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JPMorgan Ultra-Short Income ETF (JPST) Institutional Ownership

JPMorgan Ultra-Short Income ETF logo
$50.49 +0.01 (+0.02%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Number of
Institutional Buyers
(last 12 months)
677
Total
Institutional Inflows
(last 12 months)
$4.05B
Number of
Institutional Sellers
(last 12 months)
577
Total
Institutional Outflows
(last 12 months)
$1.74B
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JPST Institutional Buying and Selling by Quarter

JPMorgan Ultra-Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Cerro Pacific Wealth Advisors LLC136,402$6.92M2.3%+9.1%0.030%
1/17/2025 Key Client Fiduciary Advisors LLC16,536$833K0.4%-1.4%0.004%
1/17/2025 Apeiron RIA LLC91,456$4.61M1.3%-5.7%0.020%
1/17/2025 Donoghue Forlines LLC634,530$31.96M10.7%+40.6%0.139%
1/17/2025 Galvin Gaustad & Stein LLC52,057$2.62M0.2%+10.1%0.011%
1/17/2025 Capital Planning Advisors LLC11,994$604K0.1%+49.3%0.003%
1/17/2025 Market Street Wealth Management Advisors LLC11,160$562K0.1%-16.4%0.002%
1/17/2025 Avior Wealth Management LLC2,160$109K0.0%-19.5%0.000%
1/17/2025 Beacon Investment Advisory Services Inc.487,019$24.53M1.1%-1.4%0.107%
1/17/2025 Peterson Wealth Advisors LLC948,344$47.80M8.6%+0.2%0.208%
1/17/2025 Mutual Advisors LLC233,784$11.80M0.3%-0.7%0.051%
1/17/2025 Independent Wealth Network Inc.185,253$9.33M3.8%+4.5%0.041%
1/17/2025 Janney Montgomery Scott LLC444,573$22.39M0.1%+11.2%0.098%
1/17/2025 Bartlett & CO. Wealth Management LLC85,123$4.31M0.1%-7.4%0.019%
1/17/2025 Redmont Wealth Advisors LLC5,239$264K0.5%-67.2%0.001%
1/17/2025 Baker Ellis Asset Management LLC10,012$504K0.1%-2.9%0.002%
1/17/2025 Marino Stram & Associates LLC17,518$882K0.2%+4.4%0.004%
1/17/2025 Westside Investment Management Inc.126,818$6.39M1.3%-4.1%0.028%
1/17/2025 Daymark Wealth Partners LLC129,555$6.53M0.2%+1.0%0.028%
1/17/2025 Phoenix Wealth Advisors778,719$39.22M17.0%+33.4%0.171%
1/17/2025 Albion Financial Group UT8,155$411K0.0%-5.8%0.002%
1/17/2025 Advisory Alpha LLC150,256$7.57M0.3%+43.6%0.033%
1/17/2025 MBM Wealth Consultants LLC292,735$14.75M4.4%+22.0%0.064%
1/17/2025 Dakota Wealth Management294,311$14.82M0.3%+14.4%0.065%
1/17/2025 Simon Quick Advisors LLC280,108$14.11M0.8%+0.7%0.062%
1/17/2025 Sheets Smith Wealth Management42,501$2.14M0.3%+3.2%0.009%
1/17/2025 Beaumont Financial Advisors LLC21,375$1.08M0.1%+13.3%0.005%
1/17/2025 Verum Partners LLC305,939$15.41M4.4%-40.4%0.067%
1/17/2025 Oxinas Partners Wealth Management LLC12,494$629K0.4%-25.6%0.003%
1/17/2025 Roberts Wealth Advisors LLC418,712$21.13M6.4%+22.7%0.092%
1/17/2025 Enclave Advisors LLC57,033$2.87M0.5%+15.7%0.013%
1/17/2025 Atomi Financial Group Inc.7,265$366K0.0%+56.3%0.002%
1/17/2025 Chesley Taft & Associates LLC61,828$3.11M0.1%+14.9%0.014%
1/17/2025 Tarbox Family Office Inc.30,612$1.54M0.3%-19.2%0.007%
1/16/2025 Sugar Maple Asset Management LLC993$50K0.0%N/A0.000%
1/16/2025 Koshinski Asset Management Inc.4,147$209K0.0%N/A0.001%
1/16/2025 Harbor Investment Advisory LLC6,948$350K0.0%+176.3%0.002%
1/16/2025 Shore Point Advisors LLC25,034$1.26M0.7%+2.4%0.005%
1/16/2025 MassMutual Private Wealth & Trust FSB5,000$252K0.0%N/A0.001%
1/16/2025 Bridgewater Advisors Inc.1,922,583$96.96M10.1%+11.2%0.422%
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1/16/2025 UMB Bank n.a.43,426$2.19M0.0%-30.8%0.010%
1/16/2025 Access Financial Services Inc.12,548$632K0.3%-2.2%0.003%
1/16/2025 Scott Capital Advisors LLC237,997$12.00M3.4%+0.2%0.052%
1/16/2025 Diversify Advisory Services LLC23,599$1.19M0.1%-7.6%0.005%
1/16/2025 Diversify Wealth Management LLC179,960$9.07M0.7%-9.9%0.040%
1/16/2025 Ellsworth Advisors LLC49,860$2.51M0.7%+235.5%0.011%
