Skip to content
Disclosery

JPST J P MORGAN EXCHANGE TRADED F

Follow

ULTRA SHRT ETF (fund)

1,199 managers (1,211 13F filers) reported a position in JPST shares at 2026-03-31, 496,713,515 shares in all. 93 filers opened a position and 79 filers sold out during the quarter.

Managers
1,199
13F filers
1,211
New
93
Added
552
Reduced
445
Sold out
79
Shares held by filers
496,713,515

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MBA Advisors LLC94,056$4.76M1.83%+11,63513F-HRTimeline
Newport Capital Group, LLC93,779$4.75M2.89%-5,42113F-HRTimeline
North Forty Two & Co.92,979$4.71M4.35%-7,39513F-HRTimeline
NORDEN GROUP LLC92,067$4.66M0.45%+3,96913F-HRTimeline
SlateStone Wealth, LLC91,320$4.62M0.38%013F-HRTimeline
Vawter Financial, Ltd.91,108$4.61M1.94%+9,25513F-HR/ATimeline
Philip James Wealth Mangement, LLC90,974$4.6M0.53%-91,71313F-HRTimeline
CENTRAL TRUST Co89,942$4.55M0.09%-6,13413F-HRTimeline
Legacy Private Trust Co.89,643$4.54M0.28%-7,78913F-HRTimeline
Windsor Capital Management, LLC89,309$4.52M1.27%+17313F-HRTimeline
Galvin, Gaustad & Stein, LLC89,297$4.52M0.36%-7,89813F-HRTimeline
BayBridge Capital Group, LLC89,045$4.5M2.79%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC88,858$4.5M1.89%-25613F-HRTimeline
Oxbow Advisors, LLC88,520$4.48M0.38%+11,45713F-HRTimeline
CAPITAL MANAGEMENT CORP /VA88,178$4.46M0.76%+12,56613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC87,475$4.43M0.06%+5,32813F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC87,224$4.41M2.29%+6,20013F-HRTimeline
Chesley Taft & Associates LLC87,200$4.41M0.18%+4,02513F-HRTimeline
Gallacher Capital Management LLC87,071$4.41M1.69%+2,20813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC86,082$4.36M0.73%+42,09513F-HRTimeline
Apeiron RIA LLC85,752$4.34M1.01%+3813F-HRTimeline
Illumine Investment Management, LLC85,449$4.32M3.32%-1,29413F-HRTimeline
Dean, Jacobson Financial Services, LLC85,091$4.31M2.65%+23,98913F-HRTimeline
Wealth Enhancement Trust Services, Inc.85,034$4.3M0.52%-16,17213F-HRTimeline
Strategic Family Wealth Counselors, L.L…84,730$4.29M1.13%+2,26413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC84,586$4.28M0.22%-9,37913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE84,347$4.27M0.63%-75,15813F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS84,047$4.25M2.23%+4,79213F-HRTimeline
Fonville Wealth Management LLC83,979$4.25M0.81%+45,54513F-HRTimeline
Hayek Kallen Investment Management83,924$4.25M1.38%new13F-HRTimeline
Garden State Investment Advisory Servic…83,071$4.2M1.01%+32,84113F-HRTimeline
Gladstone Institutional Advisory LLC82,938$4.2M0.16%+50,49813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…82,943$4.18M0.29%-7,35613F-HRTimeline
Certified Advisory Corp82,442$4.17M0.37%+8,78413F-HRTimeline
MJT & Associates Financial Advisory Gro…82,155$4.16M3.05%-8,43413F-HRTimeline
Invariant Investment Management81,227$4.1M2.53%-17,06713F-HRTimeline
Arrowroot Family Office, LLC80,669$4.08M1.35%-10,75113F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.79,920$4.04M0.52%+32,94513F-HRTimeline
First National Trust Co79,813$4.04M0.14%-5,05413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC79,190$4.01M0.12%+1,47113F-HR/ATimeline
OPTIMA CAPITAL LLC79,126$4M1.86%+10,48213F-HRTimeline
Directional Asset Management79,090$4M3.66%+6,34013F-HRTimeline
Continuum Advisory, LLC79,031$4M0.38%+46,55713F-HRTimeline
Founders Financial Alliance, LLC78,680$3.98M0.72%-42,17213F-HRTimeline
