Skip to content

JPST J P MORGAN EXCHANGE TRADED F

Follow

ULTRA SHRT ETF (fund)

1,192 managers (1,204 13F filers) reported a position in JPST shares at 2025-12-31, 486,452,235 shares in all. 79 filers opened a position and 68 filers sold out during the quarter.

Managers
1,192
13F filers
1,204
New
79
Added
548
Reduced
388
Sold out
68
Shares held by filers
486,452,235

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO106,472,614$5.39B0.36%+9,729,79113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY61,468,768$3.11B0.19%+1,449,50913F-HR/ATimelineGroup
LPL Financial LLC19,620,900$993M0.27%+1,459,31213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,175,293$818M0.06%+148,06713F-HRTimelineGroup
Betterment LLC13,181,100$667M1.27%+1,002,50513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co11,445,396$579M0.09%+194,85513F-HRTimelineGroup
FMR LLCin group FMR LLC10,749,658$544M0.03%-1,033,24213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,606,957$486M0.09%+233,02513F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,469,398$479M0.09%+531,08013F-HRTimelineGroup
HB Wealth Management, LLC9,443,109$475M3.08%+140,54613F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd5,919,494$299M0.97%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,897,602$298M0.09%+699,78013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,695,603$288M0.39%-1,391,19213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,884,480$248M15.24%+1,016,54213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,882,933$247M0.36%-210,01113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,837,946$245M0.04%+397,42513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,340,648$220M+370,982Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,013,417$203M0.13%-993,73213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,514,101$178M0.04%-43,57813F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,271,997$166M0.44%+835,30913F-HRTimeline
Cetera Investment Advisers3,065,269$155M0.17%+130,74013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,577,517$130M0.19%-244,55713F-HRTimelineGroup
RiverFront Investment Group, LLC2,530,212$128M2.11%+1,177,83513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,925,152$97.4M1.74%+761,03013F-HR/ATimeline
Cornerstone Management, Inc.1,923,884$97.3M15.87%+49,26513F-HRTimeline
Bridgewater Advisors Inc.1,867,988$94.7M6.14%+59,91713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,816,996$91.9M0.08%-37,61613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,806,977$91.4M1.89%+152,36613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,774,595$89.8M0.05%+329,59813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,770,458$89.6M0.12%-171,17913F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,743,625$88.2M2.66%+239,52813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,692,259$85.6M+310,716Timeline
Legacy Wealth Management, LLC1,631,362$82.5M4.76%+83,12513F-HRTimeline
GREENWOOD GEARHART LLC1,587,784$80.3M4.42%+192,91513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,522,345$77M0.16%+80,57713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,440,192$73M0.08%+863,98813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,410,553$71.4M0.28%+1,284,27913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,380,840$69.9M0.42%+229,94513F-HRTimelineGroup
NorthCoast Asset Management LLC1,348,757$68.2M1.51%-616,23413F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC1,294,929$65.5M7.35%+37,89213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,266,826$64.2M0.11%+938,61713F-HRTimelineGroup
