Skip to content

JPST J P MORGAN EXCHANGE TRADED F

Follow

ULTRA SHRT ETF (fund)

1,104 managers (1,117 13F filers) reported a position in JPST shares at 2025-06-30, 442,188,153 shares in all. 86 filers opened a position and 72 filers sold out during the quarter.

Managers
1,104
13F filers
1,117
New
86
Added
528
Reduced
396
Sold out
72
Shares held by filers
442,188,153

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Clark Capital Management Group, Inc.80,613$4.09M0.03%-4,34013F-HRTimeline
FLOYD FINANCIAL GROUP LLC80,601$4.07M3.76%+4,38313F-HRTimeline
Mountain Capital Investment Advisors In…80,521$4.06M0.78%+9,68013F-HRTimeline
Ergawealth Advisors, Inc.79,971$4.05M1.82%-8,39813F-HRTimeline
INSIGHT 2811, INC.79,287$4.02M1.9%-14,17713F-HRTimeline
Auour Investments LLC79,147$4.01M1.38%-1,35913F-HRTimeline
Hayek Kallen Investment Management78,070$3.96M1.35%+66113F-HRTimeline
Hershey Financial Advisers, LLC77,867$3.95M3.53%13F-HRTimeline
Paragon Private Wealth Management, LLC77,476$3.93M1.56%+7,21413F-HRTimeline
Farther Finance Advisors, LLC76,753$3.89M0.08%+34,37013F-HRTimeline
John W. Brooker & Co., CPAs76,875$3.88M9.1%-297,02613F-HRTimeline
DAVENPORT & Co LLC75,979$3.85M0.02%+7,21313F-HRTimeline
GK Wealth Management LLC75,850$3.84M3.82%-14,76413F-HRTimeline
ProVise Management Group, LLC75,513$3.83M0.3%-14,20113F-HRTimeline
Richard P Slaughter Associates Inc75,078$3.8M0.78%+3,93913F-HRTimeline
ZEGA Investments, LLC74,979$3.8M0.95%+8,08813F-HRTimeline
Woodside Wealth Management LLC74,760$3.79M3.26%+5,74513F-HRTimeline
FAS Wealth Partners, Inc.74,448$3.77M0.28%+10,33713F-HRTimeline
Beacon Pointe Advisors, LLC74,052$3.75M0.04%+16,75413F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.73,782$3.74M2.02%+20,43013F-HRTimeline
Westside Investment Management, Inc.73,618$3.73M0.69%-14,83213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)73,165$3.71M0.04%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC72,999$3.7M0.03%-42,86713F-HRTimeline
Lee, Kelleher & Klein Wealth Management72,882$3.69M2.45%+4,05713F-HRTimeline
Kensington Asset Management, LLC72,857$3.69M0.28%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gallacher Capital Management LLC72,462$3.67M1.7%+4,61413F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding72,433$3.67M+12,131Timeline
Vienna Asset Management LLC71,532$3.63M2.5%-2,34313F-HRTimeline
Nicholson Meyer Capital Management, Inc.71,331$3.62M3.06%+2,78913F-HRTimeline
NOVEM GROUP70,832$3.59M0.46%+1,69313F-HRTimeline
Essex LLC70,631$3.58M0.7%-2,90313F-HRTimeline
Golden State Wealth Management, LLC69,748$3.53M0.43%+25,37113F-HRTimeline
Keystone Financial Services, LLC69,577$3.53M2.68%+3,14413F-HRTimeline
Mayfair Advisory Group, LLC68,715$3.48M1.64%-6,40013F-HRTimeline
NVWM, LLC68,452$3.47M0.84%+28,31013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC68,419$3.47M0.07%-2,54413F-HRTimelineGroup
SP Asset Management LLC68,182$3.46M0.29%-18113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC68,148$3.45M0.28%+16,06013F-HRTimeline
Stone Summit Wealth LLC67,801$3.44M1.06%+24,56513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC67,504$3.42M0.05%-4,17913F-HRTimeline
Sargent Investment Group, LLC66,647$3.37M0.46%-4,50713F-HRTimeline
MBA Advisors LLC65,861$3.34M1.54%+4,33313F-HRTimeline
Orion Porfolio Solutions, LLC65,794$3.33M0.03%-32,79213F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/65,766$3.33M<0.01%-4,96313F-HRTimelineGroup
