JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q1 2025 (March 31)1,097holders +21
86new positions
62sold out
6famous investors
$50.61avg. 13F price*
At the end of Q1 2025, 1,097 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 21 from Q4 2024. 86 opened new positions and 62 sold out. The largest holders were JPMorgan Chase & Co. ($5.1B), Morgan Stanley ($2.8B) and Temasek Holdings (Private) Ltd ($842.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- JPMorgan Ultra-Short Income
- CUSIP
- 46641Q837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $952.6M |
| Exits | 62 | $123.4M |
All 13F filers, Q4 2024 → Q1 2025: 53,517,973 shares bought and 18,600,148 shares sold, net +34,917,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,097 holders
| JPMorgan Chase & Co. | 0.39% | Add +2.7% | 100,114,408 | $5.1B |
| Morgan Stanley | 0.20% | Add +1.0% | 55,398,393 | $2.8B |
| Temasek Holdings (Private) Ltd | 3.40% | New | 16,643,400 | $842.7M |
| LPL Financial LLC | 0.30% | Add +19.4% | 15,159,206 | $767.5M |
| Bank of America Corp. | 0.06% | Reduce -2.0% | 14,144,362 | $716.1M |
| FMR LLC | 0.04% | Reduce -16.0% | 11,952,498 | $605.2M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +0.2% | 10,999,214 | $556.9M |
| Betterment LLC | 1.10% | Add +47.8% | 9,185,647 | $465.1M |
| UBS Group AG | 0.10% | Reduce -5.9% | 8,823,872 | $446.8M |
| HB Wealth Management, LLC | 3.62% | Add +2.8% | 8,545,925 | $430.3M |
| Wells Fargo & Company | 0.09% | Add +4.5% | 7,450,835 | $377.2M |
| Wealth Enhancement Advisory Services, LLC | 0.54% | Add +10.0% | 5,588,353 | $282.9M |
| Cerity Partners LLC | 0.52% | Add +8.6% | 4,951,561 | $250.7M |
| Raymond James Financial Inc. | 0.08% | Add +14.4% | 3,948,223 | $199.9M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +12.2% | 3,778,832 | $191.3M |
| Royal Bank of Canada | 0.04% | Reduce -4.2% | 3,487,685 | $176.6M |
| Cambridge Investment Research Advisors, Inc. | 0.51% | Reduce -20.9% | 2,991,624 | $151.5M |
| Quadrant Capital Group LLC | 5.59% | Add +59.8% | 2,973,517 | $150.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +11.0% | 2,963,226 | $150.0M |
| Ameriprise Financial Inc. | 0.04% | Add +44.8% | 2,918,073 | $147.5M |
| Foster Dykema Cabot & Partners, LLC | 10.90% | Add +8.0% | 2,682,578 | $135.8M |
| Osaic Holdings, Inc. | 0.28% | Add +11.3% | 2,437,316 | $123.4M |
| Townsquare Capital LLC | 1.30% | Add +4.3% | 2,405,936 | $121.8M |
| Renaissance Technologies | 0.17% | Add +24.4% | 2,277,600 | $115.3M |
| Spire Wealth Management | 3.47% | Reduce -3.0% | 2,137,779 | $108.2M |
| Commonwealth Equity Services, LLC | 0.15% | Add +15.7% | 2,095,913 | $106.1M |
| Bridgewater Advisors Inc. | 8.89% | Add +5.5% | 2,029,044 | $102.7M |
| Cetera Investment Advisers | 0.19% | Reduce -2.0% | 1,979,162 | $100.2M |
| Obsidian Cio, LLC | 14.82% | Add +153.9% | 1,799,998 | $91.1M |
| Exchange Traded Concepts, LLC | 1.57% | Add +1058.1% | 1,740,737 | $88.1M |
| Cornerstone Management, Inc. | 15.65% | Add +2.3% | 1,651,264 | $83.6M |
| Rock Creek Group LLC | 9.75% | Add +12.2% | 1,626,732 | $82.3M |
| Ancora Advisors LLC | 1.84% | Add +0.3% | 1,626,297 | $82.3M |
| Stifel Financial Corp. | 0.08% | Add +3.4% | 1,555,392 | $78.7M |
| NorthCoast Asset Management LLC | 0.39% | Reduce -30.7% | 1,529,924 | $77.5M |
| Legacy Wealth Management, LLC | 4.88% | Add +0.1% | 1,446,499 | $73.2M |
| State of Tennessee, Department of Treasury | 0.26% | Reduce -24.7% | 1,360,100 | $68.9M |
| Assetmark, Inc. | 0.18% | Add +2.7% | 1,322,171 | $66.9M |
| Great Valley Advisor Group, Inc. | 1.42% | Add +32.1% | 1,305,608 | $66.1M |
| Fifth Third Bancorp | 0.24% | Add +13.3% | 1,224,663 | $62.0M |
| Cwm, LLC | 0.23% | Add +5.4% | 1,159,783 | $58.7M |
| United Capital Financial Advisors, LLC | 0.50% | Add +12.7% | 1,155,416 | $58.5M |
| Greenwood Gearhart LLC | 4.03% | Add +51.0% | 1,151,353 | $58.3M |
| Axxcess Wealth Management, LLC | 1.56% | Add +13.3% | 1,130,496 | $57.2M |
| Sei Investments Co. | 0.07% | Reduce -0.9% | 1,103,950 | $55.9M |
