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JPMorgan Ultra-Short Income ETF (JPST) Institutional Ownership

JPMorgan Ultra-Short Income ETF logo
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Institutional Ownership Changes (13F Filings) for JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Current
Institutional Ownership
Percentage
2.17%
Number of
Institutional Buyers
(last 12 months)
915
Total
Institutional Inflows
(last 12 months)
$7.57B
Number of
Institutional Sellers
(last 12 months)
612
Total
Institutional Outflows
(last 12 months)
$1.68B
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JPST Institutional Buying and Selling by Quarter

JPMorgan Ultra-Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Park Avenue Securities LLC22,151$1.12M0.0%N/A0.003%
7/14/2025Cathy Pareto & Associates Inc.123,787$6.27M5.2%+13.2%0.020%
7/14/2025Sowell Financial Services LLC128,670$6.52M0.3%+3.7%0.020%
7/14/2025Physician Wealth Advisors Inc.6,385$324K0.1%-19.6%0.001%
7/11/2025Petredis Investment Advisors LLC21,067$1.07M0.1%N/A0.003%
7/11/2025Skyline Advisors Inc.101,703$5.15M1.9%+10.0%0.016%
7/11/2025Scott Capital Advisors LLC253,142$12.79M3.5%+3.8%0.040%
7/11/2025Farther Finance Advisors LLC76,753$3.89M0.1%+81.1%0.012%
7/11/2025Silver Oak Securities Incorporated39,257$1.99M0.2%-24.9%0.006%
7/11/2025CX Institutional30,759$1.56M0.1%-17.1%0.005%
7/11/2025Windsor Capital Management LLC103,194$5.23M1.5%-4.2%0.016%
7/11/2025 UMB Bank n.a.28,291$1.43M0.0%-19.0%0.004%
7/11/2025Weatherly Asset Management L. P.481,731$24.41M2.1%+1.9%0.076%
7/11/2025Thomasville National Bank411,196$20.84M1.4%-3.3%0.065%
7/11/2025LongView Wealth Management4,721$239K0.1%N/A0.001%
7/11/2025Essex Savings Bank37,036$1.88M0.4%+16.8%0.006%
7/11/2025Diversified Trust Co6,045$306K0.0%N/A0.001%
7/11/2025International Private Wealth Advisors LLC18,228$924K0.8%-5.2%0.003%
7/11/2025Matthew Goff Investment Advisor LLC118,715$6.02M1.1%+1.5%0.019%
7/10/2025 White Wing Wealth Management398,396$20.19M13.7%+3.2%0.063%
7/10/2025 Oliver Lagore Vanvalin Investment Group119,582$6.05M2.2%N/A0.019%
7/10/2025 Three Seasons Wealth LLC5,970$303K0.0%-95.5%0.001%
7/10/2025 CWC Advisors LLC.5,468$277K0.1%+5.1%0.001%
7/10/2025 PMV Capital Advisers LLC8,515$432K1.0%-4.5%0.001%
7/10/2025 Security National Bank89,922$4.56M0.8%+11,196.7%0.014%
7/10/2025 Brady Family Wealth LLC27,520$1.40M0.4%+3.9%0.004%
7/10/2025 YHB Investment Advisors Inc.165,560$8.39M0.6%+20.0%0.026%
7/10/2025 Baker Tilly Wealth Management LLC8,364$424K0.2%-63.8%0.001%
7/10/2025 Exchange Traded Concepts LLC516,342$26.17M0.3%-70.3%0.082%
7/10/2025 Affiance Financial LLC16,202$821K0.2%-1.4%0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC6,853,875$346.12M0.6%+22.6%1.084%
7/10/2025 Atticus Wealth Management LLC10,797$547K0.1%+10.4%0.002%
7/10/2025 Moller Wealth Partners6,812$345K0.1%N/A0.001%
7/10/2025 American Financial Advisors LLC125,480$6.36M0.9%+0.8%0.020%
7/10/2025 Brooklyn FI LLC89,167$4.52M1.2%+50.8%0.014%
7/10/2025 Signal Advisors Wealth LLC7,870$399K0.0%-7.1%0.001%
7/10/2025 Focus Financial Network Inc.52,953$2.68M0.1%+49.6%0.008%
7/10/2025 Sovran Advisors LLC214,784$10.84M1.1%+17.0%0.034%
7/9/2025 Intelligence Driven Advisers LLC4,250$215K0.0%-79.0%0.001%
7/9/2025 Dynamic Advisor Solutions LLC584,421$29.62M0.9%+9.0%0.092%
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7/9/2025 Lineweaver Wealth Advisors LLC20,850$1.06M0.2%N/A0.003%
7/9/2025 Channel Wealth LLC14,209$720K0.2%-30.5%0.002%
7/9/2025 Chesley Taft & Associates LLC81,169$4.11M0.2%+15.6%0.013%
7/9/2025 Sunpointe LLC18,082$916K0.4%+6.4%0.003%
7/9/2025 Procyon Advisors LLC57,643$2.92M0.3%-11.0%0.009%
