Skip to content

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
GREENBERG FINANCIAL GROUP30,631$1.55M0.65%13F-HRTimeline
Freedom Financial Partners LLC30,336$1.54M0.72%+1,83613F-HRTimeline
FULLCIRCLE WEALTH LLC30,232$1.53M0.63%+25,81313F-HRTimeline
Dean, Jacobson Financial Services, LLC30,196$1.53M1.18%new13F-HRTimeline
Tarbox Family Office, Inc.30,102$1.52M0.25%-51013F-HRTimeline
Continuum Advisory, LLC29,790$1.51M0.19%+86713F-HRTimeline
GUIDANCE CAPITAL, INC29,766$1.5M0.46%-2,06013F-HRTimeline
Family Manage LLC29,570$1.5M0.25%013F-HRTimeline
Bell Bank29,394$1.49M0.08%-12,58913F-HRTimeline
Wallace Advisory Group, LLC29,514$1.49M1.03%-60213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,107$1.47M0.02%-13013F-HRTimelineGroup
Fortress Wealth Management, Inc.29,000$1.47M0.76%-2,76313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,927$1.46M0.11%-3,97813F-HRTimeline
PRIVATE TRUST CO NA28,908$1.46M0.15%+4,03513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC28,883$1.46M1.42%13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC28,685$1.45M0.42%-65,96713F-HRTimeline
Blue Trust, Inc.28,464$1.44M0.02%-2413F-HRTimeline
Sloy Dahl & Holst, LLC28,175$1.43M0.25%+1,90013F-HRTimeline
FourThought Financial Partners, LLC28,144$1.42M0.15%-11,15313F-HRTimeline
PDS Planning, Inc28,105$1.42M0.12%-4,01513F-HRTimeline
MSH Capital Advisors LLC27,937$1.41M0.44%+1,91013F-HRTimeline
THOMPSON DAVIS & CO., INC.27,913$1.41M1.11%+1,93213F-HRTimeline
McBroom & Associates, LLC27,765$1.41M0.8%+3,64613F-HRTimeline
NFSG Corp27,705$1.4M0.34%+22,50413F-HRTimeline
Clarity Wealth Advisors, LLC27,627$1.4M0.39%+813F-HRTimeline
Smartleaf Asset Management LLC27,489$1.39M0.13%+9,56913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC27,045$1.37M0.8%-15813F-HRTimeline
BRADY FAMILY WEALTH, LLC26,487$1.34M0.43%+59613F-HRTimeline
WEDBUSH SECURITIES INC26,448$1.34M0.05%+18,25113F-HRTimeline
Medallion Wealth Advisors, LLC26,313$1.33M0.6%+8,06313F-HRTimeline
Ballentine Capital Advisors, Inc26,168$1.32M0.67%+9,84513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI26,004$1.32M0.07%+1,99013F-HRTimeline
GWN SECURITIES INC.25,840$1.31M0.07%new13F-HRTimeline
Mullaney, Keating & Wright, Inc.25,718$1.3M0.88%+6,49613F-HRTimeline
Martin Worley Group25,210$1.28M0.73%+6,27113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…24,973$1.26M0.21%+13,81313F-HRTimeline
LifeWealth Investments, LLC24,963$1.26M0.61%+1,03113F-HR/ATimeline
Edge Financial Advisors LLC24,938$1.26M0.8%new13F-HRTimeline
ACT Advisors, LLC.24,792$1.26M0.68%-151,87413F-HRTimeline
VISTA INVESTMENT MANAGEMENT24,749$1.25M0.49%+3,26513F-HRTimeline
Shore Point Advisors, LLC24,389$1.23M0.65%-64513F-HRTimeline
Authentikos Wealth Advisory, LLC24,384$1.23M0.96%+15,45813F-HR/ATimeline
NewSquare Capital LLC24,220$1.23M0.1%+14,83813F-HRTimeline
TPG Financial Advisors, LLC23,966$1.21M0.54%-1,48313F-HRTimeline
WealthTrak Capital Management LLC23,934$1.21M1.04%+1,23613F-HRTimeline
Latitude Advisors, LLC23,704$1.2M0.7%-6,52313F-HRTimeline
PCG ASSET MANAGEMENT, LLC23,700$1.2M1.12%+8,68013F-HRTimeline
Petix & Botte Co23,513$1.19M0.31%-4,73413F-HRTimeline
Laraway Financial Advisors Inc23,277$1.18M0.94%+3,52213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC23,074$1.17M0.46%+78813F-HRTimeline
