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My Recent Searches
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Jp Morgan Ultra Short Income Etf (JPST) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
906  47 |
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|
Total
shares held :
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329,481,692 |
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% of shares
held :
|
36.61% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-197 |
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|
Amount
of shares held :
|
6,882,560 |
|
|
% of shares
held change :
|
 0.76% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
|
N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
|
N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
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New
Positions : |
37
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2,557,252
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0.78%
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Increased
Positions : |
305
|
37,131,494
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11.27%
|
|
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Unchanged
Positions : |
109
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6,436,234
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1.95%
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|
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Decreased
Positions : |
455
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-29,700,512
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-9.01%
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Closed
Positions : |
84
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-3,105,674
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-0.94%
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Guru
Positions : |
1
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0
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0%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MASON STREET ADVISORS LLC |
4 |
- |
2023-12-31 |
493,250 |
$24,776,000 |
0 |
|
| StrongBox Wealth LLC |
1 |
- |
2024-03-31 |
325,825 |
$16,366,000 |
0 |
|
| Levy Wealth Management Group LLC |
10 |
- |
2024-03-31 |
115,977 |
$5,826,000 |
0 |
|
| Wellington Wealth Strategies LLC. |
10 |
- |
2023-12-31 |
60,424 |
$3,035,000 |
0 |
|
| Financial Gravity Wealth Inc. |
116 |
- |
2023-12-31 |
140,594 |
$2,934,000 |
0 |
|
| Transcendent Capital Group LLC |
27 |
- |
2024-03-31 |
42,792 |
$2,149,000 |
0 |
|
| Crossmark Global Holdings Inc. |
494 |
- |
2023-12-31 |
28,513 |
$1,432,000 |
0 |
|
| Aries Wealth Management |
58 |
- |
2024-03-31 |
27,720 |
$1,398,000 |
0 |
|
| Heritage Wealth Partners LLC |
12 |
- |
2024-03-31 |
27,353 |
$1,374,000 |
0 |
|
| Essex Savings Bank |
62 |
- |
2024-03-31 |
26,167 |
$1,314,000 |
0 |
|
| Lunt Capital Management Inc. |
39 |
- |
2024-03-31 |
17,232 |
$869,000 |
0 |
|
| CLARKSTON CAPITAL PARTNERS LLC |
96 |
- |
2023-12-31 |
17,000 |
$854,000 |
0 |
|
| Sowa Financial Group Inc. |
23 |
- |
2024-03-31 |
16,676 |
$838,000 |
0 |
|
| Great Diamond Partners LLC |
101 |
- |
2023-12-31 |
16,627 |
$835,000 |
0 |
|
| EAGLE ROCK INVESTMENT COMPANY LLC |
