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Get Institutions for : 
Jpmorgan High Yield Municipal Etf (JMHI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    10
Total shares held : 
 795,877  
% of shares held : 
 8.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 153,778  
% of shares held change : 
   1.71%  
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 :
12
 152,839
 19.2%
 
Increased Positions :
3
 142,230
 17.87%
 
Unchanged Positions :
8
 174,327
 21.9%
 
Decreased Positions :
15
-128,683
-16.17%
 
Closed Positions :
2
-12,608
-1.58%
 
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 2216 - 2023-12-31 148,744 $7,378,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 961 - 2023-12-31 127,900 $6,344,000 84,400
   ROYAL BANK OF CANADA 2339 - 2023-12-31 53,340 $2,646,000 31,675
   LPL FINANCIAL CORP 2212 - 2023-12-31 49,570 $2,459,000 -9,512
   Prentice Wealth Management LLC 19 - 2024-03-31 47,108 $2,348,000 31,975
   JANE STREET GROUP LLC 2381 *New 2023-12-31 41,575 $2,062,000 41,575
   Beacon Harbor Wealth Advisors Inc. 45 *New 2023-12-31 38,947 $1,932,000 38,947
   COMMONWEALTH EQUITY SERVICES LLC. 1722 - 2023-12-31 36,824 $1,826,000 -8,448
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1717 *New 2024-03-31 33,837 $1,687,000 33,837
   Sequoia Financial Advisors LLC - 2023-12-31 31,547 $1,565,000 -66
   WELLS FARGO & CO/MN 2771 - 2023-12-31 27,081 $1,343,000 26,155
   UBS Group AG 3311 - 2023-12-31 22,883 $1,135,000 -12,365
   Advisor Group Holdings Inc. 2407 - 2023-12-31 22,296 $1,106,000 -26,956
   ENVESTNET ASSET MANAGEMENT INC 2892 - 2023-12-31 21,266 $1,055,000 -473
   RAYMOND JAMES & ASSOCIATES 2552 *New 2024-03-31 20,661 $1,030,000 20,661
   FLOW TRADERS U.S. LLC 333 *New 2023-12-31 20,553 $1,019,000 20,553
   KENNEDY INVESTMENT GROUP 57 - 2024-03-31 18,255 $910,000 -154
   HANSON MCCLAIN, INC. 439 - 2024-03-31 16,451 $820,000 -2,052
   Wright Fund Managment LLC *New 2023-12-31 11,800 $585,000 11,800
   ROOF EIDAM & MAYCOCK/ADV 75 - 2023-12-31 10,816 $536,000 0
   Walkner Condon Financial Advisors LLC 171 - 2024-03-31 8,500 $424,000 1,701
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1268 - 2023-12-31 8,122 $403,000 -28,223
   CORA CAPITAL ADVISORS LLC 61 - 2024-03-31 7,760 $387,000 -27
   AMERIPRISE FINANCIAL INC 3481 - 2023-12-31 7,395 $367,000 -18,176
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2620 - 2024-03-31 6,541 $326,000 -2,248
   MULTIFINANCIAL SECURITIES CORP 1389 - 2023-12-31 6,325 $314,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1586 - 2023-12-31 6,200 $308,000 -547
   BB&T CORP 2294 - 2023-12-31 5,665 $281,000 -12,117
   WADDELL & ASSOCIATES LLC 140 - 2023-12-31 4,465 $221,000 0
   STIFEL FINANCIAL CORP 3032 *New 2023-12-31 4,201 $208,000 4,201
   Rosenberg Matthew Hamilton 231 - 2024-03-31 3,131 $155,000 -400
   Venturi Wealth Management LLC 395 - 2024-03-31 2,465 $123,000 0
   Steward Partners Investment Advisory LLC 1619 - 2023-12-31 2,305 $114,000 0
   SIGNATUREFD, LLC 1108 *New 2023-12-31 2,000 $99,000 2,000
   MASSMUTUAL TRUST CO FSB/ADV 627 *New 2024-03-31 931 $46,000 931
   PRIVATE TRUST CO NA 1171 - 2024-03-31 822 $41,000 0
   WETZEL INVESTMENT ADVISORS INC. 300 - 2024-03-31 634 $31,000 0
   Householder Group Estate & Retirement Specialist L *New 2023-12-31 513 $25,000 513
   MORGAN STANLEY 6197 - 2023-12-31 456 $23,000 -682
   BROWN BROTHERS HARRIMAN & CO 925 - 2023-12-31 216 $11,000 0
   Skyline Advisors Inc. 81 *Closed 2024-03-31 0 $0 -4,378
   CITADEL ADVISORS LLC 6000 *Closed 2023-12-31 0 $0 -5,159
   PROEQUITIES INC. 8789 *New 2023-12-31 0 $0 0
   H D Vest Advisory Services 1635 *Closed 2023-12-31 0 $0 -7,449
  44 Records found
  1    
  Page 1 of 1
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