7/9/2025 Fermata Advisors LLC43,468$2.20M0.6%+1.2%0.007%
7/9/2025 Keystone Wealth Services LLC13,161$667K0.2%N/A0.002%
7/9/2025 StrongBox Wealth LLC553,661$28.06M10.6%+5.0%0.088%
7/9/2025 Balefire LLC7,812$396K0.1%-75.2%0.001%
7/9/2025 Berkshire Bank566,156$28.69M6.5%+3.2%0.090%
7/9/2025 Krilogy Financial LLC241,952$12.26M0.7%+3.0%0.038%
7/9/2025 Fragasso Financial Advisors Inc22,698$1.15M0.1%+7.3%0.004%
7/9/2025 Fiduciary Alliance LLC18,130$919K0.1%+18.5%0.003%
7/9/2025 Bank of New Hampshire109,309$5.54M1.4%-6.6%0.017%
7/9/2025 Market Street Wealth Management Advisors LLC15,401$781K0.1%-38.3%0.002%
7/9/2025 Triumph Capital Management131,239$6.65M2.0%+0.7%0.021%
7/9/2025 Boyum Wealth Architects LLC21,051$1.07M0.8%-27.1%0.003%
7/9/2025 GEM Asset Management LLC8,049$406K0.2%+4.0%0.001%
7/9/2025 Lifestyle Asset Management Inc.13,667$693K0.3%-12.2%0.002%
7/9/2025 Client First Investment Management LLC5,062$257K0.2%-8.2%0.001%
7/9/2025 Sandy Cove Advisors LLC4,105$208K0.1%N/A0.001%
7/9/2025 Sandbox Financial Partners LLC171,315$8.68M2.7%+2.2%0.027%
7/9/2025 WealthCare Investment Partners LLC8,467$428K0.2%-4.8%0.001%
7/8/2025 Lpwm LLC354,315$17.96M5.2%+11.1%0.056%
7/8/2025 Little House Capital LLC169,961$8.61M2.2%+5.8%0.027%
7/8/2025 Ehrlich Financial Group11,481$582K0.4%N/A0.002%
7/8/2025 Choice Wealth Advisors LLC214,351$10.86M4.9%+2.5%0.034%
7/8/2025 Adamsbrown Wealth Consultants LLC62,414$3.16M0.9%+37.5%0.010%
7/8/2025 Rise Advisors LLC40,909$2.07M0.8%+7.5%0.006%
7/8/2025 Baker Ellis Asset Management LLC9,512$482K0.1%-2.1%0.002%
7/8/2025 Atwood & Palmer Inc.3,500$177K0.0%-66.6%0.001%
7/8/2025 Prism Advisors Inc.265,484$13.46M3.8%-4.0%0.042%
7/8/2025 Webster Bank N. A.63,571$3.22M0.3%-48.5%0.010%
7/8/2025 Richard P Slaughter Associates Inc75,078$3.81M0.8%+5.5%0.012%
7/8/2025 Goldstone Financial Group LLC208,909$10.55M1.4%-0.7%0.033%
7/8/2025 Apella Capital LLC205,930$10.40M0.3%+954.9%0.033%
7/8/2025 First International Bank & Trust111,573$5.66M2.0%-10.9%0.018%
7/8/2025 Legacy Private Trust Co.343,073$17.39M1.1%-1.3%0.054%
7/8/2025 GK Wealth Management LLC75,850$3.84M3.5%-16.3%0.012%
7/8/2025 Gallacher Capital Management LLC72,462$3.67M1.7%+6.8%0.011%
7/8/2025 Parallel Advisors LLC16,838$853K0.0%+2.9%0.003%
7/8/2025 Lowe Wealth Advisors LLC200,946$10.18M4.0%+1.8%0.032%
7/7/2025 O Connor Financial Group LLC127,340$6.43M2.8%+31.7%0.020%
7/7/2025 New Capital Management LP98,293$4.98M1.4%+2.3%0.016%
7/7/2025 Capital Asset Advisory Services LLC558,897$28.21M1.3%+4.9%0.088%
7/7/2025 Whitaker Myers Wealth Managers LTD.293,581$14.88M3.7%+18.2%0.046%
7/7/2025 First Citizens Financial Corp47,248$2.40M1.3%-30.9%0.007%
7/7/2025 Salem Investment Counselors Inc.49,260$2.50M0.1%+2.8%0.008%
7/7/2025 Peterson Wealth Advisors LLC932,776$47.27M7.8%+0.1%0.148%
7/7/2025 Centurion Wealth Management LLC10,160$515K0.1%+2.0%0.002%
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7/2/2025 HBW Advisory Services LLC159,093$8.06M1.0%-5.5%0.025%
7/2/2025 Helen Stephens Group LLC195,715$9.92M2.5%-12.4%0.031%
7/2/2025 Crumly & Associates Inc.356,139$18.05M4.4%+6,371.7%0.057%
7/2/2025 Howard Financial Services LTD.62,870$3.19M0.4%-19.5%0.010%
7/1/2025 Private Client Services LLC20,244$1.03M0.4%N/A0.003%
7/1/2025 BancFirst Trust & Investment Management51,376$2.60M1.2%N/A0.008%
6/27/2025Goldman Sachs Group Inc.71,170$3.60M0.0%N/A0.011%
6/17/2025Ridgepath Capital Management LLC293,851$14.88M7.2%-16.3%0.048%
6/16/2025Maple Capital Management Inc.32,059$1.62M0.1%+23.0%0.005%
6/10/2025Compass Financial Services Inc540,361$27.36M14.4%+5.3%0.088%
(Data available from 1/1/2016 forward)