1/16/2025 Evanson Asset Management LLC10,000$504K0.0%-33.3%0.002%
1/16/2025 Cambridge Advisors Inc.43,828$2.21M0.5%+3.5%0.010%
1/15/2025 Meridian Financial LLC193,172$9.73M6.7%+2.9%0.042%
1/15/2025 Whitaker Myers Wealth Managers LTD.230,332$11.60M3.4%+282.5%0.051%
1/15/2025 Portside Wealth Group LLC406,399$20.62M3.5%-0.5%0.089%
1/15/2025 Choice Wealth Advisors LLC208,790$10.52M5.4%+4.4%0.046%
1/15/2025 Sandbox Financial Partners LLC167,936$8.46M2.8%-0.2%0.037%
1/15/2025 Financial Management Professionals Inc.471,524$23.75M3.0%-23.0%0.104%
1/15/2025 Krilogy Financial LLC384,124$19.35M1.3%+99.8%0.084%
1/15/2025 Client First Investment Management LLC5,788$292K0.2%+11.4%0.001%
1/15/2025 Ameritas Advisory Services LLC307,131$15.47M0.5%-10.2%0.067%
1/15/2025 HB Wealth Management LLC8,316,836$416.59M4.3%+11.2%1.826%
1/15/2025 CGN Advisors LLC21,670$1.09M0.1%+1.4%0.005%
1/15/2025 Howard Financial Services LTD.85,721$4.32M0.6%-7.0%0.019%
1/15/2025 Arkadios Wealth Advisors34,484$1.74M0.1%-12.0%0.008%
1/15/2025 InTrack Investment Management Inc6,429$324K0.2%-11.8%0.001%
1/15/2025 Lake Street Private Wealth LLC14,773$744K0.1%-2.0%0.003%
1/15/2025 B & T Capital Management DBA Alpha Capital Management50,300$2.53M0.5%+19.1%0.011%
1/15/2025 TrueWealth Advisors LLC7,343$370K0.1%N/A0.002%
1/15/2025 Helen Stephens Group LLC219,965$11.08M3.3%-14.0%0.048%
1/15/2025 Sax Wealth Advisors LLC8,202$413K0.0%N/A0.002%
1/15/2025 Merit Financial Group LLC8,173$412K0.0%N/A0.002%
1/15/2025 Wealthcare Advisory Partners LLC99,991$5.04M0.1%-13.1%0.022%
1/15/2025 Procyon Advisors LLC66,442$3.35M0.2%-26.3%0.015%
1/15/2025 Yarger Wealth Strategies LLC27,203$1.37M0.8%-15.7%0.006%
1/15/2025 First Pacific Financial75,718$3.81M0.9%N/A0.017%
1/15/2025 Goldstone Financial Group LLC159,700$8.04M1.3%+17.3%0.035%
1/15/2025 StoneCrest Wealth Management Inc.36,080$1.82M1.2%+24.2%0.008%
1/15/2025 Empirical Asset Management LLC5,591$282K0.0%-55.7%0.001%
1/15/2025 Certified Advisory Corp58,568$2.95M0.3%+36.0%0.013%
1/15/2025 Fermata Advisors LLC38,801$1.95M0.4%-3.8%0.009%
1/15/2025 Capital Advisors Wealth Management LLC309,857$15.61M2.8%+17.2%0.068%
1/15/2025 Retireful LLC21,375$1.08M0.6%-8.0%0.005%
1/15/2025 JGP Wealth Management LLC66,504$3.35M0.4%-2.0%0.015%
1/14/2025 StrongBox Wealth LLC490,987$24.73M10.5%+17.6%0.108%
1/14/2025 Paradigm Strategies in Wealth Management LLC339,426$17.10M11.3%-9.8%0.075%
1/14/2025 Financial Enhancement Group LLC122,119$6.16M0.9%+96.1%0.027%
1/14/2025 Brady Family Wealth LLC25,891$1.30M0.4%+67.7%0.006%
1/14/2025 Rovin Capital UT ADV9,444$476K0.2%N/A0.002%
1/14/2025 Sagace Wealth Management LLC39,596$1.99M1.5%N/A0.009%
1/14/2025 Pinnacle Bancorp Inc.5,500$277K0.1%+57.1%0.001%
1/14/2025 Roble Belko & Company Inc37,524$1.89M0.3%-5.8%0.008%
1/14/2025 Rockingstone Advisors LLC373,115$18.79M8.3%+27.4%0.082%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC355,622$17.91M0.3%-0.2%0.078%
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1/14/2025 Smith Anglin Financial LLC5,140$259K0.0%-9.6%0.001%
1/14/2025 Apella Capital LLC19,236$969K0.0%+2.8%0.004%
1/14/2025 Richard P Slaughter Associates Inc42,713$2.15M0.5%-1.0%0.009%
1/14/2025 Meridian Financial Partners LLC186,193$9.38M5.0%-33.9%0.041%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.2,142$108K0.0%+26.6%0.000%
1/14/2025 Park Avenue Securities LLC23,215$1.17M0.0%+12.4%0.005%
1/14/2025 Kathmere Capital Management LLC4,182$211K0.0%-23.2%0.001%
1/14/2025 San Luis Wealth Advisors LLC546,699$27.54M5.2%+27.5%0.120%
1/14/2025 Crestmont Private Wealth LLC142,702$7.19M3.2%+6.9%0.031%
1/14/2025 Floyd Financial Group LLC75,979$3.83M3.1%N/A0.017%
(Data available from 1/1/2016 forward)

