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 1,066 institutions that hold shares in the stock, with a total of 370 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
546,699
shares
|
$27.6 Million
5.21% of portfolio
|
Q4 2024
Added 27.48%
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
540,834
shares
|
$27.3 Million
6.43% of portfolio
|
Q4 2024
Added 2.49%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
538,199
shares
|
$27.2 Million
0.11% of portfolio
|
Q3 2024
Added 3.54%
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
526,055
shares
|
$26.6 Million
3.15% of portfolio
|
Q3 2024
Added 152.83%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
524,400
shares
|
$26.5 Million
0.07% of portfolio
|
Q3 2024
Added 0.63%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
503,296
shares
|
$25.4 Million
0.37% of portfolio
|
Q3 2024
Added 6.98%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
500,486
shares
|
$25.3 Million
1.25% of portfolio
|
Q4 2024
Added 1.4%
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
500,342
shares
|
$25.3 Million
1.38% of portfolio
|
Q4 2024
Added 7.95%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
498,676
shares
|
$25.2 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
497,822
shares
|
$25.2 Million
2.55% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
497,250
shares
|
$25.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
493,580
shares
|
$24.9 Million
1.34% of portfolio
|
Q3 2024
New holding
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
490,987
shares
|
$24.8 Million
10.86% of portfolio
|
Q4 2024
Added 17.64%
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
490,700
shares
|
$24.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
490,133
shares
|
$24.8 Million
5.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
487,019
shares
|
$24.6 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
484,892
shares
|
$24.5 Million
2.14% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
477,708
shares
|
$24.1 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
475,706
shares
|
$24 Million
2.97% of portfolio
|
Q4 2024
Added 18.5%
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
471,524
shares
|
$23.8 Million
3.06% of portfolio
|
Q4 2024
Reduced 23.02%
|
|
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%
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
456,509
shares
|
$23.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
455,490
shares
|
$23 Million
1.7% of portfolio
|
Q4 2024
Added 10.01%
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
451,867
shares
|
$22.8 Million
3.97% of portfolio
|
Q3 2024
Added 67.49%
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
451,442
shares
|
$22.8 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.23%
|