John A. Wolfe & Associates, Inc.1,255,984$63.5M34.31%13F-HRTimeline
NewEdge Advisors, LLC1,214,499$61.4M0.22%+323,11913F-HRTimeline
MML INVESTORS SERVICES, LLC1,211,818$61.3M0.15%-93,95813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,184,363$59.9M0.11%+226,23613F-HRTimeline
Crane Advisory, LLC1,172,033$59.4M8.98%-305,54113F-HRTimeline
Kensington Asset Management, LLC1,161,999$59M3.05%+81,76713F-HRTimeline
N.E.W. Advisory Services LLC1,157,721$58.6M4.33%+54,02213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,144,058$57.9M0.06%+16,02013F-HRTimelineGroup
Waverly Advisors, LLC1,137,455$57.5M0.47%+525,13413F-HRTimeline
Private Advisor Group, LLC1,125,473$56.9M0.27%-29,91813F-HRTimeline
CWM, LLCin group CWM, LLC1,115,317$56.4M0.15%-46,51913F-HRTimelineGroup
HighTower Advisors, LLC1,062,461$53.7M0.06%+273,95913F-HRTimeline
Acorns Advisers, LLC1,007,576$51M0.38%+20,67513F-HRTimeline
MCMORGAN & CO LLC999,267$50.6M8.38%+154,27513F-HRTimeline
Capital Asset Advisory Services LLC959,528$48.6M1.95%+379,89513F-HRTimeline
Janney Montgomery Scott LLC942,754$47.7M0.11%+118,42213F-HRTimeline
PFG Investments, LLC940,405$47.6M2.24%+870,05313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…919,399$46.7M0.63%+52,48613F-HRTimelineGroup
Valmark Advisers, Inc.902,017$45.6M0.56%+9,80013F-HRTimeline
Round Rock Advisors LLC900,926$45.6M6.86%+21,17013F-HR/ATimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…889,900$45M1.34%-1,001,80013F-HRTimeline
Peterson Wealth Advisors, LLC879,733$44.5M5.93%+63,66613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT820,320$41.5M2.62%+78,21913F-HRTimeline
Alpha Omega Wealth Management LLC810,487$41M6.8%+8,62213F-HRTimeline
SIGNATUREFD, LLC808,575$40.9M0.62%-27,43213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…806,296$40.8M0.51%+47,10213F-HRTimelineGroup
MAI Capital Management805,176$40.7M0.24%+185,93913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding781,765$39.5M+27,556Timeline
Bramshill Investments, LLC780,797$39.5M2.23%013F-HRTimeline
MGO ONE SEVEN LLC764,410$38.7M0.79%+2,25113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…760,459$38.5M0.07%+78,95113F-HR/ATimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…748,106$37.8M1.94%+16,16813F-HRTimeline
AdvisorNet Financial, Inc742,191$37.5M2%+62,59813F-HRTimeline
Great Point Wealth Advisors, LLC718,205$36.3M6.63%+30,71413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC714,240$36.1M6.13%-226,03713F-HRTimeline
San Luis Wealth Advisors LLC709,422$35.9M6.01%-57,26313F-HRTimeline
Rosenberg Matthew Hamilton695,111$35.2M7.28%+36,46113F-HRTimeline
WCG Wealth Advisors LLC682,190$34.5M0.97%+427,83813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources677,259$34.3M0.01%+65,61113F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC657,333$33.3M9.35%+195,48613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…652,830$33M1.15%+55,09313F-HRTimeline
AlphaCore Capital LLC649,655$33M0.74%+458,27213F-HRTimeline
Phoenix Wealth Advisors646,548$32.7M12.58%+22,68713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.624,863$31.6M0.22%+29,29113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC619,748$31.4M0.04%-34,45013F-HRTimelineGroup
Cobblestone Asset Management LLC615,378$31.1M13.97%+10,52413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…606,060$30.7M1.25%+96,59413F-HR/ATimeline
Dynamic Advisor Solutions LLC598,814$30.3M0.97%+27,99713F-HRTimeline
StrongBox Wealth, LLC595,494$30.1M9.9%+23,88313F-HRTimeline
Dakota Wealth Management585,556$29.6M0.53%+130,41513F-HR/ATimeline
Roberts Wealth Advisors, LLC582,233$29.5M7.69%+90,85813F-HRTimeline
Naviter Wealth, LLC578,520$29.4M3.83%-242,18013F-HRTimeline
