JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q1 2026 (March 31)1,210holders +7
93new positions
78sold out
4famous investors
$50.59avg. 13F price*
At the end of Q1 2026, 1,210 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 7 from Q4 2025. 93 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($5.1B), Morgan Stanley ($3.1B) and LPL Financial LLC ($1.0B). 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $147.7M |
| Exits | 78 | $171.4M |
All 13F filers, Q4 2025 → Q1 2026: 36,426,963 shares bought and 25,462,757 shares sold, net +10,964,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,210 holders
| JPMorgan Chase & Co. | 0.34% | Reduce -5.8% | 100,296,477 | $5.1B |
| Morgan Stanley | 0.19% | Reduce -0.5% | 61,139,019 | $3.1B |
| LPL Financial LLC | 0.27% | Add +1.4% | 19,901,775 | $1.0B |
| Bank of America Corp. | 0.06% | Add +0.1% | 16,198,546 | $819.8M |
| Betterment LLC | 1.31% | Add +3.6% | 13,652,039 | $690.9M |
| Wells Fargo & Company | 0.12% | Add +23.9% | 11,901,249 | $602.3M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.6% | 11,632,152 | $588.7M |
| UBS Group AG | 0.10% | Add +14.2% | 10,811,549 | $547.2M |
| HB Wealth Management, LLC | 3.12% | Add +1.1% | 9,550,931 | $480.9M |
| FMR LLC | 0.02% | Reduce -20.3% | 8,567,157 | $433.6M |
| Raymond James Financial Inc. | 0.10% | Add +13.1% | 6,670,792 | $337.6M |
| Temasek Holdings (Private) Ltd | 1.01% | No change | 5,919,494 | $299.6M |
| Envestnet Asset Management Inc. | 0.08% | Add +28.0% | 5,550,338 | $280.9M |
| Royal Bank of Canada | 0.05% | Add +11.1% | 5,372,821 | $271.9M |
| Cerity Partners LLC | 0.37% | Add +6.2% | 5,186,873 | $262.5M |
| Foster Dykema Cabot & Partners, LLC | 15.32% | Reduce -2.6% | 4,759,095 | $240.9M |
| Wealth Enhancement Advisory Services, LLC | 0.40% | Reduce -36.0% | 3,642,456 | $183.8M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Add +5.8% | 3,461,245 | $175.2M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -15.2% | 3,402,461 | $172.2M |
| Cetera Investment Advisers | 0.18% | Add +10.2% | 3,377,302 | $170.9M |
| Adventist Health System Sunbelt Healthcare Corp. | 4.98% | Add +215.9% | 2,811,500 | $142.3M |
| RiverFront Investment Group, LLC | 2.15% | Add +8.4% | 2,742,910 | $138.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -23.2% | 2,700,377 | $136.8M |
| Osaic Holdings, Inc. | 0.18% | Reduce -6.3% | 2,415,784 | $122.3M |
| Axxcess Wealth Management, LLC | 3.76% | Add +20.5% | 2,320,042 | $117.4M |
| Jones Financial Companies LLLP | 0.05% | Add +23.8% | 2,196,693 | $111.0M |
| Fifth Third Bancorp | 0.20% | Add +28.0% | 2,158,259 | $109.2M |
| Quadrant Capital Group LLC | 3.23% | Add +22.4% | 2,134,627 | $108.0M |
| Cornerstone Management, Inc. | 16.57% | Add +6.8% | 2,054,190 | $104.0M |
| Kensington Asset Management, LLC | 5.50% | Add +71.7% | 1,994,639 | $100.9M |
| Bridgewater Advisors Inc. | 5.77% | Add +2.8% | 1,919,555 | $97.0M |
| Stifel Financial Corp. | 0.09% | Add +1.1% | 1,837,530 | $93.0M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.4% | 1,813,703 | $91.8M |
| Focus Partners Wealth | 0.10% | Add +24.4% | 1,791,951 | $90.7M |
| Ancora Advisors LLC | 1.93% | Reduce -0.9% | 1,790,784 | $90.6M |
| Waverly Advisors, LLC | 0.67% | Add +54.5% | 1,757,191 | $88.9M |
| Greenwood Gearhart LLC | 4.76% | Add +9.6% | 1,739,531 | $88.0M |
