Skip to content
Disclosery

JPST J P MORGAN EXCHANGE TRADED F

Follow

ULTRA SHRT ETF (fund)

1,087 managers (1,098 13F filers) reported a position in JPST shares at 2025-03-31, 450,601,807 shares in all. 86 filers opened a position and 64 filers sold out during the quarter.

Managers
1,087
13F filers
1,098
New
86
Added
527
Reduced
371
Sold out
64
Shares held by filers
450,601,807

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VCI Wealth Management LLC230,785$11.7M4.9%+17,86013F-HRTimeline
IronBridge Private Wealth, LLC228,704$11.6M4.56%-73213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC227,923$11.5M2.48%-63113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC226,543$11.5M0.25%+82,15313F-HRTimelineGroup
Crestmont Private Wealth LLC225,949$11.4M4.95%+83,24713F-HRTimeline
Mutual Advisors, LLC225,229$11.4M0.33%-8,55513F-HRTimeline
Resonant Capital Advisors, LLC224,913$11.4M0.79%+15,07313F-HRTimeline
Arcus Capital Partners, LLC224,882$11.4M4.57%+79,79713F-HRTimeline
Aspen Wealth Management LLC223,513$11.3M3.2%+3,54813F-HRTimeline
WCG Wealth Advisors LLC223,267$11.3M0.86%-34,15113F-HR/ATimeline
Cerro Pacific Wealth Advisors LLC221,374$11.2M3.62%+84,97213F-HRTimeline
Philip James Wealth Mangement, LLC220,103$11.1M1.36%-14,59913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC219,929$11.1M0.38%+58,87113F-HRTimeline
Gotham Asset Management, LLC218,847$11.1M0.09%+90,66613F-HRTimeline
Legacy Capital Group California, Inc.217,612$11M3.84%-118,99013F-HRTimeline
TD Capital Management LLC217,306$11M1.11%+13,93213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding216,957$11M+29,766Timeline
PACES FERRY WEALTH ADVISORS, LLC216,860$11M5.46%+7,66113F-HRTimeline
MASON STREET ADVISORS, LLC216,650$11M1.4%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC215,216$10.9M4.44%-1,02713F-HRTimeline
Bristlecone Advisors, LLC212,407$10.8M0.88%+44,73513F-HRTimeline
NewEdge Wealth, LLC211,911$10.7M0.19%+82,02013F-HRTimeline
Goldstone Financial Group, LLC210,340$10.6M1.61%+50,64013F-HRTimeline
Choice Wealth Advisors LLC209,078$10.6M5.52%+28813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.209,054$10.6M1.77%+10,12513F-HRTimeline
Sandy Spring Bank208,811$10.6M0.44%+20,89113F-HRTimeline
SOL Capital Management CO208,776$10.6M1.17%-14,40413F-HRTimeline
First Business Financial Services, Inc.207,948$10.5M1.04%+1,42813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…208,571$10.5M0.02%-367,10313F-HR/ATimelineGroup
Paragon Advisors, LLC207,657$10.5M3.98%-175,01913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/203,854$10.3M0.57%+31,48813F-HRTimeline
Houlihan Financial Resource Group, Ltd.201,839$10.2M4.59%+3,46613F-HRTimeline
Good Life Advisors, LLC200,070$10.1M0.71%+5,40513F-HRTimeline
Lowe Wealth Advisors, LLC197,477$10M4.25%-1,86713F-HRTimeline
CHOREO, LLC196,734$9.96M0.15%-147,52213F-HRTimeline
Meridian Financial Advisors, LLC195,475$9.9M6.94%+2,30313F-HRTimeline
Aspire Capital Advisors LLC193,830$9.81M2.93%new13F-HRTimeline
NavPoint Financial, Inc.193,588$9.8M6.89%+33,18013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding193,599$9.8M-9,960Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC193,210$9.78M0.01%+73,89413F-HRTimelineGroup
CEERA INVESTMENTS, LLC192,381$9.74M3.35%+71,81613F-HRTimeline
Perennial Advisors, LLC190,837$9.66M1.93%+15,65913F-HRTimeline
Advisory Alpha, LLC190,064$9.62M0.33%+39,80813F-HR/ATimeline
BFSG, LLC190,021$9.62M1.17%+9,06613F-HRTimeline
AlphaCore Capital LLC187,838$9.51M0.81%new13F-HRTimeline
