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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
   WMS PARTNERS, LLC 14 - 2023-12-31 887,924 $41,332,000 23,596
   EP WEALTH ADVISORS, INC. 52 - 2023-12-31 879,237 $40,928,000 68,678
   5th Street Advisors LLC 2 - 2023-12-31 379,843 $17,681,000 -10,144
   ROOF EIDAM & MAYCOCK/ADV 6 - 2023-12-31 348,952 $16,243,000 2,382
   HIGHTOWER ADVISORS, LLC 553 - 2023-12-31 318,935 $14,838,000 15,720
   Tradition Wealth Management LLC 20 - 2023-12-31 252,899 $11,772,000 38,967
   Advisor Group Holdings Inc. 829 - 2023-12-31 206,472 $9,611,000 75,688
   Bridgewealth Advisory Group LLC 8 - 2024-03-31 169,454 $7,885,000 83,623
   JANE STREET GROUP LLC 1096 - 2023-12-31 169,229 $7,877,000 -27,334
   STIFEL FINANCIAL CORP 1035 *New 2023-12-31 123,822 $5,764,000 123,822
   Carnick & Kubik Group LLC 68 - 2024-03-31 107,617 $5,007,000 1,781
   THRIVENT FINANCIAL FOR LUTHERANS 856 - 2023-12-31 93,274 $4,342,000 14,551
   CITADEL ADVISORS LLC 1814 - 2023-12-31 78,502 $3,654,000 78,502
   Strategic Financial Group LLC - 2023-12-31 78,188 $3,640,000 19,622
   NOESIS CAPITAL MANGEMENT CORP 36 - 2023-12-31 73,250 $3,410,000 -1,570
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1438 - 2023-12-31 61,110 $2,845,000 -105,884
   CWM LLC 553 - 2024-03-31 55,095 $2,564,000 40,930
   DAVIDSON D A & CO 499 - 2023-12-31 44,075 $2,052,000 -448
   Ameritas Advisory Services LLC 209 - 2023-12-31 32,794 $1,527,000 4,898
   Milestone Investment Advisors LLC 39 - 2023-12-31 30,147 $1,403,000 8,567
   BEAM Asset Management LLC 30 - 2023-12-31 29,863 $1,390,000 -6,040
   SkyOak Wealt LLC 63 *New 2023-12-31 28,901 $1,345,000 28,901
   Scissortail Wealth Management LLC 49 *New 2023-12-31 27,924 $1,302,000 27,924
   Ausdal Financial Partners Inc. 150 - 2024-03-31 26,982 $1,255,000 1,594
   Lowe fs LLC 18 - 2024-03-31 26,315 $1,224,000 425
   Tortoise Investment Management LLC 96 - 2023-12-31 25,185 $1,172,000 -705
   First Ascent Asset Management LLC 42 - 2023-12-31 24,920 $1,160,000 1,554
   UBS Group AG 3318 - 2023-12-31 24,288 $1,131,000 -37,732
   OLD MISSION CAPITAL LLC 403 *New 2023-12-31 24,115 $1,123,000 24,115
   Financial Advisory Service Inc. - 2023-12-31 23,580 $1,098,000 262
   Lodestone Wealth Management LLC - 2023-12-31 21,563 $1,004,000 -190
   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
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 114 - 2024-03-31 14,805 $689,000 -567
   ENVESTNET ASSET MANAGEMENT INC 3288 - 2023-12-31 11,127 $518,000 -1,723
   Patriot Financial Group Insurance Agency LLC 294 *New 2023-12-31 7,878 $367,000 7,878
   MML INVESTORS SERVICES LLC 1945 - 2023-12-31 7,605 $354,000 1,787
   USAdvisors Wealth Management LLC 95 - 2023-12-31 7,299 $339,000 -3,114
   Sargent Investment Group LLC 152 - 2023-12-31 7,265 $338,000 -1,510
   Vawter Financial Ltd. 57 - 2023-12-31 6,300 $293,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2883 *New 2024-03-31 5,803 $270,000 5,803
   Goss Wealth Management LLC 1636 *New 2023-12-31 4,953 $230,000 4,953
   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. - 2023-12-31 3,000 $140,000 0
   Atlantic Trust LLC 227 - 2023-12-31 1,288 $60,000 0
   Global Retirement Partners LLC 1657 - 2024-03-31 594 $28,000 0
   ADVISORY SERVICES NETWORK, LLC 2434 *New 2023-12-31 500 $23,000 500
   COLONIAL ASSET MANAGEMENT, INC. 499 - 2023-12-31 238 $11,000 0
   J P MORGAN CHASE & CO 5067 - 2023-12-31 214 $10,000 33
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 93 *Closed 2023-12-31 0 $0 -7,269
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2381 *Closed 2024-03-31 0 $0 -569,048
   MORGAN STANLEY 7224 - 2023-12-31 1 $0 1
   Betterment LLC 316 *Closed 2023-12-31 0 $0 -4,766
   Tobias Financial Advisors Inc. 102 *Closed 2023-12-31 0 $0 -73,404
   PARKSIDE FINANCIAL BANK & TRUST 1950 - 2023-12-31 0 $0 0
   FMR LLC 4983 *Closed 2023-12-31 0 $0 -1
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6419 *Closed 2023-12-31 0 $0 -4,887
   PROEQUITIES INC. 9351 - 2023-12-31 0 $0 0
  62 Records found
  1    
  Page 1 of 1
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