Midwestern Financial, LLC /IA65,491$3.32M3.11%13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV65,018$3.3M3.19%-3,79813F-HRTimeline
Clear Point Advisors Inc.64,613$3.27M2.76%+1,92013F-HRTimeline
PROMETHIUM ADVISORS,LLC64,560$3.27M1.99%+5,04413F-HRTimeline
BOSTON FAMILY OFFICE LLC64,313$3.26M0.22%-10,60013F-HRTimeline
Compass Financial Group, Inc.64,271$3.26M1.63%-16713F-HRTimeline
Transcendent Capital Group LLC64,235$3.26M1.67%-7,52013F-HRTimeline
Cornerstone Wealth Management, LLC63,678$3.23M0.2%+86213F-HRTimeline
Walkner Condon Financial Advisors LLC63,668$3.23M0.59%+7,12513F-HRTimeline
WEBSTER BANK, N. A.63,571$3.22M0.33%-59,84113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC63,364$3.21M0.18%+3,78113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.62,870$3.19M0.42%-15,23213F-HRTimeline
CAPITAL MANAGEMENT CORP /VA62,672$3.18M0.54%+4,98613F-HRTimeline
Greenbush Financial Group, LLC62,599$3.17M1.38%+2,18713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC62,414$3.16M0.92%+17,02113F-HRTimeline
Hixon Zuercher, LLC62,340$3.16M1.02%+3,22913F-HRTimeline
Certified Advisory Corp62,120$3.15M0.33%+62313F-HRTimeline
Arrowroot Family Office, LLC61,539$3.12M1.4%13F-HRTimeline
Endowment Wealth Management, Inc.61,385$3.11M1.6%+6,60113F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC61,283$3.11M1.09%-65413F-HRTimeline
BayBridge Capital Group, LLC61,184$3.1M1.99%-1,42513F-HRTimeline
FRG Family Wealth Advisors LLC61,005$3.09M0.54%+4,87513F-HRTimeline
Main Street Financial Solutions, LLC60,759$3.08M0.22%-3,18313F-HRTimeline
Integrated Advisors Network LLC60,152$3.05M0.14%+18,08513F-HRTimeline
Badgley Phelps Wealth Managers, LLC59,649$3.02M0.07%-757,97813F-HRTimeline
REGATTA CAPITAL GROUP, LLC59,591$3.02M0.52%-1,69913F-HRTimeline
Dean, Jacobson Financial Services, LLC59,146$3M2.32%+28,95013F-HRTimeline
VALLEY NATIONAL ADVISERS INC58,822$2.98M0.49%-1,31813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…58,755$2.98M0.24%+9,90213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC58,668$2.97M0.84%+54313F-HRTimeline
GatePass Capital, LLC57,759$2.93M1.94%+20,29713F-HRTimeline
Procyon Advisors, LLC57,643$2.92M0.28%-7,13013F-HRTimeline
PFG Investments, LLC56,932$2.89M0.17%+4,66613F-HRTimeline
Eagle Bluffs Wealth Management LLC56,708$2.87M1.37%-2,18213F-HRTimeline
Galvin, Gaustad & Stein, LLC56,548$2.87M0.25%+11,05513F-HRTimeline
Bolthouse Investments, LLC56,198$2.85M2.82%-12,45013F-HR/ATimeline
First National Trust Co56,160$2.85M0.11%+19,39713F-HRTimeline
Running Point Capital Advisors, LLC55,875$2.83M0.78%+2,46613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK55,342$2.8M0.38%013F-HRTimelineGroup
Vise Technologies, Inc.54,068$2.74M0.11%13F-HRTimeline
Klingman & Associates, LLC53,910$2.73M0.15%-3,50013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…53,903$2.73M0.62%+1,44913F-HRTimeline
Canvas Wealth Advisors, LLC53,819$2.72M0.54%+56913F-HRTimeline
SAGE RHINO CAPITAL LLC53,579$2.72M0.57%-9,79113F-HRTimeline
Focus Financial Network, Inc.52,953$2.68M0.11%+17,56813F-HRTimeline
Barnes Wealth Management Group, Inc52,809$2.68M1.58%+2,25213F-HRTimeline
AllSquare Wealth Management LLC52,700$2.67M1.5%+4,00013F-HRTimeline
Castleview Partners, LLC52,358$2.65M1.71%+9,38813F-HRTimeline
Intrua Financial, LLC52,015$2.64M0.38%-15,03713F-HRTimeline
HOLDERNESS INVESTMENTS CO51,730$2.62M0.56%+6,13913F-HRTimeline
Independent Solutions Wealth Management…51,682$2.62M0.51%+4,49713F-HRTimeline