OneDigital Investment Advisors LLC184,529$9.34M0.11%+8,02913F-HRTimeline
Paradigm Capital Management, LLC/NV183,230$9.28M9.48%+12,42013F-HRTimeline
Independent Wealth Network Inc.183,083$9.27M3.7%-2,17013F-HRTimeline
Sovran Advisors, LLC183,519$9.27M1.2%-17,26613F-HRTimeline
Kendall Capital Management182,944$9.26M2.72%+23,84213F-HRTimeline
Texas Yale Capital Corp.179,966$9.11M0.37%+3,05213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding179,473$9.09M-5,825Timeline
Savant Capital, LLCin group Savant Capital, LLC178,321$9.03M0.08%+4,53613F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC178,211$9.02M0.01%-381,53113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.177,200$8.97M0.57%+14,82513F-HRTimelineGroup
Invst, LLC176,985$8.96M1.22%-35,91513F-HRTimeline
Syverson Strege & Co175,539$8.89M2.86%new13F-HRTimeline
Composition Wealth, LLC169,508$8.58M0.17%+29,65913F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP168,458$8.53M1.7%-31,20513F-HR/ATimeline
HBW ADVISORY SERVICES LLC168,278$8.52M1.21%-16,58113F-HRTimeline
Cornerstone Advisory, LLC168,819$8.52M0.99%+99,36413F-HRTimeline
Insight Wealth Partners, LLC168,211$8.52M5.12%+6,29213F-HRTimeline
Sandbox Financial Partners, LLC167,656$8.49M3%-28013F-HRTimeline
RETIREMENT GUYS FORMULA LLC164,738$8.34M4.14%+43,90113F-HRTimeline
Meridian Financial Partners LLC160,767$8.14M4.13%-25,42613F-HRTimeline
LITTLE HOUSE CAPITAL LLC160,642$8.13M2.24%+40,95013F-HRTimeline
IFG Advisory, LLC159,754$8.09M0.45%-2,70113F-HRTimeline
WNY Asset Management, LLC157,356$7.97M0.95%+85,38513F-HRTimeline
FSM Wealth Advisors, LLC157,214$7.96M1.79%-23,56713F-HRTimeline
CoreCap Advisors, LLC154,989$7.85M0.35%+129,12913F-HRTimeline
Perigon Wealth Management, LLC150,654$7.63M0.2%+12,83413F-HRTimeline
Tradewinds, LLC.147,396$7.46M2.11%+20,76613F-HRTimeline
Sanctuary Advisors, LLC147,106$7.45M0.05%+1,62613F-HRTimeline
J. W. Coons Advisors, LLC146,740$7.43M1.96%+3,78513F-HRTimeline
5th Street Advisors, LLC145,814$7.38M3.56%-12,11813F-HRTimeline
Delta Financial Group, Inc.145,061$7.33M1.68%+56,37813F-HRTimeline
B. Riley Wealth Advisors, Inc.142,094$7.19M0.22%+15,51813F-HRTimeline
Anchor Investment Management, LLC141,912$7.18M0.67%+14,93713F-HRTimeline
Ashton Thomas Private Wealth, LLC141,250$7.15M0.27%-8,98513F-HRTimeline
Atria Investments, Inc141,227$7.15M0.09%+72,77913F-HRTimeline
Crewe Advisors LLC140,535$7.12M1%-3,90613F-HRTimeline
Enclave Advisors LLC140,281$7.1M1.21%+83,24813F-HRTimeline
DHJJ Financial Advisors, Ltd.139,736$7.07M2.85%+64,14813F-HRTimeline
YHB Investment Advisors, Inc.137,939$6.98M0.58%+25,63713F-HRTimeline
INTEGRITY ALLIANCE, LLC.135,909$6.88M0.27%+126,60113F-HRTimeline
Financial Enhancement Group LLC136,073$6.87M1.07%+13,95413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC135,537$6.86M3.11%+11,57013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding135,128$6.82M+108,753Timeline
Advisory Services Network, LLC134,559$6.81M0.13%+39,79913F-HRTimeline
Stewardship Advisors, LLC133,355$6.75M1.82%-21,34113F-HRTimeline
Kingsview Wealth Management, LLC131,810$6.67M0.13%+8,14613F-HRTimeline
TWO SIGMA SECURITIES, LLC131,583$6.66M1.02%+27,45213F-HRTimeline
Three Seasons Wealth, LLC131,218$6.64M3.29%-107,52613F-HRTimeline
Forza Wealth Management, LLC131,205$6.64M2.99%+2,02513F-HRTimeline
Financial Connections Group, Inc.130,934$6.63M2.98%-30,52613F-HRTimeline
Schwallier Wealth Management LLC130,907$6.63M4.89%-166,53013F-HRTimeline
Mills Wealth Advisors LLC130,643$6.61M3.51%-94,30013F-HRTimeline
