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Get Institutions for : 
Jpmorgan Limited Duration Bond Etf (JPLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
 10,108,132  
% of shares held : 
 11.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -148,164  
% of shares held change : 
   -0.16%  
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 :
7
 646,708
 6.4%
 
Increased Positions :
3
 91,464
 0.9%
 
Unchanged Positions :
8
 103,773
 1.03%
 
Decreased Positions :
18
-824,307
-8.15%
 
Closed Positions :
6
-62,029
-0.61%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   J P MORGAN CHASE & CO 404 - 2024-03-31 8,248,458 $420,176,000 0
   CAPTRUST FINANCIAL ADVISORS 156 - 2024-03-31 630,047 $32,095,000 138,750
   RAYMOND JAMES & ASSOCIATES 1216 *New 2024-03-31 178,587 $9,097,000 178,587
   LPL FINANCIAL CORP 1486 - 2024-03-31 150,447 $7,664,000 -247
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 786 - 2024-03-31 142,904 $7,280,000 10,384
   BANK OF AMERICA CORP /DE/ 2727 - 2024-03-31 137,415 $7,000,000 -21,911
   WELLS FARGO & CO/MN 1818 - 2024-03-31 125,526 $6,394,000 -77
   MORGAN STANLEY 3657 - 2024-03-31 123,004 $6,266,000 2,038
   MONECO Advisors LLC 23 - 2024-03-31 100,609 $5,125,000 -5,637
   JANE STREET GROUP LLC 1349 - 2024-03-31 90,122 $4,591,000 76,400
   Wealth Advisors of Tampa Bay LLC 16 - 2024-03-31 82,599 $4,208,000 -16,029
   Swisher Financial Concepts Inc. 15 - 2024-03-31 47,075 $2,382,000 -1,285
   COMMONWEALTH EQUITY SERVICES LLC. 1695 - 2024-03-31 43,573 $2,220,000 -92,072
   EPOCH INVESTMENT PARTNERS INC. 295 - 2024-03-31 43,439 $2,213,000 -3,450
   DAVIDSON D A & CO 588 - 2024-03-31 31,108 $1,585,000 -254
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1762 *New 2024-03-31 30,726 $1,565,000 30,726
   FINANCIAL NETWORK 1340 - 2024-03-31 23,120 $1,178,000 -35,101
   CITADEL ADVISORS LLC 3173 - 2024-03-31 17,714 $902,000 1,306
   Advisor Group Holdings Inc. 2620 - 2024-03-31 14,247 $726,000 -8,604
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1217 - 2024-03-31 10,380 $529,000 861
   MidWestOne Financial Group Inc. 207 *New 2024-03-31 10,247 $522,000 10,247
   PFG Advisors 411 *New 2024-03-31 9,118 $464,000 9,118
   UBS Group AG 4249 - 2024-03-31 7,568 $386,000 -1,066
   RAYMOND JAMES TRUST CO 923 - 2024-03-31 6,496 $331,000 971
   PRIVATE TRUST CO NA 481 - 2024-03-31 6,449 $329,000 -2,215
   CREATIVE PLANNING 2224 - 2024-03-31 6,016 $306,000 0
   ENVESTNET ASSET MANAGEMENT INC 3727 - 2024-03-31 5,483 $279,000 237
   LINCOLN NATIONAL CORP 1003 - 2024-03-31 5,209 $265,000 48
   JONES FINANCIAL COMPANIES LLLP 428 *New 2024-03-31 4,933 $251,000 4,933
   FLOW TRADERS U.S. LLC 576 - 2024-03-31 4,714 $240,000 -7,554
   KWB Wealth 126 *New 2024-03-31 4,176 $213,000 4,176
   PFG Investments LLC 887 *New 2024-03-31 4,101 $209,000 4,101
   HANSON MCCLAIN, INC. 1221 - 2024-03-31 1,205 $61,000 0
   GoalVest Advisory LLC 239 *New 2024-03-31 546 $28,000 546
   PNC FINANCIAL SERVICES GROUP INC 3265 - 2024-03-31 530 $27,000 0
   HARBOUR INVESTMENTS INC. 1817 - 2023-12-31 437 $22,000 0
   ROYAL BANK OF CANADA 5528 - 2024-03-31 210 $11,000 0
   CWM LLC 3599 - 2024-03-31 126 $6,000 0
   Wagner Wealth Management LLC 214 *New 2024-03-31 90 $5,000 90
   Atlantic Trust Group LLC 2713 *New 2024-03-31 43 $2,000 43
   Global Retirement Partners LLC 2763 - 2024-03-31 33 $2,000 0
   Colonial Trust Co / SC 952 - 2024-03-31 25 $1,000 0
   Financial Connections Group Inc. *New 2024-03-31 1 $1,000 1
   PROEQUITIES INC. 4352 - 2024-03-31 0 $0 0
   FMR LLC 5197 *New 2024-03-31 1 $0 1
   Integrated Wealth Concepts LLC 1636 *Closed 2024-03-31 0 $0 -4,461
   RSM US WEALTH MANAGEMENT LLC 670 *Closed 2024-03-31 0 $0 -5,990
   Personal Resources Investment & Strategic Manageme 61 *Closed 2024-03-31 0 $0 -27,122
  48 Records found
  1    
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