Safeguard Investment Advisory Group, LLC51,518$2.61M0.65%+36,95113F-HRTimeline
BancFirst Trust & Investment Management51,376$2.6M1.21%new13F-HRTimeline
Mullaney, Keating & Wright, Inc.51,025$2.59M1.69%+25,30713F-HRTimeline
Strategies Wealth Advisors, LLC50,404$2.55M0.28%+34,62613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT50,387$2.55M0.3%+2,25513F-HRTimeline
Nikulski Financial, Inc.49,842$2.53M0.69%+1,69913F-HRTimeline
NOTTINGHAM ADVISORS, INC.49,710$2.52M0.37%-11,76313F-HRTimeline
EP Wealth Advisors, LLC49,508$2.51M0.02%-1,10213F-HRTimeline
Sage Advisory Services, Ltd.Co.49,325$2.5M1.36%-13513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC49,260$2.5M0.08%+1,33513F-HR/ATimeline
Old Port Advisors48,876$2.48M0.68%-1,33313F-HRTimeline
Sunburst Financial Group, LLC48,320$2.45M0.55%-12813F-HRTimeline
Greenwich Wealth Management LLC48,197$2.44M0.12%-14,89613F-HRTimeline
WEALTHGARDEN F.S. LLC48,139$2.44M2.02%+5,99713F-HRTimeline
Financial Perspectives, Inc47,794$2.42M0.73%-5,35813F-HRTimeline
USAdvisors Wealth Management, LLC47,780$2.42M0.9%+1,25413F-HRTimeline
First Citizens Financial Corp47,248$2.39M1.32%-21,10413F-HRTimeline
Acorn Wealth Advisors, LLC47,154$2.39M0.89%-4,72813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS47,033$2.38M0.09%-34813F-HRTimelineGroup
M Holdings Securities, Inc.47,009$2.38M0.41%+3,25513F-HRTimeline
Guardian Wealth Advisors, LLC46,807$2.37M1.4%+3,45513F-HRTimeline
TFO Wealth Partners, LLC46,442$2.35M0.41%new13F-HRTimeline
Garden State Investment Advisory Servic…46,218$2.34M0.63%-35,88713F-HRTimeline
Authentikos Wealth Advisory, LLC45,904$2.33M1.62%+21,52013F-HR/ATimeline
Wealthfront Advisers LLC45,693$2.32M0.01%+5,61513F-HRTimeline
TOWNSQUARE CAPITAL LLC45,541$2.31M0.22%-2,360,39513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC45,433$2.3M0.96%-1,21513F-HRTimeline
Wealthspire Advisors, LLC45,334$2.3M0.01%-7,47913F-HRTimeline
Midwest Financial Network, LLC45,162$2.29M2.27%+2,39613F-HRTimeline
Delos Wealth Advisors, LLC45,130$2.29M1.79%-2,66913F-HRTimeline
WEDBUSH SECURITIES INC45,064$2.28M0.08%+18,61613F-HRTimeline
Cambridge Advisors Inc.44,863$2.27M0.48%-37813F-HRTimeline
SAGE FINANCIAL GROUP INC44,708$2.27M0.17%+1,38613F-HRTimeline
Whalen Wealth Management Inc.44,576$2.26M1.42%new13F-HRTimeline
Saxony Capital Management, LLC44,290$2.24M1.72%+82713F-HRTimeline
Ironwood Investment Counsel, LLC44,272$2.24M0.35%-32,15813F-HRTimeline
StoneCrest Wealth Management, Inc.43,889$2.22M1.06%+7,99713F-HRTimeline
Rialto Wealth Management, LLC43,551$2.21M0.62%-7,42113F-HRTimeline
Fermata Advisors, LLC43,468$2.2M0.59%+50413F-HRTimeline
Western Wealth Management, LLC43,316$2.2M0.13%+4,11613F-HRTimeline
SVB WEALTH LLC43,140$2.19M0.12%-34,53513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding43,119$2.19M+12,053Timeline
B & T Capital Management DBA Alpha Capi…42,100$2.13M0.37%-5,05013F-HRTimeline
Ballentine Capital Advisors, Inc41,852$2.12M1.01%+15,68413F-HRTimeline
CoreCap Advisors, LLC41,609$2.11M0.08%-113,38013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV41,408$2.1M0.67%+2,66613F-HRTimeline
Oxbow Advisors, LLC41,317$2.09M0.23%+5,59913F-HRTimeline
Creative Planningin group Creative Planning41,124$2.08M<0.01%-36,44613F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.40,999$2.08M1.42%+13,08613F-HR/ATimeline
Rise Advisors, LLC40,909$2.07M0.82%+2,86813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,893$2.07M<0.01%+3,08213F-HRTimelineGroup
BLB&B Advisors, LLC40,761$2.07M0.1%+9,95813F-HRTimeline
