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Get Institutions for : 
Jpmorgan Us Aggregate Bond Etf (JAGG)  
$44.74 0.17 (0.38%) as of 4:30 Thu 5/2


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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  : 
0.04 (0.09%)  




 
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 188 - 2023-12-31 22,857,934 $1,063,580,000 998,540
   LPL FINANCIAL CORP 313 - 2023-12-31 1,925,043 $89,572,000 -627,341
   ENVESTNET ASSET MANAGEMENT INC 726 - 2023-12-31 809,684 $37,675,000 -326,419
   BSC PRIVATE WEALTH MANAGEMENT LLC 9 - 2023-12-31 764,147 $35,556,000 -298,730
   Iron Horse Wealth Management LLC 3 - 2024-03-31 440,809 $20,220,000 51,929
   MORGAN STANLEY 2707 - 2023-12-31 416,488 $19,379,000 95,167
   HIGHTOWER ADVISORS, LLC 502 - 2023-12-31 382,387 $17,786,000 -1,371
   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 - 2023-12-31 277,693 $12,921,000 25,688
   Wealth Alliance Advisory Group LLC 9 - 2024-03-31 266,978 $12,246,000 19,114
   JANNEY MONTGOMERY SCOTT LLC 447 - 2023-12-31 254,596 $11,846,000 93,005
   Advisor Group Holdings Inc. 727 - 2023-12-31 242,907 $11,303,000 -629,541
   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
   PARK AVENUE SECURITIES LLC 212 - 2024-03-31 102,136 $4,685,000 -21,982
   Steward Partners Investment Advisory LLC 317 - 2023-12-31 90,624 $4,217,000 -730
   BANK OF AMERICA CORP /DE/ 3010 - 2023-12-31 85,801 $3,992,000 -334,663
   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 43 - 2023-12-31 74,285 $3,419,000 -7,397
   MML INVESTORS SERVICES LLC 793 - 2023-12-31 67,504 $3,141,000 -22,704
   Richard W. Paul & Associates LLC - 2023-12-31 58,235 $2,710,000 -1,003
   ATRIA INVESTMENTS LLC 518 - 2023-12-31 53,829 $2,505,000 -699
   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
   FINANCIAL NETWORK 952 - 2023-12-31 43,338 $2,017,000 -12,821
   BAILARD BIEHL & KAISER INC 219 - 2023-12-31 41,614 $1,936,000 1,142
   MERCER GLOBAL ADVISORS INC /ADV 761 - 2023-12-31 39,970 $1,860,000 -14,003
   JANE STREET GROUP LLC 2638 - 2023-12-31 35,752 $1,664,000 -765,148
   Change Path LLC 205 - 2023-12-31 29,466 $1,371,000 -5,254
   FLOW TRADERS U.S. LLC 289 - 2023-12-31 28,360 $1,320,000 9,119
   RAYMOND JAMES & ASSOCIATES 2406 - 2024-03-31 28,500 $1,307,000 -13,833
   Cetera Investment Advisers 992 - 2023-12-31 26,033 $1,211,000 -10,608
   MN Wealth Advisors LLC 25 - 2023-12-31 25,942 $1,207,000 0
   Integrated Wealth Concepts LLC 676 - 2023-12-31 24,219 $1,127,000 -4,671
   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/ 544 - 2023-12-31 20,630 $960,000 -140
   Cooper Financial Group 148 - 2024-03-31 17,622 $808,000 -40,246
   True Vision MN LLC 30 - 2023-12-31 15,472 $722,000 0
   Envestnet Portfolio Solutions Inc. 934 - 2023-12-31 13,967 $650,000 6,381
   CITADEL ADVISORS LLC 3376 - 2023-12-31 13,507 $628,000 3,889
   PROEQUITIES INC. 393 - 2023-12-31 12,966 $605,000 -4,019
   Alpha Omega Wealth Management LLC 137 - 2024-03-31 12,948 $594,000 -14
   MULTIFINANCIAL SECURITIES CORP 1036 - 2023-12-31 12,698 $591,000 -1,947
   Ascent Group LLC 323 - 2023-12-31 12,546 $574,000 3,579
   Hennion & Walsh Asset Management Inc. 536 - 2024-03-31 12,473 $572,000 1,854
