JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q2 2025 (June 30)1,115holders +18
85new positions
71sold out
5famous investors
$50.65avg. 13F price*
At the end of Q2 2025, 1,115 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 18 from Q1 2025. 85 opened new positions and 71 sold out. The largest holders were JPMorgan Chase & Co. ($4.5B), Morgan Stanley ($3.1B) and LPL Financial LLC ($857.2M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $169.7M |
| Exits | 71 | $1.1B |
All 13F filers, Q1 2025 → Q2 2025: 43,593,996 shares bought and 51,055,945 shares sold, net −7,461,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,115 holders
| JPMorgan Chase & Co. | 0.31% | Reduce -11.2% | 88,956,565 | $4.5B |
| Morgan Stanley | 0.20% | Add +9.2% | 60,510,473 | $3.1B |
| LPL Financial LLC | 0.29% | Add +11.6% | 16,914,662 | $857.2M |
| Bank of America Corp. | 0.07% | Add +15.3% | 16,306,977 | $826.4M |
| FMR LLC | 0.04% | Add +10.4% | 13,190,727 | $668.5M |
| Betterment LLC | 1.22% | Add +22.9% | 11,291,079 | $572.2M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +0.9% | 11,093,296 | $562.2M |
| UBS Group AG | 0.10% | Add +5.7% | 9,326,265 | $472.7M |
| HB Wealth Management, LLC | 3.60% | Add +4.0% | 8,888,716 | $450.5M |
| Wells Fargo & Company | 0.09% | Add +8.8% | 8,104,149 | $410.7M |
| Wealth Enhancement Advisory Services, LLC | 0.57% | Add +22.6% | 6,853,875 | $346.1M |
| Cerity Partners LLC | 0.47% | Add +5.7% | 5,231,134 | $265.1M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +27.6% | 4,823,169 | $244.4M |
| Raymond James Financial Inc. | 0.08% | Add +17.5% | 4,640,409 | $235.2M |
| Royal Bank of Canada | 0.04% | Add +25.2% | 4,367,887 | $221.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +34.7% | 3,990,344 | $202.2M |
| Foster Dykema Cabot & Partners, LLC | 13.60% | Add +42.2% | 3,814,842 | $193.3M |
| Ameriprise Financial Inc. | 0.04% | Add +22.8% | 3,582,584 | $181.5M |
| Osaic Holdings, Inc. | 0.25% | Add +12.8% | 2,750,037 | $139.4M |
| Commonwealth Equity Services, LLC | 0.16% | Add +16.9% | 2,449,966 | $124.2M |
| NorthCoast Asset Management LLC | 0.53% | Add +59.9% | 2,447,023 | $124.0M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Reduce -20.3% | 2,384,083 | $120.8M |
| Cetera Investment Advisers | 0.17% | Reduce -2.1% | 1,937,480 | $98.2M |
| Bridgewater Advisors Inc. | 7.42% | Reduce -5.1% | 1,926,101 | $97.6M |
| Cornerstone Management, Inc. | 15.10% | Add +3.8% | 1,714,006 | $86.9M |
| Spire Wealth Management | 3.08% | Reduce -20.9% | 1,690,544 | $85.7M |
| Quadrant Capital Group LLC | 3.04% | Reduce -43.9% | 1,667,229 | $84.5M |
| Stifel Financial Corp. | 0.08% | Add +6.9% | 1,662,322 | $84.2M |
| Ancora Advisors LLC | 1.73% | Add +0.6% | 1,635,175 | $82.9M |
| Obsidian Cio, LLC | 11.55% | Reduce -12.8% | 1,569,722 | $79.6M |
| Legacy Wealth Management, LLC | 4.66% | Add +2.2% | 1,478,317 | $74.9M |
| Crane Advisory, LLC | 11.90% | Add +54.8% | 1,421,212 | $71.8M |
| Assetmark, Inc. | 0.17% | Add +6.4% | 1,406,864 | $71.3M |
| Fifth Third Bancorp | 0.23% | Add +7.8% | 1,319,673 | $66.9M |
| Greenwood Gearhart LLC | 4.15% | Add +13.9% | 1,310,993 | $66.4M |
| RiverFront Investment Group, LLC | 1.25% | Add +941.7% | 1,258,877 | $63.8M |
| Avantax Advisory Services, Inc. | 0.34% | Add +34.7% | 1,203,845 | $61.0M |
| Round Rock Advisors LLC | 10.34% | Add +18.6% | 1,182,910 | $59.9M |
| MML Investors Services, LLC | 0.17% | Add +24.0% | 1,182,696 | $59.9M |
| State of Tennessee, Department of Treasury | 0.21% | Reduce -13.1% | 1,181,800 | $59.9M |
| Axxcess Wealth Management, LLC | 1.44% | Add +4.5% | 1,181,376 | $59.9M |
| Jones Financial Companies LLLP | 0.04% | Add +37.2% | 1,144,823 | $58.0M |
| Rock Creek Group LLC | 6.76% | Reduce -30.1% | 1,137,305 | $57.6M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -1.7% | 1,135,570 | $57.6M |
| Cwm, LLC | 0.20% | Reduce -2.2% | 1,134,769 | $57.5M |
| Sei Investments Co. | 0.07% | Add +0.5% | 1,109,451 | $56.2M |