Vienna Asset Management LLC78,391$3.97M3.13%-12,36913F-HRTimeline
Focus Financial Network, Inc.78,385$3.97M0.14%+8,79913F-HRTimeline
Brooklyn FI, LLC78,225$3.96M0.83%-4,77713F-HRTimeline
Clear Creek Financial Management, LLC78,175$3.96M0.3%+9,66313F-HRTimeline
JGP Wealth Management, LLC77,504$3.92M0.41%-11,47513F-HRTimeline
Hixon Zuercher, LLC77,411$3.92M1.22%+33913F-HRTimeline
ADELL HARRIMAN & CARPENTER INC77,140$3.9M0.24%-92513F-HRTimeline
Patten Group, Inc.76,790$3.89M0.68%-5,41213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC76,531$3.87M0.31%-16,99213F-HRTimeline
Keystone Financial Services, LLC76,316$3.86M2.6%+1,83413F-HRTimeline
Legacy Financial Advisors, Inc.75,020$3.8M0.53%+99413F-HRTimeline
United Advisor Group, LLC74,730$3.78M0.47%-21,87313F-HRTimeline
Herold Advisors, Inc.74,506$3.77M0.83%-8,58913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …74,447$3.77M0.07%-10413F-HRTimelineGroup
Autumn Glory Partners, LLC74,274$3.76M1.38%+50,05013F-HRTimeline
Southeast Asset Advisors, LLC74,161$3.75M0.41%-33,02713F-HRTimeline
GatePass Capital, LLC73,524$3.72M1.81%+5,70813F-HRTimeline
National Philanthropic Trust72,101$3.65M0.04%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC71,426$3.61M0.45%+43,71013F-HRTimeline
Saxony Capital Management, LLC71,413$3.61M2.1%-26,97113F-HRTimeline
Madrid Wealth Management, LLC71,331$3.61M2.72%+4,50013F-HR/ATimeline
OakTrust Wealth Advisors, LLC71,313$3.61M3.29%-37,38913F-HRTimeline
ELEVATUS WELATH MANAGEMENT71,167$3.6M1.89%-8,29413F-HRTimeline
Cornerstone Wealth Management, LLC70,987$3.59M0.18%-4,57113F-HRTimeline
Lee, Kelleher & Klein Wealth Management70,913$3.59M2.14%-1,11613F-HRTimeline
Financial Engines Advisors L.L.C.70,346$3.56M0.01%-8,72513F-HRTimeline
MidFirst Bank69,897$3.54M0.29%-3,90413F-HRTimeline
Mayfair Advisory Group, LLC69,350$3.51M1.23%+4,46613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC68,512$3.47M<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.68,129$3.45M0.53%-4,04013F-HRTimeline
Greenwich Wealth Management LLC67,212$3.4M0.14%+46913F-HRTimeline
NWAM LLC66,514$3.37M0.19%+2,83713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC66,442$3.36M1.24%+19,21313F-HRTimeline
FLOYD FINANCIAL GROUP LLC66,527$3.36M2.24%+1,59613F-HRTimeline
NOVEM GROUP65,892$3.33M0.38%-11,86113F-HRTimeline
Compass Financial Group, Inc.65,738$3.33M1.5%-1,02213F-HRTimeline
Ballentine Capital Advisors, Inc65,686$3.32M1.38%+8,15913F-HRTimeline
Freedom Financial Partners LLC64,785$3.28M1.17%+18,32913F-HRTimeline
Mullaney, Keating & Wright, Inc.64,658$3.27M1.78%+4,89213F-HRTimeline
Sargent Investment Group, LLC64,376$3.26M0.43%-6213F-HRTimeline
Wealthfront Advisers LLC64,204$3.25M0.01%+12,30613F-HRTimeline
Parallel Advisors, LLC63,971$3.24M0.06%+32,07513F-HR/ATimeline
EP Wealth Advisors, LLC63,745$3.23M0.02%+11,25513F-HRTimeline
TFO Wealth Partners, LLC63,544$3.22M0.44%+11,03213F-HRTimeline
Richard P Slaughter Associates Inc63,389$3.21M0.69%+10,86413F-HRTimeline
Sigma Planning Corp63,240$3.2M0.09%-1,38913F-HRTimeline
REGATTA CAPITAL GROUP, LLC63,160$3.2M0.48%+3,10913F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding62,832$3.18M+4,006Timeline
Belpointe Asset Management LLC62,776$3.18M0.12%+7,55213F-HRTimeline
Arkadios Wealth Advisors62,367$3.16M0.05%+15,09313F-HRTimeline
Crewe Advisors LLC62,249$3.15M0.27%-5,91113F-HRTimeline
