Skip to content
Disclosery

JPST J P MORGAN EXCHANGE TRADED F

Follow

ULTRA SHRT ETF (fund)

1,181 managers (1,194 13F filers) reported a position in JPST shares at 2026-06-30, 505,332,286 shares in all. 73 filers opened a position and 82 filers sold out during the quarter.

Managers
1,181
13F filers
1,194
New
73
Added
517
Reduced
476
Sold out
82
Shares held by filers
505,332,286

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Windsor Capital Management, LLC98,179$4.96M1.29%+8,87013F-HRTimeline
Main Street Financial Solutions, LLC98,105$4.96M0.32%+2,78013F-HRTimeline
Alpha Zero LLC97,059$4.9M1.86%+51,67613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP96,852$4.9M0.23%-15,87213F-HRTimeline
Endowment Wealth Management, Inc.96,439$4.88M1.89%+1,97913F-HRTimeline
Elevation Capital Advisory, LLC95,980$4.85M1.87%-3,24513F-HRTimeline
MidFirst Bank92,801$4.69M0.33%+22,90413F-HRTimeline
Chesley Taft & Associates LLC92,750$4.69M0.18%+5,55013F-HRTimeline
NORDEN GROUP LLC92,705$4.69M0.38%+63813F-HRTimeline
PROMETHIUM ADVISORS,LLC92,409$4.67M2.24%+5,18513F-HRTimeline
North Forty Two & Co.91,881$4.65M3.95%-1,09813F-HRTimeline
SlateStone Wealth, LLC91,320$4.62M0.35%013F-HRTimeline
Cravens & Co Advisors, LLC90,769$4.59M3.08%-12,83613F-HRTimeline
Saxony Capital Management, LLC90,237$4.56M2.09%+18,82413F-HRTimeline
Strategic Wealth Advisors LLC89,892$4.55M3.89%-20,75313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC89,569$4.53M0.05%+2,09413F-HRTimelineGroup
Hayek Kallen Investment Management89,474$4.53M1.37%+5,55013F-HRTimeline
CENTRAL TRUST Co89,179$4.51M0.08%-76313F-HRTimeline
Dean, Jacobson Financial Services, LLC88,571$4.48M2.46%+3,48013F-HRTimeline
Wealth Enhancement Trust Services, Inc.88,502$4.48M0.5%+3,46813F-HR/ATimeline
Faithward Advisors, LLC88,229$4.46M0.54%+58,69413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE87,983$4.45M0.61%+3,63613F-HRTimeline
GK Wealth Management LLC87,882$4.44M2.69%new13F-HRTimeline
Brooklyn FI, LLC87,297$4.41M0.81%+9,07213F-HRTimeline
Summit Financial, LLC86,883$4.39M0.05%-12,94713F-HRTimeline
Illumine Investment Management, LLC0$4.36M2.84%-85,44913F-HRTimelineAmount filed as zero, left out of ratios.
Directional Asset Management85,394$4.32M4.12%+6,30413F-HRTimeline
Vawter Financial, Ltd.85,244$4.31M1.62%-5,86413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC85,039$4.3M0.31%+8,50813F-HRTimeline
Trademark Financial Management, LLC85,029$4.3M1.76%-21,20113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers84,694$4.28M<0.01%+50,70213F-HRTimelineGroup
Stewardship Advisors, LLC84,278$4.26M0.89%-145,40613F-HRTimeline
Penney Financial, LLC84,243$4.26M1.49%+76,24313F-HRTimeline
Global Retirement Partners, LLC84,218$4.26M0.07%13F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS83,719$4.23M1.99%-32813F-HRTimeline
Madrid Wealth Management, LLC83,666$4.23M2.78%+12,33513F-HRTimeline
Clear Creek Financial Management, LLC83,639$4.23M0.27%+5,46413F-HRTimeline
Autumn Glory Partners, LLC83,182$4.21M1.19%+8,90813F-HRTimeline
Arax Advisory Partners82,927$4.19M0.03%+47,11013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management82,406$4.17M0.04%-19,44913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC82,300$4.16M0.1%+3,11013F-HRTimeline
Southeast Asset Advisors, LLC82,145$4.15M0.42%+7,98413F-HRTimeline
Hershey Financial Advisers, LLC81,730$4.13M2.97%+76,80313F-HRTimeline
Arkadios Wealth Advisors81,673$4.13M0.06%+19,30613F-HRTimeline
