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Disclosery

JPST J P MORGAN EXCHANGE TRADED F

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ULTRA SHRT ETF (fund)

1,069 managers (1,079 13F filers) reported a position in JPST shares at 2024-12-31, 416,213,577 shares in all. 88 filers opened a position and 59 filers sold out during the quarter.

Managers
1,069
13F filers
1,079
New
88
Added
475
Reduced
347
Sold out
59
Shares held by filers
416,213,577

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO97,516,324$4.91B0.39%+23,971,47113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY54,842,754$2.76B0.19%-1,644,42513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,427,628$727M0.07%+746,62613F-HRTimelineGroup
FMR LLCin group FMR LLC14,230,282$717M0.04%+2,65713F-HRTimelineGroup
LPL Financial LLC12,694,776$639M0.26%+1,522,75813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co10,980,839$553M0.1%-2,619,79713F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,381,277$473M0.11%+793,97613F-HRTimelineGroup
HB Wealth Management, LLC8,316,836$417M4.26%+838,18913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,130,097$359M0.09%+224,83313F-HRTimelineGroup
Betterment LLC6,216,053$313M0.75%+494,43613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,082,038$256M0.49%-673,11213F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC4,557,975$230M0.5%+987,60213F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,781,153$190M0.64%+2,048,58713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,641,449$183M0.04%+162,51913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,452,138$174M0.06%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,367,428$170M0.14%+921,13313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,692,735$136M-439,134Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,483,092$126M9.79%+120,52713F-HRTimeline
TOWNSQUARE CAPITAL LLC2,307,809$116M1.31%-91,36013F-HRTimeline
NorthCoast Asset Management LLC2,207,836$111M0.55%+524,42813F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management2,203,675$111M3.45%+179,97513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,189,743$110M0.25%-114,98213F-HR/ATimelineGroup
Cetera Investment Advisers2,018,683$102M0.21%-336,56413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,015,233$101M0.03%+841,91513F-HRTimelineGroup
FLOW TRADERS U.S. LLC1,979,154$99.7M3.97%new13F-HRTimeline
Bridgewater Advisors Inc.1,922,583$97M10.12%+193,58013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,861,199$93.7M6.45%+171,16113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,830,800$92.2M0.14%+182,90013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,811,715$91.3M0.13%+73,09313F-HRTimeline
State of Tennessee, Department of Treas…1,806,758$91M0.33%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,620,944$81.6M1.82%+41,31813F-HRTimelineGroup
Cornerstone Management, Inc.1,614,971$81.3M15.74%+33,82313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,504,649$75.8M0.08%+5,30613F-HRTimelineGroup
MEMBERS CAPITAL ADVISORS INC1,495,000$75.3M67.72%+495,00013F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC1,450,354$73.2M7.7%+717,22013F-HRTimelineGroup
Legacy Wealth Management, LLC1,444,695$72.8M4.67%+63,09513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,287,821$64.9M0.18%+21,45213F-HRTimelineGroup
SIGNATUREFD, LLC1,208,043$60.8M1.15%-168,70113F-HRTimeline
MML INVESTORS SERVICES, LLC1,175,006$59.2M0.2%+231,81113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,114,292$56.1M0.07%+23,43813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,100,630$55.4M0.23%+56,78013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,085,096$54.7M+142,332Timeline
