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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 378 - 2023-12-31 8,248,458 $417,372,000 -242,345
   CAPTRUST FINANCIAL ADVISORS 196 *New 2023-12-31 491,297 $24,860,000 491,297
   RAYMOND JAMES & ASSOCIATES 1216 *New 2024-03-31 178,587 $9,097,000 178,587
   BANK OF AMERICA CORP /DE/ 2548 - 2023-12-31 159,326 $8,062,000 -168,365
   LPL FINANCIAL CORP 1416 - 2023-12-31 150,694 $7,625,000 -9,553
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 934 - 2023-12-31 132,520 $6,706,000 76,495
   WELLS FARGO & CO/MN 1774 - 2023-12-31 125,603 $6,356,000 -48,597
   MORGAN STANLEY 3690 - 2023-12-31 120,966 $6,121,000 -92,478
   MONECO Advisors LLC 23 - 2024-03-31 100,609 $5,125,000 -5,637
   Wealth Advisors of Tampa Bay LLC - 2023-12-31 98,628 $4,991,000 -100,934
   FINANCIAL NETWORK 803 - 2023-12-31 58,221 $2,946,000 -22,557
   Swisher Financial Concepts Inc. 15 - 2024-03-31 47,075 $2,382,000 -1,285
   EPOCH INVESTMENT PARTNERS INC. 303 - 2023-12-31 46,889 $2,373,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1695 - 2024-03-31 43,573 $2,220,000 -92,072
   DAVIDSON D A & CO 563 - 2023-12-31 31,362 $1,587,000 14,968
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1762 *New 2024-03-31 30,726 $1,565,000 30,726
   Advisor Group Holdings Inc. 2364 - 2023-12-31 22,851 $1,156,000 -550
   CITADEL ADVISORS LLC 3107 - 2023-12-31 16,408 $830,000 -5,027
   JANE STREET GROUP LLC 3590 - 2023-12-31 13,722 $694,000 -107,908
   FLOW TRADERS U.S. LLC 438 *New 2023-12-31 12,268 $621,000 12,268
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1213 - 2023-12-31 9,519 $482,000 -2,827
   UBS Group AG 4032 - 2023-12-31 8,634 $437,000 -1,262
   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 2070 - 2023-12-31 6,016 $304,000 0
   LINCOLN NATIONAL CORP - 2024-03-31 5,209 $265,000 48
   ENVESTNET ASSET MANAGEMENT INC 3656 - 2023-12-31 5,246 $265,000 -967
   Integrated Wealth Concepts LLC 1389 *New 2023-12-31 4,461 $226,000 4,461
   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 3247 - 2023-12-31 530 $27,000 0
   HARBOUR INVESTMENTS INC. 1817 - 2023-12-31 437 $22,000 0
   ROYAL BANK OF CANADA 5751 - 2023-12-31 210 $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
   Global Retirement Partners LLC 2763 - 2024-03-31 33 $2,000 0
   Colonial Trust Co / SC 931 *New 2023-12-31 25 $1,000 25
   Financial Connections Group Inc. *New 2024-03-31 1 $1,000 1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   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
   GREAT VALLEY ADVISOR GROUP INC. 760 *Closed 2023-12-31 0 $0 -4,440
   MARINER WEALTH ADVISORS, LLC 3196 *Closed 2023-12-31 0 $0 -16,312
   MEEDER ASSET MANAGEMENT INC *Closed 2023-12-31 0 $0 -10,697
  46 Records found
  1    
  Page 1 of 1
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