Free Trial

JPMorgan Ultra-Short Income ETF (JPST) Institutional Ownership

JPMorgan Ultra-Short Income ETF logo
$50.50 +0.02 (+0.04%)
(As of 11/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
665
Total
Institutional Inflows
(last 12 months)
$3.13B
Number of
Institutional Sellers
(last 12 months)
587
Total
Institutional Outflows
(last 12 months)
$1.87B
Get JPST Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Ultra-Short Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
11/18/2024Soltis Investment Advisors LLC497,822$25.26M2.4%-7.2%0.109%
11/18/2024Virtue Capital Management LLC13,452$683K0.1%-61.4%0.003%
11/18/2024 Arete Wealth Advisors LLC4,661$236K0.0%-85.7%0.001%
11/18/2024Asset Allocation Strategies LLC5,634$286K0.1%+12.6%0.001%
11/18/2024Mittelman Wealth Management10,765$546K0.3%+32.2%0.002%
11/18/2024Orion Capital Management LLC8,035$408K0.2%+149.8%0.002%
11/18/2024McCarthy Asset Management Inc.379,152$19.24M12.0%+0.4%0.083%
11/18/2024FRG Family Wealth Advisors LLC47,905$2.43M0.4%+169.1%0.011%
11/15/2024 Greenwood Gearhart Inc.632,978$32.12M2.7%+5.7%0.139%
11/15/2024 Frisch Financial Group Inc.324,530$16.47M5.0%-46.5%0.071%
11/15/2024 Executive Wealth Management LLC6,369$323K0.0%-30.7%0.001%
11/15/2024 Continuum Advisory LLC31,611$1.60M0.2%+20.6%0.007%
11/15/2024 Glass Jacobson Investment Advisors llc1,080$55K0.0%-15.6%0.000%
11/15/2024 MML Investors Services LLC943,195$47.86M0.2%+18.5%0.207%
11/15/2024 Laraway Financial Advisors Inc19,828$1.01M0.8%+3.4%0.004%
11/15/2024 Headinvest LLC4,620$234K0.0%-20.8%0.001%
11/15/2024 Mosaic Financial Group LLC20,434$1.04M0.7%-16.7%0.004%
11/15/2024 MCIA Inc16,807$848K0.2%N/A0.004%
11/15/2024 Orion Portfolio Solutions LLC105,931$5.38M0.1%+15.0%0.023%
11/15/2024 Zega Financial LLC30,205$1.53M0.2%+30.4%0.007%
11/15/2024 National Bank of Canada FI912$46K0.0%-93.6%0.000%
11/15/2024 EP Wealth Advisors LLC73,387$3.72M0.0%+7.1%0.016%
11/15/2024 Kovitz Investment Group Partners LLC1,683,408$84.71M0.5%+46.4%0.370%
11/15/2024 Vienna Asset Management LLC203,934$10.35M7.6%+465.1%0.045%
11/15/2024 Temasek Holdings Private Ltd986,900$50.08M0.2%N/A0.217%
11/15/2024 Stifel Financial Corp1,499,343$76.08M0.1%+4.6%0.329%
11/15/2024 SYM FINANCIAL Corp4,451$226K0.0%-63.8%0.001%
11/15/2024 Resurgent Financial Advisors LLC10,466$531K0.3%-6.3%0.002%
11/15/2024 IHT Wealth Management LLC209,952$10.65M0.3%+0.4%0.046%
11/15/2024 Integrated Wealth Concepts LLC316,320$16.05M0.2%-4.5%0.069%
11/15/2024 IronBridge Private Wealth LLC243,093$12.34M4.6%+3.0%0.053%
11/15/2024 HighTower Advisors LLC240,429$12.20M0.0%-10.7%0.053%
11/15/2024 Hilltop Holdings Inc.172,763$8.77M0.6%+38.7%0.038%
11/15/2024 Garden State Investment Advisory Services LLC6,879$349K0.1%+13.0%0.002%
11/15/2024 Arrowroot Family Office LLC32,054$1.63M0.9%+24.1%0.007%
11/15/2024 Beacon Investment Advisory Services Inc.493,907$25.06M1.0%+3.2%0.108%
11/15/2024 Benjamin Edwards Inc.31,042$1.58M0.0%N/A0.007%
11/15/2024 Paradigm Capital Management LLC NV146,935$7.46M7.1%N/A0.032%
11/14/2024 Plotkin Financial Advisors LLC84,348$4.28M2.6%N/A0.019%
11/14/2024 Cobblestone Capital Advisors LLC NY159,947$8.12M0.5%+8.1%0.035%
New Year, New Opportunity! 2 AI Stocks Under $10 Ready to Soar (Ad)

