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Jpmorgan Ultra Short Municipal Income Etf (JMST) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
362  7 |
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Total
shares held :
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38,017,918 |
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% of shares
held :
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9.56% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-33 |
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Amount
of shares held :
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797,396 |
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% of shares
held change :
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 0.2% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Levy Wealth Management Group LLC |
9 |
- |
2024-03-31 |
140,645 |
$7,136,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
31 |
- |
2024-03-31 |
119,508 |
$6,064,000 |
0 |
|
| Jupiter Wealth Management LLC |
15 |
- |
2024-03-31 |
80,000 |
$4,050,000 |
0 |
|
| Virtue Capital Management LLC |
38 |
- |
2023-12-31 |
44,089 |
$2,237,000 |
0 |
|
| StrongBox Wealth LLC |
39 |
- |
2024-03-31 |
24,325 |
$1,234,000 |
0 |
|
| CYNOSURE MANAGEMENT LLC |
59 |
- |
2024-03-31 |
21,780 |
$1,105,000 |
0 |
|
| Tranquility Partners LLC |
73 |
- |
2024-03-31 |
20,049 |
$1,017,000 |
0 |
|
| Abbrea Capital LLC |
126 |
- |
2024-03-31 |
18,160 |
$921,000 |
0 |
|
| INTEGRAL INVESTMENT ADVISORS INC. |
59 |
- |
2024-03-31 |
17,500 |
$888,000 |
0 |
|
| HARBOUR INVESTMENT MANAGEMENT LLC |
53 |
- |
2024-03-31 |
17,370 |
$881,000 |
0 |
|
| Forza Wealth Management LLC |
67 |
- |
2024-03-31 |
14,900 |
$756,000 |
0 |
|
| MCDONALD PARTNERS LLC |
126 |
- |
2024-03-31 |
14,600 |
$741,000 |
0 |
|
| ROOF EIDAM & MAYCOCK/ADV |
70 |
- |
2024-03-31 |
13,999 |
$710,000 |
0 |
|
| Williams & Novak LLC |
40 |
- |
2024-03-31 |
12,200 |
$619,000 |
0 |
|
| Essex Savings Bank |
120 |
- |
2024-03-31 |
12,114 |
$615,000 |
0 |
|
| ADELL HARRIMAN & CARPENTER INC |
117 |
- |
2024-03-31 |
11,750 |
$596,000 |
0 |
|
| WEALTH EFFECTS LLC |
107 |
- |
2024-03-31 |
10,043 |
$510,000 |
0 |
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
206 |
- |
2024-03-31 |
9,986 |
$507,000 |
0 |
|
| WNY Asset Management LLC |
149 |
- |
2024-03-31 |
9,765 |
$495,000 |
0 |
|
| Royal Harbor Partners LLC |
39 |
- |
2024-03-31 |
8,886 |
$451,000 |
0 |
|
| BIDWELL C M & ASSOCIATES LTD/ |
54 |
- |
2023-12-31 |
8,865 |
$450,000 |
0 |
|
| MIDDLETON & CO INC/MA |
113 |
- |
2023-12-31 |
8,700 |
$441,000 |
0 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
185 |
- |
2024-03-31 |
8,428 |
$428,000 |
0 |
|
| HUTCHINSON CAPITAL MANAGEMENT/CA |
58 |
- |
2024-03-31 |
8,149 |
$413,000 |
0 |
|
| Connecticut Wealth Management LLC |
237 |
- |
2024-03-31 |
7,993 |
$406,000 |
0 |
|
| Ruggaard & Associates LLC |
73 |
- |
2023-12-31 |
7,000 |
$355,000 |
0 |
|