MCMORGAN & CO LLC1,054,675$53.1M8.22%+193,55613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,025,458$51.7M0.44%-14,55713F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…1,000,000$50.4M1.61%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC998,036$50.3M1.24%+35413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…988,042$49.8M1.11%+158,90913F-HRTimelineGroup
N.E.W. Advisory Services LLC964,963$48.6M4.62%+77,35813F-HRTimeline
Private Advisor Group, LLC950,815$47.9M0.27%+142,10113F-HRTimeline
Peterson Wealth Advisors, LLC948,344$47.8M8.61%+1,90913F-HRTimeline
Acorns Advisers, LLC916,755$46.2M0.45%+16,68113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.888,555$44.8M<0.01%+2,55413F-HRTimelineGroup
MGO ONE SEVEN LLC835,812$42.1M1.62%-18,45513F-HRTimeline
Badgley Phelps Wealth Managers, LLC801,684$40.5M0.95%+16,70813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.797,935$40.2M0.38%-740,01513F-HRTimelineGroup
Phoenix Wealth Advisors778,719$39.2M17.01%+195,05213F-HRTimeline
Valmark Advisers, Inc.769,105$38.7M0.6%+66,04613F-HRTimeline
GREENWOOD GEARHART LLC762,687$38.4M2.65%+129,70913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…757,523$38.2M0.53%+3,19513F-HRTimelineGroup
Alpha Omega Wealth Management LLC749,979$37.8M7.16%-11,43313F-HRTimeline
Roof Eidam Maycock Peralta, LLC748,002$37.7M9.73%+385,58613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…718,104$36.2M1.88%+125,96113F-HRTimeline
Round Rock Advisors LLC710,477$35.8M7.34%+581,43713F-HRTimeline
OBSIDIAN CIO, LLC708,986$35.7M6.52%+272,22113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT701,224$35.3M2.62%+202,54813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.699,332$35.2M0.22%-8,90613F-HRTimeline
Donoghue Forlines LLC634,530$32M10.69%+183,20413F-HRTimeline
Aptus Capital Advisors, LLC630,764$31.8M0.38%+499,07013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS628,574$31.7M0.09%-97,27813F-HRTimeline
Rosenberg Matthew Hamilton627,510$31.6M8.21%+25,72513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding613,518$30.9M-312,838Timeline
Great Point Wealth Advisors, LLC588,271$29.6M6.48%+3,40913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…588,231$29.6M0.08%+63,83113F-HRTimelineGroup
Bramshill Investments, LLC580,797$29.3M4.6%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…575,674$29M0.06%+297,19013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP561,459$28.3M0.41%+58,16313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC559,742$28.2M0.03%+374,89313F-HRTimelineGroup
San Luis Wealth Advisors LLC546,699$27.5M5.21%+117,86113F-HRTimeline
Sollinda Capital Management LLC543,838$27.4M7.53%-10,20313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding542,396$27.4M+388,062Timeline
Beacon Bank & Trust540,834$27.2M6.33%+13,13113F-HRTimeline
Mariner, LLCin group Mariner, LLC522,832$26.3M0.04%+32,13213F-HRTimelineGroup
Compass Financial Services Inc513,123$25.8M14.63%13F-HRTimeline
NORDEN GROUP LLC503,482$25.4M2.87%-22,57313F-HRTimeline
Capital Asset Advisory Services LLC500,486$25.2M1.24%+6,93413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC500,342$25.2M1.32%+36,84213F-HRTimeline
Cresset Asset Management, LLC496,953$25.1M0.12%-41,24613F-HRTimeline
Clarus Group, Inc.498,307$25.1M8.93%+54,32213F-HRTimeline
APPLETON PARTNERS INC/MA493,462$24.9M1.84%-85,39613F-HRTimeline
American Trust492,775$24.8M1.89%+7,88313F-HRTimeline
StrongBox Wealth, LLC490,987$24.7M10.47%+73,60913F-HRTimeline
SkyOak Wealth, LLC490,133$24.7M5.28%+36213F-HRTimeline
NewEdge Advisors, LLC489,906$24.7M0.15%+95,54613F-HRTimeline