JPST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPST shares?

During the previous two years, 1,211 institutional investors and hedge funds held shares of JPMorgan Ultra-Short Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.73B), Morgan Stanley ($2.86B), Bank of America Corp DE ($1.09B), FMR LLC ($721.91M), Charles Schwab Investment Management Inc. ($690.10M), LPL Financial LLC ($566.87M), and UBS Group AG ($449.75M).Learn more on JPST's institutional investors.

Which institutional investors have been buying JPMorgan Ultra-Short Income ETF stock?

Of the 1,035 institutional investors that purchased JPMorgan Ultra-Short Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($32.98M), Portside Wealth Group LLC ($19.24M), Charles Schwab Investment Management Inc. ($10.64M), LPL Financial LLC ($5.13M), Houlihan Financial Resource Group Ltd. ($5.13M), Cerity Partners LLC ($4.97M), and Goldman Sachs Group Inc. ($3.73M).

How much institutional buying is happening at JPMorgan Ultra-Short Income ETF?

Institutional investors have bought a total of 202,583,318 shares in the last 24 months. This purchase volume represents approximately $10.19B in transactions.

Which JPMorgan Ultra-Short Income ETF major shareholders have been selling company stock?

Of the 853 institutional investors that sold JPMorgan Ultra-Short Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Avantax Advisory Services Inc. ($8.35M), SVB Wealth LLC ($7.20M), Grimes & Company Inc. ($6.95M), JPMorgan Chase & Co. ($6.21M), FMR LLC ($5.68M), Houlihan Financial Resource Group Ltd. ($5.10M), and Envestnet Asset Management Inc. ($3.76M).

How much institutional selling is happening at JPMorgan Ultra-Short Income ETF?

Institutional investors have sold a total of 139,314,613 shares in the last 24 months. This volume of shares sold represents approximately $7.00B in transactions.



This page (NYSEARCA:JPST) was last updated on 1/20/2025 by MarketBeat.com Staff
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