As we step into 2025, artificial intelligence (AI) stocks continue to dominate headlines, and now is the perfect moment to position yourself for the coming year’s potential. Our latest research has uncovered two must-buy AI stocks currently trading under $10/share – an affordable entry with promising growth potential. These stocks are flying under the radar, but it’s only a matter of time before they gain mainstream attention.

👉 Click here to access your FREE report now!
11/14/2024 Tradition Wealth Management LLC29,831$1.51M0.1%+6.4%0.007%
11/14/2024 Encompass More Asset Management13,175$668K0.3%-35.3%0.003%
11/14/2024 Edgestream Partners L.P.47,521$2.41M0.1%+0.6%0.010%
11/14/2024 Ironwood Investment Counsel LLC88,781$4.51M0.8%+39.9%0.019%
11/14/2024 Captrust Financial Advisors725,852$36.83M0.1%+5.4%0.159%
11/14/2024 Atlantic Union Bankshares Corp61,491$3.12M0.2%+14.8%0.014%
11/14/2024 Rockefeller Capital Management L.P.524,400$26.61M0.1%+0.6%0.115%
11/14/2024 Noesis Capital Mangement Corp174,344$8.85M1.8%+1.3%0.038%
11/14/2024 Fiduciary Trust Co66,140$3.36M0.0%-19.4%0.015%
11/14/2024 WFA of San Diego LLC12,504$634K0.5%-25.0%0.003%
11/14/2024 National Wealth Management Group LLC7,900$401K0.3%-16.2%0.002%
11/14/2024 RPg Family Wealth Advisory LLC277,219$14.07M4.0%+3.6%0.061%
11/13/2024 Freedom Investment Management Inc.97,822$4.96M0.4%-29.5%0.021%
11/13/2024 Insight Wealth Partners LLC163,955$8.32M1.6%-71.9%0.036%
11/13/2024 Cynosure Group LLC382,032$19.38M2.8%-1.4%0.084%
11/13/2024 Townsquare Capital LLC2,399,169$121.73M1.5%+1.0%0.527%
11/13/2024 BNP Paribas Financial Markets784,410$39.80M0.0%+41.2%0.172%
11/13/2024 Avestar Capital LLC286,698$14.55M1.5%-33.9%0.063%
11/13/2024 D.A. Davidson & CO.189,085$9.59M0.1%+108.4%0.042%
11/13/2024 FMR LLC14,227,625$721.91M0.0%-2.2%3.124%
11/13/2024 Bank of Montreal Can205,551$10.43M0.0%+82.3%0.045%
11/13/2024 Acorn Wealth Advisors LLC52,192$2.65M1.1%-1.8%0.011%
11/13/2024 Private Trust Co. NA21,106$1.07M0.1%+1.4%0.005%
11/13/2024 Boston Family Office LLC91,117$4.62M0.3%-7.0%0.020%
11/13/2024 Gentry Private Wealth LLC6,293$319K0.3%N/A0.001%
11/12/2024 Centaurus Financial Inc.81,955$4.16M0.3%-1.0%0.018%
11/12/2024 Crewe Advisors LLC171,892$8.72M1.0%-13.9%0.038%
11/12/2024 Kingsview Wealth Management LLC90,538$4.59M0.1%+199.6%0.020%
11/12/2024 M Holdings Securities Inc.38,408$1.95M0.5%-3.2%0.008%
11/12/2024 Cerity Partners LLC3,570,373$181.16M0.4%+9.5%0.784%
11/12/2024 Great Valley Advisor Group Inc.829,133$42.07M1.0%+60.1%0.182%
11/12/2024 Certified Advisory Corp43,064$2.19M0.2%+4.4%0.009%
11/12/2024 Nwam LLC18,905$959K0.1%+51.3%0.004%
11/12/2024 Allen Capital Group LLC176,871$8.97M1.1%+7.2%0.039%
11/12/2024 Citigroup Inc.184,849$9.38M0.0%-2.5%0.041%
11/12/2024 49 Wealth Management LLC10,748$545K0.1%+10.8%0.002%
11/12/2024 Charles Schwab Investment Management Inc.13,600,636$690.10M0.1%+0.7%2.986%
11/12/2024 L & S Advisors Inc8,361$424K0.0%-6.4%0.002%
11/12/2024 Smithfield Trust Co16,326$828K0.0%N/A0.004%
11/12/2024 Running Point Capital Advisors LLC47,621$2.42M0.9%+1.6%0.010%
11/9/2024 LPL Financial LLC11,172,018$566.87M0.3%+7.6%2.453%
11/9/2024 Tradewinds LLC.79,762$4.05M1.2%+1.5%0.018%
11/9/2024 Trustmark National Bank Trust Department498,676$25.30M1.9%-0.2%0.109%
11/8/2024 Citizens Financial Group Inc. RI311,554$15.81M0.3%-7.4%0.068%
11/8/2024 Moors & Cabot Inc.8,538$433K0.0%+13.5%0.002%
11/8/2024 Retireful LLC23,231$1.18M0.9%-26.1%0.005%
11/8/2024 Etfidea LLC12,614$640K0.2%-29.1%0.003%
11/8/2024 First Horizon Advisors Inc.3,573$181K0.0%+11.7%0.001%
11/8/2024 Thompson Davis & CO. Inc.28,140$1.43M1.1%+142.3%0.006%
11/8/2024 Avior Wealth Management LLC2,682$136K0.0%-46.0%0.001%
2024 Election Year Stocks: Uncover Hidden Gems! (Ad)

