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Get Institutions for : 
Jp Morgan Ultra Short Income Etf (JPST)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 906    47
Total shares held : 
 329,481,692  
% of shares held : 
 36.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -197  
Amount of shares held : 
 6,882,560  
% of shares held change : 
   0.76%  
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 :
37
 2,557,252
 0.78%
 
Increased Positions :
305
 37,131,494
 11.27%
 
Unchanged Positions :
109
 6,436,234
 1.95%
 
Decreased Positions :
455
-29,700,512
-9.01%
 
Closed Positions :
84
-3,105,674
-0.94%
 
Guru Positions :
1
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
   MORGAN STANLEY 70 - 2023-12-31 56,111,060 $2,818,459,000 -857,249
   J P MORGAN CHASE & CO 121 - 2023-12-31 35,144,701 $1,765,318,000 17,151,652
   BANK OF AMERICA CORP /DE/ 224 - 2023-12-31 16,545,760 $831,094,000 -777,456
   FMR LLC 320 - 2023-12-31 14,034,652 $704,961,000 -1,673,453
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 108 - 2023-12-31 13,457,071 $675,949,000 3,081,352
   LPL FINANCIAL CORP 72 - 2023-12-31 9,802,212 $492,365,000 506,695
   UBS Group AG 121 - 2023-12-31 8,953,816 $449,750,000 -559,546
   HB Wealth Management LLC 3 - 2024-03-31 8,076,454 $405,234,000 443,033
   WELLS FARGO & CO/MN 191 - 2023-12-31 7,450,430 $374,235,000 -551,477
   JANE STREET GROUP LLC 42 - 2023-12-31 6,020,258 $302,398,000 5,372,369
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 25 - 2024-03-31 4,833,237 $243,837,000 1,317,710
   HPM Partners LLC - 2023-12-31 4,528,724 $228,526,000 -441,605
   ROYAL BANK OF CANADA 324 - 2023-12-31 3,681,315 $184,913,000 -196,645
   Betterment LLC 26 - 2023-12-31 3,568,494 $179,245,000 -105,992
   ENVESTNET ASSET MANAGEMENT INC 322 - 2023-12-31 2,710,105 $136,129,000 -923,432
   Advisor Group Holdings Inc. 92 - 2023-12-31 2,671,258 $134,203,000 -1,124,134
   TOWNSQUARE CAPITAL LLC 4 - 2023-12-31 2,421,088 $121,611,000 -217,268
   FOSTER DYKEMA CABOT & PARTNERS LLC 2 - 2023-12-31 2,372,247 $119,693,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 140 - 2024-03-31 2,059,184 $103,886,000 -21,946
   AE Wealth Management LLC 27 - 2023-12-31 1,953,273 $98,543,000 544,863
   GOLDMAN SACHS GROUP INC/ 692 *New 2023-12-31 1,862,915 $93,574,000 1,862,915
   COMMONWEALTH EQUITY SERVICES LLC. 127 - 2024-03-31 1,826,486 $92,146,000 -87,858
   FOSTER DYKEMA CABOT & CO INC/MA 2 - 2023-09-30 1,757,225 $88,178,000 47,768
   SIGNATUREFD, LLC 11 - 2024-03-31 1,706,583 $86,097,000 74,235
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 100 - 2023-12-31 1,702,437 $85,513,000 -1,220,684
   Bridgewater Advisors Inc. 1 - 2024-03-31 1,561,759 $78,791,000 160,843
   RENAISSANCE TECHNOLOGIES LLC 189 - 2023-12-31 1,541,700 $77,440,000 536,500
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 59 - 2024-03-31 1,523,563 $76,864,000 238,654
   STIFEL FINANCIAL CORP 215 - 2023-12-31 1,497,984 $75,244,000 59,433
   Bramshill Investments LLC 5 - 2023-12-31 1,414,120 $71,031,000 -48,033
   RAYMOND JAMES & ASSOCIATES 327 - 2024-03-31 1,387,419 $69,995,000 154,712
   LEGACY WEALTH MANAGEMENT, INC 8 - 2024-03-31 1,314,837 $66,334,000 52,813
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 92 - 2023-12-31 1,266,398 $63,611,000 -592,024
   FINANCIAL NETWORK 57 - 2023-12-31 1,240,924 $62,332,000 -646,838
   SEI INVESTMENTS CO 208 - 2023-12-31 1,235,841 $62,076,000 -4,073
   ANCORA ADVISORS, LLC 12 - 2023-12-31 1,207,694 $60,662,000 32,684
   Cornerstone Management Inc. 3 - 2023-12-31 1,202,688 $60,411,000 -71,346
   AXXCESS WEALTH MANAGEMENT LLC 8 - 2023-12-31 1,163,528 $58,444,000 552,954
   MML INVESTORS SERVICES LLC 72 - 2023-12-31 1,162,944 $58,415,000 -461,025
   Connectus Wealth LLC 15 - 2023-12-31 1,160,792 $58,383,000 -67,099
   CWM LLC 68 - 2024-03-31 1,104,860 $55,740,000 125,786
   QUADRANT CAPITAL GROUP LLC 2 - 2023-12-31 1,061,617 $53,325,000 260,484
   MCMORGAN & CO LLC 4 - 2023-12-31 1,054,760 $52,981,000 175,487
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 50 - 2023-12-31 1,001,761 $50,318,000 -290,998
   Peterson Wealth Advisors LLC 3 - 2024-03-31 970,685 $48,971,000 184,434