Gotham Asset Management, LLC569,575$28.8M0.11%+118,28013F-HRTimeline
Roof Eidam Maycock Peralta, LLC559,018$28.3M6.41%+149,97613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding553,342$28M+9,403Timeline
Integrated Wealth Concepts LLC551,701$27.9M0.33%-349,59013F-HRTimeline
SkyOak Wealth, LLC544,898$27.6M4.96%+36,33013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP533,742$27M0.34%-45,15113F-HRTimeline
Evensky & Katz LLC525,679$26.6M1.5%+19,69413F-HRTimeline
American Trust525,224$26.6M2.23%+1,72613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC519,628$26.3M0.22%+4,59013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management516,002$26.1M0.87%-916,52913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV330,064$26M0.04%+200,22013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.511,137$25.9M2%+4,77313F-HRTimeline
Sollinda Capital Management LLC503,296$25.5M6.5%-18,15413F-HRTimeline
Bryn Mawr Trust Advisors, LLC497,477$25.2M1.21%-6,87713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC494,963$25M1.18%-42,95313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.491,707$24.9M0.04%+136,67513F-HRTimelineGroup
MASON STREET ADVISORS, LLC480,735$24.3M2.39%+12,16513F-HRTimeline
APPLETON PARTNERS INC/MA479,117$24.2M1.6%-3,60913F-HRTimeline
Saiph Capital, LLC470,160$23.8M8.54%+100,36713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP469,363$23.7M0.03%+362,84613F-HR/ATimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.464,464$23.5M10.55%-4,24713F-HRTimeline
Resonant Capital Advisors, LLC460,712$23.4M1.29%+262,32613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC461,016$23.3M5.55%+65,11013F-HRTimeline
Clarus Group, Inc.453,143$22.9M8.26%-17,48413F-HRTimeline
Capital Advisors Wealth Management, LLC445,624$22.5M3.07%+25,42913F-HRTimeline
Compass Financial Services Inc444,855$22.5M9.7%-2,11713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC442,921$22.4M0.34%+36,23613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC436,286$22.1M0.7%+48,41313F-HRTimeline
YHB Investment Advisors, Inc.434,038$22M1.52%+143,08713F-HRTimeline
Mascoma Wealth Management LLC430,219$21.8M4.67%+12,01913F-HRTimeline
Soltis Investment Advisors LLC427,796$21.6M1.43%-35,85713F-HR/ATimeline
Legacy Wealth Advisors, LLC426,150$21.6M14.23%13F-HRTimeline
Thomasville National Bank424,130$21.5M1.33%+11,40213F-HRTimeline
Capital Investment Advisory Services, L…421,584$21.3M1.51%-16,56413F-HRTimeline
Beacon Bank & Trust419,166$21.2M4.3%-179,00613F-HRTimeline
Souders Financial Advisors418,820$21.2M2.43%+14,13113F-HRTimeline
Arbor Investment Advisors, LLC414,185$21M2.76%-1,79713F-HRTimeline
Mainstream Capital Management LLC409,853$20.7M13.57%-31,94513F-HRTimeline
White Wing Wealth Management401,082$20.3M12.11%-3,17813F-HRTimeline
IMZ Advisory Inc399,020$20.2M7.39%-12,60813F-HRTimeline
Family Investment Center, Inc.394,554$20M4.03%+15,40213F-HRTimeline
Ridgeline Wealth Planning, LLC394,281$19.9M14.23%-39,33413F-HRTimeline
HARBOUR INVESTMENTS, INC.393,308$19.9M0.4%+8,37713F-HRTimeline
IFP Advisors, Inc391,796$19.8M0.44%-24,35113F-HRTimeline
AE Wealth Management LLC389,372$19.7M0.11%+52,84613F-HRTimeline
Jacobi Capital Management LLC384,459$19.4M1.13%+178,39113F-HRTimeline
Cooper Financial Group383,568$19.4M2.06%-8,73613F-HRTimeline
COMERICA BANK378,570$19.2M0.08%+100,17713F-HRTimeline
D.A. DAVIDSON & CO.377,522$19.1M0.12%-17,98413F-HRTimeline
Selby Wealth Management, LLC375,758$19M7.66%13F-HRTimeline
Strategent Financial, LLC374,756$19M12%+17,88713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.372,281$18.8M1.31%+22,44813F-HRTimeline
