JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q3 2025 (September 30)1,119holders +4
80new positions
61sold out
4famous investors
$50.71avg. 13F price*
At the end of Q3 2025, 1,119 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 4 from Q2 2025. 80 opened new positions and 61 sold out. The largest holders were JPMorgan Chase & Co. ($4.9B), Morgan Stanley ($3.0B) and LPL Financial LLC ($921.3M). 4 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $529.6M |
| Exits | 61 | $69.9M |
All 13F filers, Q2 2025 → Q3 2025: 38,979,854 shares bought and 15,210,991 shares sold, net +23,768,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,119 holders
| JPMorgan Chase & Co. | 0.31% | Add +8.8% | 96,742,823 | $4.9B |
| Morgan Stanley | 0.18% | Reduce -0.8% | 60,019,259 | $3.0B |
| LPL Financial LLC | 0.27% | Add +7.4% | 18,161,588 | $921.3M |
| Bank of America Corp. | 0.06% | Reduce -1.7% | 16,027,226 | $813.1M |
| Betterment LLC | 1.22% | Add +7.9% | 12,178,595 | $617.8M |
| FMR LLC | 0.03% | Reduce -10.7% | 11,782,900 | $597.7M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.4% | 11,250,541 | $570.7M |
| Wells Fargo & Company | 0.10% | Add +15.7% | 9,373,932 | $475.5M |
| HB Wealth Management, LLC | 3.19% | Add +4.7% | 9,302,563 | $469.5M |
| UBS Group AG | 0.09% | Reduce -4.2% | 8,938,318 | $453.4M |
| Wealth Enhancement Advisory Services, LLC | 0.54% | Add +3.4% | 7,086,795 | $358.7M |
| Temasek Holdings (Private) Ltd | 1.05% | New | 5,919,494 | $300.3M |
| Raymond James Financial Inc. | 0.08% | Add +12.0% | 5,197,822 | $263.7M |
| Cerity Partners LLC | 0.42% | Reduce -2.6% | 5,092,944 | $258.4M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +3.8% | 5,007,149 | $254.0M |
| Royal Bank of Canada | 0.04% | Add +1.7% | 4,440,521 | $225.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.6% | 3,964,962 | $201.1M |
| Foster Dykema Cabot & Partners, LLC | 12.87% | Add +1.4% | 3,867,938 | $196.2M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.7% | 3,557,679 | $180.6M |
| Cetera Investment Advisers | 0.17% | Add +51.5% | 2,934,529 | $148.9M |
| Osaic Holdings, Inc. | 0.20% | Add +2.6% | 2,822,074 | $143.2M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +2.2% | 2,436,688 | $123.6M |
| NorthCoast Asset Management LLC | 0.39% | Reduce -19.7% | 1,964,991 | $99.7M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -20.8% | 1,941,637 | $98.5M |
| Adventist Health System Sunbelt Healthcare Corp. | 4.17% | Add +89.2% | 1,891,700 | $96.0M |
| Cornerstone Management, Inc. | 15.73% | Add +9.4% | 1,874,619 | $95.1M |
| Stifel Financial Corp. | 0.09% | Add +11.6% | 1,854,612 | $94.1M |
| Bridgewater Advisors Inc. | 6.35% | Reduce -6.1% | 1,808,071 | $91.5M |
| Ancora Advisors LLC | 1.68% | Add +1.2% | 1,654,611 | $83.9M |
| Legacy Wealth Management, LLC | 4.62% | Add +4.7% | 1,548,237 | $78.5M |
| Quadrant Capital Group LLC | 2.48% | Reduce -9.8% | 1,504,097 | $76.3M |
| Crane Advisory, LLC | 11.75% | Add +4.0% | 1,477,574 | $74.8M |
| Obsidian Cio, LLC | 9.75% | Reduce -6.7% | 1,464,709 | $74.3M |
| Jones Financial Companies LLLP | 0.05% | Add +26.2% | 1,444,997 | $73.3M |
| Assetmark, Inc. | 0.16% | Add +2.5% | 1,441,768 | $73.1M |
| Spire Wealth Management | 2.47% | Reduce -15.3% | 1,432,531 | $72.7M |
| Greenwood Gearhart LLC | 4.08% | Add +6.4% | 1,394,869 | $70.8M |
| Fifth Third Bancorp | 0.22% | Add +4.7% | 1,381,543 | $70.1M |
| RiverFront Investment Group, LLC | 1.20% | Add +7.4% | 1,352,377 | $68.6M |
| MML Investors Services, LLC | 0.18% | Add +10.4% | 1,305,776 | $66.2M |
| Rock Creek Group LLC | 6.71% | Add +10.5% | 1,257,037 | $63.8M |
| Axxcess Wealth Management, LLC | 1.25% | Reduce -1.5% | 1,164,122 | $59.1M |
| Cwm, LLC | 0.18% | Add +2.4% | 1,161,836 | $58.9M |
| Private Advisor Group, LLC | 0.29% | Add +6.0% | 1,155,391 | $58.6M |
| United Capital Financial Advisors, LLC | 0.42% | Add +1.4% | 1,150,895 | $58.4M |
