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 1,194 institutions that hold shares in the stock, with a total of 429 Million shares, which have been reported (via 13F filing form) to have a value of $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
488,465
shares
|
$24.7 Million
0.3% of portfolio
|
Q4 2024
Added 54.42%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
487,038
shares
|
$24.7 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
485,808
shares
|
$24.6 Million
0.01% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
482,233
shares
|
$24.4 Million
1.89% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
479,049
shares
|
$24.3 Million
3.17% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
473,049
shares
|
$24 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
472,729
shares
|
$23.9 Million
2.17% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
472,639
shares
|
$23.9 Million
9.43% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
464,030
shares
|
$23.5 Million
5.73% of portfolio
|
Q1 2025
Added 512.84%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
461,493
shares
|
$23.4 Million
0.9% of portfolio
|
Q1 2025
Added 32.23%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
460,079
shares
|
$23.3 Million
3.22% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
458,186
shares
|
$23.2 Million
1.51% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
452,685
shares
|
$22.9 Million
0.02% of portfolio
|
Q4 2024
Added 149.31%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
452,457
shares
|
$22.9 Million
2.83% of portfolio
|
Q1 2025
Added 25.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
436,496
shares
|
$22.1 Million
0.69% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
434,757
shares
|
$22 Million
10.92% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
425,126
shares
|
$21.5 Million
1.64% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
416,617
shares
|
$21.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 42.56%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
415,706
shares
|
$21.1 Million
5.41% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Endurance Services LTD
Purchase, NY |
Feb 11, 2025 Q4 2024 |
415,000
shares
|
$21 Million
3.5% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
413,499
shares
|
$20.9 Million
2.86% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
412,543
shares
|
$20.9 Million
2.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
412,286
shares
|
$20.9 Million
6.99% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
407,333
shares
|
$20.6 Million
3.36% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
401,578
shares
|
$20.3 Million
17.32% of portfolio
|
Q4 2024
Added 326.35%
|