Integrated Wealth Concepts LLC488,465$24.6M0.29%+172,14513F-HRTimeline
Soltis Investment Advisors LLC487,038$24.5M2.27%-10,78413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…487,019$24.5M1.06%-6,88813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources485,808$24.5M0.01%+29,29913F-HRTimelineGroup
Mainstream Capital Management LLC480,531$24.2M16.97%+209,79413F-HRTimeline
Bryn Mawr Trust Advisors, LLC476,442$24M1.29%-1,26613F-HR/ATimeline
Fluent Financial, LLC475,994$24M10.61%new13F-HRTimeline
Cooper Financial Group475,706$24M2.89%+74,28013F-HRTimeline
Financial Management Professionals, Inc.471,524$23.8M3%-141,02313F-HRTimeline
Evensky & Katz LLC458,186$23.1M1.51%+6,74413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.456,304$23.1M2.05%+25,73213F-HRTimeline
Thomasville National Bank455,490$22.9M1.65%+41,44413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP452,685$22.8M0.02%+271,10713F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.444,147$22.4M11.05%+13,49113F-HRTimeline
Janney Montgomery Scott LLC444,573$22.4M0.06%+44,79513F-HRTimeline
Crane Advisory, LLC431,560$21.8M3.81%new13F-HRTimeline
Atria Wealth Solutions, Inc.422,153$21.3M0.23%-75,09713F-HRTimeline
Hudock, Inc.419,700$21.1M3.69%-32,16713F-HRTimeline
Roberts Wealth Advisors, LLC418,712$21.1M6.42%+77,59713F-HRTimeline
AdvisorNet Financial, Inc418,650$21.1M1.77%+81,76913F-HRTimeline
Endurance Services Ltd415,000$20.9M3.5%013F-HRTimeline
Nepsis Inc.39,630$20.9M5.21%+58613F-HRTimeline
Palumbo Wealth Management LLC414,088$20.9M7.79%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding410,693$20.7M+35,814Timeline
Mascoma Wealth Management LLC409,592$20.6M5.18%+3,49613F-HRTimeline
AE Wealth Management LLC402,473$20.3M0.17%-12,73613F-HRTimeline
Ascension Capital Advisors, Inc.395,769$19.9M8.69%+220,65813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC394,183$19.9M9.33%new13F-HRTimeline
Capital Investment Advisory Services, L…391,722$19.7M1.9%-8,35013F-HRTimeline
Waverly Advisors, LLC388,265$19.6M0.3%+59,65013F-HRTimeline
Portside Wealth Group, LLC387,344$19.5M3.23%-21,28113F-HR/ATimeline
Allworth Financial LP384,518$19.4M0.11%-65,74513F-HRTimeline
Krilogy Financial LLC384,124$19.3M1.29%+191,83913F-HRTimeline
Paragon Advisors, LLC382,676$19.3M6.61%+294,80713F-HRTimeline
Cynosure Group, LLC380,835$19.2M2.87%-1,19713F-HRTimeline
IFP Advisors, Inc380,780$19.2M0.63%+73013F-HRTimeline
Arbor Investment Advisors, LLC380,437$19.2M2.7%+6,99013F-HRTimeline
HARBOUR INVESTMENTS, INC.379,117$19.1M0.55%-20,50113F-HRTimeline
Wellington Wealth Strategies, LLC.401,578$19M17.32%+307,38813F-HRTimeline
Rockingstone Advisors LLC373,115$18.8M8.3%+80,20013F-HRTimeline
IMZ Advisory Inc370,279$18.7M8.51%-10,92413F-HRTimeline
Naviter Wealth, LLC360,326$18.2M2.2%-76,65313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC355,622$17.9M0.35%-71913F-HRTimeline
Ridgepath Capital Management LLC351,277$17.7M8.15%+159,86113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC349,008$17.6M0.67%+198,29213F-HRTimeline
CHOREO, LLC344,256$17.4M0.25%+292,54613F-HRTimeline
Summit Wealth Partners, LLC345,460$17.4M3.57%-15,06913F-HRTimeline
Frisch Financial Group, Inc.342,561$17.3M5.24%+18,03113F-HRTimeline
Souders Financial Advisors340,031$17.1M2.39%+34,57513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…339,426$17.1M11.27%-36,92213F-HRTimeline
Legacy Capital Group California, Inc.336,602$17M5.17%-49,05813F-HRTimeline
White Wing Wealth Management326,323$16.4M12.22%+17,60713F-HRTimeline
