JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q1 2024 (March 31)951holders
5famous investors
$50.44avg. 13F price*
At the end of Q1 2024, 951 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings. The largest holders were Morgan Stanley ($2.7B), JPMorgan Chase & Co. ($2.3B) and Bank of America Corp. ($730.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Ultra-Short Income
- CUSIP
- 46641Q837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $103.8M |
| Exits | 73 | $417.9M |
Ownership 951 holders
| Morgan Stanley | 0.22% | Reduce -3.2% | 54,298,383 | $2.7B |
| JPMorgan Chase & Co. | 0.21% | Add +30.0% | 45,690,839 | $2.3B |
| Bank of America Corp. | 0.07% | Reduce -12.5% | 14,480,714 | $730.6M |
| FMR LLC | 0.05% | Add +0.9% | 14,158,450 | $714.3M |
| Charles Schwab Investment Management Inc. | 0.16% | Add +1.2% | 13,615,984 | $686.9M |
| LPL Financial LLC | 0.25% | Reduce -6.7% | 9,147,482 | $461.5M |
| UBS Group AG | 0.14% | Reduce -3.8% | 8,618,047 | $434.8M |
| HB Wealth Management, LLC | 5.10% | Add +5.8% | 8,076,454 | $405.2M |
| Wells Fargo & Company | 0.10% | Add +3.3% | 7,695,044 | $388.2M |
| Wealth Enhancement Advisory Services, LLC | 0.63% | Add +37.5% | 4,833,237 | $243.8M |
| Betterment LLC | 0.63% | Add +31.4% | 4,687,250 | $236.5M |
| Envestnet Asset Management Inc. | 0.07% | Add +32.9% | 3,600,663 | $181.7M |
| Royal Bank of Canada | 0.04% | Reduce -5.2% | 3,489,395 | $176.0M |
| Cerity Partners LLC | 0.45% | Reduce -26.0% | 3,351,073 | $169.1M |
| Osaic Holdings, Inc. | 0.28% | Reduce -5.7% | 2,518,586 | $127.1M |
| Foster Dykema Cabot & Partners, LLC | 11.21% | Add +0.6% | 2,385,487 | $120.3M |
| Townsquare Capital LLC | 1.74% | Reduce -2.8% | 2,353,507 | $118.7M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Reduce -1.1% | 2,059,184 | $103.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +18.3% | 2,013,367 | $101.6M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -4.6% | 1,826,486 | $92.1M |
| Cetera Investment Advisers | 0.21% | Add +927.2% | 1,790,596 | $90.3M |
| Signaturefd, LLC | 1.82% | Add +4.5% | 1,706,583 | $86.1M |
| Bridgewater Advisors Inc. | 11.80% | Add +11.5% | 1,561,759 | $78.8M |
| Renaissance Technologies | 0.12% | No change | 1,541,700 | $77.8M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Add +18.6% | 1,523,563 | $76.9M |
| Stifel Financial Corp. | 0.09% | Add +0.5% | 1,505,094 | $75.9M |
| Raymond James & Associates | 0.05% | Add +12.6% | 1,387,419 | $70.0M |
| Legacy Wealth Management, LLC | 4.89% | Add +4.2% | 1,314,837 | $66.3M |
| Cornerstone Management, Inc. | 14.50% | Add +7.7% | 1,294,974 | $65.3M |
| Axxcess Wealth Management, LLC | 1.83% | Add +10.2% | 1,281,802 | $64.7M |
| Assetmark, Inc. | 0.20% | Reduce -2.6% | 1,233,199 | $62.2M |
| Quadrant Capital Group LLC | 4.88% | Add +15.5% | 1,226,103 | $61.9M |
| Ancora Advisors LLC | 1.40% | Add +0.2% | 1,210,459 | $61.1M |
| Equitable Holdings, Inc. | 0.67% | Add +158.9% | 1,173,720 | $59.2M |
| Sei Investments Co. | 0.08% | Reduce -9.8% | 1,114,852 | $56.2M |
| Cwm, LLC | 0.27% | Add +12.8% | 1,104,860 | $55.7M |
| MML Investors Services, LLC | 0.22% | Reduce -8.3% | 1,066,057 | $53.8M |
| United Capital Financial Advisors, LLC | 0.42% | Reduce -0.4% | 997,512 | $50.3M |
| Peterson Wealth Advisors, LLC | 10.41% | Add +23.5% | 970,685 | $49.0M |
| Rockefeller Capital Management L.P. | 0.13% | Add +10.1% | 915,914 | $46.2M |
| Fifth Third Bancorp | 0.18% | Reduce -0.4% | 897,990 | $45.3M |
| Avantax Advisory Services, Inc. | 0.40% | Reduce -0.2% | 888,619 | $44.8M |
| Acorns Advisers, LLC | 0.48% | Add +1.3% | 853,706 | $43.1M |
| AE Wealth Management LLC | 0.47% | Reduce -58.2% | 816,162 | $41.2M |
| Rock Creek Group LLC | 5.10% | Add +39.1% | 803,486 | $40.5M |
| Stephens Inc. | 0.61% | Reduce -12.7% | 782,262 | $39.5M |
| Alpha Omega Wealth Management LLC | 7.25% | Add +0.5% | 773,827 | $39.0M |
