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Get Institutions for : 
Jpmorgan Short Duration Core Plus Etf (JSCP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    3
Total shares held : 
 4,463,135  
% of shares held : 
 4.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 390,146  
% of shares held change : 
   0.43%  
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 :
9
 318,089
 7.13%
 
Increased Positions :
21
 375,239
 8.41%
 
Unchanged Positions :
7
 11,420
 0.26%
 
Decreased Positions :
16
-208,412
-4.67%
 
Closed Positions :
6
-94,770
-2.12%
 
Guru Positions :
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 1024 - 2024-03-31 1,523,449 $70,886,000 1,523,235
   EP WEALTH ADVISORS, INC. 51 - 2024-03-31 949,235 $44,168,000 69,998
   WMS PARTNERS, LLC 14 - 2024-03-31 887,820 $41,310,000 -104
   5th Street Advisors LLC 2 - 2024-03-31 451,207 $20,995,000 71,364
   ROOF EIDAM & MAYCOCK/ADV 7 - 2024-03-31 348,947 $16,237,000 -5
   HIGHTOWER ADVISORS, LLC 592 - 2024-03-31 277,949 $12,937,000 -40,986
   Tradition Wealth Management LLC 21 - 2024-03-31 266,767 $12,413,000 13,868
   Advisor Group Holdings Inc. 605 - 2024-03-31 252,996 $11,762,000 46,524
   Shorepoint Capital Partners LLC 8 *New 2024-03-31 193,353 $8,997,000 193,353
   Bridgewealth Advisory Group LLC 8 - 2024-03-31 169,454 $7,885,000 83,623
   Carnick & Kubik Group LLC 68 - 2024-03-31 107,617 $5,007,000 1,781
   THRIVENT FINANCIAL FOR LUTHERANS 851 - 2024-03-31 102,569 $4,773,000 9,295
   WARREN AVERETT ASSET MANAGEMENT, LLC 154 *New 2024-03-31 100,748 $4,688,000 100,748
   SkyOak Wealt LLC 29 - 2024-03-31 83,056 $3,865,000 54,155
   Strategic Financial Group LLC - 2023-12-31 78,188 $3,640,000 19,622
   Coulter & Justus Financial Services LLC 36 *New 2024-03-31 72,250 $3,362,000 72,250
   NOESIS CAPITAL MANGEMENT CORP 36 - 2024-03-31 72,250 $3,362,000 -1,000
   Platform Technology Partners 15 - 2023-12-31 69,670 $3,229,000 42,276
   Norway Savings Bank 25 - 2024-03-31 67,939 $3,161,000 15,536
   Milestone Investment Advisors LLC 32 - 2024-03-31 67,038 $3,119,000 36,891
   DAVIDSON D A & CO 458 - 2024-03-31 55,412 $2,578,000 11,337
   CWM LLC 553 - 2024-03-31 55,095 $2,564,000 40,930
   GeoWealth Management LLC 194 *New 2024-03-31 36,432 $1,695,000 36,432
   BEAM Asset Management LLC 29 - 2024-03-31 30,190 $1,405,000 327
   UBS Group AG 3300 - 2024-03-31 29,510 $1,373,000 5,222
   Ausdal Financial Partners Inc. 150 - 2024-03-31 26,982 $1,255,000 1,594
   STIFEL FINANCIAL CORP 2046 - 2024-03-31 26,565 $1,236,000 -97,257
   Lowe fs LLC 18 - 2024-03-31 26,315 $1,224,000 425
   First Ascent Asset Management LLC 42 - 2023-12-31 24,920 $1,160,000 1,554
   Financial Advisory Service Inc. 140 - 2024-03-31 23,838 $1,109,000 258
   Tortoise Investment Management LLC 105 - 2024-03-31 23,605 $1,098,000 -1,580
   MCCORMACK ADVISORS INTERNATIONAL 507 *New 2024-03-31 22,381 $1,041,000 22,381
   Lodestone Wealth Management LLC 59 - 2024-03-31 21,800 $1,014,000 237
   JANE STREET GROUP LLC 3284 - 2024-03-31 17,715 $824,000 -151,514
   MADISON WEALTH MANAGEMENT 101 - 2023-09-30 17,538 $796,000 4,300
   LexAurum Advisors LLC 113 - 2024-03-31 16,122 $750,000 763
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1974 - 2024-03-31 15,147 $705,000 2,366
   CITADEL ADVISORS LLC 3413 - 2024-03-31 14,930 $695,000 -63,572
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 114 - 2024-03-31 14,805 $689,000 -567
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3109 - 2024-03-31 13,743 $639,000 13,743
   COMMONWEALTH EQUITY SERVICES LLC. 2904 - 2024-03-31 9,381 $437,000 -51,729
   MML INVESTORS SERVICES LLC 1960 - 2024-03-31 7,969 $371,000 364
   Patriot Financial Group Insurance Agency LLC 318 - 2024-03-31 7,964 $371,000 86
   USAdvisors Wealth Management LLC 102 - 2024-03-31 7,557 $352,000 258
   Vawter Financial Ltd. 64 - 2024-03-31 6,300 $293,000 0
   Sargent Investment Group LLC 164 - 2024-03-31 6,140 $286,000 -1,125
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2883 *New 2024-03-31 5,803 $270,000 5,803
   ENVESTNET ASSET MANAGEMENT INC 3811 - 2024-03-31 5,221 $243,000 -5,906
   Goss Wealth Management LLC 1761 - 2024-03-31 4,953 $230,000 0
   Cerro Pacific Wealth Advisors LLC 133 - 2023-03-31 4,940 $229,000 -62,252
   Park Place Capital Corp 248 - 2024-03-31 3,785 $176,000 410
   Geneos Wealth Management Inc. 783 - 2024-03-31 3,000 $140,000 0
   Atlantic Trust LLC 225 - 2024-03-31 1,288 $60,000 0
   Global Retirement Partners LLC 1657 - 2024-03-31 594 $28,000 0
   COLONIAL ASSET MANAGEMENT, INC. 546 - 2024-03-31 268 $12,000 30
   Scissortail Wealth Management LLC 134 *Closed 2024-03-31 0 $0 -27,924
   MORGAN STANLEY 7053 *Closed 2024-03-31 0 $0 -1
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2381 *Closed 2024-03-31 0 $0 -569,048
   ADVISORY SERVICES NETWORK, LLC 2473 *Closed 2024-03-31 0 $0 -500
   Ameritas Advisory Services LLC 879 *Closed 2024-03-31 0 $0 -32,794
   PROEQUITIES INC. 5423 - 2024-03-31 0 $0 0
   PARKSIDE FINANCIAL BANK & TRUST 1945 - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 1165 *Closed 2024-03-31 0 $0 -24,115
  63 Records found
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