JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q2 2024 (June 30)988holders +37
90new positions
58sold out
6famous investors
$50.40avg. 13F price*
At the end of Q2 2024, 988 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 37 from Q1 2024. 90 opened new positions and 58 sold out. The largest holders were JPMorgan Chase & Co. ($2.9B), Morgan Stanley ($2.8B) and FMR LLC ($734.1M). 6 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $303.8M |
| Exits | 58 | $99.7M |
All 13F filers, Q1 2024 → Q2 2024: 35,041,509 shares bought and 12,720,856 shares sold, net +22,320,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 988 holders
| JPMorgan Chase & Co. | 0.25% | Add +27.6% | 58,299,037 | $2.9B |
| Morgan Stanley | 0.22% | Add +3.2% | 56,049,415 | $2.8B |
| FMR LLC | 0.05% | Add +2.7% | 14,544,730 | $734.1M |
| Bank of America Corp. | 0.07% | Reduce -0.5% | 14,405,744 | $727.1M |
| Charles Schwab Investment Management Inc. | 0.13% | Reduce -0.8% | 13,508,907 | $681.8M |
| LPL Financial LLC | 0.26% | Add +13.5% | 10,382,964 | $524.0M |
| UBS Group AG | 0.13% | Reduce -0.6% | 8,566,121 | $432.3M |
| HB Wealth Management, LLC | 4.55% | Reduce -3.9% | 7,757,921 | $389.3M |
| Wells Fargo & Company | 0.10% | Reduce -1.4% | 7,587,438 | $382.9M |
| Betterment LLC | 0.68% | Add +10.5% | 5,180,348 | $261.5M |
| Wealth Enhancement Advisory Services, LLC | 0.56% | Reduce -2.7% | 4,701,758 | $237.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.4% | 3,615,274 | $182.5M |
| Cerity Partners LLC | 0.45% | Reduce -2.7% | 3,262,061 | $164.6M |
| Royal Bank of Canada | 0.04% | Reduce -6.7% | 3,254,571 | $164.3M |
| Townsquare Capital LLC | 1.63% | Add +0.9% | 2,374,295 | $119.8M |
| Cetera Investment Advisers | 0.27% | Add +31.0% | 2,345,160 | $118.4M |
| Foster Dykema Cabot & Partners, LLC | 10.43% | Reduce -3.2% | 2,310,101 | $116.6M |
| Osaic Holdings, Inc. | 0.27% | Reduce -10.2% | 2,262,954 | $114.2M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Add +6.9% | 2,201,925 | $111.1M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +2.8% | 2,069,399 | $104.4M |
| Signaturefd, LLC | 1.80% | Add +2.7% | 1,752,840 | $88.5M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -4.9% | 1,736,192 | $87.6M |
| Bridgewater Advisors Inc. | 10.39% | Add +6.4% | 1,662,041 | $83.9M |
| Renaissance Technologies | 0.13% | No change | 1,541,700 | $77.8M |
| Quadrant Capital Group LLC | 5.72% | Add +24.4% | 1,525,853 | $77.0M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +0.1% | 1,524,553 | $76.9M |
| Spire Wealth Management | 2.70% | Add +207.5% | 1,515,432 | $76.5M |
| Stifel Financial Corp. | 0.08% | Reduce -4.7% | 1,433,741 | $72.4M |
| Cornerstone Management, Inc. | 15.78% | Add +9.8% | 1,421,715 | $71.8M |
| Legacy Wealth Management, LLC | 4.91% | Add +2.3% | 1,344,487 | $67.9M |
| Ancora Advisors LLC | 1.60% | Add +6.0% | 1,283,561 | $64.8M |
| Assetmark, Inc. | 0.19% | Add +0.2% | 1,235,538 | $62.4M |
| NorthCoast Asset Management LLC | 0.50% | New | 1,150,234 | $58.1M |
| Axxcess Wealth Management, LLC | 1.56% | Reduce -11.4% | 1,135,136 | $57.3M |
| Sei Investments Co. | 0.08% | Reduce -1.2% | 1,101,254 | $55.6M |
| Cwm, LLC | 0.25% | Reduce -4.0% | 1,061,136 | $53.6M |
| United Capital Financial Advisors, LLC | 0.45% | Add +3.5% | 1,031,987 | $52.1M |
| Avantax Advisory Services, Inc. | 0.36% | Add +13.6% | 1,009,526 | $51.0M |
| Members Capital Advisors Inc. | 58.76% | New | 1,000,000 | $50.5M |
| Raymond James & Associates | 0.03% | Reduce -28.5% | 991,925 | $50.1M |
| Peterson Wealth Advisors, LLC | 10.33% | Add +0.6% | 976,151 | $49.3M |
| Fifth Third Bancorp | 0.17% | Reduce -0.5% | 893,952 | $45.1M |
| BlackRock Inc. | 0.00% | Add +88600000.0% | 886,001 | $44.7M |
| Acorns Advisers, LLC | 0.47% | Add +2.7% | 876,462 | $44.2M |
| Equitable Holdings, Inc. | 0.45% | Reduce -28.2% | 842,753 | $42.5M |
| AE Wealth Management LLC | 0.42% | Add +2.8% | 839,359 | $42.4M |
