JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q4 2024 (December 31)1,076holders +98
87new positions
58sold out
5famous investors
$50.41avg. 13F price*
At the end of Q4 2024, 1,076 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 98 from Q3 2024. 87 opened new positions and 58 sold out. The largest holders were JPMorgan Chase & Co. ($4.9B), Morgan Stanley ($2.8B) and Bank of America Corp. ($726.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $380.2M |
| Exits | 58 | $151.7M |
All 13F filers, Q3 2024 → Q4 2024: 57,909,311 shares bought and 17,173,178 shares sold, net +40,736,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,076 holders
| JPMorgan Chase & Co. | 0.39% | Add +32.6% | 97,516,324 | $4.9B |
| Morgan Stanley | 0.19% | Reduce -2.9% | 54,842,754 | $2.8B |
| Bank of America Corp. | 0.07% | Add +5.5% | 14,427,628 | $726.7M |
| FMR LLC | 0.04% | Add +0.0% | 14,230,282 | $716.8M |
| LPL Financial LLC | 0.26% | Add +13.6% | 12,694,776 | $639.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -19.3% | 10,980,839 | $553.1M |
| UBS Group AG | 0.11% | Add +9.3% | 9,381,277 | $472.5M |
| HB Wealth Management, LLC | 4.26% | Add +11.2% | 8,316,836 | $416.6M |
| Wells Fargo & Company | 0.09% | Add +3.3% | 7,130,097 | $359.1M |
| Betterment LLC | 0.75% | Add +8.6% | 6,216,053 | $313.1M |
| Wealth Enhancement Advisory Services, LLC | 0.49% | Reduce -11.7% | 5,082,038 | $256.0M |
| Cerity Partners LLC | 0.50% | Add +27.7% | 4,557,975 | $230.3M |
| Cambridge Investment Research Advisors, Inc. | 0.64% | Add +118.2% | 3,781,153 | $190.5M |
| Royal Bank of Canada | 0.04% | Add +4.7% | 3,641,449 | $183.4M |
| Raymond James Financial Inc. | 0.06% | — | 3,452,138 | $173.9M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +37.6% | 3,367,428 | $169.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -11.9% | 2,670,560 | $134.5M |
| Foster Dykema Cabot & Partners, LLC | 9.79% | Add +5.1% | 2,483,092 | $125.6M |
| Townsquare Capital LLC | 1.31% | Reduce -3.8% | 2,307,809 | $116.2M |
| NorthCoast Asset Management LLC | 0.55% | Add +31.1% | 2,207,836 | $111.2M |
| Spire Wealth Management | 3.45% | Add +8.9% | 2,203,675 | $111.0M |
| Osaic Holdings, Inc. | 0.25% | Reduce -5.0% | 2,189,743 | $110.3M |
| Cetera Investment Advisers | 0.21% | Reduce -14.3% | 2,018,683 | $101.7M |
| Ameriprise Financial Inc. | 0.03% | Add +71.8% | 2,015,233 | $101.5M |
| Flow Traders U.S. LLC | 3.98% | New | 1,979,154 | $99.7M |
| Bridgewater Advisors Inc. | 10.12% | Add +11.2% | 1,922,583 | $97.0M |
| Quadrant Capital Group LLC | 6.45% | Add +10.1% | 1,861,199 | $93.7M |
| Renaissance Technologies | 0.14% | Add +11.1% | 1,830,800 | $92.2M |
| Commonwealth Equity Services, LLC | 0.13% | Add +4.2% | 1,811,715 | $91.3M |
| State of Tennessee, Department of Treasury | 0.33% | New | 1,806,758 | $91.0M |
| Ancora Advisors LLC | 1.82% | Add +2.6% | 1,620,944 | $81.6M |
| Cornerstone Management, Inc. | 15.74% | Add +2.1% | 1,614,971 | $81.3M |
| Stifel Financial Corp. | 0.08% | Add +0.3% | 1,504,649 | $75.8M |
| Members Capital Advisors Inc. | 67.72% | Add +49.5% | 1,495,000 | $75.3M |
| Rock Creek Group LLC | 7.70% | Add +97.8% | 1,450,354 | $73.2M |
| Legacy Wealth Management, LLC | 4.67% | Add +4.6% | 1,444,695 | $72.8M |
| Assetmark, Inc. | 0.18% | Add +1.7% | 1,287,821 | $64.9M |
| Signaturefd, LLC | 1.15% | Reduce -12.3% | 1,208,043 | $60.8M |
| MML Investors Services, LLC | 0.20% | Add +24.6% | 1,175,006 | $59.2M |
| Sei Investments Co. | 0.07% | Add +2.1% | 1,114,292 | $56.1M |
| Cwm, LLC | 0.23% | Add +5.4% | 1,100,630 | $55.4M |
| Fifth Third Bancorp | 0.20% | Add +14.6% | 1,080,682 | $54.4M |
| McMorgan & Co. LLC | 8.22% | Add +22.5% | 1,054,675 | $53.1M |
| United Capital Financial Advisors, LLC | 0.44% | Reduce -1.4% | 1,025,458 | $51.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.61% | No change | 1,000,000 | $50.4M |
