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Get Institutions for : 
Jpmorgan Ultra Short Municipal Income Etf (JMST)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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 350 - 2023-12-31 1,561,485 $79,230,000 -1,021
   FIDUCIARY TRUST CO 15 - 2023-12-31 1,456,283 $73,892,000 231,636
   WELLS FARGO & CO/MN 693 - 2023-12-31 963,543 $48,890,000 170,642
   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
   CWM LLC 114 - 2024-03-31 726,977 $36,887,000 59,051
   Resonant Capital Advisors LLC 5 - 2023-12-31 678,912 $34,542,000 23,850
   HPM Partners LLC - 2023-12-31 664,597 $33,766,000 189,351
   Bridgewater Advisors Inc. 4 - 2023-12-31 635,844 $32,263,000 183,110
   J P MORGAN CHASE & CO 1321 - 2023-12-31 627,554 $31,842,000 -26,954
   WEATHERLY ASSET MANAGEMENT LP 6 - 2024-03-31 566,112 $28,725,000 -5,673
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 33 - 2023-12-31 501,607 $25,452,000 176,325
   CI Private Wealth LLC 341 - 2023-12-31 494,775 $25,105,000 18,051
   CWA Asset Management Group LLC 8 - 2023-12-31 493,838 $25,057,000 181,337
   Global Strategic Investment Solutions LLC 11 - 2023-12-31 469,053 $23,800,000 -194,987
   BANK OF NEW YORK MELLON CORP 1488 - 2024-03-31 459,621 $23,321,000 110,643
   Advisor Group Holdings Inc. 478 - 2023-12-31 395,622 $20,074,000 -240,447
   CAPTRUST FINANCIAL ADVISORS 247 - 2023-12-31 367,513 $18,648,000 -53,619
   Principle Wealth Partners LLC 16 - 2024-03-31 329,504 $16,719,000 -35,093
   HIGHTOWER ADVISORS, LLC 526 - 2023-12-31 329,286 $16,710,000 -17,413
   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
   COMMONWEALTH EQUITY SERVICES LLC. 546 - 2023-12-31 304,187 $15,434,000 174
   Auxano Advisors LLC 6 - 2023-12-31 292,230 $14,828,000 1,425
   Advisor OS LLC 10 - 2023-12-31 291,662 $14,799,000 62,003
   Boothe Investment Group Inc. 4 - 2023-12-31 280,765 $14,246,000 -1,069
   One Capital Management LLC 44 - 2023-12-31 278,369 $14,124,000 -18,309
   FIRST HEARTLAND CONSULTANTS INC 14 - 2023-12-31 245,482 $12,912,000 123,940
   Trust Co 15 - 2024-03-31 251,882 $12,780,000 -3,220
   GREAT VALLEY ADVISOR GROUP INC. 58 - 2023-12-31 249,723 $12,671,000 -66,377
   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
   CFO4Life Group LLC *New 2023-12-31 184,539 $9,363,000 184,539
   AlphaCore Capital LLC 16 - 2023-12-31 183,641 $9,343,000 -5,469
   Sequoia Financial Advisors LLC - 2023-12-31 183,961 $9,334,000 -421,212
   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
   Orion Portfolio Solutions LLC 205 - 2023-12-31 159,695 $8,105,000 7,978
   BCGM Wealth Management LLC 6 - 2023-12-31 155,983 $7,915,000 -3,300
   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
   HB Wealth Management LLC 98 - 2023-12-31 151,997 $7,712,000 -12,965
   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
   PDS Planning Inc 24 - 2023-12-31 148,215 $7,520,000 43,132
   MORNINGSTAR INVESTMENT SERVICES, INC. 147 - 2023-12-31 145,210 $7,359,000 87,817
   Opal Wealth Advisors LLC 9 - 2024-03-31 144,767 $7,345,000 17,342
   Levy Wealth Management Group LLC 9 - 2024-03-31 140,645 $7,136,000 0
   CALLAN CAPITAL, LLC 32 - 2023-12-31 137,835 $6,994,000 10,823
   Carnick & Kubik Group LLC 56 - 2024-03-31 133,755 $6,787,000 68,870
   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 - 2023-12-31 119,508 $6,064,000 -7,990
   Integrated Wealth Concepts LLC 214 - 2023-12-31 118,675 $6,022,000 99,837
   BEACON INVESTMENT ADVISORY SERVICES INC. 83 - 2023-12-31 118,405 $6,008,000 59,676
   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
   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
   Brandywine Oak Private Wealth LLC 25 - 2023-12-31 106,463 $5,402,000 -20,545
   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
   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 140 - 2023-12-31 90,389 $4,586,000 -41,377
   CAPITAL MANAGEMENT CORP /VA 39 - 2023-12-31 90,306 $4,582,000 8,590
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 73 - 2023-12-31 88,217 $4,476,000 -45,398
   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
   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
   Jupiter Wealth Management LLC 14 - 2023-12-31 80,000 $4,059,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 718 - 2024-03-31 79,842 $4,051,000 -27,661
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 69 - 2024-03-31 79,575 $4,038,000 -15,436
   Dynamic Advisors Solutions LLC 194 - 2024-03-31 76,805 $3,897,000 2,020
   Klingman & Associates LLC 37 - 2023-12-31 76,704 $3,892,000 -27,883
   Krasney Financial LLC 59 - 2024-03-31 76,555 $3,884,000 -4,104
   Graves-Light Private Wealth Management Inc. 47 - 2023-12-31 75,959 $3,854,000 -3,112
   COLLECTIVE FAMILY OFFICE LLC 25 - 2024-03-31 72,124 $3,660,000 -55,833
   Smart Money Group LLC 18 - 2023-12-31 70,501 $3,577,000 -2,381
  100 Records found
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