USAdvisors Wealth Management, LLC62,194$3.15M1.04%+1,83013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.62,024$3.14M0.2%-94,70913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC61,875$3.13M0.07%+3,51313F-HRTimelineGroup
World Investment Advisors61,785$3.13M0.05%+21,07213F-HRTimeline
Rise Advisors, LLC61,807$3.12M1.1%+26113F-HRTimeline
Procyon Advisors, LLC61,552$3.12M0.15%+1,96213F-HRTimeline
FAS Wealth Partners, Inc.61,538$3.11M0.19%-3,75813F-HRTimeline
Northstar Financial Companies, Inc.60,844$3.08M2.45%+26,43513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC60,762$3.06M0.04%-2,66613F-HRTimeline
Bank of New Hampshire59,736$3.02M0.69%-60,35813F-HRTimeline
Old Port Advisors59,673$3.02M0.7%+2,24113F-HRTimeline
MONECO ADVISORS, LLC59,527$3.01M0.23%+1,49413F-HRTimeline
Fermata Advisors, LLC59,277$3M0.68%+20,15313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV59,185$3M2.57%-4,34013F-HRTimeline
Eagle Bluffs Wealth Management LLC58,424$2.96M1.15%+1,96913F-HRTimeline
Canvas Wealth Advisors, LLC57,912$2.93M0.5%-7,24313F-HRTimeline
WEDBUSH SECURITIES INC57,581$2.91M0.08%-6,95913F-HRTimeline
Foundations Investment Advisors, LLC57,427$2.91M0.04%+29,82613F-HRTimeline
Asset Allocation Strategies LLC57,280$2.9M0.51%+45,54213F-HRTimeline
HRT FINANCIAL LP56,678$2.87M0.01%new13F-HRTimeline
John W. Brooker & Co., CPAs56,570$2.86M4.51%-14,14713F-HRTimeline
Creative Planningin group Creative Planning56,536$2.86M<0.01%+11,34513F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT56,384$2.85M0.32%+3,07213F-HRTimeline
Jeter Robert S II56,399$2.85M2.84%13F-HRTimeline
Vise Technologies, Inc.56,253$2.85M0.06%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC55,877$2.83M0.19%+9,18313F-HRTimeline
49 WEALTH MANAGEMENT, LLC54,465$2.76M0.21%new13F-HRTimeline
Essex LLC54,210$2.74M0.48%+41113F-HRTimeline
Wealthspire Advisors, LLC54,168$2.74M0.02%-5,01313F-HRTimeline
HOLDERNESS INVESTMENTS CO53,976$2.73M0.55%+1,86013F-HRTimeline
BancFirst Trust & Investment Management53,866$2.72M1.2%-33713F-HRTimeline
Modern Wealth Management, LLC53,418$2.69M0.05%-20,66113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC53,101$2.69M0.71%+1,37613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…53,009$2.68M0.56%-713F-HRTimeline
Cambridge Advisors Inc.52,697$2.67M0.52%-79713F-HRTimeline
Flagship Capital Management Inc.52,542$2.66M1.95%-8,48913F-HRTimeline
Ergawealth Advisors, Inc.52,516$2.66M1.18%+8,42913F-HRTimeline
OBSIDIAN CIO, LLC52,451$2.65M2.38%-8,27713F-HRTimeline
SP Asset Management LLC52,405$2.65M0.23%-8,16913F-HRTimeline
WEALTHGARDEN F.S. LLC52,326$2.65M1.81%-3,37613F-HRTimeline
VALLEY NATIONAL ADVISERS INC52,014$2.63M0.34%-40313F-HRTimeline
Bolthouse Investments, LLC51,998$2.63M2.38%-4,20013F-HRTimeline
Sage Advisory Services, Ltd.Co.51,959$2.63M1.44%+1,01913F-HRTimeline
Grey Ledge Advisors, LLC51,756$2.62M0.59%-11,73813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding51,709$2.62M+21,352Timeline
Strategic Wealth Partners, Ltd.51,681$2.62M0.18%+2,80813F-HRTimeline
Curry Webb Wealth Management LLC50,613$2.56M1.21%-5,91513F-HRTimeline
Perennial Investment Advisors, LLC49,967$2.53M0.2%+5,62513F-HRTimeline
9823 Capital, L.P.49,962$2.53M1.91%+8,28713F-HRTimeline
Orion Porfolio Solutions, LLC49,364$2.5M0.02%-12,45413F-HRTimeline
Transcendent Capital Group LLC49,109$2.49M1.13%-4,33713F-HRTimeline
SAGE RHINO CAPITAL LLC49,108$2.49M0.46%-5,70713F-HRTimeline
Edgestream Partners, L.P.48,982$2.48M0.08%-50,21013F-HRTimeline
