03-31 6,819 $344,000 2,108
   ALTFEST L J & CO INC 239 - 2024-03-31 6,712 $338,000 0
   Argent Trust Co 573 - 2024-03-31 5,041 $254,000 -1,654
   MULTIFINANCIAL SECURITIES CORP 2148 *New 2024-03-31 4,327 $218,000 4,327
   Legacy Financial Advisors Inc. 301 - 2024-03-31 4,259 $215,000 -26
   Advisor Group Holdings Inc. 3700 - 2024-03-31 3,807 $192,000 0
   M&R CAPITAL MANAGEMENT INC - 2024-03-31 3,229 $163,000 -957
   JONES FINANCIAL COMPANIES LLLP 772 *New 2024-03-31 785 $40,000 785
   MEADOWBROOK INVESTMENT ADVISORS LLC 188 - 2024-03-31 653 $33,000 0
   Atlantic Trust Group LLC 2049 *New 2024-03-31 407 $20,000 407
   CWM LLC - 2024-03-31 255 $13,000 0
   Global Retirement Partners LLC 3011 - 2024-03-31 15 $1,000 0
   PROEQUITIES INC. 5667 *New 2024-03-31 0 $0 0
   UBS Group AG 8358 *Closed 2024-03-31 0 $0 -1,683
   CAPTRUST FINANCIAL ADVISORS 2485 *Closed 2024-03-31 0 $0 -5,554
   AMERIPRISE FINANCIAL INC 3904 *Closed 2024-03-31 0 $0 -5,729
  41 Records found
  1    
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