   FIFTH THIRD BANCORP 121 - 2024-03-31 897,990 $45,304,000 -3,703
   STEPHENS INC /AR/ 20 - 2023-12-31 896,318 $45,022,000 166,327
   H D Vest Advisory Services 27 - 2023-12-31 890,230 $44,716,000 -103,649
   Asset Management Resources LLC - 2023-12-31 846,267 $42,508,000 -117,079
   Acorns Advisers LLC 13 - 2023-12-31 842,535 $42,321,000 5,524
   State of Tennessee Treasury Department 120 - 2023-12-31 836,800 $42,032,000 -326,524
   Rockefeller Capital Management L.P. 160 - 2023-12-31 831,865 $41,785,000 -23,777
   CAPTRUST FINANCIAL ADVISORS 138 - 2023-12-31 826,580 $41,519,000 -120,115
   Alpha Omega Wealth Management LLC 1 - 2024-03-31 773,827 $39,040,000 3,445
   Private Advisor Group LLC 86 - 2024-03-31 762,278 $38,457,000 -255,923
   BP WEALTH MANAGEMENT LLC 19 - 2023-12-31 734,087 $36,873,000 -1,093,207
   Avestar Capital LLC 4 - 2023-12-31 723,994 $36,537,000 -33,180
   LINCOLN NATIONAL CORP 34 - 2024-03-31 719,901 $36,319,000 97,040
   N.E.W. Advisory Services LLC 7 - 2024-03-31 702,574 $35,445,000 18,343
   MONTAG A & ASSOCIATES INC 7 - 2023-12-31 701,191 $35,385,000 -111,739
   FLAGSHIP HARBOR ADVISORS LLC 7 - 2024-03-31 681,056 $34,359,000 92,143
   Parkside Investments LLC 3 - 2024-03-31 663,965 $33,497,000 247,550
   APPLETON PARTNERS INC/MA 6 - 2024-03-31 646,836 $32,633,000 -211,485
   AlphaCore Capital LLC 5 - 2023-12-31 645,436 $32,573,000 -21,415
   VALMARK ADVISERS INC 33 - 2023-12-31 635,395 $31,916,000 -9,421
   McCarthy Asset Management Inc. 1 - 2023-12-31 630,037 $31,647,000 3,957
   Sollinda Capital Management LLC 2 - 2024-03-31 596,501 $30,093,000 -215,943
   Financial Planning & Information Services Inc. 8 - 2023-12-31 593,549 $29,814,000 94,777
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 20 - 2023-12-31 591,779 $29,725,000 -28,445
   BNP PARIBAS ARBITRAGE SA 444 - 2024-03-31 581,353 $29,329,000 520,253
   Soltis Investment Advisors LLC 4 - 2024-03-31 575,856 $29,052,000 -144,284
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 9 - 2023-12-31 577,766 $29,021,000 -111,376
   ROCK CREEK GROUP, LP 8 - 2023-12-31 577,451 $29,009,000 9,960
   MA GREENWOOD & ASSOCIATES INC 9 - 2023-12-31 577,279 $28,997,000 -9,046
   RIVERFRONT INVESTMENT GROUP, LLC 32 - 2024-03-31 571,577 $28,836,000 464,463
   Paradigm Strategies in Wealth Management LLC 1 - 2024-03-31 559,874 $28,246,000 126,557
   BRYN MAWR TRUST CO/PA 14 - 2023-09-30 551,698 $27,684,000 -3,950
   WSFS CAPITAL MANAGEMENT LLC 12 - 2024-03-31 546,750 $27,584,000 -13,134
   Badgley Phelps Wealth Managers LLC 42 - 2023-12-31 538,347 $27,166,000 3,747
   MORNINGSTAR INVESTMENT SERVICES, INC. 112 - 2023-12-31 533,334 $26,784,000 318,881
   Cresset Asset Management LLC 94 - 2023-12-31 528,606 $26,677,000 40,043
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 7 - 2024-03-31 527,334 $26,604,000 10,853
   Rosenberg Matthew Hamilton 3 - 2024-03-31 521,371 $26,188,000 35,567
   Berkshire Bank 2 - 2024-03-31 509,397 $25,699,000 172,043
   HANSON MCCLAIN, INC. 59 - 2024-03-31 497,209 $25,084,000 -18,898
   Spire Wealth Management 43 - 2024-03-31 492,794 $24,861,000 -1,103,971
   MASON STREET ADVISORS LLC 4 - 2023-12-31 493,250 $24,776,000 0
   Requisite Capital Management LLC 8 - 2024-03-31 478,373 $24,134,000 -86,351
   Flaharty Asset Management LLC 11 - 2023-12-31 470,387 $23,628,000 2,204
   JANNEY MONTGOMERY SCOTT LLC 284 - 2024-03-31 465,301 $23,474,000 146,667
   BEACON INVESTMENT ADVISORY SERVICES INC. 30 - 2023-12-31 464,241 $23,319,000 -140,870
   FRANKLIN RESOURCES INC 678 - 2023-12-31 455,732 $22,891,000 3,399
   Equitable Holdings Inc. 77 - 2023-12-31 453,255 $22,767,000 38,497
   Cornerstone Advisory LLP 5 - 2023-12-31 452,744 $22,741,000 -30,378
   MARINER WEALTH ADVISORS, LLC 279 - 2023-12-31 450,131 $22,610,000 -173,874
   Capital Investment Advisory Services LLC 3 - 2024-03-31 442,211 $22,310,000 -513,891
   Kestra Advisory Services LLC 113 - 2023-12-31 439,483 $22,075,000 53,948
   EVENSKY & KATZ INC 17 - 2024-03-31 435,031 $21,947,000 6,060
   SkyOak Wealt LLC 1 - 2024-03-31 428,850 $21,635,000 26,393
   PEAPACK GLADSTONE FINANCIAL CORP 83 - 2023-12-31 429,869 $21,592,000 1,252
  100 Records found
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