JPST
JPMorgan Ultra-Short Income ETF
1W: +0.0%
1M: +0.3%
3M: -0.1%
YTD: +0.5%
1Y: +2.6%
3Y: +14.1%
5Y: +17.4%
$50.53
-0.01 (-0.02%)
Weekly Expected Move ±0.2%
$50
$50
$50
$51
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JPST
1,289
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
20B
Total Invested
97
New Positions
526
Increased
564
Reduced
151
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1403 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 100,296,477 | 5.1B | -6,176,137 | -5.8% | 13Q | SEC ↗ |
| 2 | MORGAN STANLEY | 61,468,768 | 3.1B | +1,449,509 | +2.4% | 12Q | SEC ↗ |
| 3 | LPL Financial LLC | 19,901,775 | 1.0B | +280,875 | +1.4% | 13Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 16,198,546 | $819M | +23,253 | +0.1% | 13Q | SEC ↗ |
| 5 | Betterment LLC | 13,652,039 | $690M | +470,939 | +3.6% | 13Q | SEC ↗ |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 11,632,152 | $588M | +186,756 | +1.6% | 13Q | SEC ↗ |
| 7 | UBS Group AG | 10,811,549 | $546M | +1,342,151 | +14.2% | 13Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 9,606,957 | $485M | +233,025 | +2.5% | 12Q | SEC ↗ |
| 9 | HB Wealth Management, LLC | 9,550,931 | $483M | +107,822 | +1.1% | 13Q | SEC ↗ |
| 10 | FMR LLC | 8,567,157 | $433M | -2,182,501 | -20.3% | 13Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 6,670,792 | $337M | +773,190 | +13.1% | 6Q | SEC ↗ |
| 12 | Temasek Holdings (Private) Ltd | 5,919,494 | $299M | — | +0.0% | 3Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 5,550,338 | $280M | +1,214,449 | +28.0% | 13Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 5,372,821 | $271M | +534,875 | +11.1% | 13Q | SEC ↗ |
| 15 | Cerity Partners LLC | 5,186,873 | $262M | +303,940 | +6.2% | 13Q | SEC ↗ |
| 16 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 4,759,095 | $240M | -125,385 | -2.6% | 10Q | SEC ↗ |
| 17 | QUADRANT CAPITAL GROUP LLC | 4,269,254 | $216M | +2,525,629 | +144.8% | 13Q | SEC ↗ |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 3,642,456 | $184M | -2,053,147 | -36.0% | 13Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 3,461,245 | $175M | +189,248 | +5.8% | 13Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,402,461 | $172M | -1,107,235 | -24.6% | 13Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 3,377,302 | $171M | +312,033 | +10.2% | 13Q | SEC ↗ |
| 22 | Kensington Asset Management, LLC | 3,156,638 | $160M | +1,994,639 | +171.7% | 4Q | SEC ↗ |
| 23 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTH | 2,811,500 | $142M | +1,921,600 | +215.9% | 7Q | SEC ↗ |
| 24 | RiverFront Investment Group, LLC | 2,742,910 | $139M | +212,698 | +8.4% | 12Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 2,700,377 | $136M | -813,724 | -23.2% | 12Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 2,415,784 | $122M | -161,733 | -6.3% | 13Q | SEC ↗ |
| 27 | AXXCESS WEALTH MANAGEMENT, LLC | 2,320,042 | $117M | -7,387,172 | -76.1% | 13Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP | 2,196,693 | $111M | +422,098 | +23.8% | 10Q | SEC ↗ |
| 29 | FIFTH THIRD BANCORP | 2,158,259 | $109M | +472,676 | +28.0% | 13Q | SEC ↗ |