GatePass Capital, LLC80,942$4.09M1.56%+7,41813F-HRTimeline
Arrowroot Family Office, LLC80,939$4.09M1.17%+27013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC80,736$4.08M1.51%-8,12213F-HRTimeline
Apeiron RIA LLC80,553$4.07M1.05%-5,19913F-HRTimeline
Crewe Advisors LLC80,466$4.07M0.29%+18,21713F-HRTimeline
Legacy Private Trust Co.80,436$4.07M0.23%-9,20713F-HRTimeline
Kingsview Wealth Management, LLC79,780$4.03M0.05%-17,95513F-HRTimeline
Hixon Zuercher, LLC78,706$3.98M1.17%+1,29513F-HRTimeline
McCarthy Asset Management, Inc.77,793$3.93M1.86%13F-HRTimeline
Invariant Investment Management77,592$3.91M2.29%-3,63513F-HRTimeline
Gallacher Capital Management LLC77,303$3.91M2.19%-9,76813F-HRTimeline
Shah Wealth Advisors, LLC77,195$3.9M0.9%13F-HRTimeline
National Philanthropic Trust77,045$3.9M0.06%+4,94413F-HRTimeline
MJT & Associates Financial Advisory Gro…76,936$3.89M2.57%-5,21913F-HRTimeline
JGP Wealth Management, LLC76,069$3.85M0.35%-1,43513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC75,770$3.83M0.2%-1,37013F-HRTimeline
ARQ WEALTH ADVISORS, LLC75,239$3.8M0.47%new13F-HRTimeline
Continuum Advisory, LLC75,093$3.8M0.31%-3,93813F-HRTimeline
Formidable Asset Management, LLC73,781$3.73M0.59%-36,83813F-HRTimeline
Legacy Financial Advisors, Inc.73,703$3.73M0.45%-1,31713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC73,552$3.72M0.05%+12,79013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC73,512$3.72M<0.01%+5,00013F-HRTimelineGroup
Philip James Wealth Mangement, LLC72,558$3.67M0.41%-18,41613F-HRTimeline
Northstar Financial Companies, Inc.72,039$3.64M2.45%+11,19513F-HRTimeline
NOTTINGHAM ADVISORS, INC.71,704$3.62M0.43%-8,21613F-HRTimeline
Wealthfront Advisers LLC71,424$3.61M0.01%+7,22013F-HRTimeline
Strategic Family Wealth Counselors, L.L…71,392$3.61M0.84%-13,33813F-HRTimeline
Parallel Advisors, LLC71,311$3.61M0.06%+7,34013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC70,928$3.59M0.2%-26,92913F-HRTimeline
Lee, Kelleher & Klein Wealth Management70,688$3.57M1.87%-22513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC70,667$3.57M0.19%+14,79013F-HRTimeline
TFO Wealth Partners, LLC70,052$3.54M0.39%+6,50813F-HRTimeline
Keystone Financial Services, LLC69,614$3.52M2.12%-6,70213F-HRTimeline
Sargent Investment Group, LLC69,604$3.52M0.42%+5,22813F-HRTimeline
World Investment Advisors69,532$3.52M0.06%+7,74713F-HRTimeline
Focus Financial Network, Inc.69,571$3.52M0.11%-8,81413F-HRTimeline
OPTIMA CAPITAL LLC69,461$3.51M1.39%-9,66513F-HRTimeline
Ballentine Capital Advisors, Inc69,366$3.51M1.32%+3,68013F-HRTimeline
Paragon Advisors, LLC68,778$3.48M0.73%-177,76813F-HRTimeline
Balboa Wealth Partners68,388$3.46M0.47%+56,35513F-HRTimeline
OBSIDIAN CIO, LLC68,307$3.45M2.57%+15,85613F-HRTimeline
Herold Advisors, Inc.67,880$3.44M0.68%-6,62613F-HRTimeline
Creative Planningin group Creative Planning67,675$3.42M<0.01%+11,13913F-HRTimelineGroup
Vienna Asset Management LLC67,669$3.42M2.43%-10,72213F-HRTimeline
Mullaney, Keating & Wright, Inc.66,934$3.38M1.64%+2,27613F-HRTimeline
USAdvisors Wealth Management, LLC66,925$3.38M0.97%+4,73113F-HRTimeline
Oxbow Advisors, LLC66,808$3.38M0.27%-21,71213F-HRTimeline
Cambridge Advisors Inc.66,423$3.36M0.58%+13,72613F-HRTimeline
Ellsworth Advisors, LLC66,497$3.36M0.55%+27,30013F-HRTimeline
United Advisor Group, LLC66,338$3.35M0.36%-8,39213F-HRTimeline
FLOYD FINANCIAL GROUP LLC66,250$3.34M2.18%-27713F-HRTimeline
REGATTA CAPITAL GROUP, LLC65,445$3.31M0.45%+2,28513F-HRTimeline