Triumph Capital Management130,308$6.6M2.2%+38,31813F-HRTimeline
Lodestone Wealth Management LLC130,211$6.59M3.51%-1,30213F-HRTimeline
WT Wealth Management129,442$6.55M2.13%+73,17713F-HRTimeline
Jaffetilchin Investment Partners, LLC127,529$6.46M0.47%-1,04013F-HRTimeline
Trademark Financial Management, LLC127,127$6.44M4.91%-28513F-HRTimeline
Merit Financial Group, LLC125,853$6.37M0.1%+117,68013F-HRTimeline
First International Bank & Trust125,189$6.34M2%+8,21213F-HRTimeline
Foundations Investment Advisors, LLC124,677$6.31M0.12%+36,70213F-HRTimeline
American Financial Advisors, LLC124,435$6.3M0.91%-1,12913F-HRTimeline
Gradient Capital Advisors, LLC124,383$6.3M2.06%-9,17113F-HRTimeline
Sowell Financial Services LLC124,023$6.28M0.29%+3,49413F-HRTimeline
Boyce & Associates Wealth Consulting, I…123,989$6.28M6.28%+19,56213F-HRTimeline
WEBSTER BANK, N. A.123,412$6.25M0.69%-13,07113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC122,467$6.2M0.27%-7,08813F-HR/ATimeline
WEST PACES ADVISORS INC.122,387$6.2M1.41%+3,78913F-HRTimeline
Archford Capital Strategies, LLC121,395$6.15M0.9%-16,92913F-HRTimeline
Mach-1 Financial Group, LLC120,924$6.12M1.84%+100,02313F-HRTimeline
RiverFront Investment Group, LLC120,846$6.12M0.14%+78,69713F-HRTimeline
Cardinal Strategic Wealth Guidance120,514$6.1M1.95%+5,03013F-HRTimeline
Freedom Investment Management, Inc.120,225$6.09M0.51%+95,14913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC119,972$6.07M0.04%+4,89913F-HRTimelineGroup
Interchange Capital Partners, LLC119,932$6.07M1.7%-5,96813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP119,848$6.07M0.01%-45,05813F-HRTimelineGroup
FLOW TRADERS U.S. LLC119,641$6.06M0.26%-1,859,51313F-HRTimeline
Scarborough Advisors, LLC119,474$6.05M0.86%+8,62713F-HRTimeline
J HAGAN CAPITAL, INC.119,568$6.02M4.9%13F-HRTimeline
&PARTNERS119,216$6.02M0.06%+9,69413F-HRTimeline
Tradition Wealth Management, LLC118,550$6M0.53%+94,94713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC117,372$5.94M0.48%+65413F-HRTimeline
Bank of New Hampshire117,072$5.93M1.55%+12,42413F-HRTimeline
Matthew Goff Investment Advisor, LLC117,001$5.92M1.09%+14,22613F-HRTimeline
Sharper & Granite LLC116,557$5.9M2.44%+30,10013F-HRTimeline
Sequoia Financial Advisors, LLC115,866$5.87M0.05%+81,82613F-HRTimeline
Chicago Partners Investment Group LLC116,078$5.86M0.19%-12,75613F-HRTimeline
Modern Wealth Management, LLC115,703$5.86M0.19%+4,20413F-HR/ATimeline
United Advisor Group, LLC113,403$5.74M1.18%-5,56113F-HRTimeline
Elmwood Wealth Management, Inc.110,260$5.58M2.29%-7,14813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …109,538$5.55M0.08%+2,00613F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC109,325$5.54M4.89%+44,99613F-HRTimeline
North Forty Two & Co.109,008$5.52M6.11%+85613F-HRTimeline
Windsor Capital Management, LLC107,739$5.45M1.67%-5,54113F-HRTimeline
HUB Investment Partners, LLC107,587$5.45M0.22%+67,37713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.106,917$5.41M0.26%+1,50413F-HRTimelineGroup
Paladin Advisory Group, LLC106,686$5.4M4.32%+1,45813F-HRTimeline
Gibbs Wealth Management106,196$5.38M1.3%+8,06113F-HRTimeline
Concorde Financial Corp105,504$5.34M2.94%-6,15113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp103,716$5.25M<0.01%+71,60813F-HRTimelineGroup
Atlas Legacy Advisors, LLC103,077$5.22M1.33%+90,59813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV103,042$5.22M0.42%+9,59213F-HRTimeline
CENTRAL TRUST Co102,310$5.18M0.13%+1,11113F-HRTimeline
Advocacy Wealth Management, LLC101,898$5.16M0.35%+10,95613F-HRTimeline
