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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
373,447
shares
|
$18.9 Million
2.52% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
362,443
shares
|
$18.3 Million
13.16% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
362,416
shares
|
$18.3 Million
4.74% of portfolio
|
Q3 2024
Added 34.98%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
360,529
shares
|
$18.2 Million
3.52% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
356,341
shares
|
$18 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
342,196
shares
|
$17.3 Million
0.77% of portfolio
|
Q3 2024
Reduced 46.42%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
341,115
shares
|
$17.3 Million
5.92% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
336,881
shares
|
$17 Million
1.34% of portfolio
|
Q3 2024
Added 26.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
328,615
shares
|
$16.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
327,689
shares
|
$16.6 Million
2.19% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
324,530
shares
|
$16.4 Million
4.95% of portfolio
|
Q3 2024
Reduced 46.46%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
323,618
shares
|
$16.4 Million
4.24% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
322,283
shares
|
$16.3 Million
7.67% of portfolio
|
Q2 2024
Added 14.35%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
316,320
shares
|
$16 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
313,549
shares
|
$15.9 Million
0.16% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
311,856
shares
|
$15.8 Million
1.92% of portfolio
|
Q3 2022
Reduced 36.91%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
311,554
shares
|
$15.8 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
310,138
shares
|
$15.7 Million
0.36% of portfolio
|
Q1 2024
Reduced 73.28%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
308,716
shares
|
$15.6 Million
12.25% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
305,456
shares
|
$15.5 Million
2.27% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
302,567
shares
|
$15.3 Million
1.27% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
293,288
shares
|
$14.8 Million
0.63% of portfolio
|
Q3 2024
Added 80.06%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
292,915
shares
|
$14.8 Million
7.3% of portfolio
|
Q3 2024
Added 90.25%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
290,995
shares
|
$14.7 Million
3.79% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
286,698
shares
|
$14.5 Million
1.53% of portfolio
|
Q3 2024
Reduced 33.94%
|