JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q2 2026 (June 30)1,198holders −12
74new positions
81sold out
4famous investors
$50.60avg. 13F price*
At the end of Q2 2026, 1,198 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, down 12 from Q1 2026. 74 opened new positions and 81 sold out. The largest holders were JPMorgan Chase & Co. ($5.0B), Morgan Stanley ($3.2B) and LPL Financial LLC ($1.0B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Ultra-Short Income
- CUSIP
- 46641Q837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $183.2M |
| Exits | 81 | $112.6M |
All 13F filers, Q1 2026 → Q2 2026: 33,671,961 shares bought and 24,293,289 shares sold, net +9,378,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,198 holders
| JPMorgan Chase & Co. | 0.29% | Reduce -2.0% | 98,255,683 | $5.0B |
| Morgan Stanley | 0.17% | Add +3.7% | 63,410,002 | $3.2B |
| LPL Financial LLC | 0.23% | Add +0.5% | 19,992,863 | $1.0B |
| Bank of America Corp. | 0.06% | Add +11.9% | 18,129,440 | $916.8M |
| Betterment LLC | 1.18% | Add +0.8% | 13,758,242 | $695.8M |
| FMR LLC | 0.03% | Add +49.3% | 12,793,148 | $646.9M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +3.2% | 12,005,579 | $607.1M |
| Wells Fargo & Company | 0.10% | Reduce -0.6% | 11,835,783 | $598.5M |
| HB Wealth Management, LLC | 2.84% | Add +5.4% | 10,065,428 | $506.5M |
| UBS Group AG | 0.08% | Reduce -8.6% | 9,881,452 | $499.7M |
| Raymond James Financial Inc. | 0.08% | Reduce -8.4% | 6,111,281 | $309.0M |
| Temasek Holdings (Private) Ltd | 0.82% | No change | 5,919,494 | $299.3M |
| Cerity Partners LLC | 0.33% | Add +5.0% | 5,448,316 | $275.5M |
| Royal Bank of Canada | 0.05% | Reduce -1.5% | 5,291,854 | $267.6M |
| Foster Dykema Cabot & Partners, LLC | 14.20% | Add +1.5% | 4,831,585 | $244.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -22.7% | 4,289,310 | $216.9M |
| Cetera Investment Advisers | 0.19% | Add +21.1% | 4,090,820 | $206.9M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Add +6.6% | 3,883,899 | $195.7M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +7.2% | 3,647,775 | $184.5M |
| Ameriprise Financial Inc. | 0.03% | Add +5.2% | 2,839,964 | $143.6M |
| Osaic Holdings, Inc. | 0.16% | Add +12.3% | 2,714,023 | $137.3M |
| Kensington Asset Management, LLC | 7.45% | Add +35.4% | 2,701,053 | $136.6M |
| Jones Financial Companies LLLP | 0.05% | Add +21.4% | 2,667,552 | $134.9M |
| Adventist Health System Sunbelt Healthcare Corp. | 3.98% | Reduce -12.7% | 2,455,093 | $124.2M |
| Waverly Advisors, LLC | 0.69% | Add +34.4% | 2,360,792 | $119.4M |
| Cornerstone Management, Inc. | 16.36% | Add +9.4% | 2,248,144 | $113.7M |
| Fifth Third Bancorp | 0.18% | Add +0.6% | 2,170,646 | $109.8M |
| Stifel Financial Corp. | 0.09% | Add +16.6% | 2,142,892 | $108.4M |
| Commonwealth Equity Services, LLC | 0.13% | Add +14.7% | 2,080,200 | $105.2M |
| Bridgewater Advisors Inc. | 5.65% | Add +7.2% | 2,057,137 | $103.7M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -42.1% | 2,005,435 | $101.4M |
| HighTower Advisors, LLC | 0.10% | Add +50.0% | 1,988,463 | $100.6M |
| Quadrant Capital Group LLC | 2.74% | Reduce -7.5% | 1,973,968 | $99.8M |
| Axxcess Wealth Management, LLC | 1.55% | Reduce -17.1% | 1,922,804 | $97.2M |
| Greenwood Gearhart LLC | 4.30% | Add +5.0% | 1,827,293 | $92.4M |
| Focus Partners Wealth | 0.09% | Add +0.7% | 1,804,211 | $91.2M |
| Assetmark, Inc. | 0.15% | Add +9.1% | 1,778,961 | $90.0M |
| Ancora Advisors LLC | 1.74% | Reduce -0.9% | 1,774,918 | $89.8M |
| RiverFront Investment Group, LLC | 1.06% | Reduce -42.4% | 1,580,803 | $79.9M |
| Thrivent Financial for Lutherans | 0.12% | Add +5.8% | 1,375,821 | $69.6M |
| Citigroup Inc. | 0.03% | Add +950.8% | 1,335,879 | $67.6M |
| Rock Creek Group LLC | 6.64% | Add +2.1% | 1,303,970 | $65.9M |
| Trustmark Bank Trust Department | 3.92% | Reduce -7.4% | 1,300,703 | $65.8M |
| Signaturefd, LLC | 0.88% | Reduce -5.9% | 1,294,929 | $65.5M |
| Bramshill Investments, LLC | 4.96% | Add +0.2% | 1,282,964 | $64.9M |