| 30 | Cornerstone Management, Inc. | 2,054,190 | $104M | +130,306 | +6.8% | 13Q | SEC ↗ |
| 31 | Bridgewater Advisors Inc. | 1,919,555 | $97M | +51,567 | +2.8% | 13Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 1,837,530 | $93M | +20,534 | +1.1% | 13Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 1,813,703 | $92M | +43,245 | +2.4% | 13Q | SEC ↗ |
| 34 | Focus Partners Wealth | 1,791,951 | $91M | +351,759 | +24.4% | 8Q | SEC ↗ |
| 35 | Waverly Advisors, LLC | 1,757,191 | $89M | +619,736 | +54.5% | 9Q | SEC ↗ |
| 36 | GREENWOOD GEARHART LLC | 1,739,531 | $88M | +151,747 | +9.6% | 13Q | SEC ↗ |
| 37 | Legacy Wealth Management, LLC | 1,666,333 | $84M | +34,971 | +2.1% | 13Q | SEC ↗ |
| 38 | ASSETMARK, INC | 1,631,342 | $82M | +108,997 | +7.2% | 13Q | SEC ↗ |
| 39 | Lido Advisors, LLC | 1,609,839 | $81M | +199,286 | +14.1% | 13Q | SEC ↗ |
| 40 | CWM, LLC | 1,603,139 | $81M | +487,822 | +43.7% | 13Q | SEC ↗ |
| 41 | TRUSTMARK BANK TRUST DEPARTMENT | 1,405,198 | $71M | +584,878 | +71.3% | 13Q | SEC ↗ |
| 42 | SIGNATUREFD, LLC | 1,375,805 | $70M | +567,230 | +70.2% | 13Q | SEC ↗ |
| 43 | HighTower Advisors, LLC | 1,325,577 | $67M | +263,116 | +24.8% | 13Q | SEC ↗ |
| 44 | Thrivent Financial for Lutherans | 1,300,733 | $66M | +33,907 | +2.7% | 13Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 1,283,840 | $65M | +158,367 | +14.1% | 13Q | SEC ↗ |
| 46 | Bramshill Investments, LLC | 1,280,797 | $65M | +500,000 | +64.0% | 13Q | SEC ↗ |
| 47 | Rock Creek Group LLC | 1,277,074 | $65M | -17,855 | -1.4% | 13Q | SEC ↗ |
| 48 | Fluent Financial, LLC | 1,257,356 | $64M | +971,661 | +340.1% | 6Q | SEC ↗ |
| 49 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,249,816 | $63M | -131,024 | -9.5% | 13Q | SEC ↗ |
| 50 | Crane Advisory, LLC | 1,194,881 | $60M | +22,848 | +1.9% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| LexAurum Advisors, LLC | 557,404 | $28M |
| Leverty Financial Group, LLC | 516,840 | $26M |
| MAGNOLIA CAPITAL ADVISORS LLC | 241,386 | $12M |
| RETIREMENT CAPITAL STRATEGIES | 222,751 | $11M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 222,578 | $11M |
| Three Seasons Wealth, LLC | 143,518 | $7M |
| RVW Wealth, LLC | 129,372 | $7M |
| LeClair Wealth Partners LLC | 122,289 | $6M |
| FIRST MANHATTAN CO. LLC. | 109,284 | $6M |
| WNY Asset Management, LLC | 102,401 | $5M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 84,347 | $4M |
| Hayek Kallen Investment Management | 83,924 | $4M |
| MidFirst Bank | 73,801 | $4M |
| VOYA INVESTMENT MANAGEMENT LLC | 68,512 | $3M |
| HRT FINANCIAL LP | 56,678 | $3M |
| Jeter Robert S II | 56,399 | $3M |
| 49 WEALTH MANAGEMENT, LLC | 54,465 | $3M |
| Alpha Zero LLC | 45,383 | $2M |
| Advisors Capital Management, LLC | 42,869 | $2M |
| Counterweight Ventures, LLC | 41,822 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| John A. Wolfe & Associates, Inc. | 1,255,984 | $63M |
| OLD MISSION CAPITAL LLC | 882,681 | $45M |
| Donoghue Forlines LLC | 653,942 | $33M |
| Divergent Planning, LLC | 553,661 | $28M |
| Endurance Services Ltd | 415,000 | $21M |
| GOLDMAN SACHS GROUP INC | 333,065 | $17M |
| SUMMIT WEALTH GROUP LLC / CO | 289,705 | $15M |
