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 1,226 institutions that hold shares in the stock, with a total of 453 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
497,527
shares
|
$25.1 Million
0.13% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
495,766
shares
|
$25 Million
10.24% of portfolio
|
Q1 2025
Added 347.67%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
494,091
shares
|
$24.9 Million
2.31% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
485,706
shares
|
$24.5 Million
1.5% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
481,731
shares
|
$24.3 Million
2.11% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
473,049
shares
|
$23.9 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
463,748
shares
|
$23.4 Million
9.09% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
461,493
shares
|
$23.3 Million
0.9% of portfolio
|
Q1 2025
Added 32.23%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
460,530
shares
|
$23.2 Million
1.65% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
460,079
shares
|
$23.2 Million
3.22% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
454,891
shares
|
$23 Million
10.12% of portfolio
|
Q1 2025
Reduced 41.58%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
452,457
shares
|
$22.8 Million
2.83% of portfolio
|
Q1 2025
Added 25.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
444,430
shares
|
$22.4 Million
6.66% of portfolio
|
Q2 2025
Added 33.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
436,496
shares
|
$22 Million
0.69% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
435,852
shares
|
$22 Million
10.49% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
435,249
shares
|
$22 Million
8.52% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
434,030
shares
|
$21.9 Million
16.0% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
423,600
shares
|
$21.4 Million
0.46% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
421,846
shares
|
$21.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Endurance Services LTD
Purchase, NY |
May 14, 2025 Q1 2025 |
415,000
shares
|
$20.9 Million
3.89% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
414,514
shares
|
$20.9 Million
5.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
412,543
shares
|
$20.8 Million
2.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
412,286
shares
|
$20.8 Million
6.99% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
411,196
shares
|
$20.8 Million
1.48% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
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%
|