Rise Advisors, LLC65,357$3.31M0.93%+3,55013F-HRTimeline
Compass Financial Group, Inc.65,041$3.29M1.39%-69713F-HRTimeline
NOVEM GROUP65,016$3.29M0.33%-87613F-HRTimeline
Financial Engines Advisors L.L.C.64,871$3.28M0.01%-5,47513F-HRTimeline
FAS Wealth Partners, Inc.64,219$3.25M0.17%+2,68113F-HRTimeline
NWAM LLC64,171$3.25M0.16%-2,34313F-HRTimeline
Mayfair Advisory Group, LLC64,105$3.24M0.98%-5,24513F-HRTimeline
OakTrust Wealth Advisors, LLC63,435$3.21M2.76%-7,87813F-HRTimeline
THOMPSON DAVIS & CO., INC.63,274$3.2M1.91%+18,82313F-HRTimeline
Procyon Advisors, LLC63,098$3.19M0.14%+1,54613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC62,784$3.18M1.08%-3,65813F-HRTimeline
Cedarwood Wealth LLC62,713$3.17M2.4%+17,16713F-HRTimeline
Patten Group, Inc.62,418$3.16M0.49%-14,37213F-HRTimeline
Old Port Advisors61,467$3.11M0.61%+1,79413F-HRTimeline
Strategic Wealth Partners, Ltd.61,371$3.1M0.19%+9,69013F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding61,146$3.09M-1,686Timeline
SAGE FINANCIAL GROUP INC61,003$3.08M0.17%+13,49213F-HRTimeline
TD Waterhouse Canada Inc.61,016$3.07M0.01%-38,27313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV60,690$3.07M2.41%+1,50513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…60,430$3.06M0.18%+46,65413F-HRTimeline
BOSTON FAMILY OFFICE LLC59,932$3.03M0.18%+15,98713F-HRTimeline
Canvas Wealth Advisors, LLC59,533$3.01M0.42%+1,62113F-HRTimeline
WEALTHGARDEN F.S. LLC59,404$3M1.7%+7,07813F-HRTimeline
Sigma Planning Corp59,256$3M0.08%-3,98413F-HRTimeline
Eagle Bluffs Wealth Management LLC58,874$2.98M0.99%+45013F-HRTimeline
Fermata Advisors, LLC58,787$2.97M0.6%-49013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding58,702$2.97M+6,993Timeline
Key Financial Inc58,569$2.96M0.49%+33,00313F-HRTimeline
Tempus Wealth Planning, LLC58,433$2.95M0.58%+54,31913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC57,417$2.9M0.06%-4,45813F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT57,322$2.9M0.29%+93813F-HRTimeline
Financial Futures Ltd Liability Co.56,984$2.88M1.1%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO56,650$2.86M0.48%+2,67413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC56,637$2.86M0.54%+3,53613F-HRTimeline
Keystone Financial Group56,208$2.84M0.17%+19,99713F-HRTimeline
Sage Advisory Services, Ltd.Co.56,161$2.84M1.4%+4,20213F-HRTimeline
MONECO ADVISORS, LLC56,096$2.84M0.17%-3,43113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.56,066$2.84M0.09%-107,19413F-HRTimelineGroup
BancFirst Trust & Investment Management55,157$2.79M1.18%+1,29113F-HRTimeline
Flagship Capital Management Inc.54,302$2.75M1.73%+1,76013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…53,701$2.72M0.08%+41,76213F-HRTimelineGroup
Jeter Robert S II53,264$2.69M2.57%-3,13513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…52,828$2.67M0.51%-18113F-HRTimeline
Cordgrass Capital Advisors, LLC52,345$2.65M0.99%+24,15813F-HRTimeline
SP Asset Management LLC52,038$2.63M0.21%-36713F-HRTimeline
Cornerstone Wealth Management, LLC51,934$2.63M0.11%-19,05313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.51,929$2.63M0.15%-10,09513F-HRTimelineGroup
Burnham & Co LLC51,400$2.6M2.1%13F-HRTimeline
MSH Capital Advisors LLC51,318$2.6M0.45%+3,39013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/51,153$2.59M<0.01%+3,17513F-HRTimelineGroup
Investment Planning Advisors, Inc.50,416$2.55M0.59%+34,32113F-HRTimeline