| Sei Investments Co. | 0.06% | Add +1.7% | 1,128,038 | $57.2M |
| N.E.W. Advisory Services LLC | 5.00% | Add +7.3% | 1,103,699 | $56.0M |
| Kensington Asset Management, LLC | 3.28% | Add +1382.7% | 1,080,232 | $54.8M |
| Acorns Advisers, LLC | 0.39% | Add +1.1% | 986,901 | $50.1M |
| Captrust Financial Advisors | 0.10% | Add +5.7% | 958,127 | $48.6M |
| Retirement Income Solutions, Inc. | 8.16% | Add +1.4% | 940,277 | $47.7M |
| Paragon Advisors, LLC | 11.95% | Add +259.8% | 911,578 | $46.2M |
| Integrated Wealth Concepts LLC | 0.41% | Add +66.1% | 901,291 | $45.7M |
| Valmark Advisers, Inc. | 0.59% | Reduce -3.8% | 892,217 | $45.3M |
| NewEdge Advisors, LLC | 0.21% | Reduce -2.8% | 891,380 | $45.2M |
| Old Mission Capital LLC | 1.60% | New | 882,681 | $44.8M |
| Round Rock Advisors LLC | 7.07% | Reduce -25.6% | 879,756 | $44.6M |
| Citizens Financial Group Inc. | 0.60% | Add +135.9% | 866,913 | $44.0M |
| McMorgan & Co. LLC | 6.60% | Add +19.0% | 844,992 | $42.9M |
| Signaturefd, LLC | 0.67% | Add +10.4% | 836,007 | $42.4M |
| Janney Montgomery Scott LLC | 0.10% | New | 824,332 | $41.8M |
| Naviter Wealth, LLC | 4.85% | Reduce -14.3% | 820,700 | $41.6M |
| Peterson Wealth Advisors, LLC | 6.18% | Reduce -12.5% | 816,067 | $41.3M |
| Alpha Omega Wealth Management LLC | 6.77% | Add +4.8% | 801,865 | $40.7M |
| HighTower Advisors, LLC | 0.05% | Add +7.0% | 788,502 | $40.0M |
| Bramshill Investments, LLC | 2.70% | No change | 780,797 | $39.6M |
| San Luis Wealth Advisors LLC | 7.01% | Add +13.7% | 766,685 | $38.9M |
| Mgo One Seven LLC | 0.89% | Reduce -10.7% | 762,159 | $38.7M |
| Stephens Inc. | 0.49% | Add +2.2% | 759,194 | $38.5M |
| Trustmark Bank Trust Department | 2.45% | Reduce -8.5% | 742,101 | $37.6M |
| Fairview Capital Investment Management, LLC | 1.88% | Add +3.4% | 731,938 | $37.1M |
| Great Point Wealth Advisors, LLC | 6.55% | — | 687,491 | $34.9M |
| Rockefeller Capital Management L.P. | 0.07% | Add +8.2% | 681,508 | $34.6M |
| AdvisorNet Financial, Inc | 1.95% | Add +16.3% | 679,593 | $34.5M |
| Rosenberg Matthew Hamilton | 7.22% | Add +8.8% | 658,650 | $33.4M |
| Mariner, LLC | 0.04% | Reduce -28.2% | 654,198 | $33.2M |
| Donoghue Forlines LLC | 10.22% | Add +22.7% | 653,942 | $33.2M |
| Phoenix Wealth Advisors | 12.16% | Add +35.0% | 623,861 | $31.6M |
| MAI Capital Management | 0.20% | Add +25.6% | 619,237 | $31.4M |
| Waverly Advisors, LLC | 0.31% | Add +23.9% | 612,321 | $31.1M |
| Franklin Resources Inc. | 0.01% | Reduce -5.1% | 611,648 | $31.0M |
| Cobblestone Asset Management LLC | 14.03% | Add +10.8% | 604,854 | $30.7M |
| Tower Research Capital LLC (TRC) | 0.84% | New | 603,010 | $30.6M |
| Beacon Bank & Trust | 6.53% | Add +5.7% | 598,172 | $30.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.04% | Add +10.7% | 597,737 | $30.3M |
| LexAurum Advisors, LLC | 4.32% | Add +4.8% | 596,683 | $30.3M |
| Equitable Holdings, Inc. | 0.22% | Reduce -2.3% | 595,572 | $30.2M |
| Frisch Financial Group, Inc. | 6.97% | Reduce -2.3% | 590,925 | $30.0M |
| Capital Asset Advisory Services LLC | 1.27% | Add +3.7% | 579,633 | $29.4M |
| Peapack Gladstone Financial Corp. | 0.38% | Reduce -1.1% | 578,893 | $29.4M |
| Focus Partners Wealth | 0.05% | Reduce -16.2% | 576,204 | $29.2M |
| StrongBox Wealth, LLC | 9.81% | Add +3.2% | 571,611 | $29.0M |
| Flow Traders U.S. LLC | 1.18% | Add +6615.3% | 570,869 | $29.0M |
| Dynamic Advisor Solutions LLC | 0.84% | Reduce -2.3% | 570,817 | $29.0M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -5.1% | 552,287 | $28.0M |
| Flagship Harbor Advisors, LLC | 1.19% | Add +4.2% | 537,916 | $27.3M |
| American Trust | 2.24% | Add +1.2% | 523,498 | $26.6M |
| Sollinda Capital Management LLC | 7.25% | Reduce -4.5% | 521,450 | $26.5M |
| Great Valley Advisor Group, Inc. | 0.53% | Reduce -6.3% | 518,488 | $26.3M |
| Exchange Traded Concepts, LLC | 0.25% | Reduce -0.3% | 515,038 | $26.1M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.