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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   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
   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
   One Capital Management LLC 48 - 2024-03-31 287,905 $14,608,000 9,536
   GREAT VALLEY ADVISOR GROUP INC. 64 - 2024-03-31 266,865 $13,541,000 17,142
   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
   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
   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
   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
   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
   Carnick & Kubik Group LLC 56 - 2024-03-31 133,755 $6,787,000 68,870
   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
   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
   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 150 - 2024-03-31 91,824 $4,659,000 1,435
   49 WEALTH MANAGEMENT LLC 21 - 2024-03-31 87,436 $4,423,000 180
   Wealth Alliance Advisory Group LLC 21 - 2024-03-31 82,880 $4,205,000 7,979
   H D Vest Advisory Services 351 - 2024-03-31 81,192 $4,120,000 19,735
   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
   Dynamic Advisors Solutions LLC 194 - 2024-03-31 76,805 $3,897,000 2,020
   CAPRIN ASSET MANAGEMENT LLC /ADV 6 - 2022-12-31 70,407 $3,558,000 70,331
   Perennial Advisors LLC 44 - 2024-03-31 69,158 $3,509,000 10,387
   Paradigm Strategies in Wealth Management LLC 11 - 2024-03-31 67,191 $3,409,000 14,318
   FSM Wealth Advisors LLC 18 - 2023-09-30 67,408 $3,401,000 10,527
   ENCOMPASS WEALTH ADVISORS LLC 16 - 2023-12-31 66,613 $3,380,000 888
   FINANCIAL NETWORK 753 - 2023-12-31 65,181 $3,307,000 48,061
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 65 - 2023-12-31 62,675 $3,180,000 23,375
   SkyOak Wealt LLC 34 - 2024-03-31 62,236 $3,158,000 17,146
   PEAPACK GLADSTONE FINANCIAL CORP 272 - 2024-03-31 60,095 $3,049,000 4,530
   ALBION FINANCIAL GROUP /UT 71 - 2024-03-31 59,619 $3,025,000 2,280
   Narus Financial Partners LLC 13 - 2024-03-31 57,312 $2,908,000 3,777
   Vertex Planning Partners LLC 17 - 2023-12-31 57,152 $2,900,000 7,871
   AXXCESS WEALTH MANAGEMENT LLC 191 - 2023-12-31 55,540 $2,818,000 1,832
   Mutual Advisors LLC 212 - 2024-03-31 52,158 $2,647,000 5,142
   Core Wealth Advisors Inc. 16 - 2023-12-31 48,963 $2,485,000 4,453
   LPWM LLC 25 - 2024-03-31 48,390 $2,447,000 6,732
   BAYSTATE WEALTH MANAGEMENT LLC 51 - 2023-12-31 47,410 $2,406,000 269
   Sandbox Financial Partners LLC 23 - 2024-03-31 47,265 $2,398,000 871
   Evergreen Wealth Solutions LLC 7 - 2023-12-31 44,420 $2,254,000 24,219
   YHB INVESTMENT ADVISORS, INC. 110 - 2024-03-31 42,196 $2,141,000 206
   Bristlecone Advisors LLC 102 - 2024-03-31 41,620 $2,112,000 710
   Tradition Wealth Management LLC 85 - 2023-12-31 41,350 $2,098,000 15,650
   ROBINSON SMITH WEALTH ADVISORS LLC 12 - 2024-03-31 36,796 $1,867,000 2,241
   Kathleen S. Wright Associates Inc. 28 - 2024-03-31 36,743 $1,864,000 682
   Venturi Wealth Management LLC 103 - 2024-03-31 36,398 $1,847,000 650
   Insight Advisors LLC/ PA 50 - 2024-03-31 36,340 $1,844,000 27,728
   Wealthcare Advisory Partners LLC 248 - 2024-03-31 35,755 $1,814,000 4,037
   Compass Financial Group Inc. 28 - 2024-03-31 34,922 $1,772,000 20
   Paladin Advisory Group LLC 26 - 2024-03-31 33,395 $1,689,000 2,951
   KWMG LLC 95 - 2024-03-31 31,413 $1,594,000 1,227
   John W. Brooker & Co. CPAs 34 - 2024-03-31 30,129 $1,529,000 6,476
   ERn Financial LLC 72 - 2024-03-31 29,534 $1,499,000 5,847
   Laurel Wealth Planning LLC 28 - 2024-03-31 27,999 $1,421,000 3,105
   AdvisorNet Financial Inc 162 - 2024-03-31 27,434 $1,392,000 18,560
   Per Stirling Capital Management LLC. 67 - 2023-12-31 25,285 $1,283,000 13,913
   BayBridge Capital Group LLC 22 - 2024-03-31 24,474 $1,240,000 179
   DAYMARK WEALTH PARTNERS LLC 177 - 2024-03-31 23,945 $1,215,000 7,422
   TITLEIST ASSET MANAGEMENT LLC 84 - 2023-12-31 23,390 $1,187,000 2,503
   Perennial Investment Advisors LLC 97 - 2023-12-31 22,000 $1,116,000 9,481
   FinTrust Capital Advisors LLC 104 - 2024-03-31 21,653 $1,099,000 2,180
   First Citizens Financial Corp 41 - 2023-12-31 21,154 $1,073,000 3,186
   ESSEX FINANCIAL SERVICES INC 207 - 2024-03-31 19,912 $1,010,000 1,285
   CLARK CAPITAL MANAGEMENT GROUP INC 274 - 2023-12-31 19,314 $980,000 19,314
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 55 - 2024-03-31 19,307 $980,000 19,307
   Financial Advisory Service Inc. 149 - 2024-03-31 17,129 $869,000 822
   Eagle Bluffs Wealth Management LLC 47 - 2024-03-31 15,617 $792,000 2,271
  100 Records found
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