Strategent Financial, LLC50,348$2.55M1.47%+5,94113F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC7,752$2.54M0.61%+2,75713F-HRTimeline
AUCTUS ADVISORS LLC49,605$2.51M2.11%+28,77713F-HRTimeline
VALLEY NATIONAL ADVISERS INC49,543$2.51M0.28%-2,47113F-HRTimeline
Bolthouse Investments, LLC49,444$2.5M2.03%-2,55413F-HRTimeline
Sunburst Financial Group, LLC49,295$2.49M0.42%+1,85713F-HRTimeline
Gladstone Institutional Advisory LLC49,282$2.49M0.08%-33,65613F-HRTimeline
Delos Wealth Advisors, LLC49,203$2.49M1.28%+1,16113F-HRTimeline
SAGE RHINO CAPITAL LLC49,203$2.49M0.41%+9513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …49,187$2.49M0.05%-25,26013F-HRTimelineGroup
Golden State Wealth Management, LLC49,123$2.48M0.23%+5,54213F-HRTimeline
PATTEN & PATTEN INC/TN49,001$2.48M0.13%+52513F-HRTimeline
Greenwich Wealth Management LLC48,750$2.46M0.09%-18,46213F-HRTimeline
Auxano Advisors, LLC48,731$2.46M0.47%+19613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC48,067$2.42M0.87%+12,30613F-HRTimeline
Westside Investment Management, Inc.47,920$2.42M0.32%-20,20913F-HRTimeline
First National Trust Co47,901$2.42M0.08%-31,91213F-HRTimeline
Curry Webb Wealth Management LLC47,897$2.42M1%-2,71613F-HRTimeline
WEDBUSH SECURITIES INC47,811$2.42M0.06%-9,77013F-HRTimeline
Klingman & Associates, LLC47,808$2.42M0.1%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC46,743$2.36M0.27%+6,63013F-HRTimeline
Transcendent Capital Group LLC45,675$2.31M0.9%-3,43413F-HRTimeline
Ergawealth Advisors, Inc.45,408$2.3M0.89%-7,10813F-HRTimeline
Perennial Investment Advisors, LLC45,407$2.3M0.15%-4,56013F-HRTimeline
Fortitude Family Office, LLC44,338$2.24M0.44%-3,45513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC44,318$2.24M1.15%+1913F-HRTimeline
Castleview Partners, LLC44,186$2.23M0.98%-2,30013F-HRTimeline
Blue Trust, Inc.43,744$2.21M0.02%+5,79213F-HRTimeline
Revisor Wealth Management LLC43,722$2.21M0.53%+1,96813F-HRTimeline
Grey Ledge Advisors, LLC43,670$2.21M0.44%-8,08613F-HRTimeline
9823 Capital, L.P.43,574$2.2M1.49%-6,38813F-HRTimeline
Kovack Advisors, Inc.43,457$2.19M0.11%-5013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC43,311$2.19M0.42%-1,71213F-HR/ATimeline
COZAD ASSET MANAGEMENT INC42,846$2.17M0.14%+5,64113F-HRTimeline
Bank of New Hampshire42,635$2.16M0.45%-17,10113F-HRTimeline
Flaharty Asset Management, LLC42,699$2.15M3.08%-289,30713F-HRTimeline
Capstone Wealth Management, Inc.42,640$2.15M1.61%-4,34613F-HRTimeline
Advisors Capital Management, LLC42,123$2.13M0.02%-74613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS42,054$2.13M0.08%-1,76313F-HRTimelineGroup
PRIVATE TRUST CO NA41,827$2.12M0.17%+5,67613F-HRTimeline
Confluence Wealth Services, Inc.41,809$2.11M0.06%-2,02413F-HRTimeline
Red Mountain Financial, LLC41,625$2.1M1.77%+1,59413F-HRTimeline
Sterling Investment Advisors, Ltd.41,597$2.1M0.35%-4,50013F-HRTimeline
Sovereign Financial Group, Inc.41,502$2.1M0.32%+5,46613F-HRTimeline
NewSquare Capital LLC41,122$2.08M0.15%+7,58713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.40,880$2.07M0.14%-22513F-HRTimelineGroup
Foundations Investment Advisors, LLC40,764$2.06M0.02%-16,66313F-HRTimeline
Berger Financial Group, Inc40,556$2.05M0.1%+5,80013F-HRTimeline
CFO4Life Group, LLC40,365$2.04M0.28%+313F-HRTimeline
John W. Brooker & Co., CPAs40,320$2.04M2.46%-16,25013F-HRTimeline
FCA CORP /TX40,117$2.03M0.5%+1,13313F-HRTimeline
StoneCrest Wealth Management, Inc.39,618$2M0.64%-4,84313F-HRTimeline
INSIGHT 2811, INC.39,397$1.99M0.81%-2,92313F-HRTimeline