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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
   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
   UBS Group AG 121 - 2023-12-31 8,953,816 $449,750,000 -559,546
   WELLS FARGO & CO/MN 191 - 2023-12-31 7,450,430 $374,235,000 -551,477
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 140 - 2024-03-31 2,059,184 $103,886,000 -21,946
   COMMONWEALTH EQUITY SERVICES LLC. 127 - 2024-03-31 1,826,486 $92,146,000 -87,858
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 100 - 2023-12-31 1,702,437 $85,513,000 -1,220,684
   Bramshill Investments LLC 5 - 2023-12-31 1,414,120 $71,031,000 -48,033
   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
   Cornerstone Management Inc. 3 - 2023-12-31 1,202,688 $60,411,000 -71,346
   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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 50 - 2023-12-31 1,001,761 $50,318,000 -290,998
   FIFTH THIRD BANCORP 121 - 2024-03-31 897,990 $45,304,000 -3,703
   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
   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
   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
   MONTAG A & ASSOCIATES INC 7 - 2023-12-31 701,191 $35,385,000 -111,739
   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
   Sollinda Capital Management LLC 2 - 2024-03-31 596,501 $30,093,000 -215,943
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 20 - 2023-12-31 591,779 $29,725,000 -28,445
   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
   MA GREENWOOD & ASSOCIATES INC 9 - 2023-12-31 577,279 $28,997,000 -9,046
   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
   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
   Requisite Capital Management LLC 8 - 2024-03-31 478,373 $24,134,000 -86,351
   BEACON INVESTMENT ADVISORY SERVICES INC. 30 - 2023-12-31 464,241 $23,319,000 -140,870
   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
   SYNOVUS FINANCIAL CORP 45 - 2023-12-31 423,340 $21,268,000 -37,485
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 37 - 2024-03-31 420,074 $21,193,000 -97,853
   Atria Wealth Solutions Inc. 77 - 2023-12-31 414,365 $20,835,000 -155,018
   TNB FINANCIAL 18 - 2024-03-31 410,871 $20,728,000 -54,883
   Portside Wealth Group LLC 2 - 2024-03-31 399,614 $20,161,000 -9,857
   THRIVENT FINANCIAL FOR LUTHERANS 427 - 2023-12-31 400,783 $20,131,000 -488,182
   Mascoma Wealth Management LLC 6 - 2024-03-31 386,566 $19,502,000 -79,195
   MERCER GLOBAL ADVISORS INC /ADV 199 - 2023-12-31 384,983 $19,338,000 -47,468
   KB FINANCIAL PARTNERS LLC 6 - 2023-09-30 379,229 $19,030,000 -451
   GREAT VALLEY ADVISOR GROUP INC. 37 - 2023-12-31 378,258 $19,000,000 -185,717
   BAKER TILLY FINANCIAL LLC 3 - 2023-12-31 369,636 $18,567,000 -47,088
   MULTIFINANCIAL SECURITIES CORP 87 - 2023-12-31 358,616 $18,013,000 -153,568
   ALBION FINANCIAL GROUP /UT 20 - 2024-03-31 353,704 $17,844,000 -3,685
   SAVANT CAPITAL MANAGEMENT INC 82 - 2023-12-31 347,461 $17,453,000 -50,903
   Fountainhead AM LLC 6 - 2024-03-31 343,964 $17,353,000 -46,682
   HIGHTOWER ADVISORS, LLC 516 - 2023-12-31 341,442 $17,153,000 -305,487
   WCG Wealth Advisors LLC 20 - 2023-12-31 326,351 $16,393,000 -54,138
   White Wing Wealth Management 2 - 2024-03-31 319,311 $16,039,000 -14,758
   Philip James Wealth Mangement LLC 1 - 2024-03-31 314,743 $15,879,000 -3,969
   COMERICA BANK 263 - 2023-12-31 316,104 $15,878,000 -6,334
   Gerber Kawasaki Wealth & Investment Management 27 - 2023-12-31 313,287 $15,736,000 -69,841
   Cooper Financial Group 9 - 2024-03-31 308,100 $15,544,000 -5,366
   NewEdge Wealth LLC 71 - 2023-12-31 303,457 $15,243,000 -8,303
   Mutual Advisors LLC 30 - 2024-03-31 285,866 $14,422,000 -17,363
   San Luis Wealth Advisors LLC 3 - 2024-03-31 278,310 $14,041,000 -162,273
   Massey Quick & Co. LLC 19 - 2024-03-31 278,248 $14,038,000 -12,949
   Dynamic Advisors Solutions LLC 48 - 2024-03-31 277,250 $13,987,000 -1,072
   CI Private Wealth LLC 459 - 2023-12-31 272,143 $13,670,000 -158,253
   TMD Wealth Management LLC 7 - 2023-12-31 269,498 $13,537,000 -35,811
   Miracle Mile Advisors LLC 60 - 2024-03-31 263,483 $13,293,000 -212,709
   Invst LLC 14 - 2023-12-31 263,607 $13,259,000 -536,379
   RPg Family Wealth Advisory LLC - 2023-12-31 257,182 $12,979,000 -9,094
   John W. Brooker & Co. CPAs 4 - 2024-03-31 247,436 $12,483,000 -30,720
   Strategic Financial Group LLC - 2023-12-31 242,779 $12,195,000 -7,382
   We Are One Seven LLC 19 - 2023-12-31 238,668 $11,988,000 -71,321
   Resources Investment Advisors Inc. 109 - 2023-12-31 225,884 $11,346,000 -417,332
   Wunderlich Capital Managemnt 1 - 2023-12-31 225,733 $11,339,000 -54,101
   Oakmont Partners LLC 82 - 2024-03-31 224,685 $11,335,000 -2,651
   Alliance Wealth Advisors LLC /UT 2 - 2023-12-31 222,193 $11,161,000 -1,066
   IronBridge Private Wealth LLC 2 - 2023-12-31 217,106 $10,905,000 -12,447
   Stratos Wealth Partners LTD. 117 - 2024-03-31 215,302 $10,862,000 -35,899
   Houlihan Financial Resource Group Ltd. 3 - 2023-12-31 215,615 $10,830,000 -3,028
   Crewe Advisors LLC 16 - 2023-12-31 202,943 $10,194,000 -4,109
   LexAurum Advisors LLC 8 - 2024-03-31 201,074 $10,144,000 -2,853
   CITIGROUP INC 836 - 2023-12-31 201,731 $10,133,000 -7,923
   BB&T CORP 601 - 2023-12-31 201,628 $10,128,000 -160,193
   Triumph Capital Management 2 - 2024-03-31 197,271 $9,952,000 -72,848
   Naviter Wealth LLC 9 - 2024-03-31 195,328 $9,854,000 -109,584
   Baird Financial Group Inc. 454 - 2023-12-31 194,847 $9,787,000 -110,562
   Legacy Capital Group California Inc. 2 - 2023-12-31 193,894 $9,739,000 -1,085
   CHATHAM CAPITAL GROUP INC 10 - 2024-03-31 189,407 $9,556,000 -2,715
  100 Records found
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