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 1,055 institutions that hold shares in the stock, with a total of 365 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
436,765
shares
|
$22.1 Million
4.92% of portfolio
|
Q3 2024
Added 44.83%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
430,656
shares
|
$21.8 Million
10.71% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
430,572
shares
|
$21.8 Million
1.92% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
428,838
shares
|
$21.7 Million
4.49% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
417,378
shares
|
$21.1 Million
9.42% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
415,209
shares
|
$21 Million
0.22% of portfolio
|
Q3 2024
Reduced 50.53%
|
|
|
Endurance Services LTD
Purchase, NY |
Nov 14, 2024 Q3 2024 |
415,000
shares
|
$21 Million
3.53% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
414,046
shares
|
$20.9 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
408,625
shares
|
$20.7 Million
3.54% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
406,096
shares
|
$20.5 Million
5.15% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
404,575
shares
|
$20.5 Million
4.5% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
401,426
shares
|
$20.3 Million
2.71% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
400,072
shares
|
$20.2 Million
2.05% of portfolio
|
Q3 2024
Reduced 14.32%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
399,778
shares
|
$20.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
399,618
shares
|
$20.2 Million
0.65% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
395,056
shares
|
$20 Million
0.82% of portfolio
|
Q2 2024
Added 37.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
394,360
shares
|
$20 Million
0.13% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
394,049
shares
|
$19.9 Million
4.6% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
393,653
shares
|
$19.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
385,660
shares
|
$19.5 Million
6.51% of portfolio
|
Q3 2024
Added 109.93%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
382,032
shares
|
$19.3 Million
2.85% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
381,203
shares
|
$19.3 Million
8.9% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
379,229
shares
|
$19.2 Million
5.44% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
379,152
shares
|
$19.2 Million
13.79% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
376,348
shares
|
$19 Million
12.48% of portfolio
|
Q3 2024
Reduced 32.12%
|