Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Ultra Short Municipal Income Etf (JMST)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 362    7
Total shares held : 
 38,017,918  
% of shares held : 
 9.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -33  
Amount of shares held : 
 797,396  
% of shares held change : 
   0.2%  
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 :
32
 1,123,426
 2.95%
 
Increased Positions :
125
 3,961,130
 10.42%
 
Unchanged Positions :
54
 787,511
 2.07%
 
Decreased Positions :
151
-3,154,425
-8.3%
 
Closed Positions :
39
-1,132,735
-2.98%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FMR LLC 751 - 2023-12-31 3,918,460 $198,823,000 -198,211
   BANK OF AMERICA CORP /DE/ 627 - 2023-12-31 3,326,903 $168,807,000 -133,034
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 94 - 2023-12-31 1,784,663 $90,554,000 185,992
   LPL FINANCIAL CORP 391 - 2024-03-31 1,585,485 $80,447,000 24,000
   FIDUCIARY TRUST CO 15 - 2023-12-31 1,456,283 $73,892,000 231,636
   WELLS FARGO & CO/MN 720 - 2024-03-31 960,057 $48,713,000 -3,486
   RENAISSANCE TECHNOLOGIES LLC 351 - 2023-12-31 808,739 $41,035,000 396,469
   UBS Group AG 777 - 2023-12-31 778,850 $39,519,000 95,378
   Resonant Capital Advisors LLC 5 - 2024-03-31 729,135 $36,996,000 50,223
   CWM LLC 114 - 2024-03-31 726,977 $36,887,000 59,051
   HPM Partners LLC - 2023-12-31 664,597 $33,766,000 189,351
   J P MORGAN CHASE & CO 1376 - 2024-03-31 653,284 $33,148,000 25,730
   Bridgewater Advisors Inc. 6 - 2024-03-31 613,011 $31,104,000 -22,833
   WEATHERLY ASSET MANAGEMENT LP 6 - 2024-03-31 566,112 $28,725,000 -5,673
   Global Strategic Investment Solutions LLC 9 - 2024-03-31 542,726 $27,538,000 73,673
   CI Private Wealth LLC 339 - 2024-03-31 512,191 $25,989,000 17,416
   CWA Asset Management Group LLC 8 - 2023-12-31 493,838 $25,057,000 181,337
   BANK OF NEW YORK MELLON CORP 1488 - 2024-03-31 459,621 $23,321,000 110,643
   HIGHTOWER ADVISORS, LLC 473 - 2024-03-31 389,753 $19,775,000 60,467
   Advisor Group Holdings Inc. 418 - 2024-03-31 382,724 $19,420,000 -12,898
   CAPTRUST FINANCIAL ADVISORS 247 - 2023-12-31 367,513 $18,648,000 -53,619
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 41 - 2024-03-31 347,035 $17,609,000 -154,572
   Principle Wealth Partners LLC 16 - 2024-03-31 329,504 $16,719,000 -35,093
   ENVESTNET ASSET MANAGEMENT INC 1142 - 2023-12-31 327,296 $16,607,000 83,703
   MJP ASSOCIATES INC /ADV 6 - 2024-03-31 315,174 $15,992,000 25,496
   Advisor OS LLC 9 - 2024-03-31 315,174 $15,992,000 23,512
   Boothe Investment Group Inc. - 2024-03-31 295,674 $15,003,000 14,909
   Auxano Advisors LLC 7 - 2024-03-31 290,273 $14,728,000 -1,957
   One Capital Management LLC 48 - 2024-03-31 287,905 $14,608,000 9,536
   COMMONWEALTH EQUITY SERVICES LLC. 651 - 2024-03-31 270,117 $13,706,000 -34,070
   GREAT VALLEY ADVISOR GROUP INC. 64 - 2024-03-31 266,865 $13,541,000 17,142
   Trust Co 15 - 2024-03-31 251,882 $12,780,000 -3,220
   CFO4Life Group LLC 12 - 2024-03-31 231,508 $11,747,000 46,969
   MBM Wealth Consultants LLC 8 - 2024-03-31 224,444 $11,388,000 3,777
   WCG Wealth Advisors LLC 41 - 2023-12-31 212,604 $10,788,000 -25,720
   REGIONS FINANCIAL CORP 165 - 2024-03-31 192,911 $9,788,000 54,010
   Sunflower Bank N.A. 12 - 2024-03-31 191,282 $9,706,000 15,968
   AlphaCore Capital LLC 16 - 2023-12-31 183,641 $9,343,000 -5,469
   COLONY GROUP LLC 145 - 2023-09-30 184,870 $9,327,000 -5,211
   APPLETON PARTNERS INC/MA 45 - 2024-03-31 181,911 $9,230,000 -355
   COLONY GROUP, LLC 164 *New 2023-12-31 181,169 $9,193,000 181,169
   RAYMOND JAMES & ASSOCIATES 1212 - 2024-03-31 181,114 $9,190,000 4,233
   Rosenberg Matthew Hamilton 8 - 2024-03-31 177,922 $9,001,000 7,465
   Slow Capital Inc. 15 - 2024-03-31 173,144 $8,785,000 31,973
   Atlas Private Wealth Management 2 - 2024-03-31 168,211 $8,535,000 6,150
   Great Point Wealth Advisors LLC 16 *New 2024-03-31 157,559 $7,995,000 157,559
   BCGM Wealth Management LLC 7 - 2024-03-31 156,104 $7,921,000 121
