JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q4 2025 (December 31)1,203holders +84
78new positions
67sold out
4famous investors
$50.61avg. 13F price*
At the end of Q4 2025, 1,203 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 84 from Q3 2025. 78 opened new positions and 67 sold out. The largest holders were JPMorgan Chase & Co. ($5.4B), Morgan Stanley ($3.1B) and LPL Financial LLC ($992.6M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Ultra-Short Income
- CUSIP
- 46641Q837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $91.1M |
| Exits | 67 | $221.0M |
All 13F filers, Q3 2025 → Q4 2025: 40,642,904 shares bought and 21,321,196 shares sold, net +19,321,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,203 holders
| JPMorgan Chase & Co. | 0.36% | Add +10.1% | 106,472,614 | $5.4B |
| Morgan Stanley | 0.19% | Add +2.4% | 61,468,768 | $3.1B |
| LPL Financial LLC | 0.27% | Add +8.0% | 19,620,900 | $992.6M |
| Bank of America Corp. | 0.06% | Add +0.9% | 16,175,293 | $818.3M |
| Betterment LLC | 1.27% | Add +8.2% | 13,181,100 | $666.8M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.7% | 11,445,396 | $579.0M |
| FMR LLC | 0.03% | Reduce -8.8% | 10,749,658 | $543.8M |
| Wells Fargo & Company | 0.10% | Add +2.5% | 9,606,957 | $486.0M |
| UBS Group AG | 0.09% | Add +5.9% | 9,469,398 | $479.1M |
| HB Wealth Management, LLC | 3.08% | Add +1.5% | 9,443,109 | $475.3M |
| Temasek Holdings (Private) Ltd | 0.97% | No change | 5,919,494 | $299.5M |
| Raymond James Financial Inc. | 0.09% | Add +13.5% | 5,897,602 | $298.4M |
| Wealth Enhancement Advisory Services, LLC | 0.39% | Reduce -19.6% | 5,695,603 | $288.3M |
| Foster Dykema Cabot & Partners, LLC | 15.24% | Add +26.3% | 4,884,480 | $248.0M |
| Cerity Partners LLC | 0.36% | Reduce -4.1% | 4,882,933 | $247.0M |
| Royal Bank of Canada | 0.04% | Add +8.9% | 4,837,946 | $244.8M |
| Envestnet Asset Management Inc. | 0.07% | Add +9.4% | 4,335,889 | $219.4M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -19.9% | 4,013,417 | $203.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.2% | 3,514,101 | $177.8M |
| Cambridge Investment Research Advisors, Inc. | 0.44% | Add +34.3% | 3,271,997 | $165.5M |
| Cetera Investment Advisers | 0.17% | Add +4.5% | 3,065,269 | $155.1M |
| Osaic Holdings, Inc. | 0.19% | Reduce -8.7% | 2,577,517 | $130.4M |
| RiverFront Investment Group, LLC | 2.11% | Add +87.1% | 2,530,212 | $128.0M |
| Axxcess Wealth Management, LLC | 1.74% | Add +65.4% | 1,925,152 | $97.4M |
| Cornerstone Management, Inc. | 15.87% | Add +2.6% | 1,923,884 | $97.3M |
| Bridgewater Advisors Inc. | 6.14% | Add +3.3% | 1,867,988 | $94.7M |
| Stifel Financial Corp. | 0.08% | Reduce -2.0% | 1,816,996 | $91.9M |
| Ancora Advisors LLC | 1.89% | Add +9.2% | 1,806,977 | $91.4M |
| Jones Financial Companies LLLP | 0.05% | Add +22.8% | 1,774,595 | $89.8M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -8.8% | 1,770,458 | $89.6M |
| Quadrant Capital Group LLC | 2.67% | Add +15.9% | 1,743,625 | $88.2M |
| Fifth Third Bancorp | 0.27% | Add +22.0% | 1,685,583 | $85.3M |
| Legacy Wealth Management, LLC | 4.76% | Add +5.4% | 1,631,362 | $82.5M |
| Greenwood Gearhart LLC | 4.42% | Add +13.8% | 1,587,784 | $80.3M |
| Assetmark, Inc. | 0.16% | Add +5.6% | 1,522,345 | $77.0M |
| Focus Partners Wealth | 0.08% | Add +149.9% | 1,440,192 | $73.0M |
| Lido Advisors, LLC | 0.28% | Add +1017.1% | 1,410,553 | $71.4M |
| United Capital Financial Advisors, LLC | 0.42% | Add +20.0% | 1,380,840 | $69.9M |
| NorthCoast Asset Management LLC | 1.51% | Reduce -31.4% | 1,348,757 | $68.2M |
| Rock Creek Group LLC | 7.35% | Add +3.0% | 1,294,929 | $65.5M |
| Thrivent Financial for Lutherans | 0.12% | Add +286.0% | 1,266,826 | $64.2M |
| John A. Wolfe & Associates, Inc. | 34.31% | — | 1,255,984 | $63.5M |
| NewEdge Advisors, LLC | 0.22% | Add +36.3% | 1,214,499 | $61.4M |
| MML Investors Services, LLC | 0.15% | Reduce -7.2% | 1,211,818 | $61.3M |
| Captrust Financial Advisors | 0.11% | Add +23.6% | 1,184,363 | $59.9M |