95 |
- |
2024-03-31 |
16,182 |
$816,000 |
0 |
|
| Bank of New Hampshire |
102 |
- |
2024-03-31 |
15,739 |
$794,000 |
0 |
|
| ACIMA PRIVATE WEALTH LLC |
62 |
- |
2023-12-31 |
15,627 |
$785,000 |
0 |
|
| CATALYST PRIVATE WEALTH LLC |
35 |
- |
2024-03-31 |
14,087 |
$711,000 |
0 |
|
| Core Wealth Advisors Inc. |
28 |
- |
2023-12-31 |
13,552 |
$681,000 |
0 |
|
| Tobias Financial Advisors Inc. |
62 |
- |
2024-03-31 |
12,568 |
$634,000 |
0 |
|
| Williams Jones Wealth Management LLC. |
300 |
- |
2023-12-31 |
12,406 |
$623,000 |
0 |
|
| Crescent Grove Advisors LLC |
168 |
- |
2024-03-31 |
11,243 |
$567,000 |
0 |
|
| Prossimo Advisors LLC |
28 |
- |
2024-03-31 |
11,248 |
$567,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
911 |
- |
2024-03-31 |
11,017 |
$556,000 |
0 |
|
| ATWOOD & PALMER INC |
98 |
- |
2024-03-31 |
10,625 |
$536,000 |
0 |
|
| Opes Wealth Management LLC |
90 |
- |
2024-03-31 |
9,130 |
$461,000 |
0 |
|
| Summa Corp. |
43 |
- |
2024-03-31 |
8,000 |
$404,000 |
0 |
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| Capital Planning Advisors LLC |
106 |
- |
2023-12-31 |
8,035 |
$404,000 |
0 |
|
| Sunflower Bank N.A. |
77 |
- |
2024-03-31 |
7,725 |
$390,000 |
0 |
|
| Gemmer Asset Management LLC |
104 |
- |
2024-03-31 |
6,000 |
$303,000 |
0 |
|
| CLS INVESTMENT FIRM LLC |
1155 |
- |
2022-12-31 |
5,858 |
$294,000 |
0 |
|
| Summit Place Financial Advisors LLC |
80 |
- |
2024-03-31 |
5,680 |
$287,000 |
0 |
|
| McIlrath & Eck LLC |
96 |
- |
2023-12-31 |
5,620 |
$282,000 |
0 |
|
| PUTNAM FL INVESTMENT MANAGEMENT CO |
430 |
- |
2024-03-31 |
5,520 |
$278,000 |
0 |
|
| Kathmere Capital Management LLC |
244 |
- |
2024-03-31 |
5,487 |
$277,000 |
0 |
|
| Lion Street Advisors LLC |
210 |
- |
2024-03-31 |
5,005 |
$251,000 |
0 |
|
| Column Capital Advisors LLC |
128 |
- |
2023-09-30 |
4,989 |
$250,000 |
0 |
|
| IFG Advisors LLC |
120 |
- |
2024-03-31 |
4,670 |
$236,000 |
0 |
|
| HHM Wealth Advisors LLC |
130 |
- |
2023-12-31 |
4,596 |
$231,000 |
0 |
|
| SUMMIT ASSET MANAGEMENT, LLC |
143 |
- |
2023-12-31 |
4,480 |
$225,000 |
0 |
|
| GILL CAPITAL PARTNERS LLC |
109 |
- |
2023-12-31 |
4,430 |
$223,000 |
0 |
|
| PLANNING ALTERNATIVES LTD /ADV |
48 |
- |
2024-03-31 |
4,157 |
$210,000 |
0 |
|
| Planned Solutions Inc. |
99 |
- |
2024-03-31 |
4,025 |
$203,000 |
0 |
|
| Front Row Advisors LLC |
100 |
- |
2023-12-31 |
4,000 |
$202,000 |
0 |
|
| Cornerstone Wealth Group LLC |
237 |
- |
2024-03-31 |
4,000 |
$202,000 |
0 |
|
| DORSEY & WHITNEY TRUST CO LLC |
573 |
- |
2023-12-31 |
4,000 |
$201,000 |
0 |
|
| ANGELES WEALTH MANAGEMENT LLC |
194 |
- |
2023-12-31 |
4,000 |
$201,000 |
0 |
|
| Financial Alternatives Inc |
78 |
- |
2023-12-31 |
4,000 |
$201,000 |
0 |
|
| BARRETT & COMPANY INC. |
133 |
- |
2024-03-31 |
3,675 |
$185,000 |
0 |
|
| Retirement Group LLC |
135 |
- |
2024-03-31 |
3,027 |
$153,000 |
0 |
|
| SOA Wealth Advisors LLC. |
238 |
- |
2024-03-31 |
2,130 |
$107,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1421 |
- |
2023-12-31 |
1,895 |
$95,000 |
0 |
|
| Sage Mountain Advisors LLC |
349 |
- |
2024-03-31 |
1,891 |
$95,000 |
0 |
|
| Key Financial Inc |
334 |
- |
2024-03-31 |
1,710 |
$86,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
581 |
- |
2024-03-31 |
