JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q3 2024 (September 30)978holders −10
62new positions
73sold out
5famous investors
$50.73avg. 13F price*
At the end of Q3 2024, 978 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, down 10 from Q2 2024. 62 opened new positions and 73 sold out. The largest holders were JPMorgan Chase & Co. ($3.7B), Morgan Stanley ($2.9B) and FMR LLC ($721.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $279.4M |
| Exits | 73 | $139.8M |
All 13F filers, Q2 2024 → Q3 2024: 36,834,845 shares bought and 15,997,280 shares sold, net +20,837,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 978 holders
| JPMorgan Chase & Co. | 0.30% | Add +26.1% | 73,544,853 | $3.7B |
| Morgan Stanley | 0.21% | Add +0.8% | 56,487,179 | $2.9B |
| FMR LLC | 0.04% | Reduce -2.2% | 14,227,625 | $721.9M |
| Bank of America Corp. | 0.06% | Reduce -5.0% | 13,681,002 | $694.2M |
| Charles Schwab Investment Management Inc. | 0.13% | Add +0.7% | 13,600,636 | $690.1M |
| LPL Financial LLC | 0.25% | Add +7.6% | 11,172,018 | $566.9M |
| UBS Group AG | 0.12% | Add +0.3% | 8,587,301 | $435.7M |
| HB Wealth Management, LLC | 4.05% | Reduce -3.6% | 7,478,647 | $377.1M |
| Wells Fargo & Company | 0.09% | Reduce -9.0% | 6,905,264 | $350.4M |
| Wealth Enhancement Advisory Services, LLC | 0.63% | Add +22.4% | 5,755,150 | $292.0M |
| Betterment LLC | 0.69% | Add +10.4% | 5,721,617 | $290.3M |
| Cerity Partners LLC | 0.40% | Add +9.4% | 3,570,373 | $181.2M |
| Royal Bank of Canada | 0.04% | Add +6.9% | 3,478,930 | $176.5M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -16.2% | 3,031,200 | $153.8M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +18.2% | 2,446,295 | $124.1M |
| Townsquare Capital LLC | 1.46% | Add +1.1% | 2,399,169 | $121.7M |
| Foster Dykema Cabot & Partners, LLC | 10.06% | Add +2.3% | 2,362,565 | $119.9M |
| Cetera Investment Advisers | 0.26% | Add +0.4% | 2,355,247 | $119.5M |
| Osaic Holdings, Inc. | 0.26% | Add +1.9% | 2,304,725 | $117.0M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Add +2.5% | 2,258,004 | $114.6M |
| Spire Wealth Management | 3.46% | Add +33.5% | 2,023,700 | $102.7M |
| Commonwealth Equity Services, LLC | 0.13% | Add +0.1% | 1,738,622 | $88.2M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Add +13.6% | 1,732,566 | $87.9M |
| Bridgewater Advisors Inc. | 9.17% | Add +4.0% | 1,729,003 | $87.5M |
| Quadrant Capital Group LLC | 5.96% | Add +10.8% | 1,690,038 | $85.8M |
| NorthCoast Asset Management LLC | 0.60% | Add +46.4% | 1,683,408 | $84.7M |
| Renaissance Technologies | 0.13% | Add +6.9% | 1,647,900 | $83.6M |
| Cornerstone Management, Inc. | 16.74% | Add +11.2% | 1,581,148 | $80.2M |
| Ancora Advisors LLC | 1.82% | Add +23.1% | 1,579,626 | $80.2M |
| Equitable Holdings, Inc. | 0.76% | Add +82.5% | 1,537,950 | $78.0M |
| Stifel Financial Corp. | 0.08% | Add +4.6% | 1,499,343 | $76.1M |
| Legacy Wealth Management, LLC | 4.54% | Add +2.8% | 1,381,600 | $70.1M |
| Signaturefd, LLC | 1.33% | Reduce -21.5% | 1,376,744 | $69.9M |
| Assetmark, Inc. | 0.18% | Add +2.5% | 1,266,369 | $64.3M |
| Ameriprise Financial Inc. | 0.02% | Add +40.6% | 1,173,318 | $59.6M |
| Sei Investments Co. | 0.07% | Reduce -0.9% | 1,090,854 | $55.3M |
| Cwm, LLC | 0.23% | Reduce -1.6% | 1,043,850 | $53.0M |
| United Capital Financial Advisors, LLC | 0.43% | Add +0.8% | 1,040,015 | $52.8M |
| Members Capital Advisors Inc. | 58.40% | No change | 1,000,000 | $50.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 2.10% | New | 1,000,000 | $50.7M |
| Axxcess Wealth Management, LLC | 1.28% | Reduce -12.1% | 997,682 | $50.6M |
| Temasek Holdings (Private) Ltd | 0.20% | New | 986,900 | $50.1M |
| Peterson Wealth Advisors, LLC | 9.07% | Reduce -3.0% | 946,435 | $48.0M |
| MML Investors Services, LLC | 0.17% | Add +18.5% | 943,195 | $47.9M |
| Fifth Third Bancorp | 0.17% | Add +5.5% | 942,764 | $47.8M |
