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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 190    48
Total shares held : 
 15,219,016  
% of shares held : 
 16.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   82  
Amount of shares held : 
 4,536,451  
% of shares held change : 
   5.04%  
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 :
59
 2,200,781
 14.46%
 
Increased Positions :
73
 3,897,217
 25.61%
 
Unchanged Positions :
19
 277,464
 1.82%
 
Decreased Positions :
39
-1,307,798
-8.59%
 
Closed Positions :
11
-253,749
-1.67%
 
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
   LPL FINANCIAL CORP 348 - 2023-12-31 1,562,058 $79,602,000 357,494
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 183 - 2023-12-31 913,739 $46,564,000 322,786
   MORNINGSTAR INVESTMENT SERVICES, INC. 96 - 2023-12-31 812,766 $41,431,000 399,905
   BKD WEALTH ADVISORS LLC 21 - 2024-03-31 727,190 $36,898,000 209,487
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 210 - 2024-03-31 712,082 $36,131,000 35,857
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 17 - 2023-12-31 582,260 $29,672,000 103,995
   Rockefeller Capital Management L.P. 244 - 2023-12-31 494,037 $25,176,000 480,098
   GUARANTY TRUST CO OF MISSOURI /MO/ 40 - 2024-03-31 432,320 $21,936,000 11,823
   Asio Capital LLC 4 - 2024-03-31 367,674 $18,656,000 256,050
   COLLECTIVE FAMILY OFFICE LLC 1 - 2024-03-31 358,259 $18,178,000 116,469
   BB&T CORP 455 - 2023-12-31 326,150 $16,621,000 -12,409
   AllGen Financial Advisors Inc. 4 - 2024-03-31 291,079 $14,769,000 102,246
   IAG Wealth Partners LLC 11 - 2024-03-31 286,487 $14,536,000 1,483
   Opal Wealth Advisors LLC 5 - 2024-03-31 284,072 $14,414,000 -1,321
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 646 - 2024-03-31 279,015 $14,157,000 132,054
   Stephens Consulting LLC 7 - 2024-03-31 264,492 $13,420,000 127,738
   Integrated Wealth Concepts LLC 119 - 2023-12-31 238,235 $12,140,000 -5,647
   KESTRA PRIVATE WEALTH SERVICES LLC 81 - 2023-12-31 229,236 $11,682,000 29,880
   Advisor Group Holdings Inc. 735 - 2023-12-31 219,149 $11,168,000 89,944
   CONDOR CAPITAL MANAGEMENT 23 - 2023-12-31 213,604 $10,885,000 -10,372
   RAYMOND JAMES & ASSOCIATES 1105 - 2024-03-31 214,278 $10,872,000 -13,056
   Legacy Financial Advisors Inc. 12 - 2023-12-31 209,400 $10,671,000 -42,012
   HARTFORD FINANCIAL MANAGEMENT INC. 8 - 2024-03-31 204,405 $10,372,000 80,161
   Magnus Financial Group LLC 15 *New 2023-12-31 198,468 $10,114,000 198,468
   ENVESTNET ASSET MANAGEMENT INC 1451 - 2023-12-31 193,556 $9,864,000 -15,897
   Beta Wealth Group Inc. 3 *New 2023-12-31 192,185 $9,794,000 192,185
   BANK OF AMERICA CORP /DE/ 2401 - 2023-12-31 190,856 $9,726,000 13,732
   COMMONWEALTH EQUITY SERVICES LLC. 753 - 2023-12-31 185,887 $9,473,000 49,385
   Skyline Advisors Inc. 10 - 2024-03-31 185,661 $9,420,000 17,217
   Helen Stephens Group LLC 8 - 2024-03-31 179,400 $9,103,000 8,374
   CFO4Life Group LLC *New 2023-12-31 178,282 $9,085,000 178,282
   HIGHTOWER ADVISORS, LLC 732 - 2023-12-31 169,549 $8,642,000 46,511
   Wealth Alliance Advisory Group LLC 14 - 2024-03-31 170,283 $8,640,000 15,341
   SMITH & HOWARD WEALTH MANAGEMENT, LLC 13 - 2024-03-31 165,570 $8,401,000 54,292
   Aveo Capital Partners LLC 28 - 2023-12-31 154,684 $7,883,000 33,828
   Platte River Wealth Advisors LLC 14 - 2024-03-31 153,805 $7,804,000 104,025
   Cornerstone Wealth Management LLC 40 - 2024-03-31 137,610 $6,982,000 8,009
   OLD MISSION CAPITAL LLC 91 - 2023-12-31 134,066 $6,832,000 94,841
   Garrett Investment Advisors LLC 26 - 2024-03-31 132,662 $6,731,000 83,676
   GREAT VALLEY ADVISOR GROUP INC. 116 - 2023-12-31 122,265 $6,230,000 24,091
   OLYMPUS WEALTH MANAGEMENT LLC 6 *New 2024-03-31 120,109 $6,094,000 120,109
   Shorepoint Capital Partners LLC 17 - 2023-12-31 115,793 $5,901,000 115,793
   Atlas Private Wealth Management 10 - 2024-03-31 115,801 $5,876,000 5,863
   LWM Advisory Services LLC 5 - 2023-12-31 112,901 $5,753,000 -30,581
   Apexium Financial LP 36 - 2024-03-31 99,060 $5,026,000 2,035
