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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
   MORGAN STANLEY 74 - 2024-03-31 54,298,383 $2,739,353,000 -1,812,677
   J P MORGAN CHASE & CO 107 - 2024-03-31 45,690,839 $2,305,103,000 10,546,138
   BANK OF AMERICA CORP /DE/ 269 - 2024-03-31 14,480,714 $730,552,000 -2,065,046
   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
   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
   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
   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
   FOSTER DYKEMA CABOT & PARTNERS LLC 2 - 2024-03-31 2,385,487 $120,348,000 13,240
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 96 - 2024-03-31 2,013,367 $101,574,000 310,930
   COMMONWEALTH EQUITY SERVICES LLC. 127 - 2024-03-31 1,826,486 $92,146,000 -87,858
   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
   RENAISSANCE TECHNOLOGIES LLC 192 - 2024-03-31 1,541,700 $77,779,000 0
   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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 104 - 2024-03-31 1,233,199 $62,215,000 -33,199
   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
   SEI INVESTMENTS CO 261 - 2024-03-31 1,114,852 $56,243,000 -120,989
   CWM LLC 68 - 2024-03-31 1,104,860 $55,740,000 125,786
   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
   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
   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
   Acorns Advisers LLC 13 - 2024-03-31 853,706 $43,069,000 11,171
   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
   ROCK CREEK GROUP, LP 8 - 2024-03-31 803,486 $40,536,000 226,035
   STEPHENS INC /AR/ 30 - 2024-03-31 782,262 $39,465,000 -114,056
   Alpha Omega Wealth Management LLC 1 - 2024-03-31 773,827 $39,040,000 3,445
   Private Advisor Group LLC 86 - 2024-03-31 762,278 $38,457,000 -255,923
   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
   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
   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
   Sollinda Capital Management LLC 2 - 2024-03-31 596,501 $30,093,000 -215,943
   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
   Soltis Investment Advisors LLC 4 - 2024-03-31 575,856 $29,052,000 -144,284
   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
   WSFS CAPITAL MANAGEMENT LLC 12 - 2024-03-31 546,750 $27,584,000 -13,134
   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
   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
   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
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 10 - 2024-03-31 514,147 $25,939,000 -63,619
   Berkshire Bank 2 - 2024-03-31 509,397 $25,699,000 172,043
   HANSON MCCLAIN, INC. 59 - 2024-03-31 497,209 $25,084,000 -18,898
   MASON STREET ADVISORS LLC 4 - 2024-03-31 493,250 $24,884,000 0
   Spire Wealth Management 43 - 2024-03-31 492,794 $24,861,000 -1,103,971
   MARINER WEALTH ADVISORS, LLC 294 - 2024-03-31 489,764 $24,709,000 39,633
   Avestar Capital LLC 4 - 2024-03-31 486,834 $24,561,000 -237,160
   BEACON INVESTMENT ADVISORY SERVICES INC. 33 - 2024-03-31 479,812 $24,207,000 15,571
   Requisite Capital Management LLC 8 - 2024-03-31 478,373 $24,134,000 -86,351
   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
   Capital Investment Advisory Services LLC 3 - 2024-03-31 442,211 $22,310,000 -513,891
   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
   FRANKLIN RESOURCES INC 792 - 2024-03-31 425,708 $21,477,000 -30,024
  100 Records found
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