JPST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPST shares?

During the previous two years, 1,333 institutional investors and hedge funds held shares of JPMorgan Ultra-Short Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($5.07B), Morgan Stanley ($2.86B), Temasek Holdings Private Ltd ($842.66M), LPL Financial LLC ($767.51M), Bank of America Corp DE ($726.72M), FMR LLC ($716.78M), and Charles Schwab Investment Management Inc. ($556.89M).Learn more on JPMorgan Ultra-Short Income ETF's institutional investors.

What percentage of JPMorgan Ultra-Short Income ETF's stock is owned by institutional investors?

2.17% of JPMorgan Ultra-Short Income ETF's stock is owned by institutional investors. Learn more on JPST's institutional investor holdings.

Which institutional investors have been buying JPMorgan Ultra-Short Income ETF's stock?

Of the 1,155 institutional investors that purchased JPMorgan Ultra-Short Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($57.49M), Portside Wealth Group LLC ($19.26M), Temasek Holdings Private Ltd ($17.63M), Charles Schwab Investment Management Inc. ($6.70M), LPL Financial LLC ($6.02M), Houlihan Financial Resource Group Ltd. ($5.10M), and Wealth Enhancement Advisory Services LLC ($4.25M).

How much institutional buying is happening at JPMorgan Ultra-Short Income ETF?

Institutional investors have bought a total of 150,540,244 shares in the last 24 months. This purchase volume represents approximately $7.61B in transactions.

Which of JPMorgan Ultra-Short Income ETF's major shareholders have been selling company stock?

Of the 612 institutional investors that sold JPMorgan Ultra-Short Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.62M), Flow Traders U.S. LLC ($1.86M), Exchange Traded Concepts LLC ($1.22M), Wealth Enhancement Advisory Services LLC ($804.59K), Cambridge Investment Research Advisors Inc. ($789.53K), ACT Advisors LLC. ($756.77K), and Kovitz Investment Group Partners LLC ($677.91K).

How much institutional selling is happening at JPMorgan Ultra-Short Income ETF?

Institutional investors have sold a total of 33,278,886 shares in the last 24 months. This volume of shares sold represents approximately $1.68B in transactions.



This page (NYSEARCA:JPST) was last updated on 7/14/2025 by MarketBeat.com Staff
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