| Sawtooth Asset Management Inc. |
785 |
- |
2023-12-31 |
6,977 |
$354,000 |
0 |
|
| Capital Advisors Ltd. LLC |
201 |
- |
2024-03-31 |
6,950 |
$353,000 |
0 |
|
| MEADOW CREEK WEALTH ADVISORS LLC |
98 |
- |
2024-03-31 |
6,700 |
$340,000 |
0 |
|
| HBK SORCE ADVISORY LLC |
418 |
- |
2024-03-31 |
6,650 |
$337,000 |
0 |
|
| Lakeview Capital Partners LLC |
329 |
- |
2024-03-31 |
6,068 |
$308,000 |
0 |
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| OLIO Financial Planning |
42 |
- |
2024-03-31 |
6,069 |
$308,000 |
0 |
|
| SHAYNE & CO., LLC |
79 |
- |
2024-03-31 |
6,000 |
$304,000 |
0 |
|
| Catalina Capital Group LLC |
173 |
- |
2024-03-31 |
5,923 |
$301,000 |
0 |
|
| Richard P Slaughter Associates Inc |
127 |
- |
2024-03-31 |
5,200 |
$264,000 |
0 |
|
| IMS CAPITAL MANAGEMENT |
123 |
- |
2023-12-31 |
5,150 |
$261,000 |
0 |
|
| BEESE FULMER INVESTMENT MANAGEMENT INC |
199 |
- |
2024-03-31 |
4,945 |
$251,000 |
0 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
433 |
- |
2022-12-31 |
4,940 |
$250,000 |
0 |
|
| STAR Financial Bank |
84 |
- |
2024-03-31 |
4,897 |
$248,000 |
0 |
|
| Eldridge Investment Advisors Inc. |
136 |
- |
2024-03-31 |
4,800 |
$244,000 |
0 |
|
| FORBES J M & CO LLP |
123 |
- |
2024-03-31 |
4,801 |
$244,000 |
0 |
|
| WMG Financial Advisors LLC |
118 |
- |
2024-03-31 |
4,740 |
$241,000 |
0 |
|
| Hubbell Strickland Wealth Management LLC |
73 |
- |
2024-03-31 |
4,153 |
$211,000 |
0 |
|
| Pathway Financial Advisors LLC |
161 |
- |
2024-03-31 |
4,133 |
$210,000 |
0 |
|
| Fort Point Capital Partners LLC |
276 |
- |
2023-12-31 |
4,008 |
$203,000 |
0 |
|
| Symphony Financial Ltd. Co. |
187 |
- |
2024-03-31 |
3,954 |
$201,000 |
0 |
|
| WEST PACES ADVISORS INC. |
134 |
- |
2024-03-31 |
3,510 |
$178,000 |
0 |
|
| ZRC WEALTH MANAGEMENT LLC |
132 |
- |
2024-03-31 |
2,790 |
$142,000 |
0 |
|
| CENTAURUS FINANCIAL INC. |
698 |
- |
2023-12-31 |
2,515 |
$128,000 |
0 |
|
| JJJ Advisors Inc. |
282 |
- |
2024-03-31 |
2,030 |
$103,000 |
0 |
|
| Princeton Global Asset Management LLC |
208 |
- |
2024-03-31 |
1,750 |
$89,000 |
0 |
|
| CVA Family Office LLC |
408 |
- |
2024-03-31 |
1,480 |
$75,000 |
0 |
|
| Key Financial Inc |
362 |
- |
2024-03-31 |
1,463 |
$74,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
160 |
- |
2024-03-31 |
1,000 |
$51,000 |
0 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
160 |
- |
2024-03-31 |
600 |
$30,000 |
0 |
|
| US BANCORP |
3047 |
- |
2024-03-31 |
390 |
$20,000 |
0 |
|
| Signature Resources Capital Management LLC |
148 |
- |
2024-03-31 |
365 |
$19,000 |
0 |
|
| Evergreen Private Wealth LLC |
168 |
- |
2024-03-31 |
163 |
$8,000 |
0 |
|
| Penserra Capital Management LLC |
1101 |
- |
2023-12-31 |
146 |
$7,000 |
0 |
|
| Pinnacle Bank |
759 |
- |
2024-03-31 |
78 |
$4,000 |
0 |
|
| PROEQUITIES INC. |
7901 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
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61 Records found
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