RAHLFS CAPITAL, LLC40,675$2.06M1.89%new13F-HRTimeline
CFO4Life Group, LLC40,426$2.05M0.32%-6,39713F-HRTimeline
Perennial Investment Advisors, LLC40,374$2.05M0.2%-55013F-HRTimeline
Fortitude Family Office, LLC40,089$2.03M0.67%-18,31513F-HRTimeline
Deseret Mutual Benefit Administrators40,088$2.03M0.95%+20,29313F-HRTimeline
Arkadios Wealth Advisors39,899$2.02M0.06%-5,29313F-HRTimeline
Strategic Wealth Partners, Ltd.39,575$2.01M0.16%13F-HRTimeline
Arcus Capital Partners, LLC39,530$2M0.87%-185,35213F-HRTimeline
COZAD ASSET MANAGEMENT INC39,498$2M0.17%-56813F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED39,257$1.99M0.17%-13,00413F-HRTimeline
Roble, Belko & Company, Inc39,221$1.99M0.29%+1,69713F-HRTimeline
Leo Wealth, LLC38,648$1.96M0.15%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP38,630$1.96M0.13%+9,70313F-HRTimeline
Entruity Wealth, LLC38,589$1.96M1.66%+7,35813F-HRTimeline
TWO SIGMA SECURITIES, LLC37,982$1.92M0.24%-93,60113F-HRTimeline
MSH Capital Advisors LLC37,980$1.92M0.55%+10,04313F-HRTimeline
Asset Allocation Strategies LLC37,381$1.89M0.42%+16,13213F-HRTimeline
Red Mountain Financial, LLC37,245$1.89M2.1%+2,92513F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…36,330$1.84M0.01%new13F-HRTimelineGroup
JNBA Financial Advisors36,139$1.83M0.18%-1,97213F-HRTimeline
Lifeworks Advisors, LLC36,123$1.83M0.27%-1,50313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\36,000$1.82M<0.01%+18,37313F-HRTimelineGroup
Texas Yale Capital Corp.35,966$1.82M0.06%-144,00013F-HRTimeline
FCA CORP /TX35,961$1.82M0.55%+1,84413F-HRTimeline
Americana Partners, LLC35,913$1.82M0.06%+4,46813F-HRTimeline
Carter Financial Group, INC.35,448$1.8M1.17%13F-HRTimeline
Sovereign Financial Group, Inc.35,431$1.8M0.37%-2,01013F-HRTimeline
Vista Cima Wealth Management LLC35,216$1.78M1.67%+24613F-HRTimeline
MONECO ADVISORS, LLC35,207$1.78M0.17%-28313F-HRTimeline
Auxano Advisors, LLC35,123$1.78M0.42%+1,50813F-HRTimeline
Asio Capital, LLC35,000$1.77M0.3%new13F-HRTimeline
Compound Planning, Inc.34,891$1.77M0.07%+16,31613F-HRTimeline
Legacy Financial Advisors, Inc.34,546$1.75M0.27%-6,54913F-HRTimeline
Slow Capital, Inc.34,533$1.75M0.21%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,283$1.69M0.02%+4,17613F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC33,184$1.68M0.88%+6,13913F-HRTimeline
TriaGen Wealth Management LLC32,984$1.67M0.51%+10,00013F-HRTimeline
FOSTER & MOTLEY INC32,487$1.65M0.1%-17,66913F-HRTimeline
Mascagni Wealth Management, Inc.32,148$1.63M1.39%-41813F-HRTimeline
Financial Advocates Investment Manageme…32,063$1.62M0.13%-8,02813F-HRTimeline
Aries Wealth Management31,950$1.62M0.42%-80013F-HRTimeline
Crossmark Global Holdings, Inc.31,815$1.61M0.03%+78013F-HRTimeline
PDS Planning, Inc31,814$1.61M0.12%+3,70913F-HRTimeline
Summit Place Financial Advisors, LLC31,668$1.6M0.81%+13,34913F-HRTimeline
5T Wealth, LLC31,646$1.6M0.82%-23,05313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…31,618$1.6M0.62%+30613F-HRTimeline
Dunhill Financial, LLC31,331$1.59M0.46%+24,04813F-HRTimeline
GREENBERG FINANCIAL GROUP31,372$1.59M0.59%+74113F-HRTimeline
Integrated Investment Consultants, LLC31,140$1.58M0.31%+25,00013F-HRTimeline
Edge Financial Advisors LLC31,141$1.57M0.83%+6,20313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …31,000$1.57M<0.01%-20013F-HRTimelineGroup
Medallion Wealth Advisors, LLC31,101$1.57M0.61%+4,78813F-HRTimeline
Freedom Financial Partners LLC30,834$1.56M0.66%+49813F-HRTimeline