WJ Wealth Management, LLC362,300$18.3M8.02%-6,96513F-HRTimeline
OneDigital Investment Advisors LLC359,071$18.2M0.18%+91,81713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC356,364$18.1M6.69%-89,19313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding350,325$17.7M+74,912Timeline
Summit Wealth Partners, LLC343,385$17.4M3.21%+17,60713F-HRTimeline
Financial Management Professionals, Inc.339,541$17.2M1.78%+18,14913F-HRTimeline
Sowell Financial Services LLC340,348$17.2M0.63%+210,23913F-HRTimeline
Per Stirling Capital Management, LLC.333,386$16.9M1.89%+31,39413F-HRTimeline
Frisch Financial Group, Inc.331,679$16.8M3.77%-259,24613F-HRTimeline
&PARTNERS331,805$16.8M0.09%+26,45613F-HRTimeline
LANE BROTHERS & CO INC331,906$16.8M12.15%13F-HRTimeline
Flaharty Asset Management, LLC328,513$16.6M2.08%+8,63813F-HRTimeline
Allworth Financial LP328,041$16.6M0.07%-7,99613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC323,909$16.4M0.37%-11,36113F-HRTimeline
LPWM LLC321,899$16.3M4.11%-34,26613F-HRTimeline
JFS WEALTH ADVISORS, LLC321,825$16.3M0.92%+2,02813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP313,578$15.9M0.02%+48,11213F-HRTimelineGroup
Verum Partners LLC311,255$15.7M3.17%-9913F-HRTimeline
Palumbo Wealth Management LLC310,268$15.7M3.87%new13F-HRTimeline
Composition Wealth, LLC309,688$15.7M0.22%+10,64213F-HRTimeline
Legacy CG, LLC308,843$15.6M4.37%+56,44213F-HRTimeline
Allen Capital Group, LLC308,587$15.6M1.44%+56,91413F-HRTimeline
Cerro Pacific Wealth Advisors LLC308,311$15.6M4.21%+14,35313F-HRTimeline
VCI Wealth Management LLC307,261$15.5M4.32%+28,01313F-HRTimeline
Prism Advisors, Inc.307,102$15.5M4.14%+28,61313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp306,478$15.5M0.29%+9,61213F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …305,665$15.5M0.12%13F-HR/ATimelineGroup
Ridgepath Capital Management LLC298,335$15.1M6.95%013F-HRTimeline
Sand Hill Global Advisors, LLC295,889$15M0.52%+13,26013F-HRTimeline
KWMG, LLC293,858$14.9M1.28%+16,22013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…293,304$14.8M9.74%-23,53513F-HRTimeline
Ruggaard & Associates LLC288,921$14.6M5.75%-21,58513F-HRTimeline
Requisite Capital Management, LLC286,425$14.5M2.76%+55,01513F-HRTimeline
IronBridge Private Wealth, LLC285,794$14.5M4.59%013F-HRTimeline
Fluent Financial, LLC285,695$14.5M5.51%-111,92113F-HRTimeline
Buck Wealth Strategies, LLC283,986$14.4M1.82%+19,40213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC283,853$14.4M0.25%+7,46413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC277,522$14M0.61%+75013F-HRTimeline
MONTAG A & ASSOCIATES INC276,303$14M0.64%-29,41913F-HRTimeline
SOL Capital Management CO275,791$14M1.25%+34,08013F-HRTimeline
Krilogy Financial LLC273,497$13.9M0.47%-4,07313F-HRTimeline
RPg Family Wealth Advisory, LLC272,403$13.8M3.04%+231,02813F-HRTimeline
Tradewinds, LLC.272,740$13.8M3.29%+76,40113F-HRTimeline
Insight Wealth Partners, LLC268,202$13.6M5.65%+7,22013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP267,919$13.6M1.97%+56,11513F-HRTimeline
REDW Wealth LLC267,544$13.5M5.16%-8,87513F-HRTimeline
TD Capital Management LLC266,755$13.5M1.2%+2,74213F-HRTimeline
Taylor Securities Services, Inc.264,319$13.4M6.1%13F-HRTimeline
Parkside Investments, LLC260,426$13.2M1.66%-14,00713F-HRTimeline
CENTAURUS FINANCIAL, INC.258,458$13.1M0.6%+10013F-HRTimeline
Mutual Advisors, LLC255,934$12.9M0.28%+7,72313F-HRTimeline
Prosperity Consulting Group, LLC255,895$12.9M0.58%-15,98113F-HRTimeline
Heritage Financial Services, LLC255,596$12.9M1.08%-3,51113F-HRTimeline
NavPoint Financial, Inc.253,969$12.8M5.49%+31,74113F-HRTimeline
SCOTIA CAPITAL INC.253,552$12.8M0.05%-32,53813F-HRTimeline