| Signaturefd, LLC | 1.04% | Reduce -9.9% | 1,088,892 | $55.1M |
| N.E.W. Advisory Services LLC | 4.20% | Add +12.2% | 1,082,614 | $54.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 2.01% | No change | 1,000,000 | $50.6M |
| Round Rock Advisors LLC | 9.36% | Add +40.3% | 997,041 | $50.5M |
| Members Capital Advisors Inc. | 58.42% | Reduce -33.4% | 995,000 | $50.4M |
| Private Advisor Group, LLC | 0.30% | Add +2.7% | 976,648 | $49.4M |
| Acorns Advisers, LLC | 0.47% | Add +6.0% | 972,181 | $49.2M |
| MML Investors Services, LLC | 0.16% | Reduce -18.8% | 953,920 | $48.3M |
| Valmark Advisers, Inc. | 0.71% | Add +21.0% | 930,368 | $47.1M |
| Peterson Wealth Advisors, LLC | 9.08% | Reduce -1.7% | 931,809 | $47.0M |
| Crane Advisory, LLC | 8.36% | Add +112.7% | 917,926 | $46.3M |
| Avantax Advisory Services, Inc. | 0.27% | Add +27.8% | 893,775 | $45.3M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 893,474 | $45.2M |
| Mgo One Seven LLC | 1.70% | Add +3.6% | 866,053 | $43.8M |
| Trustmark Bank Trust Department | 3.20% | Add +21.8% | 854,218 | $43.2M |
| BNP Paribas Financial Markets | 0.03% | Add +428.8% | 848,945 | $43.0M |
| Jones Financial Companies LLLP | 0.04% | Add +84.4% | 834,658 | $42.3M |
| Badgley Phelps Wealth Managers, LLC | 1.00% | Add +2.0% | 817,627 | $41.4M |
| Roof Eidam Maycock Peralta, LLC | 10.92% | Add +8.7% | 813,101 | $41.2M |
| Bramshill Investments, LLC | 4.04% | Add +34.4% | 780,797 | $39.5M |
| Stephens Inc. | 0.57% | Add +1.0% | 765,101 | $38.7M |
| Alpha Omega Wealth Management LLC | 7.19% | Reduce -0.9% | 743,461 | $37.6M |
| Fluent Financial, LLC | 16.05% | Add +52.8% | 727,488 | $36.8M |
| HighTower Advisors, LLC | 0.05% | Add +182.1% | 699,097 | $35.4M |
| Fairview Capital Investment Management, LLC | 1.86% | Reduce -3.4% | 693,541 | $35.1M |
| Focus Partners Wealth | 0.09% | Add +26.3% | 685,048 | $34.7M |
| Rosenberg Matthew Hamilton | 8.36% | Add +5.0% | 658,768 | $33.4M |
| Iron Horse Wealth Management, LLC | 10.63% | Add +16815.7% | 653,962 | $33.1M |
| NewEdge Advisors, LLC | 0.19% | Add +31.6% | 644,870 | $32.6M |
| Franklin Resources Inc. | 0.01% | Add +31.7% | 639,740 | $32.4M |
| Captrust Financial Advisors | 0.08% | Add +1.7% | 639,077 | $32.4M |
| Great Point Wealth Advisors, LLC | 6.78% | Add +5.2% | 619,005 | $31.3M |
| Equitable Holdings, Inc. | 0.29% | Reduce -24.4% | 603,403 | $30.6M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.2% | 569,145 | $28.8M |
| Peapack Gladstone Financial Corp. | 0.42% | Reduce -0.7% | 557,445 | $28.2M |
| Mariner, LLC | 0.05% | Add +5.1% | 549,640 | $27.8M |
| Beacon Bank & Trust | 6.77% | Add +1.5% | 548,824 | $27.8M |
| Integrated Wealth Concepts LLC | 0.32% | Add +12.2% | 548,052 | $27.7M |
| Compass Financial Services Inc | 14.36% | Add +5.3% | 540,361 | $27.4M |
| Dynamic Advisor Solutions LLC | 0.89% | Add +87.4% | 536,136 | $27.1M |
| Old Mission Capital LLC | 0.52% | Add +2716.6% | 531,597 | $26.9M |
| Wealth Advisors of Iowa, LLC | 11.55% | New | 530,755 | $26.9M |
| Capital Asset Advisory Services LLC | 1.37% | Add +6.4% | 532,584 | $26.9M |
| Sollinda Capital Management LLC | 7.46% | Reduce -2.6% | 529,710 | $26.8M |
| StrongBox Wealth, LLC | 11.13% | Add +7.4% | 527,358 | $26.7M |
| SkyOak Wealth, LLC | 5.79% | Add +6.4% | 521,620 | $26.4M |
| AdvisorNet Financial, Inc | 1.96% | Add +24.4% | 520,801 | $26.4M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +23.0% | 519,371 | $26.3M |
| Flagship Harbor Advisors, LLC | 1.35% | Add +1.6% | 508,615 | $25.8M |
| Norden Group LLC | 2.95% | Add +0.5% | 506,086 | $25.6M |
| Beacon Investment Advisory Services, Inc. | 1.19% | Add +3.2% | 502,579 | $25.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +19.4% | 497,527 | $25.2M |
| WJ Wealth Management, LLC | 8.88% | Add +347.7% | 495,766 | $25.1M |
| San Luis Wealth Advisors LLC | 5.67% | Reduce -9.4% | 495,496 | $25.1M |
| Soltis Investment Advisors LLC | 2.24% | Add +1.4% | 494,091 | $25.0M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.