J P MORGAN EXCHANGE TRADED F JPST
ULTRA SHRT ETF · ETP · CUSIP 46641Q837
863
institutional holders
316.3m
shares reported held*
$15.9bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.13. Options: 2 managers hold calls ($12.8m notional), 0 hold puts (—).
Biggest calls
| Lake Hills Wealth Management, LLC | — | $8.4m168.1k shares |
| Paladin Advisory Group, LLC | — | $4.3m86.5k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.33% of their portfolio | 47.7m $2.4bn | — |
| BANK OF AMERICA CORP /DE/ 0.13% of their portfolio | 19.6m $981.5m | — |
| FMR LLC 0.10% of their portfolio | 19.4m $974.2m | — |
| UBS Group AG 0.28% of their portfolio | 9.7m $489.0m | — |
| AVANTAX ADVISORY SERVICES, INC. 6.47% of their portfolio | 8.4m $421.3m | — |
| WELLS FARGO & COMPANY/MN 0.14% of their portfolio | 8.1m $406.2m | — |
| SVB WEALTH LLC 5.49% of their portfolio | 7.5m $376.2m | — |
| LPL Financial LLC 0.31% of their portfolio | 6.3m $317.1m | — |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 6.3m $313.8m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.17% of their portfolio | 6.1m $306.5m | — |
| GRIMES & Co WEALTH MANAGEMENT, LLC 15.23% of their portfolio | 5.8m $291.8m | — |
| HB Wealth Management, LLC 6.06% of their portfolio | 5.7m $285.0m | — |
| Clark Capital Management Group, Inc. 2.68% of their portfolio | 4.1m $204.4m | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2.90% of their portfolio | 4.0m $202.7m | — |
| FOSTER DYKEMA CABOT & CO INC/MA 24.90% of their portfolio | 4.0m $198.2m | — |
| Betterment LLC 0.67% of their portfolio | 3.7m $186.1m | — |
| Legacy Wealth Management, LLC 19.01% of their portfolio | 3.6m $183.1m | — |
| ASSETMARK, INC 0.83% of their portfolio | 3.5m $176.5m | — |
| OSAIC HOLDINGS, INC. 0.39% of their portfolio | 3.4m $171.4m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.26% of their portfolio | 3.0m $150.9m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 3.0m $149.2m | — |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 2.9m $146.3m | — |
| SIGNATUREFD, LLC 3.97% of their portfolio | 2.3m $115.9m | — |
| Transform Wealth, LLC 14.91% of their portfolio | 2.3m $114.7m | — |
| AJ WEALTH STRATEGIES, LLC 6.46% of their portfolio | 2.2m $110.9m | — |
| Raymond James Financial Services Advisors, Inc. 0.25% of their portfolio | 2.2m $110.5m | — |
| FIFTH THIRD BANCORP 0.55% of their portfolio | 2.1m $106.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.10% of their portfolio | 2.0m $102.1m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.23% of their portfolio | 1.8m $89.1m | — |
| CAPTRUST FINANCIAL ADVISORS 0.48% of their portfolio | 1.7m $83.1m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.47% of their portfolio | 1.6m $78.8m | — |
| Cornerstone Management, Inc. 21.13% of their portfolio | 1.6m $77.8m | — |
| TOWNSQUARE CAPITAL LLC 2.21% of their portfolio | 1.5m $77.1m | — |
| Cetera Investment Advisers 1.25% of their portfolio | 1.5m $76.9m | — |
| Cetera Advisor Networks LLC 0.85% of their portfolio | 1.4m $68.7m | — |
| Cambridge Investment Research Advisors, Inc. 0.38% of their portfolio | 1.4m $68.1m | — |
| Requisite Capital Management, LLC 21.86% of their portfolio | 1.3m $64.8m | — |
| SEI INVESTMENTS CO 0.14% of their portfolio | 1.3m $63.9m | — |
| EVERMAY WEALTH MANAGEMENT LLC 12.37% of their portfolio | 1.2m $62.2m | — |
| Ancora Advisors LLC 1.83% of their portfolio | 1.2m $58.0m | — |
| MML INVESTORS SERVICES, LLC 0.42% of their portfolio | 1.1m $54.9m | — |
| AE Wealth Management LLC 0.43% of their portfolio | 1.1m $54.7m | — |
| Spire Wealth Management 3.25% of their portfolio | 1.1m $53.5m | — |
| Capital Investment Advisory Services, LLC 6.63% of their portfolio | 1.0m $51.2m | — |
| APPLETON PARTNERS INC/MA 4.86% of their portfolio | 969.1k $48.6m | — |
| QUADRANT CAPITAL GROUP LLC 6.19% of their portfolio | 932.8k $46.8m | — |
| SUN LIFE FINANCIAL INC 3.73% of their portfolio | 928.4k $46.6m | — |