   Gladstone Institutional Advisory LLC 395 - 2023-12-31 12,192 $567,000 -4,863
   VERUS CAPITAL PARTNERS LLC 172 - 2023-12-31 10,920 $508,000 -2
   SHELTER MUTUAL INSURANCE CO 56 - 2023-12-31 10,400 $484,000 0
   TRANSCEND WEALTH COLLECTIVE LLC 312 - 2023-12-31 10,294 $479,000 1,246
   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
   Cobblestone Asset Management LLC 33 - 2024-03-31 7,980 $366,000 3,236
   Perennial Investment Advisors LLC 220 - 2023-12-31 7,415 $345,000 -300
   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
   Private Advisor Group LLC 1736 - 2023-12-31 6,856 $319,000 586
   Fonville Wealth Management LLC 77 *New 2024-03-31 6,139 $282,000 6,139
   Beacon Financial Advisory LLC - 2023-12-31 5,153 $240,000 -2,015
   COMMONWEALTH EQUITY SERVICES LLC. 3299 - 2023-12-31 5,065 $236,000 -518
   Global Retirement Partners LLC 750 - 2024-03-31 4,859 $223,000 1,125
   RENAISSANCE TECHNOLOGIES LLC 3110 *New 2023-12-31 4,600 $214,000 4,600
   NICOLET BANKSHARES INC 197 - 2023-12-31 4,521 $210,000 4,521
   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
   Qube Research & Technologies Ltd 2482 - 2023-12-31 3,667 $171,000 -205
   COMERICA BANK 2390 - 2023-12-31 2,908 $135,000 3
   Farther Finance Advisors LLC 797 - 2023-12-31 2,184 $102,000 -691
   GeoWealth Management LLC 595 - 2023-12-31 1,809 $84,000 -244
   ICA Group Wealth Management LLC 457 - 2023-12-31 1,351 $63,000 1,351
   IFP Advisors Inc 1684 *New 2023-12-31 717 $33,000 717
   Sunbelt Securities Inc. 974 - 2024-03-31 669 $31,000 0
   GPS Wealth Strategies Group LLC 632 - 2023-12-31 557 $26,000 -61,455
   LGT Financial Advisors LLC 330 - 2023-12-31 473 $22,000 -973
   ADVISORY SERVICES NETWORK, LLC 2603 *New 2023-12-31 339 $16,000 339
   BANK OF MONTREAL /CAN/ 3194 - 2023-12-31 237 $11,000 0
   BARRETT & COMPANY INC. 438 - 2024-03-31 165 $8,000 0
   WELLS FARGO & CO/MN 5255 - 2023-12-31 107 $5,000 106
   Key Financial Inc 961 - 2023-12-31 93 $4,000 0
   Spire Wealth Management 1974 - 2024-03-31 77 $4,000 0
   ROYAL BANK OF CANADA 5972 - 2023-12-31 69 $3,000 -351
   SANDY SPRING BANK - 2023-12-31 70 $3,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1511 *New 2023-12-31 28 $1,000 28
   HARBOUR INVESTMENTS INC. 2937 *New 2023-12-31 1 $0 1
   CAPTRUST FINANCIAL ADVISORS 2676 *Closed 2023-12-31 0 $0 -16,481
   FIFTH THIRD BANCORP 2358 *Closed 2024-03-31 0 $0 -2,908
   PROVENCE WEALTH MANAGEMENT GROUP 450 *Closed 2023-12-31 0 $0 -372
   Gallacher Capital Management LLC 284 *Closed 2023-12-31 0 $0 -7,695
   AE Wealth Management LLC 2125 *Closed 2023-12-31 0 $0 -59,628
   UBS Group AG 7742 *Closed 2023-12-31 0 $0 -545
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6418 *Closed 2023-12-31 0 $0 -93,123
   Lodestone Wealth Management LLC *Closed 2023-12-31 0 $0 -4,850
   Beacon Pointe Advisors LLC 1310 *Closed 2023-12-31 0 $0 -4,862
   Cranbrook Wealth Management LLC 304 *Closed 2024-03-31 0 $0 -3
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 246 *Closed 2023-12-31 0 $0 -6,188
   Kovack Advisors Inc. 598 *Closed 2024-03-31 0 $0 -29,084
  100 Records found
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