| Private Advisor Group, LLC | 0.28% | Reduce -25.1% | 762,278 | $38.5M |
| Lincoln National Corp. | 0.57% | Add +15.6% | 719,901 | $36.3M |
| N.E.W. Advisory Services LLC | 3.93% | Add +2.7% | 702,574 | $35.4M |
| Ameritas Advisory Services, LLC | 1.45% | Add +442.9% | 698,847 | $35.3M |
| Flagship Harbor Advisors, LLC | 2.21% | Add +15.7% | 681,056 | $34.4M |
| Parkside Investments, LLC | 5.31% | Add +59.5% | 663,965 | $33.5M |
| Captrust Financial Advisors | 0.12% | Reduce -21.4% | 650,029 | $32.8M |
| Appleton Partners Inc. | 2.53% | Reduce -24.6% | 646,836 | $32.6M |
| SVB Wealth LLC | 0.72% | Reduce -12.8% | 640,415 | $32.3M |
| McCarthy Asset Management, Inc. | 19.37% | Reduce -1.0% | 623,595 | $31.5M |
| Valmark Advisers, Inc. | 0.55% | Reduce -2.1% | 622,279 | $31.4M |
| Montag A & Associates Inc. | 1.56% | Reduce -12.1% | 616,488 | $31.1M |
| Financial Planning & Information Services, Inc. | 4.62% | Add +2.7% | 609,726 | $30.8M |
| Fairview Capital Investment Management, LLC | 1.73% | Add +3.0% | 609,248 | $30.7M |
| Greenwood Gearhart LLC | 2.94% | Add +3.5% | 597,293 | $30.1M |
| Sollinda Capital Management LLC | 9.40% | Reduce -26.6% | 596,501 | $30.1M |
| BNP Paribas Financial Markets | 0.04% | Add +851.5% | 581,353 | $29.3M |
| Citadel Advisors | 0.03% | New | 580,302 | $29.3M |
| Cresset Asset Management, LLC | 0.14% | Add +9.7% | 579,605 | $29.2M |
| Soltis Investment Advisors LLC | 3.25% | Reduce -20.0% | 575,856 | $29.1M |
| RiverFront Investment Group, LLC | 0.81% | Add +432.9% | 571,094 | $28.8M |
| Paradigm, Strategies in Wealth Management, LLC | 17.43% | Add +29.2% | 559,874 | $28.2M |
| Bryn Mawr Trust Advisors, LLC | 1.57% | Reduce -2.4% | 546,750 | $27.6M |
| Great Point Wealth Advisors, LLC | 6.40% | Add +4496.9% | 544,505 | $27.5M |
| Badgley Phelps Wealth Managers, LLC | 0.69% | Add +0.9% | 543,376 | $27.4M |
| Flaharty Asset Management, LLC | 4.05% | Add +14.9% | 540,499 | $27.3M |
| Wilmington Savings Fund Society, FSB | 1.03% | — | 532,880 | $26.9M |
| McMorgan & Co. LLC | 4.58% | Reduce -50.0% | 527,882 | $26.6M |
| Financial Management Professionals, Inc. | 3.92% | Add +2.1% | 527,334 | $26.6M |
| Rosenberg Matthew Hamilton | 7.57% | Add +7.3% | 521,371 | $26.2M |
| Harbour Investments, Inc. | 0.92% | Add +63.0% | 515,938 | $26.0M |
| Trustmark Bank Trust Department | 2.12% | Reduce -11.0% | 514,147 | $25.9M |
| Beacon Bank & Trust | 6.38% | Add +51.0% | 509,397 | $25.7M |
| Allworth Financial LP | 0.18% | Reduce -3.7% | 497,209 | $25.1M |
| Mason Street Advisors, LLC | 4.19% | No change | 493,250 | $24.9M |
| Spire Wealth Management | 0.46% | Reduce -69.1% | 492,794 | $24.9M |
| Mariner, LLC | 0.05% | Add +8.8% | 489,764 | $24.7M |
| Avestar Capital, LLC | 2.82% | Reduce -32.8% | 486,834 | $24.6M |
| Beacon Investment Advisory Services, Inc. | 1.04% | Add +3.4% | 479,812 | $24.2M |
| Requisite Capital Management, LLC | 5.26% | Reduce -15.3% | 478,373 | $24.1M |
| Kestra Advisory Services, LLC | 0.16% | Add +7.0% | 470,252 | $23.7M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +13.2% | 469,099 | $23.7M |
| Great Valley Advisor Group, Inc. | 0.71% | Add +23.3% | 466,273 | $23.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +46.0% | 465,301 | $23.5M |
| Ridgepath Capital Management LLC | 25.27% | Add +656.2% | 445,126 | $22.5M |
| Capital Investment Advisory Services, LLC | 2.39% | Reduce -53.8% | 442,211 | $22.3M |
| Frisch Financial Group, Inc. | 7.34% | Add +2323.7% | 438,180 | $22.1M |
| Peapack Gladstone Financial Corp. | 0.34% | Add +1.6% | 436,736 | $22.0M |
| Thrivent Financial for Lutherans | 0.04% | Add +8.9% | 436,283 | $22.0M |
| Evensky & Katz LLC | 1.55% | Add +1.4% | 435,031 | $21.9M |
| SkyOak Wealth, LLC | 5.18% | Add +6.6% | 428,850 | $21.6M |
| Franklin Resources Inc. | 0.01% | Reduce -6.6% | 425,708 | $21.5M |
| Verum Partners LLC | 7.59% | Add +18.1% | 422,860 | $21.3M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.