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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 :
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36.61% |
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| Changes In:
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|
New/increased
positions vs
old/decreased
positions :
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-197 |
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Amount
of shares held :
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6,882,560 |
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% 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 :
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N/A |
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Last
Quarter's Average
Price :
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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
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%
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
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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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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 |
  ATLAS CAPITAL ADVISORS LLC |
807 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,261 |
|
| Eagle Strategies LLC |
266 |
*Closed |
2024-03-31 |
0 |
$0 |
-85,359 |
|
| ELLERSON GROUP INC /ADV |
52 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,750 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
802 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,112 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
515 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,458 |
|
| SPRINGBOK CAPITAL MANAGEMENT LLC |
989 |
*Closed |
2023-12-31 |
0 |
$0 |
-34,009 |
|
| FDX ADVISORS, INC. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-12,181 |
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| FOUNDERS FINANCIAL SECURITIES LLC |
387 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,973 |
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| Buck Wealth Strategies LLC |
86 |
*Closed |
2024-03-31 |
0 |
$0 |
-66,202 |
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| HRT FINANCIAL LLC |
2188 |
*Closed |
2023-12-31 |
0 |
$0 |
-43,397 |
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| HALBERT, HARGROVE/RUSSELL LLC |
86 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,490 |
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| NORTHERN TRUST CORP |
4472 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,031 |
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| Vickerman Investment Advisors Inc. |
68 |
*Closed |
2023-12-31 |
0 |
$0 |
-64,783 |
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| PRIVATE WEALTH PARTNERS LLC |
171 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,430 |
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| V Wealth ManagementLLC |
173 |
*Closed |
2023-09-30 |
0 |
$0 |
-30,128 |
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| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6006 |
*Closed |
2023-12-31 |
0 |
$0 |
-224,116 |
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| TWO SIGMA SECURITIES LLC |
1592 |
*Closed |
2023-12-31 |
0 |
$0 |
-79,898 |
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| Paradigm Capital Management LLC/NV |
43 |
*Closed |
2022-12-31 |
0 |
$0 |
-289,658 |
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| Foresight Wealth Management LLC |
28 |
*Closed |
2022-12-31 |
0 |
$0 |
-669,646 |
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| GoalVest Advisory LLC |
420 |
*Closed |
2024-03-31 |
0 |
$0 |
-29 |
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| PFG Advisors |
619 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,197 |
|
| Stonebridge Capital Advisors LLC |
417 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,600 |
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| Concorde Asset Management LLC |
164 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,663 |
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| Granite Harbor Advisors Inc. |
77 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,014 |
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| Smartleaf Asset Management LLC |
1631 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
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| Vantage Financial Partners Ltd. Inc. |
106 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,000 |
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| SAPIENT CAPITAL LLC |
449 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,873 |
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| Global Wealth Strategies & Associates |
350 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
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| Lindbrook Capital LLC |
2620 |
*Closed |
2024-03-31 |
0 |
$0 |
-20 |
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| RESOLUTE FINANCIAL LLC |
115 |
*Closed |
2022-12-31 |
0 |
$0 |
-5,781 |
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| GTS SECURITIES LLC |
1629 |
*Closed |
2023-12-31 |
0 |
$0 |
-225,000 |
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| Compass Ion Advisors LLC |
230 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,284 |
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| Darrow Company Inc. |
47 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,722 |
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| CABANA LLC |
19 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,809 |
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| LWM Advisory Services LLC |
121 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,550 |
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| OAK HILL WEALTH ADVISORS LLC |
61 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,768 |
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| Coppell Advisory Solutions Corp. |
997 |
*Closed |
2023-03-31 |
0 |
$0 |
-640 |
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| Koss-Olinger Consulting LLC |
195 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,398 |
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| SageView Advisory Group LLC |
651 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,450 |
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| WEALTH BUILDERS |
213 |
*Closed |
2024-03-31 |
0 |
$0 |
-65,523 |
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| Impact Partnership Wealth LLC |
999 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,207 |
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| Bickling Financial Services Inc. |
121 |
*Closed |
2022-12-31 |
0 |
$0 |
-10,771 |
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| Howard Wealth Management LLC |
105 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,268 |
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| Amplius Wealth Advisors LLC |
183 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,502 |
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| Hibernia Wealth Partners LLC |
280 |
*Closed |
2023-12-31 |
0 |
$0 |
-337 |
|
| PRUDENTIAL CORP PLC |
897 |
*Closed |
2023-12-31 |
0 |
$0 |
-700 |
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| Independent Wealth Network Inc. |
167 |
*Closed |
2024-03-31 |
0 |
$0 |
-123,339 |
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| MODERA WEALTH MANAGEMENT, LLC |
593 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,090 |
|
| Consolidated Planning Corp |
189 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,673 |
|
| Koshinski Asset Management Inc. |
607 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,378 |
|
| Coppell Advisory Solutions LLC |
1790 |
*Closed |
2023-12-31 |
0 |
$0 |
-640 |
|
| Horan Securities Inc. |
117 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,888 |
|
| Baron Silver Stevens Financial Advisors LLC |
123 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,993 |
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
88 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,566 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
1349 |
*Closed |
2023-12-31 |
0 |
$0 |
-930 |
|
| LEUCADIA NATIONAL CORP -- Notable Guru -- |
1183 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,848 |
|
| SWMG LLC |
106 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,551 |
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| Ausdal Financial Partners Inc. |
483 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,366 |
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| CALLAN CAPITAL, LLC |
303 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,784 |
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| Headlands Technologies LLC |
1319 |
*Closed |
2023-12-31 |
0 |
$0 |
-79,566 |
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| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
468 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,875 |
|
| ACCUVEST GLOBAL ADVISORS |
119 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,435 |
|
| KRAFT ASSET MANAGEMENT LLC |
43 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,330 |
|
| SENTINEL TRUST CO LBA |
131 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,830 |
|
| Redhawk Wealth Advisors Inc. |
304 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,933 |
|
| Alliance Wealth Advisors LLC |
137 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,401 |
|
| Cooksen Wealth LLC |
85 |
*Closed |
2024-03-31 |
0 |
$0 |
-712 |
|
| CHAPIN DAVIS INC. |
238 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,400 |
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| CITADEL ADVISORS LLC |
6521 |
*Closed |
2023-12-31 |
0 |
$0 |
-376,464 |
|
| Hexagon Capital Partners LLC |
1519 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,625 |
|
| Teamwork Financial Advisors LLC |
203 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,452 |
|
| ANDERSON HOAGLAND & CO |
133 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,215 |
|
| Wealth Advisors of Iowa LLC |
64 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,605 |
|
| Walker Asset Management LLC |
141 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,015 |
|
| Aveo Capital Partners LLC |
356 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,800 |
|
| AIFG Consultants Ltd. |
41 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,643 |
|
| COLLECTIVE FAMILY OFFICE LLC |
183 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,059 |
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| CLEAN YIELD GROUP |
|
*Closed |
2023-12-31 |
0 |
$0 |
-1,022 |
|
| Halpern Financial Inc. |
250 |
*Closed |
2024-03-31 |
0 |
$0 |
-294 |
|
| Colony Family Offices LLC |
74 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,158 |
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80 Records found
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Page 1 of 1 |
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