BOS Asset Management, LLC101,461$5.14M1.76%+27,85613F-HRTimeline
Per Stirling Capital Management, LLC.100,693$5.1M0.73%+9,09313F-HRTimeline
Aprio Wealth Management, LLC100,543$5.09M0.64%-1,23513F-HRTimeline
Centricity Wealth Management, LLC100,369$5.08M4.61%+8,27613F-HRTimeline
Orion Porfolio Solutions, LLC98,586$4.99M0.05%-9,88113F-HRTimeline
Orion Portfolio Solutions, LLC98,586$4.99M0.05%-9,88113F-HR/ATimeline
Royal Harbor Partners, LLC98,044$4.96M1.92%+11,95013F-HRTimeline
Lokken Investment Group LLC97,296$4.93M2.08%+3,35713F-HRTimeline
Advisor Resource Council98,382$4.92M0.4%new13F-HRTimeline
O'Connor Financial Group LLC96,657$4.89M2.54%+13,02213F-HRTimeline
Clear Creek Financial Management, LLC96,381$4.88M0.51%+13,32813F-HRTimeline
New Capital Management LP96,044$4.86M1.4%+64,84613F-HRTimeline
MJT & Associates Financial Advisory Gro…95,430$4.83M4.64%13F-HRTimeline
Tradewinds Capital Management, LLC95,306$4.83M1.29%+6613F-HRTimeline
Founders Financial Alliance, LLC95,299$4.83M1.17%+24,89313F-HRTimeline
JGP Wealth Management, LLC95,281$4.82M0.63%+28,77713F-HRTimeline
Causey Wealth LLC95,206$4.82M2.7%+24,23813F-HRTimeline
Summit Trail Advisors, LLC94,991$4.81M0.16%013F-HRTimeline
One Capital Management, LLC94,777$4.8M0.16%+7,69613F-HRTimeline
INSIGHT 2811, INC.93,464$4.73M2.4%-4,57913F-HRTimeline
Catalina Capital Group, LLC93,413$4.73M3.16%+23,70013F-HRTimeline
Skyline Advisors, Inc.92,471$4.68M1.84%+5,40713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …92,160$4.67M0.13%-7,83113F-HRTimelineGroup
McCarthy Asset Management, Inc.91,866$4.65M3.37%-2,63713F-HRTimeline
Ackerman Asset Management, LLC91,470$4.63M4.19%13F-HRTimeline
Herold Advisors, Inc.91,419$4.63M1.02%+6,57113F-HRTimeline
SlateStone Wealth, LLC91,400$4.63M0.46%013F-HRTimeline
Apeiron RIA LLC90,775$4.6M1.39%-68113F-HRTimeline
CRA Financial Services, LLC90,762$4.6M0.79%+23,44513F-HRTimeline
GK Wealth Management LLC90,614$4.59M5.73%-5,03513F-HR/ATimeline
Legacy CG, LLC90,501$4.58M1.48%-12,70113F-HRTimeline
GeoWealth Management, LLC90,096$4.56M0.18%+11,03113F-HRTimeline
Plotkin Financial Advisors, LLC89,799$4.55M2.8%+7,73513F-HRTimeline
ProVise Management Group, LLC89,714$4.54M0.39%-39,26113F-HRTimeline
Strategic Family Wealth Counselors, L.L…89,476$4.53M1.47%+2,01813F-HRTimeline
Newport Capital Group, LLC89,119$4.51M3.25%+12,45313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.89,031$4.51M0.01%+21,27813F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC88,993$4.51M1.83%new13F-HRTimeline
Flavin Financial Services, Inc.88,705$4.49M4.13%+4,74413F-HR/ATimeline
Winthrop Advisory Group LLC88,422$4.48M0.54%-9,06813F-HRTimeline
Westside Investment Management, Inc.88,450$4.48M0.95%-38,36813F-HRTimeline
Ergawealth Advisors, Inc.88,369$4.47M2.22%+1,67213F-HRTimeline
IHT Wealth Management, LLC87,664$4.44M0.14%-11,83413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…87,572$4.43M0.11%+15,68113F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC86,040$4.36M0.33%-40013F-HRTimeline
Formidable Asset Management, LLC85,523$4.33M0.72%+2,64413F-HRTimeline
Principle Wealth Partners LLC85,493$4.33M0.31%-50,53713F-HRTimeline
Perissos Private Wealth Management, LLC85,178$4.31M3.93%+15,37813F-HRTimeline
Clark Capital Management Group, Inc.84,953$4.3M0.03%-171,54813F-HRTimeline
Illumine Investment Management, LLC82,320$4.17M3.41%+9,47313F-HRTimeline
Garden State Investment Advisory Servic…82,105$4.16M1.33%+7,08913F-HRTimeline
Cobblestone Asset Management LLC81,613$4.13M2.41%+9,41313F-HRTimeline