   Oak Harvest Investment Services 27 - 2024-03-31 155,316 $7,881,000 24,874
   MARINER WEALTH ADVISORS, LLC 547 - 2023-12-31 154,807 $7,855,000 14,742
   FRANKLIN RESOURCES INC 935 - 2023-12-31 153,287 $7,778,000 21,635
   Sunburst Financial Group LLC 13 - 2024-03-31 149,389 $7,558,000 -41,602
   STIFEL FINANCIAL CORP 890 - 2023-12-31 148,357 $7,528,000 -425
   Orion Portfolio Solutions LLC 243 - 2024-03-31 148,216 $7,520,000 -11,479
   MORNINGSTAR INVESTMENT SERVICES, INC. 147 - 2023-12-31 145,210 $7,359,000 87,817
   Salomon & Ludwin LLC 38 *New 2024-03-31 144,683 $7,351,000 144,683
   Opal Wealth Advisors LLC 9 - 2024-03-31 144,767 $7,345,000 17,342
   Sequoia Financial Advisors LLC 160 - 2024-03-31 144,106 $7,312,000 -39,855
   PDS Planning Inc 28 - 2024-03-31 143,193 $7,266,000 -5,022
   Levy Wealth Management Group LLC 9 - 2024-03-31 140,645 $7,136,000 0
   Carnick & Kubik Group LLC 56 - 2024-03-31 133,755 $6,787,000 68,870
   HB Wealth Management LLC 125 - 2024-03-31 131,073 $6,651,000 -20,924
   MML INVESTORS SERVICES LLC 510 - 2023-12-31 125,187 $6,352,000 -8,326
   Three Bridge Wealth Advisors LLC 12 - 2023-12-31 123,390 $6,278,000 7,751
   ROYAL BANK OF CANADA 1750 - 2023-12-31 122,837 $6,233,000 2,558
   BP WEALTH MANAGEMENT LLC 145 - 2023-12-31 120,481 $6,113,000 -23,617
   TD CAPITAL MANAGEMENT LLC 31 - 2024-03-31 119,508 $6,064,000 0
   Integrated Wealth Concepts LLC 214 - 2023-12-31 118,675 $6,022,000 99,837
   CLS INVESTMENT FIRM LLC 178 - 2022-12-31 117,864 $5,956,000 11,422
   MERCER GLOBAL ADVISORS INC /ADV 422 - 2023-12-31 116,320 $5,902,000 7,605
   D L CARLSON INVESTMENT GROUP INC 21 - 2023-12-31 114,730 $5,821,000 20,421
   IMZ Advisory Inc 11 - 2024-03-31 111,699 $5,668,000 21,321
   THRIVENT FINANCIAL FOR LUTHERANS 753 - 2023-12-31 111,441 $5,654,000 41,217
   Cooper Financial Group 24 - 2024-03-31 110,946 $5,629,000 -14,562
   WEBSTERROGERS FINANCIAL ADVISORS LLC 16 - 2023-12-31 110,131 $5,588,000 -31,221
   FIRST HEARTLAND CONSULTANTS INC 52 - 2024-03-31 109,225 $5,542,000 -136,257
   Elmwood Wealth Management Inc. 3 - 2023-12-31 108,235 $5,492,000 -2,650
   BB&T CORP 832 - 2023-12-31 108,112 $5,486,000 -9,504
   McMahon Financial Advisors LLC 21 - 2024-03-31 101,929 $5,172,000 1,276
   EP WEALTH ADVISORS, INC. 155 - 2023-12-31 101,385 $5,144,000 7,265
   Brandywine Oak Private Wealth LLC 31 - 2024-03-31 101,351 $5,143,000 -5,112
   BEACON INVESTMENT ADVISORY SERVICES INC. 86 - 2024-03-31 100,595 $5,104,000 -17,810
   Barber Financial Group Inc. 19 - 2023-03-31 93,253 $4,736,000 557
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 778 - 2024-03-31 92,986 $4,718,000 28,132
   Perigon Wealth Management LLC 150 - 2024-03-31 91,824 $4,659,000 1,435
   CAPITAL MANAGEMENT CORP /VA 42 - 2024-03-31 89,866 $4,560,000 -440
   49 WEALTH MANAGEMENT LLC 21 - 2024-03-31 87,436 $4,423,000 180
   Kathmere Capital Management LLC 43 - 2024-03-31 86,588 $4,393,000 -15,500
   Wealth Alliance Advisory Group LLC 21 - 2024-03-31 82,880 $4,205,000 7,979
   KISTLERTIFFANY COMPANIES, LLC 26 - 2023-06-30 82,204 $4,164,000 -12,500
   PFS INVESTMENTS INC. 247 - 2023-06-30 81,970 $4,152,000 -4,049
   H D Vest Advisory Services 351 - 2024-03-31 81,192 $4,120,000 19,735
   Modern Wealth Management LLC 29 - 2023-12-31 80,772 $4,098,000 0
   Vawter Financial Ltd. 11 - 2023-12-31 80,723 $4,096,000 515
   Private Advisor Group LLC 529 - 2024-03-31 80,008 $4,060,000 52,562
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 718 - 2024-03-31 79,842 $4,051,000 -27,661
   Jupiter Wealth Management LLC 15 - 2024-03-31 80,000 $4,050,000 0
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 69 - 2024-03-31 79,575 $4,038,000 -15,436
   CALLAN CAPITAL, LLC 46 - 2024-03-31 77,897 $3,953,000 -59,938
   Dynamic Advisors Solutions LLC 194 - 2024-03-31 76,805 $3,897,000 2,020
   Krasney Financial LLC 59 - 2024-03-31 76,555 $3,884,000 -4,104
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us