| CITADEL ADVISORS LLC | 289,664 | $15M |
| Tradewinds, LLC. | 272,740 | $14M |
| Matthew Goff Investment Advisor, LL | 238,607 | $12M |
| Tower Research Capital LLC (TRC) | 224,965 | $11M |
| VanWeelden Wealth Management, LLC | 186,852 | $9M |
| IFG Advisory, LLC | 159,806 | $8M |
| Concorde Financial Corp | 138,079 | $7M |
| PineBridge Investments, L.P. | 119,001 | $6M |
| GK Wealth Management LLC | 100,209 | $5M |
| Wealth Advisors of Iowa, LLC | 99,858 | $5M |
| Bauman Advisory Group, LLC | 89,932 | $5M |
| Insight Advisors, LLC/ PA | 89,473 | $5M |
| FLOW TRADERS U.S. LLC | 82,206 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| QUADRANT CAPITAL GROUP LLC | +2,525,629 | +144.8% | 4,269,254 |
| Kensington Asset Management, LLC | +1,994,639 | +171.7% | 3,156,638 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEA | +1,921,600 | +215.9% | 2,811,500 |
| MORGAN STANLEY | +1,449,509 | +2.4% | 61,468,768 |
| UBS Group AG | +1,342,151 | +14.2% | 10,811,549 |
| ENVESTNET ASSET MANAGEMENT INC | +1,214,449 | +28.0% | 5,550,338 |
| Fluent Financial, LLC | +971,661 | +340.1% | 1,257,356 |
| RAYMOND JAMES FINANCIAL INC | +773,190 | +13.1% | 6,670,792 |
| Intrua Financial, LLC | +710,213 | +721.3% | 808,670 |
| Ridgepath Capital Management LLC | +640,542 | +214.7% | 938,877 |
| Waverly Advisors, LLC | +619,736 | +54.5% | 1,757,191 |
| Independent Advisor Alliance | +599,790 | +12114.5% | 604,741 |
| TRUSTMARK BANK TRUST DEPARTMENT | +584,878 | +71.3% | 1,405,198 |
| Integrated Wealth Concepts LLC | +578,739 | +104.9% | 1,130,440 |
| SIGNATUREFD, LLC | +567,230 | +70.2% | 1,375,805 |
| ROYAL BANK OF CANADA | +534,875 | +11.1% | 5,372,821 |
| ACT Advisors, LLC. | +526,854 | +7660.0% | 533,732 |
| Bramshill Investments, LLC | +500,000 | +64.0% | 1,280,797 |
| CWM, LLC | +487,822 | +43.7% | 1,603,139 |
| FIFTH THIRD BANCORP | +472,676 | +28.0% | 2,158,259 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | -7,387,172 | -76.1% | 2,320,042 |
| JPMORGAN CHASE & CO | -6,176,137 | -5.8% | 100,296,477 |
| Rockefeller Capital Management L.P. | -3,250,936 | -81.3% | 748,092 |
| FMR LLC | -2,182,501 | -20.3% | 8,567,157 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -2,053,147 | -36.0% | 3,642,456 |
| OBSIDIAN CIO, LLC | -1,403,981 | -95.9% | 60,728 |
| NorthCoast Asset Management LLC | -1,121,757 | -83.2% | 227,000 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -1,107,235 | -24.6% | 3,402,461 |
| Round Rock Advisors LLC | -895,791 | -49.7% | 906,061 |
| AMERIPRISE FINANCIAL INC | -813,724 | -23.2% | 2,700,377 |
| NewEdge Advisors, LLC | -740,301 | -61.0% | 474,198 |
| BEACON INVESTMENT ADVISORY SERVICES | -594,553 | -49.1% | 617,567 |
| MCMORGAN & CO LLC | -551,131 | -55.2% | 448,136 |
| Corient Private Wealth LLC | -475,710 | -50.7% | 463,016 |
| Soltis Investment Advisors LLC | -475,100 | -55.5% | 380,492 |
| Strategent Financial, LLC | -330,349 | -88.2% | 44,407 |
| Janney Montgomery Scott LLC | -328,303 | -34.8% | 614,451 |
| Prism Advisors, Inc. | -298,875 | -97.3% | 8,227 |
| MML INVESTORS SERVICES, LLC | -287,475 | -23.7% | 924,343 |
| Pinnacle Financial Partners, Inc. | -250,975 | -41.5% | 354,304 |