Institutional Ownership Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Ultra Short I (JPST). We have compiled data on the 1,141 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
132,950
shares
|
$6.71 Million
3.45% of portfolio
|
Q2 2023
Added 18.33%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
131,513
shares
|
$6.64 Million
3.32% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
129,891
shares
|
$6.56 Million
0.12% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
129,555
shares
|
$6.54 Million
0.22% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
129,180
shares
|
$6.52 Million
2.96% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
128,975
shares
|
$6.51 Million
0.57% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
128,834
shares
|
$6.51 Million
0.23% of portfolio
|
Q4 2024
Added 23.31%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
128,569
shares
|
$6.49 Million
0.48% of portfolio
|
Q4 2024
Added 27.92%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
128,181
shares
|
$6.47 Million
0.06% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
127,664
shares
|
$6.45 Million
0.19% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
127,412
shares
|
$6.43 Million
5.1% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
127,235
shares
|
$6.43 Million
3.49% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
126,975
shares
|
$6.41 Million
0.6% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
126,818
shares
|
$6.4 Million
1.35% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
126,630
shares
|
$6.39 Million
1.85% of portfolio
|
Q4 2024
Added 58.76%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
125,900
shares
|
$6.36 Million
2.39% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
125,564
shares
|
$6.34 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
125,464
shares
|
$6.34 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
124,708
shares
|
$6.3 Million
0.56% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
124,582
shares
|
$6.29 Million
4.44% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
123,967
shares
|
$6.26 Million
2.79% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
123,664
shares
|
$6.25 Million
0.13% of portfolio
|
Q4 2024
Added 36.59%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
122,119
shares
|
$6.17 Million
1.1% of portfolio
|
Q4 2024
Added 96.15%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
120,837
shares
|
$6.1 Million
3.24% of portfolio
|
Q4 2024
Added 757.0%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
120,648
shares
|
$6.09 Million
3.01% of portfolio
|
Q3 2024
Reduced 73.66%
|