In the lead-up to the pivotal 2024 election year, we're excited to present our comprehensive report, "Election Year Investment Gems: Stock Poised To Takeoff In 2024," brimming with insights and opportunities you won't want to miss.

Secure your copy now by clicking this link.
11/8/2024 Horan Capital Advisors LLC.16,296$827K0.3%-2.6%0.004%
11/8/2024 Guardian Wealth Advisors LLC32,956$1.67M1.0%+17.8%0.007%
11/8/2024 Prospera Financial Services Inc82,297$4.18M0.1%-17.6%0.018%
11/7/2024 Schwallier Wealth Management LLC362,443$18.39M13.2%+19.2%0.080%
11/7/2024 OneAscent Wealth Management LLC43,627$2.21M0.8%+116.5%0.010%
11/7/2024 MidAtlantic Capital Management Inc.3,173$161K0.1%N/A0.001%
11/7/2024 CAP Partners LLC14,497$736K0.5%+12.4%0.003%
11/7/2024 Drive Wealth Management LLC6,966$353K0.1%-36.0%0.002%
11/7/2024 J. W. Coons Advisors LLC132,513$6.72M1.7%+5.7%0.029%
11/7/2024 Thrivent Financial for Lutherans278,484$14.13M0.0%-32.0%0.061%
(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, 1,201 institutional investors and hedge funds held shares of JPMorgan Ultra-Short Income ETF. The most heavily invested institutionals were Morgan Stanley ($2.86B), JPMorgan Chase & Co. ($2.31B), 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 1,034 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: Portside Wealth Group LLC ($19.24M), JPMorgan Chase & Co. ($17.74M), Charles Schwab Investment Management Inc. ($10.64M), Houlihan Financial Resource Group Ltd. ($5.28M), LPL Financial LLC ($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 185,705,346 shares in the last 24 months. This purchase volume represents approximately $9.33B 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 141,616,382 shares in the last 24 months. This volume of shares sold represents approximately $7.12B in transactions.



This page (NYSEARCA:JPST) was last updated on 11/19/2024 by MarketBeat.com Staff
From Our Partners