TriaGen Wealth Management LLC22,984$1.16M0.41%-1,58413F-HRTimeline
IMS Capital Management22,874$1.16M0.58%-2,96213F-HRTimeline
First Heartland Consultants, Inc.22,621$1.15M0.12%+4,38113F-HRTimeline
Narus Financial Partners, LLC22,570$1.14M0.39%-4,79813F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC22,422$1.14M0.92%013F-HRTimeline
Cherry Tree Wealth Management, LLC21,955$1.11M0.27%+1,46313F-HRTimeline
Nelson Capital Management, LLC21,945$1.11M0.19%-37413F-HRTimeline
Confluence Wealth Services, Inc.21,972$1.11M0.07%+2,90013F-HRTimeline
Rossby Financial, LCC21,744$1.1M0.47%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,535$1.09M0.08%+1,33413F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC21,460$1.09M1.44%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC21,251$1.08M0.73%-39513F-HRTimeline
Asset Allocation Strategies LLC21,249$1.08M0.27%+1,51213F-HRTimeline
Fragasso Financial Advisors Inc21,162$1.07M0.08%+1,43313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding20,659$1.05MnewTimeline
Avidian Wealth Enterprises, LLC20,573$1.04M0.05%+1,56113F-HRTimeline
Smart Portfolios, LLC20,533$1.04M1.13%-3,33013F-HRTimeline
CHANNEL WEALTH LLC20,453$1.04M0.32%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC20,368$1.03M0.53%-94113F-HRTimeline
Birch Capital Management, LLC20,367$1.03M0.54%-40313F-HRTimeline
Intelligence Driven Advisers, LLC20,258$1.03M0.2%+1,43013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,834$1M0.03%+9,06713F-HRTimelineGroup
Deseret Mutual Benefit Administrators19,795$1M0.5%-100,85313F-HRTimeline
Moloney Securities Asset Management, LLC19,769$1M0.14%+5,10713F-HRTimeline
Apella Capital, LLC19,521$983K0.03%+28513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP19,274$976K0.02%-6,58013F-HRTimeline
International Private Wealth Advisors L…19,234$974K0.93%+53613F-HRTimeline
Whipplewood Advisors, LLC57,718$974K0.7%+47,71513F-HRTimeline
Smith Anglin Financial, LLC19,144$969K0.1%+14,00413F-HRTimeline
CAP Partners, LLC18,879$956K0.69%-1,09013F-HRTimeline
LVZ, Inc.18,728$948K0.12%+5013F-HRTimeline
Compound Planning, Inc.18,575$940K0.04%+11,31013F-HRTimeline
Regal Investment Advisors LLC18,491$936K0.08%+3,10713F-HRTimeline
Summit Place Financial Advisors, LLC18,319$927K0.52%+8,85713F-HRTimeline
CGN Advisors LLC18,313$927K0.09%-3,35713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC18,136$918K0.23%+5,02713F-HRTimelineGroup
PINNACLE ASSOCIATES LTD17,815$902K0.01%+7,11913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC17,813$902K0.15%+3,04013F-HRTimeline
Graypoint LLC17,705$896K0.06%-4,21013F-HRTimeline
Family Capital Trust Co17,691$896K0.32%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,627$892K<0.01%-46913F-HRTimelineGroup
PATTEN & PATTEN INC/TN17,597$891K0.06%+1,70013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,534$888K0.01%-9,18013F-HRTimelineGroup
Northwest Capital Management Inc17,532$888K0.36%013F-HRTimeline
Waldron Private Wealth LLC17,479$885K0.04%013F-HRTimeline
Key Client Fiduciary Advisors, LLC17,471$885K0.41%+93513F-HRTimeline
Heritage Wealth Partners, LLC17,306$876K1.34%-56113F-HRTimeline
SBI Securities Co., Ltd.17,106$866K0.03%+3,64613F-HRTimeline
Sunpointe, LLC17,000$861K0.46%+3,75413F-HRTimeline
Bleakley Financial Group, LLC16,999$861K0.03%-96613F-HRTimeline
