JPST Institutional Ownership
JPMorgan Ultra-Short Income ETF
1W: +0.1%
1M: -0.3%
3M: -0.4%
YTD: -0.1%
1Y: +0.0%
3Y: +11.8%
5Y: +16.5%
$50.23
+0.01 (+0.02%)
Weekly Expected Move ±0.2%
$50
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JPST
1,278
Institutional Holders
-10 vs prior quarter
0.0%
Ownership
+0.00pp
25B
Total Invested
95
New Positions
517
Increased
557
Reduced
80
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1364 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 98,255,683 | 4.9B | -2,040,794 | -2.0% | 37Q | SEC ↗ |
| 2 | MORGAN STANLEY | 63,410,002 | 3.2B | +2,270,983 | +3.7% | 34Q | SEC ↗ |
| 3 | LPL Financial LLC | 19,992,863 | 1.0B | +91,088 | +0.5% | 34Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 18,129,440 | $911M | +1,930,894 | +11.9% | 15Q | SEC ↗ |
| 5 | Betterment LLC | 13,758,242 | $691M | +106,203 | +0.8% | 26Q | SEC ↗ |
| 6 | FMR LLC | 12,793,148 | $643M | +4,225,991 | +49.3% | 32Q | SEC ↗ |
| 7 | Sixth Street Partners Management Compa NEW | 12,005,579 | $603M | — | +0.0% | 1Q | SEC ↗ |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 12,005,579 | $603M | +373,427 | +3.2% | 15Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 11,835,783 | $595M | -65,466 | -0.6% | 33Q | SEC ↗ |
| 10 | HB Wealth Management, LLC | 10,065,428 | $506M | +514,497 | +5.4% | 19Q | SEC ↗ |
| 11 | UBS Group AG | 9,881,452 | $496M | -930,097 | -8.6% | 33Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 6,111,281 | $307M | -559,511 | -8.4% | 7Q | SEC ↗ |
| 13 | Temasek Holdings (Private) Ltd | 5,919,494 | $297M | — | +0.0% | 4Q | SEC ↗ |
| 14 | Cerity Partners LLC | 5,448,316 | $274M | +261,443 | +5.0% | 17Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 5,291,854 | $266M | -80,967 | -1.5% | 34Q | SEC ↗ |
| 16 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 4,831,585 | $243M | +72,490 | +1.5% | 11Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 4,289,310 | $215M | -1,261,028 | -22.7% | 32Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 4,090,820 | $205M | +713,518 | +21.1% | 28Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 3,883,899 | $195M | +241,443 | +6.6% | 22Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,647,775 | $183M | +245,314 | +7.2% | 31Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 2,839,964 | $143M | +139,587 | +5.2% | 13Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 2,714,023 | $136M | +298,239 | +12.3% | 26Q | SEC ↗ |
| 23 | Kensington Asset Management, LLC | 2,701,053 | $136M | +706,414 | +35.4% | 5Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 2,667,552 | $134M | +470,859 | +21.4% | 11Q | SEC ↗ |
| 25 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTH | 2,455,093 | $123M | -356,407 | -12.7% | 8Q | SEC ↗ |
| 26 | Waverly Advisors, LLC | 2,360,792 | $119M | +603,601 | +34.4% | 10Q | SEC ↗ |
| 27 | Cornerstone Management, Inc. | 2,248,144 | $113M | +193,954 | +9.4% | 32Q | SEC ↗ |
| 28 | FIFTH THIRD BANCORP | 2,170,646 | $109M | +12,387 | +0.6% | 26Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 2,142,892 | $108M | +305,362 | +16.6% | 33Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 2,080,200 | $104M | +266,497 | +14.7% | 33Q | SEC ↗ |