| Raymond James & Associates | 0.03% | Reduce -9.2% | 900,715 | $45.7M |
| Acorns Advisers, LLC | 0.45% | Add +2.7% | 900,074 | $45.7M |
| N.E.W. Advisory Services LLC | 4.44% | Add +10.7% | 887,605 | $45.0M |
| BlackRock, Inc. | 0.00% | — | 886,001 | $45.0M |
| McMorgan & Co. LLC | 6.73% | Add +23.0% | 861,119 | $43.7M |
| Econ Financial Services Corp | 24.44% | New | 860,910 | $43.7M |
| Mgo One Seven LLC | 1.88% | Add +18.3% | 854,267 | $43.3M |
| Great Valley Advisor Group, Inc. | 1.03% | Add +60.1% | 829,133 | $42.1M |
| Private Advisor Group, LLC | 0.25% | Reduce -0.2% | 808,714 | $41.0M |
| Badgley Phelps Wealth Managers, LLC | 0.93% | Add +1.9% | 784,976 | $39.8M |
| BNP Paribas Financial Markets | 0.04% | Add +41.2% | 784,410 | $39.8M |
| Alpha Omega Wealth Management LLC | 7.09% | Add +0.3% | 761,412 | $38.6M |
| Stephens Inc. | 0.54% | Reduce -5.3% | 754,328 | $38.3M |
| Rock Creek Group LLC | 4.26% | Add +1.7% | 733,134 | $37.2M |
| Captrust Financial Advisors | 0.11% | Add +5.4% | 725,852 | $36.8M |
| Kestra Advisory Services, LLC | 0.20% | Add +16.4% | 725,333 | $36.8M |
| Avantax Advisory Services, Inc. | 0.24% | Reduce -29.8% | 708,238 | $35.9M |
| Valmark Advisers, Inc. | 0.56% | Add +6.2% | 703,059 | $35.7M |
| Greenwood Gearhart LLC | 2.67% | Add +5.7% | 632,978 | $32.1M |
| Synovus Financial Corp. | 0.37% | Add +80.4% | 623,010 | $31.6M |
| Financial Management Professionals, Inc. | 3.86% | Add +8.1% | 612,547 | $31.1M |
| Rosenberg Matthew Hamilton | 7.99% | Add +10.4% | 601,785 | $30.5M |
| Fairview Capital Investment Management, LLC | 1.62% | Add +2.5% | 592,143 | $30.0M |
| Great Point Wealth Advisors, LLC | 6.34% | Add +1.1% | 584,862 | $29.7M |
| Phoenix Wealth Advisors | 13.75% | Add +1244.8% | 583,667 | $29.6M |
| Bramshill Investments, LLC | 3.23% | No change | 580,797 | $29.5M |
| Appleton Partners Inc. | 2.16% | Reduce -3.8% | 578,858 | $29.4M |
| Flaharty Asset Management, LLC | 3.96% | Add +0.8% | 555,028 | $28.2M |
| Sollinda Capital Management LLC | 7.93% | Reduce -0.6% | 554,041 | $28.1M |
| Cresset Asset Management, LLC | 0.11% | Add +3.5% | 538,199 | $27.3M |
| Beacon Bank & Trust | 6.28% | Add +2.8% | 527,703 | $26.8M |
| Norden Group LLC | 3.15% | Add +152.8% | 526,055 | $26.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.6% | 524,400 | $26.6M |
| Verum Partners LLC | 7.65% | Add +7.7% | 513,060 | $26.0M |
| Peapack Gladstone Financial Corp. | 0.37% | Add +7.0% | 503,296 | $25.5M |
| Trustmark Bank Trust Department | 1.91% | Reduce -0.1% | 498,676 | $25.3M |
| Soltis Investment Advisors LLC | 2.47% | Reduce -7.2% | 497,822 | $25.3M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -7.0% | 497,250 | $25.2M |
| Beacon Investment Advisory Services, Inc. | 1.04% | Add +3.2% | 493,907 | $25.1M |
| Simplify Asset Management Inc. | 1.72% | New | 493,580 | $25.0M |
| Capital Asset Advisory Services LLC | 1.25% | Add +17.1% | 493,552 | $24.9M |
| Mariner, LLC | 0.04% | Reduce -4.2% | 490,700 | $24.9M |
| SkyOak Wealth, LLC | 5.50% | Add +6.0% | 489,771 | $24.9M |
| American Trust | 2.03% | Reduce -2.2% | 484,892 | $24.6M |
| Bryn Mawr Trust Advisors, LLC | 1.31% | Reduce -1.6% | 477,708 | $24.2M |
| Highline Wealth Partners LLC | 7.94% | Add +49.8% | 467,829 | $23.7M |
| Flagship Harbor Advisors, LLC | 1.29% | Add +24.9% | 463,500 | $23.5M |
| Financial Planning & Information Services, Inc. | 3.22% | Reduce -27.1% | 460,079 | $23.3M |
| Franklin Resources Inc. | 0.01% | Add +1.5% | 456,509 | $23.1M |
| Hudock, Inc. | 3.96% | Add +67.5% | 451,867 | $22.9M |
| Evensky & Katz LLC | 1.49% | Reduce -0.2% | 451,442 | $22.9M |
| Donoghue Forlines LLC | 6.53% | New | 451,326 | $22.9M |
| Allworth Financial LP | 0.14% | Reduce -0.4% | 450,263 | $22.8M |
| Clarus Group, Inc. | 9.51% | Add +4.0% | 443,985 | $22.5M |
| Naviter Wealth, LLC | 3.09% | Reduce -0.7% | 436,979 | $22.2M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.