Public ownership evidence

JPMorgan Ultra-Short Income ETF (JPST) Ownership Disclosures

Read JPST insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan Ultra-Short Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
142,094
Value (USD)
$7,194,247
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JPST fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JPST fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29142,094$7,194,247None
Advisors Asset Management, Inc.2022-12-312026-08-282,585$129,586None
Corient Private Wealth LP2026-06-302026-08-28452,357$22,875,673None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28419$21,189None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28419$21,206None
Wellington Grp LLC2026-06-302026-08-27269,355$13,621,295None
HORAN Wealth, LLC2026-06-302026-08-2713,192$667,136None
Advisors Asset Management, Inc.2024-03-312026-08-273,623$182,780None
Advisors Asset Management, Inc.2022-09-302026-08-271,177$59,000None
Advisors Asset Management, Inc.2023-06-302026-08-276,275$314,629None
Advisors Asset Management, Inc.2023-09-302026-08-276,562$329,281None
Advisors Asset Management, Inc.2023-03-312026-08-274,239$213,306None
Advisors Asset Management, Inc.2023-12-312026-08-275,080$255,168None
Dakota Wealth Management2025-09-302026-08-27455,141$23,089,290None
Dakota Wealth Management2025-12-312026-08-27585,556$29,623,268None
Dakota Wealth Management2026-03-312026-08-27704,400$35,649,661None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-269,235$466,991None
Advisors Asset Management, Inc.2024-06-302026-08-221,736$87,616None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2243,311$2,190,253None
Ridgepath Capital Management LLC2026-06-302026-08-21367,780$18,598,634None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-218,151$412,197None
Kingsview Wealth Management, LLC2026-06-302026-08-2079,780$4,034,455None
Prosperitas Financial LLC2026-06-302026-08-20116$5,866None
Prosperitas Financial LLC2026-06-302026-08-20194,221$9,821,777None
Archer Investment Corp2026-06-302026-08-205,075$256,661None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20327,971$16,585,481None
Sankala Group LLC2026-06-302026-08-192,894$146,210None
Beacon Pointe Advisors, LLC2026-06-302026-08-19184,273$9,318,699None
Copia Wealth Management2026-06-302026-08-19592$29,937None
JDM Financial Group LLC2026-06-302026-08-19125,954$6,369,483None
Orion Capital Management LLC2026-06-302026-08-19138,036$6,980,470None
Glenview Trust Co2026-06-302026-08-199,788$494,979None
LARCH CAPITAL PARTNERS LLC2026-06-302026-08-188,262$417,809None
Strive Financial Group ,LLC2026-06-302026-08-181,013$51,227None
WNY Asset Management, LLC2026-06-302026-08-181,060,184$53,613,502None
Ruggaard & Associates LLC2026-06-302026-08-18295,794$14,958,324None
Corient Private Wealth LP2026-06-302026-08-18455,934$23,056,537None
Asset Allocation Strategies LLC2026-06-302026-08-1834,517$1,745,503None
BROOKS, MOORE & ASSOCIATES, INC.2026-06-302026-08-18148,376$7,503,374None
Transamerica Financial Advisors, LLC2026-06-302026-08-186,326$319,908None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,181,875$59,746,269None
Hayek Kallen Investment Management2026-06-302026-08-1889,474$4,525,000None
Equitable Holdings, Inc.2026-06-302026-08-18565,252$28,584,809None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18204,214$10,327,000None
Wellington Grp LLC2026-06-302026-08-15251,614$12,734,176None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1517,035$861,461None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1562$3,135None
Legacy Wealth Advisors, LLC2026-06-302026-08-15313,432$15,850,257None
Hopwood Nicholas Hunter2026-06-302026-08-1510,447$528,316None
Hopwood Nicholas Hunter2026-03-312026-08-1517,399$880,555None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Wellington Grp LLC ↗HORAN Wealth, LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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