1,700 |
$86,000 |
0 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
114 |
- |
2024-03-31 |
1,685 |
$85,000 |
0 |
|
| Coastal Capital Group Inc. |
182 |
- |
2023-06-30 |
1,525 |
$76,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
319 |
- |
2024-03-31 |
1,280 |
$65,000 |
0 |
|
| Activest Wealth Management |
103 |
- |
2024-03-31 |
1,197 |
$60,000 |
0 |
|
| Winch Advisory Services LLC |
141 |
- |
2023-12-31 |
1,039 |
$52,000 |
0 |
|
| Signature Resources Capital Management LLC |
92 |
- |
2024-03-31 |
993 |
$50,000 |
0 |
|
| WHITTIER TRUST CO |
936 |
- |
2024-03-31 |
1,000 |
$50,000 |
0 |
|
| NBC SECURITIES INC. |
1148 |
- |
2024-03-31 |
940 |
$47,000 |
0 |
|
| Semmax Financial Advisors Inc. |
146 |
- |
2023-12-31 |
891 |
$45,000 |
0 |
|
| HANSON INVESTMENT MANAGEMENT |
312 |
- |
2024-03-31 |
881 |
$44,000 |
0 |
|
| BESSEMER GROUP INC |
1369 |
- |
2023-12-31 |
800 |
$40,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
175 |
- |
2024-03-31 |
775 |
$39,000 |
0 |
|
| Mendota Financial Group LLC |
182 |
- |
2024-03-31 |
668 |
$34,000 |
0 |
|
| Raleigh Capital Management Inc. |
337 |
- |
2023-12-31 |
667 |
$34,000 |
0 |
|
| Global Trust Asset Management LLC |
298 |
- |
2024-03-31 |
533 |
$27,000 |
0 |
|
| Laurel Wealth Advisors LLC |
343 |
- |
2023-12-31 |
479 |
$24,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
710 |
- |
2024-03-31 |
479 |
$24,000 |
0 |
|
| Cape Investment Advisory Inc. |
524 |
- |
2023-12-31 |
414 |
$21,000 |
0 |
|
| ANTONETTI CAPITAL MANAGEMENT LLC |
154 |
- |
2023-09-30 |
394 |
$20,000 |
0 |
|
| Centerpoint Advisors LLC |
302 |
- |
2024-03-31 |
300 |
$15,000 |
0 |
|
| KENFARB & CO. |
168 |
- |
2023-09-30 |
289 |
$15,000 |
0 |
|
| Sachetta LLC |
359 |
- |
2024-03-31 |
283 |
$14,000 |
0 |
|
| Eukles Asset Management |
137 |
- |
2023-12-31 |
280 |
$14,000 |
0 |
|
| EverSource Wealth Advisors LLC |
1553 |
- |
2023-12-31 |
192 |
$10,000 |
0 |
|
| JDM Financial Group LLC |
147 |
- |
2023-12-31 |
164 |
$8,000 |
0 |
|
| Penserra Capital Management LLC |
1100 |
- |
2023-12-31 |
147 |
$7,000 |
0 |
|
| First Command Financial Services Inc. |
352 |
- |
2023-06-30 |
110 |
$6,000 |
0 |
|
| First Command Bank |
353 |
- |
2023-06-30 |
110 |
$6,000 |
0 |
|
| PROVENCE WEALTH MANAGEMENT GROUP |
356 |
- |
2023-12-31 |
103 |
$5,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
403 |
- |
2024-03-31 |
34 |
$2,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
605 |
- |
2024-03-31 |
11 |
$1,000 |
0 |
|
| BLACKROCK INC. |
4953 |
- |
2023-12-31 |
1 |
$0 |
0 |
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| Spartan Planning & Wealth Management |
185 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
| Smartleaf Asset Management LLC |
1631 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
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| Cornerstone Planning Group LLC |
943 |
- |
2023-12-31 |
8 |
$0 |
0 |
|
| Global Wealth Strategies & Associates |
350 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
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91 Records found
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1
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Page 1 of 1 |
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