   Baron Silver Stevens Financial Advisors LLC 22 - 2023-12-31 97,963 $4,992,000 59,958
   MONTICELLO WEALTH MANAGEMENT LLC 44 - 2024-03-31 93,873 $4,763,000 34,669
   Diversified Portfolios Inc. 31 *New 2023-12-31 93,034 $4,741,000 93,034
   STIFEL FINANCIAL CORP 1145 - 2023-12-31 90,580 $4,616,000 -261,860
   Keudell/Morrison Wealth Management 14 - 2023-12-31 88,453 $4,508,000 -1,988
   CVA Family Office LLC 29 - 2024-03-31 87,995 $4,465,000 18,985
   Sequoia Financial Advisors LLC - 2023-12-31 87,543 $4,461,000 37,089
   Brio Consultants LLC 34 *New 2023-12-31 76,658 $3,906,000 76,658
   TruWealth Advisors LLC 56 *New 2024-03-31 76,580 $3,886,000 76,580
   Resonant Capital Advisors LLC 59 - 2023-12-31 75,720 $3,864,000 10,351
   INVENIO WEALTH PARTNERS LLC 12 - 2023-12-31 71,394 $3,638,000 54,655
   Private Advisor Group LLC 564 - 2023-12-31 69,231 $3,528,000 32,548
   Landmark Wealth Management LLC 18 - 2024-03-31 69,108 $3,507,000 3,928
   Galvin Gaustad & Stein LLC 56 - 2024-03-31 68,578 $3,480,000 3,321
   Kestra Advisory Services LLC 591 - 2023-12-31 66,260 $3,377,000 3,121
   FTB Advisors Inc. 166 - 2024-03-31 65,316 $3,314,000 -770
   J P MORGAN CHASE & CO 2686 - 2023-12-31 63,545 $3,238,000 37,589
   Cedar Point Capital Partners LLC 13 - 2023-12-31 59,206 $3,017,000 0
   PFG FINANCIAL ADVISORS 53 - 2024-03-31 57,424 $2,914,000 90
   Steward Partners Investment Advisory LLC 407 - 2023-12-31 56,935 $2,901,000 7,760
   RENAISSANCE TECHNOLOGIES LLC 1738 *New 2023-12-31 54,452 $2,775,000 54,452
   WealthCare Investment Partners LLC 21 - 2024-03-31 53,968 $2,738,000 16,511
   EQIS CAPITAL MANAGEMENT, INC. 90 *New 2023-12-31 48,770 $2,485,000 48,770
   Northwest Financial Advisors 8 - 2023-12-31 47,429 $2,417,000 0
   Hennion & Walsh Asset Management Inc. 236 - 2024-03-31 43,563 $2,210,000 -8,041
   WCG Wealth Advisors LLC 131 *New 2023-12-31 41,053 $2,092,000 41,053
   Mutual Advisors LLC 254 - 2023-12-31 40,903 $2,084,000 1,246
   NEWMAN DIGNAN & SHEERAR, INC. 45 - 2023-12-31 39,836 $2,030,000 18,398
   PRINCIPAL SECURITIES INC. 252 - 2023-12-31 38,304 $1,952,000 0
   ACIMA PRIVATE WEALTH LLC 31 - 2023-12-31 37,643 $1,918,000 0
   Red Mountain Financial LLC 8 - 2023-12-31 37,552 $1,914,000 0
   BANK OF NEW YORK MELLON CORP 2787 *New 2024-03-31 36,954 $1,875,000 36,954
   Crumly & Associates Inc. 39 *New 2023-12-31 36,135 $1,841,000 36,135
   Beaumont Financial Advisors LLC 85 - 2023-12-31 36,038 $1,836,000 -3,379
   NBT BANK N A /NY 149 - 2024-03-31 35,720 $1,812,000 585
   RIVERFRONT INVESTMENT GROUP, LLC 79 - 2023-12-31 35,418 $1,805,000 -11,822
   Mason & Associates Inc 31 - 2024-03-31 34,070 $1,729,000 1,674
   BSC PRIVATE WEALTH MANAGEMENT LLC 56 *New 2023-12-31 33,327 $1,698,000 33,327
   FMA Wealth Management LLC 19 - 2023-12-31 32,809 $1,672,000 0
   ERn Financial LLC 67 - 2024-03-31 32,721 $1,660,000 556
   Kooman & Associates 12 - 2023-12-31 31,802 $1,621,000 -4,636
   Naviter Wealth LLC 112 *New 2024-03-31 31,220 $1,584,000 31,220
   Ameritas Advisory Services LLC 206 - 2023-12-31 30,332 $1,541,000 -30,894
   FINANCIAL NETWORK 1111 - 2023-12-31 29,862 $1,522,000 20,111
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1462 - 2024-03-31 28,761 $1,459,000 19,454
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 32 - 2023-12-31 28,442 $1,449,000 14,367
   Walkner Condon Financial Advisors LLC 75 - 2024-03-31 28,390 $1,441,000 3,786
   Summit X LLC 55 - 2023-12-31 26,718 $1,362,000 3,280
   RIVERSEDGE ADVISORS LLC 30 *New 2023-12-31 26,449 $1,348,000 26,449
   FIRST HEARTLAND CONSULTANTS INC 121 *New 2023-12-31 26,176 $1,334,000 26,176
   Wealthcare Advisory Partners LLC 305 - 2024-03-31 26,251 $1,332,000 20,695
   United Advisor Group LLC 16 - 2023-12-31 25,612 $1,310,000 0
   CITADEL ADVISORS LLC 2712 - 2023-12-31 24,890 $1,268,000 24,890
   BARTLETT & CO. LLC 248 *New 2023-12-31 24,425 $1,248,000 24,425
   BARTLETT & CO. WEALTH MANAGEMENT LLC 248 *New 2023-12-31 24,425 $1,248,000 24,425
  100 Records found
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