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Get Institutions for : 
Jpmorgan Betabuilders 1-5 Year Us Aggregate Bd Etf (BBSA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    2
Total shares held : 
 263,242  
% of shares held : 
 2.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 112,447  
% of shares held change : 
   1.25%  
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 :
1
 120,606
 45.82%
 
Increased Positions :
6
 53,002
 20.13%
 
Unchanged Positions :
4
 162
 0.06%
 
Decreased Positions :
7
-53,277
-20.24%
 
Closed Positions :
3
-7,884
-2.99%
 
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
   FINANCIAL NETWORK 519 *New 2023-12-31 120,606 $5,771,000 120,606
   DAYMARK WEALTH PARTNERS LLC 127 - 2024-03-31 45,886 $2,183,000 -209
   LPL FINANCIAL CORP 2822 - 2023-12-31 26,022 $1,245,000 15,430
   JANE STREET GROUP LLC 3479 - 2023-12-31 16,301 $780,000 -43,291
   CITADEL ADVISORS LLC 3539 - 2023-12-31 11,103 $531,000 -3,844
   Dynamic Advisors Solutions LLC 642 - 2024-03-31 8,858 $421,000 -646
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4308 - 2023-12-31 6,927 $331,000 -4,249
   H D Vest Advisory Services 1220 - 2023-12-31 6,324 $303,000 -294
   BANK OF AMERICA CORP /DE/ 5109 - 2023-12-31 3,416 $163,000 -1,325
   Your Advocates Ltd. LLP 40 - 2024-03-31 1,923 $91,000 -823
   Advisor Group Holdings Inc. 4832 - 2023-12-31 1,104 $53,000 1,057
   MORGAN STANLEY 6054 - 2023-12-31 757 $36,000 141
   J P MORGAN CHASE & CO 4887 - 2023-12-31 547 $26,000 315
   Tidemark LLC 442 - 2023-12-31 160 $8,000 0
   Wagner Wealth Management LLC 241 - 2024-03-31 1 $0 0
   HUDOCK MOYER WEALTH RESOURCES, LLC 140 *Closed 2024-03-31 0 $0 -11,628
   WELLS FARGO & CO/MN 6013 - 2023-12-31 1 $0 0
   BANK OF MONTREAL /CAN/ 3436 *Closed 2023-12-31 0 $0 -1,267
   PROEQUITIES INC. 6641 - 2024-03-31 0 $0 0
   UBS Group AG 8231 *Closed 2023-12-31 0 $0 -80
   OLD MISSION CAPITAL LLC 1205 *Closed 2023-12-31 0 $0 -6,537
  21 Records found
  1    
  Page 1 of 1
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