| Crane Advisory, LLC | 8.98% | Reduce -20.7% | 1,172,033 | $59.4M |
| Kensington Asset Management, LLC | 3.05% | Add +7.6% | 1,161,999 | $59.0M |
| N.E.W. Advisory Services LLC | 4.33% | Add +4.9% | 1,157,721 | $58.6M |
| Sei Investments Co. | 0.06% | Add +1.4% | 1,144,058 | $57.9M |
| Waverly Advisors, LLC | 0.47% | Add +85.8% | 1,137,455 | $57.5M |
| Private Advisor Group, LLC | 0.27% | Reduce -2.6% | 1,125,473 | $56.9M |
| Cwm, LLC | 0.15% | Reduce -4.0% | 1,115,317 | $56.4M |
| HighTower Advisors, LLC | 0.06% | Add +34.7% | 1,062,461 | $53.7M |
| Acorns Advisers, LLC | 0.38% | Add +2.1% | 1,007,576 | $51.0M |
| McMorgan & Co. LLC | 8.38% | Add +18.3% | 999,267 | $50.6M |
| Capital Asset Advisory Services LLC | 1.95% | Add +65.5% | 959,528 | $48.6M |
| Janney Montgomery Scott LLC | 0.11% | Add +14.4% | 942,754 | $47.7M |
| PFG Investments, LLC | 2.24% | Add +1236.7% | 940,405 | $47.6M |
| Citizens Financial Group Inc. | 0.63% | Add +6.0% | 919,399 | $46.7M |
| Valmark Advisers, Inc. | 0.56% | Add +1.1% | 902,017 | $45.6M |
| Round Rock Advisors LLC | 6.86% | Add +2.4% | 900,926 | $45.6M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.34% | Reduce -53.0% | 889,900 | $45.0M |
| Peterson Wealth Advisors, LLC | 5.93% | Add +7.8% | 879,733 | $44.5M |
| Trustmark Bank Trust Department | 2.62% | Add +10.5% | 820,320 | $41.5M |
| Alpha Omega Wealth Management LLC | 6.80% | Add +1.1% | 810,487 | $41.0M |
| Signaturefd, LLC | 0.62% | Reduce -3.3% | 808,575 | $40.9M |
| Stephens Inc. | 0.51% | Add +6.2% | 806,296 | $40.8M |
| MAI Capital Management | 0.24% | Add +30.0% | 805,176 | $40.7M |
| Bramshill Investments, LLC | 2.23% | No change | 780,797 | $39.5M |
| Mgo One Seven LLC | 0.79% | Add +0.3% | 764,410 | $38.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +11.6% | 760,459 | $38.5M |
| Fairview Capital Investment Management, LLC | 1.94% | Add +2.2% | 748,106 | $37.8M |
| AdvisorNet Financial, Inc | 2.00% | Add +9.2% | 742,191 | $37.5M |
| Great Point Wealth Advisors, LLC | 6.63% | Add +4.5% | 718,205 | $36.3M |
| Retirement Income Solutions, Inc. | 6.13% | Reduce -24.0% | 714,240 | $36.1M |
| San Luis Wealth Advisors LLC | 6.01% | Reduce -7.5% | 709,422 | $35.9M |
| Rosenberg Matthew Hamilton | 7.28% | Add +5.5% | 695,111 | $35.2M |
| WCG Wealth Advisors LLC | 0.97% | Add +168.2% | 682,190 | $34.5M |
| Franklin Resources Inc. | 0.01% | Add +10.7% | 677,259 | $34.3M |
| Highline Wealth Partners LLC | 9.35% | Add +42.3% | 657,333 | $33.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.15% | Add +9.2% | 652,830 | $33.0M |
| AlphaCore Capital LLC | 0.74% | Add +239.4% | 649,655 | $33.0M |
| Phoenix Wealth Advisors | 12.58% | Add +3.6% | 646,548 | $32.7M |
| Equitable Holdings, Inc. | 0.22% | Add +4.9% | 624,863 | $31.6M |
| Mariner, LLC | 0.04% | Reduce -5.3% | 619,748 | $31.4M |
| Cobblestone Asset Management LLC | 13.97% | Add +1.7% | 615,378 | $31.1M |
| Beacon Investment Advisory Services, Inc. | 1.25% | Add +19.0% | 606,060 | $30.7M |
| Dynamic Advisor Solutions LLC | 0.97% | Add +4.9% | 598,814 | $30.3M |
| StrongBox Wealth, LLC | 9.90% | Add +4.2% | 595,494 | $30.1M |
| Dakota Wealth Management | 0.53% | Add +28.6% | 585,556 | $29.6M |
| Roberts Wealth Advisors, LLC | 7.69% | Add +18.5% | 582,233 | $29.5M |
| Naviter Wealth, LLC | 3.83% | Reduce -29.5% | 578,520 | $29.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +4.5% | 576,862 | $29.2M |
| Gotham Asset Management | 0.11% | Add +26.2% | 569,575 | $28.8M |
| Roof Eidam Maycock Peralta, LLC | 6.41% | Add +36.7% | 559,018 | $28.3M |
| Integrated Wealth Concepts LLC | 0.33% | Reduce -38.8% | 551,701 | $27.9M |
| SkyOak Wealth, LLC | 4.96% | Add +7.1% | 544,898 | $27.6M |
| Peapack Gladstone Financial Corp. | 0.34% | Reduce -7.8% | 533,742 | $27.0M |
| Evensky & Katz LLC | 1.50% | Add +3.9% | 525,679 | $26.6M |
| American Trust | 2.23% | Add +0.3% | 525,224 | $26.6M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.