| AXXCESS WEALTH MANAGEMENT, LLC 4.56% of their portfolio | 905.0k $45.4m | — |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3.23% of their portfolio | 902.1k $45.2m | — |
| ACT Advisors, LLC. 31.00% of their portfolio | 886.2k $44.5m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.25% of their portfolio | 836.1k $42.0m | — |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 2.26% of their portfolio | 820.1k $41.1m | — |
| Acorns Advisers, LLC 0.74% of their portfolio | 819.9k $41.1m | — |
| Alpha Omega Wealth Management LLC 7.81% of their portfolio | 815.0k $40.9m | — |
| MCMORGAN & CO LLC 9.62% of their portfolio | 811.1k $40.7m | — |
| STEPHENS INC /AR/ 0.84% of their portfolio | 785.4k $39.4m | — |
| Connectus Wealth, LLC 0.82% of their portfolio | 782.7k $39.3m | — |
| Klingman & Associates, LLC 3.73% of their portfolio | 756.7k $38.0m | — |
| Mariner, LLC 0.15% of their portfolio | 747.3k $37.5m | — |
| STIFEL FINANCIAL CORP 0.06% of their portfolio | 745.5k $37.4m | — |
| Sowell Financial Services LLC 3.77% of their portfolio | 745.2k $37.4m | — |
| Badgley Phelps Wealth Managers, LLC 1.60% of their portfolio | 741.9k $37.2m | — |
| MONTAG A & ASSOCIATES INC 2.55% of their portfolio | 734.8k $36.9m | — |
| One Capital Management, LLC 2.16% of their portfolio | 729.6k $36.6m | — |
| Thrivent Financial for Lutherans 0.10% of their portfolio | 717.7k $36.0m | — |
| HighTower Advisors, LLC 0.10% of their portfolio | 713.8k $35.8m | — |
| Atria Investments, Inc 0.78% of their portfolio | 700.9k $35.2m | — |
| Foresight Wealth Management, LLC 14.32% of their portfolio | 669.6k $33.6m | — |
| Allworth Financial LP 0.42% of their portfolio | 669.1k $33.6m | — |
| Private Advisor Group, LLC 0.38% of their portfolio | 667.6k $33.5m | — |
| TRUSTMARK BANK TRUST DEPARTMENT 3.12% of their portfolio | 647.3k $32.5m | — |
| LINCOLN NATIONAL CORP 0.76% of their portfolio | 615.9k $30.9m | — |
| Arcus Capital Partners, LLC 12.74% of their portfolio | 607.3k $30.5m | — |
| Wilmington Savings Fund Society, FSB 1.45% of their portfolio | 592.3k $29.7m | — |
| Hightower 6M Holding, LLC 2.62% of their portfolio | 579.6k $29.1m | — |
| Valmark Advisers, Inc. 0.58% of their portfolio | 572.8k $28.7m | — |
| N.E.W. Advisory Services LLC 5.16% of their portfolio | 568.1k $28.5m | — |
| Mascoma Wealth Management LLC 9.69% of their portfolio | 557.9k $28.0m | — |
| Dynamic Advisor Solutions LLC 2.13% of their portfolio | 556.7k $27.9m | — |
| Roof Eidam Maycock Peralta, LLC 10.35% of their portfolio | 552.5k $27.7m | — |
| JANICZEK WEALTH MANAGEMENT, LLC 8.97% of their portfolio | 548.1k $27.5m | — |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 546.2k $27.4m | — |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 529.1k $26.5m | — |
| McCarthy Asset Management, Inc. 20.73% of their portfolio | 528.3k $26.5m | — |
| FIRST FOUNDATION ADVISORS 1.29% of their portfolio | 524.9k $26.3m | — |
| Capital Analysts, LLC 1.80% of their portfolio | 520.9k $26.1m | — |
| Allen Capital Group, LLC 6.03% of their portfolio | 519.5k $26.1m | — |
| Integrated Wealth Concepts LLC 0.82% of their portfolio | 513.6k $25.8m | — |
| SYNOVUS FINANCIAL CORP 0.31% of their portfolio | 512.5k $25.7m | — |
| MASON STREET ADVISORS, LLC 7.17% of their portfolio | 493.2k $24.7m | — |
| Soltis Investment Advisors LLC 3.71% of their portfolio | 492.1k $24.7m | — |
| Abbrea Capital, LLC 4.53% of their portfolio | 477.9k $24.0m | — |
| Cornerstone Advisory, LLC 5.33% of their portfolio | 476.3k $23.9m | — |
| SPC Financial, Inc. 2.96% of their portfolio | 473.3k $23.7m | — |
| IFP Advisors, Inc 0.62% of their portfolio | 471.6k $23.7m | — |
| Stonehearth Capital Management, LLC 14.33% of their portfolio | 466.6k $23.4m | — |
| Jaffetilchin Investment Partners, LLC 3.00% of their portfolio | 466.3k $23.4m | — |
| John W. Brooker & Co., CPAs 14.87% of their portfolio | 461.3k $23.1m | — |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2.85% of their portfolio | 460.9k $23.1m | — |
| SCOTIA CAPITAL INC. 0.19% of their portfolio | 458.9k $23.0m | — |