Dunhill Financial, LLC48,837$2.47M0.58%new13F-HRTimeline
Auxano Advisors, LLC48,535$2.46M0.49%+13,57713F-HRTimeline
PATTEN & PATTEN INC/TN48,476$2.45M0.15%-10013F-HRTimeline
Delos Wealth Advisors, LLC48,042$2.43M1.39%+88813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/47,978$2.43M<0.01%-5,74313F-HRTimelineGroup
MSH Capital Advisors LLC47,928$2.43M0.51%+8,09513F-HRTimeline
Klingman & Associates, LLC47,808$2.42M0.12%013F-HRTimeline
NVWM, LLC47,798$2.42M0.54%-81913F-HRTimeline
Fortitude Family Office, LLC47,793$2.42M0.54%+12,79013F-HRTimeline
SAGE FINANCIAL GROUP INC47,511$2.4M0.16%+6,18113F-HRTimeline
Sunburst Financial Group, LLC47,438$2.4M0.46%+313F-HR/ATimeline
Crumly & Associates Inc.46,950$2.38M0.5%-22,58313F-HRTimeline
Capstone Wealth Management, Inc.46,986$2.37M2.01%+17,87813F-HRTimeline
Castleview Partners, LLC46,486$2.35M1.21%-35,79913F-HRTimeline
Sterling Investment Advisors, Ltd.46,097$2.33M0.42%+34,74713F-HRTimeline
Mosley Wealth Management45,849$2.33M1.05%-3513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp45,569$2.31M0.11%+4,74113F-HRTimelineGroup
Cedarwood Wealth LLC45,546$2.31M2.33%+38,78913F-HRTimeline
Leo Wealth, LLC45,423$2.3M0.17%-3,51613F-HRTimeline
Alpha Zero LLC45,383$2.3M1.16%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC45,023$2.28M0.5%-10,79413F-HRTimeline
StoneCrest Wealth Management, Inc.44,461$2.25M0.95%-1,64913F-HRTimeline
THOMPSON DAVIS & CO., INC.44,451$2.25M1.5%+1,45913F-HRTimeline
Strategent Financial, LLC44,407$2.25M1.53%-330,34913F-HRTimeline
Hartford Financial Management Inc.44,389$2.25M0.57%-1,79713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC44,299$2.24M1.35%-8713F-HRTimeline
BOSTON FAMILY OFFICE LLC43,945$2.23M0.15%-7,95913F-HRTimeline
Confluence Wealth Services, Inc.43,833$2.22M0.09%+8,69513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS43,817$2.22M0.09%-83613F-HRTimelineGroup
Golden State Wealth Management, LLC43,581$2.21M0.24%-10,95613F-HRTimeline
Kovack Advisors, Inc.43,507$2.2M0.12%+17413F-HRTimeline
Advisors Capital Management, LLC42,869$2.17M0.03%new13F-HRTimeline
Acorn Wealth Advisors, LLC42,710$2.16M0.63%-5,80213F-HRTimeline
Texas Yale Capital Corp.42,701$2.16M0.06%-1,50013F-HRTimeline
INSIGHT 2811, INC.42,320$2.14M0.93%-1,70713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…42,092$2.13M0.01%+23,42713F-HR/ATimelineGroup
POTENTIA WEALTH42,057$2.13M0.82%+10,29213F-HRTimeline
Counterweight Ventures, LLC41,822$2.12M1.19%new13F-HRTimeline
Revisor Wealth Management LLC41,754$2.11M0.58%-48113F-HRTimeline
Nikulski Financial, Inc.41,325$2.09M0.52%-16,87413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC41,223$2.09M0.23%+14,08313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.41,105$2.08M0.14%+2,27913F-HRTimelineGroup
Everstar Asset Management, LLC41,019$2.08M1.1%-3,35813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC40,685$2.06M0.02%+4,63013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD40,666$2.06M0.03%+6,03113F-HRTimeline
Skyline Advisors, Inc.40,545$2.05M0.72%-70,24513F-HRTimeline
Martin Investment Management, LLC40,418$2.05M0.61%-57,77213F-HRTimeline
CFO4Life Group, LLC40,362$2.04M0.31%+89613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC40,113$2.03M0.26%+2,90113F-HRTimeline
Red Mountain Financial, LLC40,031$2.03M1.91%+34213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC39,939$2.02M1.6%-91913F-HRTimeline
Authentikos Wealth Advisory, LLC39,821$2.02M1.36%-1,38513F-HRTimeline