Strategent Financial, LLC326,131$16.4M16.32%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV321,832$16.2M0.04%-71,82113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.320,891$16.2M1.34%+18,32413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.316,865$16M1.19%+34,86513F-HRTimelineGroup
Legacy Private Trust Co.313,943$15.8M1.03%+117,57013F-HRTimeline
SYNOVUS FINANCIAL CORP313,343$15.8M0.2%-309,66713F-HRTimeline
RPg Family Wealth Advisory, LLC311,071$15.7M5.56%+33,85213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC310,957$15.7M5.12%-156,87213F-HRTimeline
Capital Advisors Wealth Management, LLC309,857$15.6M2.78%+45,41213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…307,131$15.5M0.53%-35,06513F-HRTimelineGroup
John W. Brooker & Co., CPAs306,039$15.4M6.65%+65,46713F-HRTimeline
Verum Partners LLC305,939$15.4M4.44%-207,12113F-HRTimeline
Ridgeline Wealth Planning, LLC304,576$15.3M14.68%13F-HRTimeline
Requisite Capital Management, LLC298,403$15.1M3.08%-106,17213F-HRTimeline
Schwallier Wealth Management LLC297,437$15M11.4%-65,00613F-HRTimeline
Ruggaard & Associates LLC294,777$14.8M6.51%+9,38913F-HRTimeline
Dakota Wealth Management294,311$14.8M0.34%+37,07813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…293,090$14.8M0.29%-18,46413F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC292,735$14.8M4.39%+52,74413F-HRTimeline
COMERICA BANK286,907$14.5M0.06%+2,27213F-HR/ATimeline
Dynamic Advisor Solutions LLC286,102$14.4M0.62%+11,15513F-HRTimeline
SIMON QUICK ADVISORS, LLC280,108$14.1M0.85%+2,03913F-HRTimeline
REDW Wealth LLC279,093$14.1M4.88%-44,52513F-HRTimeline
Prosperity Consulting Group, LLC277,931$14M1.05%+39,83713F-HRTimeline
Prism Advisors, Inc.277,107$14M4.18%+4,62013F-HRTimeline
Alliance Wealth Advisors, LLC /UT275,425$13.9M3.58%+39313F-HRTimeline
KWMG, LLC274,666$13.8M1.42%+3,76313F-HRTimeline
Flaharty Asset Management, LLC273,922$13.8M2.01%-281,10613F-HRTimeline
ORG Partners LLC272,980$13.8M1.87%+224,61713F-HRTimeline
Independent Advisor Alliance272,774$13.7M0.18%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC269,776$13.6M0.93%+9,36413F-HRTimeline
Parkside Investments, LLC267,597$13.5M2.02%-10,50313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…266,807$13.4M0.58%+22,83813F-HRTimeline
WCG Wealth Advisors LLC257,418$13M0.86%+20,81013F-HRTimeline
Clark Capital Management Group, Inc.256,501$12.9M0.09%+38,95613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC256,331$12.9M0.01%+206,74813F-HRTimelineGroup
Avestar Capital, LLC253,662$12.8M1.17%-33,03613F-HRTimeline
Financial Security Advisor, Inc.252,980$12.8M3.25%-16,32213F-HRTimeline
Saiph Capital, LLC253,271$12.8M5.79%-7,12613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP251,111$12.6M0.02%+12,46313F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…250,078$12.6M13.04%13F-HRTimeline
HighTower Advisors, LLC247,860$12.5M0.02%+7,43113F-HRTimeline
Heritage Financial Services, LLC246,506$12.4M1.65%-19,38813F-HRTimeline
Three Seasons Wealth, LLC238,744$12.1M5.88%-87,14313F-HRTimeline
Scott Capital Advisors, LLC237,997$12M3.45%+59313F-HRTimeline
D.A. DAVIDSON & CO.238,090$12M0.1%+49,00513F-HRTimeline
Philip James Wealth Mangement, LLC234,702$11.8M1.53%-6,90513F-HRTimeline
Mutual Advisors, LLC233,784$11.8M0.34%-1,57813F-HRTimeline
Helium Advisors LLC233,999$11.8M9.34%13F-HRTimeline
Essex LLC230,834$11.6M2.44%+12,05413F-HRTimeline
Sand Hill Global Advisors, LLC230,745$11.6M0.49%-62,54313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.230,332$11.6M3.38%+170,11313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC228,554$11.6M2.27%+43,37013F-HRTimeline
IronBridge Private Wealth, LLC229,436$11.6M4.24%-13,65713F-HRTimeline
Mills Wealth Advisors LLC224,943$11.3M6.45%-31,31413F-HRTimeline