Joel Isaacson & Co., LLC16,957$859K0.04%-3213F-HRTimeline
Live Oak Investment Partners16,892$855K0.67%new13F-HRTimeline
AIFG Consultants Ltd.16,888$855K1.41%+8,30513F-HRTimeline
Global Strategic Investment Solutions, …16,773$849K0.1%-1,34913F-HRTimeline
Keel Point, LLC16,763$849K0.07%-13,63013F-HRTimeline
Firestone Capital Management16,716$846K0.22%-37513F-HRTimeline
BOKF, NAin group BOKF, NA16,625$842K0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,623$842K<0.01%new13F-HRTimelineGroup
Delta Investment Management, LLC16,558$838K0.17%-41,74313F-HRTimeline
Lunt Capital Management, Inc.16,549$838K0.3%-44613F-HRTimeline
Aspen Wealth Strategies, LLC16,467$834K0.55%-7,81613F-HRTimeline
Affiance Financial, LLC16,426$832K0.19%-1,53513F-HRTimeline
Caliber Wealth Management, LLC / KS16,392$830K0.11%13F-HRTimeline
Parallel Advisors, LLC16,367$829K0.02%-1,24913F-HRTimeline
Hutchens & Kramer Investment Management…16,356$828K0.46%new13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC16,338$827K0.53%-61,52213F-HRTimeline
Prairie Wealth Advisors, Inc.16,144$817K0.4%-1,46813F-HRTimeline
Core Wealth Advisors, Inc.16,139$817K0.26%+43213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC15,983$809K0.14%-19913F-HRTimeline
JDM Financial Group LLC15,928$806K0.41%-4,40313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC15,895$805K0.46%+14213F-HRTimeline
Horan Capital Advisors, LLC.15,859$803K0.27%+1313F-HRTimeline
Strategies Wealth Advisors, LLC15,778$799K0.1%-18,25913F-HRTimeline
Brueske Advisory Services, LLC15,678$794K0.75%+11513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC15,609$790K0.21%+5,61113F-HRTimeline
Lifestyle Asset Management, Inc.15,560$788K0.43%+2,07313F-HRTimeline
ROMAN BUTLER FULLERTON & CO15,553$785K0.3%+48913F-HRTimeline
RFG Advisory, LLC15,414$780K0.02%new13F-HRTimeline
Orion Capital Management LLC15,322$776K0.33%+7,28713F-HRTimeline
Fiduciary Alliance LLC15,306$775K0.08%+40113F-HRTimeline
WORLD EQUITY GROUP, INC.14,991$759K0.22%-4,87313F-HRTimeline
Princeton Global Asset Management LLC14,874$753K0.15%-39613F-HRTimeline
Beaumont Financial Advisors, LLC14,812$750K0.06%-6,56313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC14,718$745K0.17%-2,80013F-HRTimeline
Realta Investment Advisors14,655$742K0.34%-13413F-HRTimeline
Safeguard Investment Advisory Group, LLC14,567$738K0.2%new13F-HRTimeline
Fulcrum Equity Management14,456$732K0.8%new13F-HRTimeline
Lionsbridge Wealth Management LLC14,371$728K0.65%+4,83313F-HRTimeline
CONDOR CAPITAL MANAGEMENT14,252$722K0.07%+18113F-HRTimeline
Detalus Advisors, LLC14,220$720K0.23%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC14,216$720K0.26%+1,12513F-HRTimeline
Argent Trust Co14,156$717K0.03%-51013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC14,087$713K0.35%013F-HRTimeline
National Wealth Management Group, LLC14,051$711K0.47%+4,36013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,898$704K0.04%-4,38813F-HR/ATimelineGroup
Morningstar Investment Services LLCin group Morningstar Investment Manage…13,843$701K0.13%-1,99413F-HRTimelineGroup
Spectrum Wealth Counsel, LLC13,696$693K0.08%-4,43013F-HRTimeline
Lord & Richards Wealth Management, LLC13,691$693K0.79%+4,17013F-HRTimeline
Robertson Stephens Wealth Management, L…13,543$686K0.03%+4,54913F-HRTimeline