| N.E.W. Advisory Services LLC | 4.30% | Add +9.7% | 1,272,405 | $64.3M |
| NewEdge Advisors, LLC | 0.19% | Add +9.2% | 1,260,051 | $63.7M |
| Crane Advisory, LLC | 8.69% | Add +0.3% | 1,198,932 | $60.5M |
| Capital Asset Advisory Services LLC | 2.17% | Add +3.6% | 1,185,486 | $60.0M |
| United Capital Financial Advisors, LLC | 0.33% | Reduce -5.4% | 1,181,875 | $59.7M |
| Sei Investments Co. | 0.05% | Add +1.4% | 1,174,372 | $59.4M |
| Integrated Wealth Concepts LLC | 0.39% | Add +3.4% | 1,168,286 | $59.1M |
| MML Investors Services, LLC | 0.12% | Add +21.7% | 1,125,142 | $56.9M |
| Captrust Financial Advisors | 0.09% | Add +3.8% | 1,104,176 | $55.8M |
| Naviter Wealth, LLC | 5.05% | Add +42.0% | 1,099,150 | $55.6M |
| Acorns Advisers, LLC | 0.35% | Add +0.7% | 1,074,374 | $54.3M |
| WNY Asset Management, LLC | 4.80% | Add +935.3% | 1,060,184 | $53.6M |
| Gotham Asset Management | 0.12% | Add +10.9% | 1,046,242 | $52.9M |
| NorthCoast Asset Management LLC | 1.12% | Add +341.8% | 1,002,831 | $50.7M |
| Phoenix Wealth Advisors | 16.97% | Add +53.8% | 994,969 | $50.3M |
| Private Advisor Group, LLC | 0.23% | Reduce -23.1% | 986,804 | $49.9M |
| Round Rock Advisors LLC | 6.21% | Add +5.3% | 953,692 | $48.2M |
| PFG Investments, LLC | 1.79% | Reduce -0.9% | 912,435 | $46.1M |
| AE Wealth Management LLC | 0.21% | Add +23.7% | 905,774 | $45.8M |
| Members Capital Advisors Inc. | 39.09% | — | 900,000 | $45.5M |
| AlphaCore Capital LLC | 0.82% | Add +2.8% | 885,033 | $44.8M |
| Peterson Wealth Advisors, LLC | 5.18% | Add +3.8% | 866,882 | $43.8M |
| Flagship Harbor Advisors, LLC | 1.64% | Add +32.1% | 846,270 | $42.8M |
| Citizens Financial Group Inc. | 0.51% | Reduce -9.2% | 838,201 | $42.4M |
| Stephens Inc. | 0.47% | Reduce -0.3% | 826,961 | $41.8M |
| AdvisorNet Financial, Inc | 1.90% | Add +2.4% | 821,078 | $41.5M |
| Alpha Omega Wealth Management LLC | 6.14% | Reduce -2.1% | 797,365 | $40.3M |
| MAI Capital Management | 0.15% | Add +0.7% | 794,088 | $40.2M |
| Great Point Wealth Advisors, LLC | 6.08% | Add +3.0% | 744,455 | $37.6M |
| Fairview Capital Investment Management, LLC | 1.93% | Add +0.5% | 722,623 | $36.5M |
| Retirement Income Solutions, Inc. | 6.26% | Reduce -0.1% | 718,740 | $36.4M |
| Cobblestone Asset Management LLC | 15.12% | Add +31.2% | 716,865 | $36.3M |
| Franklin Resources Inc. | 0.01% | Add +2.7% | 714,153 | $36.1M |
| Mariner, LLC | 0.04% | Add +2.6% | 706,267 | $35.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -7.0% | 695,481 | $35.2M |
| Dakota Wealth Management | 0.66% | Reduce -2.6% | 686,045 | $34.7M |
| Lido Advisors, LLC | 0.12% | Reduce -57.4% | 685,795 | $34.7M |
| Rosenberg Matthew Hamilton | 6.42% | Reduce -5.0% | 681,739 | $34.5M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -5.8% | 678,604 | $34.3M |
| Roof Eidam Maycock Peralta, LLC | 6.68% | Add +16.5% | 670,922 | $33.9M |
| McMorgan & Co. LLC | 5.09% | Add +49.1% | 668,362 | $33.8M |
| Valmark Advisers, Inc. | 0.36% | Reduce -26.9% | 663,670 | $33.6M |
| Roberts Wealth Advisors, LLC | 7.57% | Add +3.3% | 658,706 | $33.3M |
| Dynamic Advisor Solutions LLC | 0.94% | Add +8.6% | 654,851 | $33.1M |
| Highline Wealth Partners LLC | 6.73% | Reduce -17.3% | 651,468 | $32.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.87% | Add +5.9% | 643,064 | $32.5M |
| Beacon Investment Advisory Services, Inc. | 1.20% | Add +3.8% | 640,700 | $32.4M |
| &partners | 0.13% | Add +31.8% | 623,361 | $31.5M |
| Peapack Gladstone Financial Corp. | 0.36% | Add +7.1% | 621,985 | $31.5M |
| LexAurum Advisors, LLC | 3.64% | Add +11.2% | 619,993 | $31.4M |
| StrongBox Wealth, LLC | 8.91% | Add +1.6% | 618,387 | $31.3M |
| Requisite Capital Management, LLC | 5.13% | Add +29.4% | 612,480 | $31.0M |
| Montag A & Associates Inc. | 1.31% | Add +159.4% | 610,033 | $30.8M |
| Neuberger Berman Group LLC | 0.02% | Add +91.9% | 587,095 | $29.7M |
| SkyOak Wealth, LLC | 4.80% | Add +5.8% | 581,430 | $29.4M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.