| Axxcess Wealth Management, LLC | 1.24% | Add +0.0% | 998,036 | $50.3M |
| Great Valley Advisor Group, Inc. | 1.11% | Add +19.2% | 988,042 | $49.8M |
| N.E.W. Advisory Services LLC | 4.62% | Add +8.7% | 964,963 | $48.6M |
| Private Advisor Group, LLC | 0.27% | Add +17.6% | 950,815 | $47.9M |
| Peterson Wealth Advisors, LLC | 8.61% | Add +0.2% | 948,344 | $47.8M |
| Acorns Advisers, LLC | 0.45% | Add +1.9% | 916,755 | $46.2M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 888,555 | $44.8M |
| Mgo One Seven LLC | 1.62% | Reduce -2.2% | 835,812 | $42.1M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Add +2.1% | 801,684 | $40.5M |
| Equitable Holdings, Inc. | 0.38% | Reduce -48.1% | 797,935 | $40.2M |
| Phoenix Wealth Advisors | 17.01% | Add +33.4% | 778,719 | $39.2M |
| Valmark Advisers, Inc. | 0.60% | Add +9.4% | 769,105 | $38.7M |
| Greenwood Gearhart LLC | 2.65% | Add +20.5% | 762,687 | $38.4M |
| Stephens Inc. | 0.54% | Add +0.4% | 757,523 | $38.2M |
| Alpha Omega Wealth Management LLC | 7.16% | Reduce -1.5% | 749,979 | $37.8M |
| Roof Eidam Maycock Peralta, LLC | 9.73% | Add +106.4% | 748,002 | $37.7M |
| Fairview Capital Investment Management, LLC | 1.88% | Add +21.3% | 718,104 | $36.2M |
| Round Rock Advisors LLC | 7.34% | Add +450.6% | 710,477 | $35.8M |
| Obsidian Cio, LLC | 6.52% | Add +62.3% | 708,986 | $35.7M |
| Trustmark Bank Trust Department | 2.62% | Add +40.6% | 701,224 | $35.3M |
| Avantax Advisory Services, Inc. | 0.22% | Reduce -1.3% | 699,332 | $35.2M |
| Donoghue Forlines LLC | 10.69% | Add +40.6% | 634,530 | $32.0M |
| Aptus Capital Advisors, LLC | 0.38% | Add +379.0% | 630,764 | $31.8M |
| Captrust Financial Advisors | 0.09% | Reduce -13.4% | 628,574 | $31.7M |
| Rosenberg Matthew Hamilton | 8.21% | Add +4.3% | 627,510 | $31.6M |
| Great Point Wealth Advisors, LLC | 6.48% | Add +0.6% | 588,271 | $29.6M |
| Rockefeller Capital Management L.P. | 0.08% | Add +12.2% | 588,231 | $29.6M |
| Bramshill Investments, LLC | 4.60% | No change | 580,797 | $29.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +106.7% | 575,674 | $29.0M |
| Peapack Gladstone Financial Corp. | 0.41% | Add +11.6% | 561,459 | $28.3M |
| Citigroup Inc. | 0.03% | Add +202.8% | 559,742 | $28.2M |
| San Luis Wealth Advisors LLC | 5.21% | Add +27.5% | 546,699 | $27.5M |
| Sollinda Capital Management LLC | 7.53% | Reduce -1.8% | 543,838 | $27.4M |
| Focus Partners Wealth | 0.07% | Add +290.6% | 542,396 | $27.4M |
| Beacon Bank & Trust | 6.33% | Add +2.5% | 540,834 | $27.2M |
| Mariner, LLC | 0.04% | Add +6.5% | 522,832 | $26.3M |
| Compass Financial Services Inc | 14.63% | — | 513,123 | $25.8M |
| Norden Group LLC | 2.87% | Reduce -4.3% | 503,482 | $25.4M |
| Capital Asset Advisory Services LLC | 1.24% | Add +1.4% | 500,486 | $25.2M |
| Flagship Harbor Advisors, LLC | 1.32% | Add +8.0% | 500,342 | $25.2M |
| Cresset Asset Management, LLC | 0.12% | Reduce -7.7% | 496,953 | $25.1M |
| Clarus Group, Inc. | 8.93% | Add +12.2% | 498,307 | $25.1M |
| Appleton Partners Inc. | 1.84% | Reduce -14.8% | 493,462 | $24.9M |
| American Trust | 1.89% | Add +1.6% | 492,775 | $24.8M |
| StrongBox Wealth, LLC | 10.47% | Add +17.6% | 490,987 | $24.7M |
| SkyOak Wealth, LLC | 5.28% | Add +0.1% | 490,133 | $24.7M |
| NewEdge Advisors, LLC | 0.15% | Add +24.2% | 489,906 | $24.7M |
| Integrated Wealth Concepts LLC | 0.29% | Add +54.4% | 488,465 | $24.6M |
| Soltis Investment Advisors LLC | 2.27% | Reduce -2.2% | 487,038 | $24.5M |
| Beacon Investment Advisory Services, Inc. | 1.06% | Reduce -1.4% | 487,019 | $24.5M |
| Franklin Resources Inc. | 0.01% | Add +6.4% | 485,808 | $24.5M |
| Mainstream Capital Management LLC | 16.97% | Add +77.5% | 480,531 | $24.2M |
| Bryn Mawr Trust Advisors, LLC | 1.29% | Reduce -0.3% | 476,442 | $24.0M |
| Fluent Financial, LLC | 10.61% | New | 475,994 | $24.0M |
| Cooper Financial Group | 2.89% | Add +18.5% | 475,706 | $24.0M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.