SPC Financial, Inc.13,364$677K0.06%+3,65013F-HRTimeline
Coordinated Financial Services, Inc./CO13,300$673K0.52%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,239$670K<0.01%+87413F-HRTimelineGroup
Investment Partners Asset Management, I…12,853$651K0.51%+9913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,836$650K0.02%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.12,632$640K0.26%+8413F-HRTimeline
CWA Asset Management Group, LLC12,604$638K0.03%new13F-HRTimeline
Sterling Investment Advisors, Ltd.12,444$630K0.15%+19413F-HRTimeline
Retireful, LLC12,361$626K0.6%-9,01413F-HRTimeline
Resurgent Financial Advisors LLC12,114$613K0.37%-4813F-HRTimeline
CHAPIN DAVIS, INC.12,095$612K0.21%new13F-HRTimeline
Oxinas Partners, LLC12,094$612K0.36%-40013F-HRTimeline
AGH Wealth Advisors, LLC12,000$608K0.59%013F-HRTimeline
Pallas Capital Advisors LLC11,997$607K0.03%013F-HRTimeline
Capital Planning Advisors, LLC11,994$607K0.09%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,938$604K0.06%+3,49413F-HR/ATimeline
Cottage Street Advisors LLC11,850$600K0.3%new13F-HRTimeline
Lighthouse Wealth Management Inc.11,833$599K0.55%+27313F-HRTimeline
VestGen Advisors, LLC11,769$596K0.03%13F-HRTimeline
Redwood Financial Network Corp11,701$592K0.45%+7313F-HRTimeline
SWMG, LLC11,624$588K0.23%-25,68313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.11,556$585K0.07%-41213F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,511$583K0.02%+2,07413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.11,290$572K0.11%-3113F-HRTimeline
Prossimo Advisors, LLC11,248$569K0.43%013F-HRTimeline
WealthShield Partners, LLC11,223$568K0.07%-40113F-HRTimeline
Total Clarity Wealth Management, Inc.11,189$564K0.18%013F-HRTimeline
LaSalle St. Investment Advisors, LLC11,114$562K0.13%-3,20513F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.11,080$561K1.93%new13F-HRTimeline
Everstar Asset Management, LLC11,074$561K0.37%new13F-HR/ATimeline
Foster Victor Wealth Advisors, LLC11,068$558K0.04%new13F-HRTimeline
Evanson Asset Management, LLC10,951$554K0.04%+95113F-HRTimeline
Pathway Financial Advisors LLC10,808$547K0.1%-36,13713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,793$546K0.07%-48013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC10,714$542K0.29%+70213F-HRTimeline
Legacy Capital Wealth Partners, LLC10,672$540K0.13%+19013F-HRTimeline
Balboa Wealth Partners10,633$538K0.13%-74413F-HRTimeline
Montecito Bank & Trust10,632$538K0.1%-11413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,608$537K0.15%+6313F-HRTimeline
ATWOOD & PALMER INC10,475$530K0.04%-15013F-HRTimeline
Centerpoint Advisory Group10,388$526K0.52%+7913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,376$525K0.05%+4,85113F-HRTimeline
Jacobi Capital Management LLC10,313$522K0.04%-3,27213F-HRTimeline
Alhambra Investment Management LLC10,262$520K0.27%-1,69813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10,249$519K0.38%+2813F-HRTimeline
Generation Capital Management LLC10,000$506K0.46%013F-HRTimeline
Comprehensive Money Management Services…10,000$506K0.41%013F-HRTimeline
Cadence Bank9,993$506K0.04%+1,50013F-HRTimeline
Transform Wealth, LLC9,968$505K0.03%-1,35813F-HRTimeline
Strategic Blueprint, LLC9,916$502K0.03%+3,60513F-HRTimeline
Centurion Wealth Management LLC9,960$502K0.16%013F-HRTimeline