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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. - 2023-12-31 246,509 $12,455,000 -44,676
   ENVESTNET ASSET MANAGEMENT INC - 2023-12-31 224,686 $11,352,000 19,142
   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
   JANE STREET GROUP LLC - 2023-12-31 120,850 $6,106,000 91,246
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO - 2023-12-31 78,659 $3,974,000 2,760
   MODERA WEALTH MANAGEMENT, LLC - 2023-12-31 74,031 $3,740,000 70,164
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1563 - 2024-03-31 47,629 $2,400,000 12,949
   GYL Financial Synergies LLC - 2023-12-31 23,946 $1,210,000 5
   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
   ROYAL BANK OF CANADA - 2023-12-31 18,185 $919,000 -9,245
   FIDUCIARY TRUST CO - 2023-12-31 16,672 $842,000 1,773
   AMARILLO NATIONAL BANK - 2024-03-31 14,207 $716,000 0
   MERCER GLOBAL ADVISORS INC /ADV - 2023-12-31 13,216 $668,000 -191
   Wealth Architects LLC *New 2023-12-31 11,122 $562,000 11,122
   MORGAN STANLEY - 2023-12-31 11,066 $559,000 0
   MML INVESTORS SERVICES LLC - 2023-12-31 10,359 $523,000 -577
   Goss Wealth Management LLC - 2023-12-31 8,066 $408,000 -2,939
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC - 2024-03-31 7,594 $383,000 -8,781
   ALTFEST L J & CO INC 239 - 2024-03-31 6,712 $338,000 0
   AMERIPRISE FINANCIAL INC - 2023-12-31 5,729 $289,000 -1,984
   CAPTRUST FINANCIAL ADVISORS *New 2023-12-31 5,554 $281,000 5,554
   Argent Trust Co 573 - 2024-03-31 5,041 $254,000 -1,654
   OLD MISSION CAPITAL LLC - 2023-12-31 4,711 $238,000 -10,735
   Legacy Financial Advisors Inc. - 2023-12-31 4,285 $217,000 -1,045
   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
   UBS Group AG - 2023-12-31 1,683 $85,000 922
   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
  37 Records found
  1    
  Page 1 of 1
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