| Private Advisor Group, LLC | 0.30% | Add +11.6% | 1,090,193 | $55.3M |
| N.E.W. Advisory Services LLC | 5.06% | Reduce -5.0% | 1,029,052 | $52.2M |
| Adventist Health System Sunbelt Healthcare Corp. | 3.90% | No change | 1,000,000 | $50.7M |
| BNP Paribas Financial Markets | 0.04% | Add +16.4% | 988,281 | $50.1M |
| Acorns Advisers, LLC | 0.42% | Add +0.4% | 975,829 | $49.5M |
| Naviter Wealth, LLC | 5.98% | Add +111.8% | 958,195 | $48.6M |
| Peterson Wealth Advisors, LLC | 7.80% | Add +0.1% | 932,776 | $47.3M |
| Valmark Advisers, Inc. | 0.66% | Reduce -0.3% | 927,786 | $47.0M |
| Retirement Income Solutions, Inc. | 8.63% | New | 927,651 | $47.0M |
| NewEdge Advisors, LLC | 0.24% | Add +42.1% | 916,646 | $46.5M |
| Mariner, LLC | 0.07% | Add +65.8% | 911,417 | $46.2M |
| Captrust Financial Advisors | 0.10% | Add +41.8% | 906,410 | $45.9M |
| Mgo One Seven LLC | 1.40% | Reduce -1.5% | 853,286 | $43.2M |
| Trustmark Bank Trust Department | 2.84% | Reduce -5.0% | 811,134 | $41.1M |
| Bramshill Investments, LLC | 4.14% | No change | 780,797 | $39.6M |
| Roof Eidam Maycock Peralta, LLC | 9.74% | Reduce -4.1% | 779,786 | $39.5M |
| Alpha Omega Wealth Management LLC | 6.95% | Add +2.9% | 765,271 | $38.8M |
| Signaturefd, LLC | 0.66% | Reduce -30.4% | 757,505 | $38.4M |
| Stephens Inc. | 0.52% | Reduce -2.9% | 742,626 | $37.6M |
| HighTower Advisors, LLC | 0.05% | Add +5.4% | 736,843 | $37.3M |
| McMorgan & Co. LLC | 5.31% | Add +76.0% | 710,250 | $36.0M |
| Fairview Capital Investment Management, LLC | 1.86% | Add +2.1% | 708,208 | $35.9M |
| Iron Horse Wealth Management, LLC | 10.33% | Add +5.6% | 690,854 | $35.0M |
| Focus Partners Wealth | 0.08% | Add +0.4% | 687,842 | $34.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +224.5% | 676,769 | $34.3M |
| San Luis Wealth Advisors LLC | 7.34% | Add +36.1% | 674,498 | $34.2M |
| Franklin Resources Inc. | 0.01% | Add +0.7% | 644,297 | $32.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +10.7% | 630,157 | $31.9M |
| Equitable Holdings, Inc. | 0.25% | Add +1.1% | 609,786 | $30.9M |
| Rosenberg Matthew Hamilton | 7.13% | Reduce -8.1% | 605,364 | $30.7M |
| Frisch Financial Group, Inc. | 7.50% | Add +103.2% | 604,678 | $30.6M |
| Peapack Gladstone Financial Corp. | 0.42% | Add +5.0% | 585,114 | $29.7M |
| Dynamic Advisor Solutions LLC | 0.91% | Add +9.0% | 584,421 | $29.6M |
| AdvisorNet Financial, Inc | 1.91% | Add +12.2% | 584,169 | $29.6M |
| Kestra Advisory Services, LLC | 0.14% | Add +16.9% | 581,880 | $29.5M |
| LexAurum Advisors, LLC | 4.59% | Add +85.9% | 569,580 | $28.9M |
| Beacon Bank & Trust | 6.55% | Add +3.2% | 566,156 | $28.7M |
| Capital Asset Advisory Services LLC | 1.32% | Add +4.9% | 558,897 | $28.2M |
| StrongBox Wealth, LLC | 10.65% | Add +5.0% | 553,661 | $28.1M |
| Great Valley Advisor Group, Inc. | 0.62% | Reduce -57.6% | 553,255 | $28.0M |
| Sollinda Capital Management LLC | 7.21% | Add +3.1% | 546,053 | $27.7M |
| Cobblestone Asset Management LLC | 14.55% | Add +569.0% | 545,964 | $27.7M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -1.0% | 542,504 | $27.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.06% | Add +53.9% | 539,982 | $27.4M |
| Donoghue Forlines LLC | 7.71% | New | 533,117 | $27.0M |
| Beacon Investment Advisory Services, Inc. | 1.16% | Add +3.0% | 517,476 | $26.2M |
| American Trust | 2.47% | Add +697.5% | 517,357 | $26.2M |
| Exchange Traded Concepts, LLC | 0.33% | Reduce -70.3% | 516,342 | $26.2M |
| Flagship Harbor Advisors, LLC | 1.24% | Add +1.5% | 516,228 | $26.2M |
| SkyOak Wealth, LLC | 5.07% | Reduce -4.6% | 497,839 | $25.2M |
| Members Capital Advisors Inc. | 28.95% | Reduce -50.3% | 495,000 | $25.1M |
| Waverly Advisors, LLC | 0.28% | Add +26.8% | 494,260 | $25.0M |
| MAI Capital Management | 0.17% | Add +509.1% | 493,111 | $25.0M |
| Bryn Mawr Trust Advisors, LLC | 1.37% | Add +4.0% | 492,206 | $24.9M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.