| 31 | Bridgewater Advisors Inc. | 2,057,137 | $103M | +137,582 | +7.2% | 22Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 2,005,435 | $101M | -1,455,810 | -42.1% | 34Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 1,988,463 | $100M | +662,886 | +50.0% | 35Q | SEC ↗ |
| 34 | QUADRANT CAPITAL GROUP LLC | 1,973,968 | $99M | -160,659 | -7.5% | 31Q | SEC ↗ |
| 35 | AXXCESS WEALTH MANAGEMENT, LLC | 1,922,804 | $97M | -397,238 | -17.1% | 19Q | SEC ↗ |
| 36 | GREENWOOD GEARHART LLC | 1,827,293 | $92M | +87,762 | +5.0% | 29Q | SEC ↗ |
| 37 | Focus Partners Wealth | 1,804,211 | $91M | +12,260 | +0.7% | 9Q | SEC ↗ |
| 38 | ASSETMARK, INC | 1,778,961 | $89M | +147,619 | +9.0% | 31Q | SEC ↗ |
| 39 | CWM, LLC | 1,603,139 | $81M | +487,822 | +43.7% | 18Q | SEC ↗ |
| 40 | RiverFront Investment Group, LLC | 1,580,803 | $79M | -1,162,107 | -42.4% | 13Q | SEC ↗ |
| 41 | Thrivent Financial for Lutherans | 1,375,821 | $69M | +75,088 | +5.8% | 25Q | SEC ↗ |
| 42 | CITIGROUP INC | 1,335,879 | $67M | +1,208,752 | +950.8% | 33Q | SEC ↗ |
| 43 | Rock Creek Group LLC | 1,303,970 | $65M | +26,896 | +2.1% | 15Q | SEC ↗ |
| 44 | TRUSTMARK BANK TRUST DEPARTMENT | 1,300,703 | $65M | -104,495 | -7.4% | 16Q | SEC ↗ |
| 45 | SIGNATUREFD, LLC | 1,294,929 | $65M | -80,876 | -5.9% | 32Q | SEC ↗ |
| 46 | Bramshill Investments, LLC | 1,282,964 | $64M | +2,167 | +0.2% | 15Q | SEC ↗ |
| 47 | N.E.W. Advisory Services LLC | 1,272,405 | $64M | +112,592 | +9.7% | 25Q | SEC ↗ |
| 48 | NewEdge Advisors, LLC | 1,260,051 | $63M | +106,107 | +9.2% | 32Q | SEC ↗ |
| 49 | Crane Advisory, LLC | 1,198,932 | $60M | +4,051 | +0.3% | 7Q | SEC ↗ |
| 50 | Capital Asset Advisory Services LLC | 1,185,486 | $60M | +41,370 | +3.6% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 12,005,579 | $603M |
| MEMBERS CAPITAL ADVISORS INC | 900,000 | $45M |
| Morton Capital Management LLC/CA | 573,696 | $29M |
| Thomasville National Bank | 421,402 | $21M |
| Diversify Advisory Services, LLC | 394,799 | $20M |
| BNP PARIBAS FINANCIAL MARKETS | 388,798 | $20M |
| Matthew Goff Investment Advisor, LL | 342,661 | $17M |
| KMG FIDUCIARY PARTNERS, LLC | 228,267 | $11M |
| IFG Advisory, LLC | 200,579 | $10M |
| GTS SECURITIES LLC | 188,126 | $9M |
| Granite Bay Wealth Management, LLC | 178,785 | $9M |
| Mason & Associates Inc | 131,826 | $7M |
| Concord Investment Counsel Inc. | 110,745 | $6M |
| GK Wealth Management LLC | 87,882 | $4M |
| Global Retirement Partners, LLC | 84,218 | $4M |
| McCarthy Asset Management, Inc. | 77,793 | $4M |
| Shah Wealth Advisors, LLC | 77,195 | $4M |
| ARQ WEALTH ADVISORS, LLC | 75,239 | $4M |
| Financial Futures Ltd Liability Co. | 56,984 | $3M |
| Burnham & Co LLC | 51,400 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| John A. Wolfe & Associates, Inc. | 1,255,984 | $63M |
| State of Tennessee, Department of T | 649,100 | $33M |
| CITADEL ADVISORS LLC | 267,115 | $13M |
| MAGNOLIA CAPITAL ADVISORS LLC | 241,386 | $12M |
| Tower Research Capital LLC (TRC) | 224,965 | $11M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 222,578 | $11M |
