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 1,244 institutions that hold shares in the stock, with a total of 455 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
508,568
shares
|
$25.8 Million
4.92% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
506,364
shares
|
$25.7 Million
2.15% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Members Capital Advisors Inc
|
Oct 24, 2025 Q3 2025 |
495,000
shares
|
$25.1 Million
28.87% of portfolio
|
Q2 2025
Reduced 50.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
494,260
shares
|
$25.1 Million
0.28% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
492,206
shares
|
$25 Million
1.39% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
491,375
shares
|
$24.9 Million
7.03% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
487,444
shares
|
$24.7 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
485,706
shares
|
$24.6 Million
1.5% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
477,120
shares
|
$24.2 Million
8.94% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
473,102
shares
|
$24 Million
0.67% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
468,711
shares
|
$23.8 Million
10.72% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
465,168
shares
|
$23.6 Million
3.05% of portfolio
|
Q2 2025
Added 162.83%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
463,748
shares
|
$23.5 Million
9.09% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
462,090
shares
|
$23.4 Million
9.96% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
461,847
shares
|
$23.4 Million
6.3% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
460,530
shares
|
$23.4 Million
1.65% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
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%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
457,425
shares
|
$23.2 Million
11.23% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
445,557
shares
|
$22.6 Million
8.21% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
441,798
shares
|
$22.4 Million
14.9% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
432,518
shares
|
$21.9 Million
0.11% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
425,899
shares
|
$21.6 Million
1.92% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
423,600
shares
|
$21.5 Million
0.46% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
420,195
shares
|
$21.3 Million
3.13% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
415,982
shares
|
$21.1 Million
2.69% of portfolio
|
Q3 2025
Added 1.65%
|