| Ameriprise Financial Inc. | 0.01% | Add +8041.9% | 834,215 | $42.1M |
| Private Advisor Group, LLC | 0.27% | Add +6.3% | 810,026 | $40.9M |
| N.E.W. Advisory Services LLC | 4.37% | Add +14.1% | 801,640 | $40.5M |
| Stephens Inc. | 0.61% | Add +1.8% | 796,308 | $40.2M |
| MML Investors Services, LLC | 0.16% | Reduce -25.3% | 796,186 | $40.2M |
| Badgley Phelps Wealth Managers, LLC | 0.96% | Add +41.7% | 770,202 | $38.9M |
| Alpha Omega Wealth Management LLC | 7.32% | Reduce -1.9% | 759,073 | $38.3M |
| Mgo One Seven LLC | 1.73% | Add +105.5% | 722,216 | $36.5M |
| Rock Creek Group LLC | 4.86% | Reduce -10.3% | 720,938 | $36.4M |
| McMorgan & Co. LLC | 5.60% | Add +32.6% | 699,947 | $35.3M |
| Captrust Financial Advisors | 0.11% | Add +5.9% | 688,460 | $34.7M |
| Valmark Advisers, Inc. | 0.57% | Add +6.4% | 662,286 | $33.4M |
| ACT Advisors, LLC. | 16.85% | New | 641,088 | $32.4M |
| Ameritas Advisory Services, LLC | 1.22% | Reduce -8.6% | 638,669 | $32.2M |
| Financial Planning & Information Services, Inc. | 4.86% | Add +3.5% | 630,940 | $31.8M |
| Kestra Advisory Services, LLC | 0.18% | Add +32.5% | 622,989 | $31.4M |
| Montag A & Associates Inc. | 1.58% | Add +0.5% | 619,311 | $31.3M |
| Frisch Financial Group, Inc. | 9.27% | Add +38.3% | 606,151 | $30.6M |
| Appleton Partners Inc. | 2.34% | Reduce -6.9% | 601,940 | $30.4M |
| Greenwood Gearhart LLC | 2.85% | Add +0.2% | 598,623 | $30.2M |
| Insight Wealth Partners, LLC | 19.10% | Add +44.4% | 583,941 | $29.5M |
| Bramshill Investments, LLC | 3.19% | Add +42.1% | 580,797 | $29.3M |
| Great Point Wealth Advisors, LLC | 6.68% | Add +6.2% | 578,457 | $29.2M |
| Fairview Capital Investment Management, LLC | 1.64% | Reduce -5.2% | 577,615 | $29.2M |
| Financial Management Professionals, Inc. | 3.92% | Add +7.4% | 566,580 | $28.6M |
| Sollinda Capital Management LLC | 8.57% | Reduce -6.5% | 557,405 | $28.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.5% | 555,429 | $28.0M |
| Paradigm, Strategies in Wealth Management, LLC | 17.19% | Reduce -1.0% | 554,405 | $28.0M |
| Flaharty Asset Management, LLC | 4.11% | Add +1.9% | 550,651 | $27.8M |
| Heritage Oak Wealth Advisors LLC | 14.45% | — | 546,678 | $27.6M |
| Rosenberg Matthew Hamilton | 8.09% | Add +4.5% | 544,890 | $27.4M |
| Nisa Investment Advisors, LLC | 0.17% | New | 539,300 | $27.2M |
| Soltis Investment Advisors LLC | 2.87% | Reduce -6.8% | 536,433 | $27.1M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +14.0% | 534,773 | $27.0M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -43.1% | 521,115 | $26.3M |
| Cresset Asset Management, LLC | 0.11% | Reduce -10.3% | 519,815 | $26.2M |
| Great Valley Advisor Group, Inc. | 0.73% | Add +11.1% | 517,983 | $26.1M |
| Beacon Bank & Trust | 6.52% | Add +0.8% | 513,536 | $25.9M |
| Mariner, LLC | 0.05% | Add +4.5% | 511,927 | $25.8M |
| Trustmark Bank Trust Department | 2.02% | Reduce -2.9% | 499,436 | $25.2M |
| American Trust | 2.05% | Add +781.0% | 495,871 | $25.0M |
| Bryn Mawr Trust Advisors, LLC | 1.35% | Reduce -11.2% | 485,437 | $24.5M |
| Beacon Investment Advisory Services, Inc. | 1.04% | Reduce -0.3% | 478,594 | $24.2M |
| Verum Partners LLC | 7.78% | Add +12.7% | 476,368 | $24.0M |
| Peapack Gladstone Financial Corp. | 0.36% | Add +7.7% | 470,464 | $23.7M |
| Capital Investment Advisory Services, LLC | 2.43% | Add +5.6% | 466,943 | $23.6M |
| SkyOak Wealth, LLC | 5.44% | Add +7.7% | 461,930 | $23.3M |
| Deseret Mutual Benefit Administrators | 10.72% | Add +226.5% | 457,992 | $23.1M |
| Wilmington Savings Fund Society, FSB | 0.88% | Reduce -14.8% | 453,867 | $22.9M |
| Evensky & Katz LLC | 1.59% | Add +4.0% | 452,498 | $22.8M |
| Allworth Financial LP | 0.15% | Reduce -9.1% | 451,962 | $22.8M |
| Franklin Resources Inc. | 0.01% | Add +5.7% | 449,771 | $22.7M |
| Naviter Wealth, LLC | 3.32% | Add +125.3% | 440,170 | $22.2M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -6.5% | 435,062 | $22.0M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.