| VanWeelden Wealth Management, LLC | 186,852 | $9M |
| LeClair Wealth Partners LLC | 122,289 | $6M |
| Wealth Advisors of Iowa, LLC | 99,858 | $5M |
| Bauman Advisory Group, LLC | 89,932 | $5M |
| Insight Advisors, LLC/ PA | 89,473 | $4M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 86,082 | $4M |
| FLOW TRADERS U.S. LLC | 82,206 | $4M |
| Mezzasalma Advisors, LLC | 80,646 | $4M |
| Mills Wealth Advisors LLC | 64,873 | $3M |
| HRT FINANCIAL LP | 56,678 | $3M |
| 49 WEALTH MANAGEMENT, LLC | 54,465 | $3M |
| Edgestream Partners, L.P. | 48,982 | $2M |
| LAVELLE CAPITAL LP | 39,595 | $2M |
| Fortis Capital Advisors, LLC | 39,511 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +4,225,991 | +49.3% | 12,793,148 |
| MORGAN STANLEY | +2,270,983 | +3.7% | 63,410,002 |
| BANK OF AMERICA CORP /DE | +1,930,894 | +11.9% | 18,129,440 |
| CITIGROUP INC | +1,208,752 | +950.8% | 1,335,879 |
| WNY Asset Management, LLC | +957,783 | +935.3% | 1,060,184 |
| NorthCoast Asset Management LLC | +775,831 | +341.8% | 1,002,831 |
| Cetera Investment Advisers | +713,518 | +21.1% | 4,090,820 |
| Kensington Asset Management, LLC | +706,414 | +35.4% | 2,701,053 |
| HighTower Advisors, LLC | +662,886 | +50.0% | 1,988,463 |
| Waverly Advisors, LLC | +603,601 | +34.4% | 2,360,792 |
| HB Wealth Management, LLC | +514,497 | +5.4% | 10,065,428 |
| CWM, LLC | +487,822 | +43.7% | 1,603,139 |
| JONES FINANCIAL COMPANIES LLLP | +470,859 | +21.4% | 2,667,552 |
| MONTAG A & ASSOCIATES INC | +374,889 | +159.4% | 610,033 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +373,427 | +3.2% | 12,005,579 |
| MISSION WEALTH MANAGEMENT, LP | +365,228 | +6253.9% | 371,068 |
| Phoenix Wealth Advisors | +348,125 | +53.8% | 994,969 |
| Naviter Wealth, LLC | +325,251 | +42.0% | 1,099,150 |
| Modern Wealth Management, LLC | +305,607 | +572.1% | 359,025 |
| STIFEL FINANCIAL CORP | +305,362 | +16.6% | 2,142,892 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -2,040,794 | -2.0% | 98,255,683 |
| Legacy Wealth Management, LLC | -1,631,248 | -97.9% | 35,085 |
| Cambridge Investment Research Advis | -1,455,810 | -42.1% | 2,005,435 |
| ENVESTNET ASSET MANAGEMENT INC | -1,261,028 | -22.7% | 4,289,310 |
| RiverFront Investment Group, LLC | -1,162,107 | -42.4% | 1,580,803 |
| Fluent Financial, LLC | -1,037,650 | -82.5% | 219,706 |
| UBS Group AG | -930,097 | -8.6% | 9,881,452 |
| Lido Advisors, LLC | -924,044 | -57.4% | 685,795 |
| Intrua Financial, LLC | -690,347 | -85.4% | 118,323 |
| Independent Advisor Alliance | -588,077 | -97.2% | 16,664 |
| Ridgepath Capital Management LLC | -571,097 | -60.8% | 367,780 |
| RAYMOND JAMES FINANCIAL INC | -559,511 | -8.4% | 6,111,281 |
| AXXCESS WEALTH MANAGEMENT, LLC | -397,238 | -17.1% | 1,922,804 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEA | -356,407 | -12.7% | 2,455,093 |
| Private Advisor Group, LLC | -297,036 | -23.1% | 986,804 |
| Verum Partners LLC | -291,912 | -88.4% | 38,444 |
| Flaharty Asset Management, LLC | -289,307 | -87.1% | 42,699 |
| Larson Financial Group LLC | -251,942 | -97.6% | 6,190 |
| Valmark Advisers, Inc. | -243,676 | -26.9% | 663,670 |
| Arcus Capital Partners, LLC | -239,109 | -90.0% | 26,429 |