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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
   J P MORGAN CHASE & CO 121 - 2023-12-31 35,144,701 $1,765,318,000 17,151,652
   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
   HB Wealth Management LLC - 2024-03-31 8,076,454 $405,234,000 443,033
   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
   AE Wealth Management LLC 27 - 2023-12-31 1,953,273 $98,543,000 544,863
   FOSTER DYKEMA CABOT & CO INC/MA 2 - 2023-09-30 1,757,225 $88,178,000 47,768
   SIGNATUREFD, LLC - 2024-03-31 1,706,583 $86,097,000 74,235
   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
   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
   ANCORA ADVISORS, LLC 12 - 2023-12-31 1,207,694 $60,662,000 32,684
   AXXCESS WEALTH MANAGEMENT LLC 8 - 2023-12-31 1,163,528 $58,444,000 552,954
   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
   Peterson Wealth Advisors LLC 3 - 2024-03-31 970,685 $48,971,000 184,434
   STEPHENS INC /AR/ 20 - 2023-12-31 896,318 $45,022,000 166,327
   Acorns Advisers LLC 13 - 2023-12-31 842,535 $42,321,000 5,524
   Alpha Omega Wealth Management LLC 1 - 2024-03-31 773,827 $39,040,000 3,445
   LINCOLN NATIONAL CORP - 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
   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
   McCarthy Asset Management Inc. 1 - 2023-12-31 630,037 $31,647,000 3,957
   Financial Planning & Information Services Inc. 8 - 2023-12-31 593,549 $29,814,000 94,777
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 581,353 $29,329,000 520,253
   ROCK CREEK GROUP, LP 8 - 2023-12-31 577,451 $29,009,000 9,960
   RIVERFRONT INVESTMENT GROUP, LLC 32 - 2024-03-31 571,577 $28,836,000 464,463
   Paradigm Strategies in Wealth Management LLC - 2024-03-31 559,874 $28,246,000 126,557
   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
   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
   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
   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 - 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
   Verum Partners LLC 2 - 2024-03-31 422,860 $21,333,000 64,677
   WEATHERLY ASSET MANAGEMENT LP 11 - 2024-03-31 417,903 $21,083,000 14,123
   IRONWOOD WEALTH MANAGEMENT INC. 2 - 2024-03-31 412,069 $20,723,000 7,733
   CITIZENS FINANCIAL GROUP INC/RI 29 - 2023-12-31 411,431 $20,666,000 81,918
   CYNOSURE MANAGEMENT LLC 5 - 2023-12-31 396,903 $19,936,000 115,659
   PBWM Holdings LLC 5 - 2023-03-31 394,049 $19,829,000 28,123
   DONALDSON CAPITAL MANAGEMENT LLC 36 - 2024-03-31 378,171 $19,079,000 69,240
   JAFFETILCHIN INVESTMENT PARTNERS LLC 13 - 2023-12-31 363,107 $18,239,000 29,661
   Arbor Investment Advisors LLC 11 - 2024-03-31 355,017 $17,911,000 15,996
   JOHNSON FINANCIAL GROUP, INC. 22 - 2023-12-31 347,454 $17,511,000 332,462
   IMZ Advisory Inc 4 - 2024-03-31 346,820 $17,497,000 44,741
   Capital Asset Advisory Services LLC 25 - 2024-03-31 340,325 $17,115,000 121,025
   Insight Wealth Partners LLC 1 - 2023-12-31 337,538 $16,955,000 124,688
   IHT Wealth Management LLC 20 - 2023-12-31 335,182 $16,836,000 324,410
   Roberts Wealth Advisors LLC 1 - 2024-03-31 333,152 $16,761,000 3,094
   HARBOUR INVESTMENTS INC. 28 - 2023-12-31 316,431 $15,894,000 143,888
   Abbrea Capital LLC 10 - 2023-12-31 301,810 $15,232,000 8,871
   Souders Financial Advisors - 2023-12-31 301,037 $15,121,000 9,335
   Goss Wealth Management LLC 151 - 2023-12-31 299,443 $15,059,000 83,251
   OARSMAN CAPITAL, INC. 3 - 2023-12-31 294,533 $14,794,000 192,966
   Capital Advisors Wealth Management LLC 12 - 2024-03-31 279,635 $14,108,000 19,710
   MILLENNIUM MANAGEMENT LLC 1209 - 2023-12-31 275,845 $13,856,000 41,666
   Meridian Financial Partners LLC 2 - 2024-03-31 272,027 $13,688,000 4,721
   Ruggaard & Associates LLC 1 - 2023-12-31 270,925 $13,609,000 9,746
   CAHABA WEALTH MANAGEMENT INC. 15 - 2024-03-31 268,284 $13,535,000 18,580
   Royal Harbor Partners LLC - 2024-03-31 262,099 $13,223,000 5,365
   NORDEN GROUP LLC 4 - 2024-03-31 252,915 $12,760,000 34,319
   ROOF EIDAM & MAYCOCK/ADV 9 - 2023-12-31 252,973 $12,707,000 116,230
   Personal Resources Investment & Strategic Manageme 11 - 2024-03-31 247,306 $12,477,000 30,352
   KWMG LLC 22 - 2024-03-31 243,689 $12,294,000 7,895
   Integrated Wealth Concepts LLC 118 - 2023-12-31 243,638 $12,238,000 22,240
   JFS WEALTH ADVISORS, LLC - 2024-03-31 240,157 $12,116,000 49,249
   MBM Wealth Consultants LLC 7 - 2024-03-31 236,043 $11,908,000 8,737
   HALLMARK CAPITAL MANAGEMENT INC 45 - 2024-03-31 228,587 $11,532,000 5,170
   Scott Capital Advisors LLC 9 - 2024-03-31 225,146 $11,327,000 6,154
   NavPoint Financial Inc. 2 - 2024-03-31 223,650 $11,283,000 2,811
   Resonant Capital Advisors LLC - 2024-03-31 216,129 $10,904,000 41,078
   FIRST BUSINESS FINANCIAL SERVICES INC. 11 - 2023-12-31 216,961 $10,898,000 7,017
   BFT FINANCIAL GROUP LLC 14 - 2023-06-30 213,086 $10,676,000 12,803
   Helen Stephens Group LLC 7 - 2024-03-31 208,572 $10,522,000 7,286
   LITTLE HOUSE CAPITAL LLC 5 - 2024-03-31 204,751 $10,330,000 89,006
   Lowe fs LLC 5 - 2024-03-31 200,595 $10,120,000 2,489
   PROVISE MANAGEMENT GROUP LLC 36 - 2023-12-31 201,417 $10,117,000 455
   ESSEX FINANCIAL SERVICES INC 22 - 2024-03-31 197,895 $9,984,000 12,871
   AdvisorNet Financial Inc 19 - 2024-03-31 195,685 $9,872,000 69,416
   Journey Advisory Group LLC 19 - 2023-12-31 194,990 $9,795,000 17,718
   LEGACY PRIVATE TRUST CO. 32 - 2024-03-31 189,973 $9,584,000 27,056
   Magnolia Wealth Management LLC 4 - 2023-12-31 190,509 $9,569,000 2,082
   ENCOMPASS WEALTH ADVISORS LLC 6 - 2023-12-31 190,227 $9,555,000 926
   Choice Wealth Advisors LLC 7 - 2024-03-31 183,532 $9,259,000 4,107
   INTEGRAL INVESTMENT ADVISORS INC. - 2024-03-31 178,688 $9,017,000 17,832
   REDW Stanley Financial Advisors LLC - 2024-03-31 176,302 $8,894,000 5,879
  100 Records found
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