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 1,188 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
398,642
shares
|
$20.2 Million
8.87% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
398,062
shares
|
$20.2 Million
2.74% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
395,490
shares
|
$20 Million
0.65% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
394,049
shares
|
$20 Million
4.6% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
393,151
shares
|
$19.9 Million
9.03% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
392,898
shares
|
$19.9 Million
3.49% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
390,054
shares
|
$19.8 Million
6.84% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
388,265
shares
|
$19.7 Million
0.31% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Apr 21, 2025 Q1 2025 |
386,113
shares
|
$19.6 Million
14.75% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
386,090
shares
|
$19.6 Million
15.49% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
381,892
shares
|
$19.3 Million
0.36% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
380,835
shares
|
$19.3 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
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%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
373,901
shares
|
$18.9 Million
9.22% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
370,920
shares
|
$18.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
369,446
shares
|
$18.7 Million
2.92% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
367,280
shares
|
$18.6 Million
2.83% of portfolio
|
Q1 2025
Added 37.25%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
360,212
shares
|
$18.2 Million
0.43% of portfolio
|
Q1 2025
Added 22.39%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
351,277
shares
|
$17.8 Million
8.15% of portfolio
|
Q4 2024
Added 83.51%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
347,730
shares
|
$17.6 Million
1.24% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
344,465
shares
|
$17.4 Million
15.78% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
343,889
shares
|
$17.4 Million
12.37% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
342,561
shares
|
$17.4 Million
5.24% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
341,055
shares
|
$17.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
337,158
shares
|
$17.1 Million
3.05% of portfolio
|
Q1 2025
Added 8.81%
|