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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
346,500
shares
|
$17.6 Million
0.87% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
346,324
shares
|
$17.6 Million
1.07% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
344,989
shares
|
$17.5 Million
1.5% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
344,711
shares
|
$17.5 Million
0.18% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
340,088
shares
|
$17.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
338,130
shares
|
$17.1 Million
1.28% of portfolio
|
Q2 2025
Added 32.26%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
335,281
shares
|
$17 Million
13.99% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
331,249
shares
|
$16.8 Million
0.4% of portfolio
|
Q2 2025
Reduced 36.22%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
327,689
shares
|
$16.6 Million
2.19% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
327,455
shares
|
$16.6 Million
4.64% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
325,778
shares
|
$16.5 Million
2.98% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
325,571
shares
|
$16.5 Million
10.43% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
323,783
shares
|
$16.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
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%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
321,392
shares
|
$16.3 Million
1.76% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
316,839
shares
|
$16.1 Million
10.96% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
316,225
shares
|
$16 Million
4.44% of portfolio
|
Q2 2025
Added 45.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
312,670
shares
|
$15.9 Million
0.22% of portfolio
|
Q2 2025
Added 61.51%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
311,856
shares
|
$15.8 Million
1.92% of portfolio
|
Q3 2022
Reduced 36.91%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
310,595
shares
|
$15.8 Million
0.37% of portfolio
|
Q2 2025
Added 527.44%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
310,301
shares
|
$15.7 Million
2.5% of portfolio
|
Q2 2025
Added 84.47%
|
|
|
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%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
309,352
shares
|
$15.7 Million
3.61% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
305,124
shares
|
$15.5 Million
5.46% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
303,249
shares
|
$15.4 Million
1.11% of portfolio
|
Q2 2025
Added 28.53%
|