| Legacy Wealth Management, LLC | 4.92% | Add +2.1% | 1,666,333 | $84.3M |
| Assetmark, Inc. | 0.17% | Add +7.2% | 1,631,342 | $82.6M |
| Lido Advisors, LLC | 0.32% | Add +14.1% | 1,609,839 | $81.5M |
| Cwm, LLC | 0.21% | Add +43.7% | 1,603,139 | $81.1M |
| Trustmark Bank Trust Department | 4.57% | Add +71.3% | 1,405,198 | $71.1M |
| Signaturefd, LLC | 1.07% | Add +70.2% | 1,375,805 | $69.6M |
| HighTower Advisors, LLC | 0.07% | Add +24.8% | 1,325,577 | $67.1M |
| Thrivent Financial for Lutherans | 0.13% | Add +2.7% | 1,300,733 | $65.8M |
| Private Advisor Group, LLC | 0.30% | Add +14.1% | 1,283,840 | $65.0M |
| Bramshill Investments, LLC | 5.58% | Add +64.0% | 1,280,797 | $64.8M |
| Rock Creek Group LLC | 6.54% | Reduce -1.4% | 1,277,074 | $64.6M |
| Fluent Financial, LLC | 23.24% | Add +340.1% | 1,257,356 | $63.5M |
| United Capital Financial Advisors, LLC | 0.39% | Reduce -9.5% | 1,249,816 | $63.2M |
| Crane Advisory, LLC | 9.04% | Add +1.9% | 1,194,881 | $60.4M |
| N.E.W. Advisory Services LLC | 4.39% | Add +0.2% | 1,159,813 | $58.7M |
| Sei Investments Co. | 0.05% | Add +1.2% | 1,158,003 | $58.6M |
| NewEdge Advisors, LLC | 0.21% | Reduce -5.0% | 1,153,944 | $58.4M |
| Capital Asset Advisory Services LLC | 2.22% | Add +19.2% | 1,144,116 | $57.9M |
| Integrated Wealth Concepts LLC | 0.46% | Add +104.9% | 1,130,440 | $57.2M |
| Acorns Advisers, LLC | 0.40% | Add +5.9% | 1,066,602 | $54.0M |
| Captrust Financial Advisors | 0.09% | Reduce -10.2% | 1,063,710 | $53.8M |
| Gotham Asset Management | 0.15% | Add +65.7% | 943,704 | $47.8M |
| Ridgepath Capital Management LLC | 23.62% | Add +214.7% | 938,877 | $47.5M |
| MML Investors Services, LLC | 0.13% | Reduce -23.7% | 924,343 | $46.8M |
| Citizens Financial Group Inc. | 0.65% | Add +0.4% | 923,074 | $46.7M |
| PFG Investments, LLC | 2.17% | Reduce -2.1% | 920,333 | $46.6M |
| Valmark Advisers, Inc. | 0.55% | Add +0.6% | 907,346 | $45.9M |
| Round Rock Advisors LLC | 7.02% | Add +0.6% | 906,061 | $45.9M |
| AlphaCore Capital LLC | 1.03% | Add +32.6% | 861,264 | $43.6M |
| Peterson Wealth Advisors, LLC | 5.62% | Reduce -5.0% | 835,319 | $42.3M |
| Stephens Inc. | 0.53% | Add +2.8% | 829,222 | $42.0M |
| Alpha Omega Wealth Management LLC | 6.68% | Add +0.5% | 814,189 | $41.2M |
| Intrua Financial, LLC | 4.37% | Add +721.3% | 808,670 | $40.9M |
| AdvisorNet Financial, Inc | 2.10% | Add +8.1% | 801,965 | $40.6M |
| MAI Capital Management | 0.23% | Reduce -2.1% | 788,602 | $39.9M |
| Highline Wealth Partners LLC | 10.21% | Add +19.9% | 787,994 | $39.9M |
| Naviter Wealth, LLC | 4.89% | Add +33.8% | 773,899 | $39.2M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -1.6% | 748,092 | $37.9M |
| AE Wealth Management LLC | 0.20% | Add +88.0% | 732,218 | $37.1M |
| Great Point Wealth Advisors, LLC | 6.76% | Add +0.7% | 723,010 | $36.6M |
| Kestra Advisory Services, LLC | 0.14% | Add +24.8% | 720,145 | $36.4M |
| Retirement Income Solutions, Inc. | 6.22% | Add +0.7% | 719,459 | $36.4M |
| Fairview Capital Investment Management, LLC | 1.98% | Reduce -3.9% | 719,059 | $36.4M |
| Rosenberg Matthew Hamilton | 7.44% | Add +3.2% | 717,520 | $36.3M |
| Dakota Wealth Management | 0.77% | Add +20.3% | 704,400 | $35.6M |
| Franklin Resources Inc. | 0.01% | Add +2.6% | 695,095 | $35.2M |
| San Luis Wealth Advisors LLC | 5.81% | Reduce -2.3% | 693,273 | $35.1M |
| Mgo One Seven LLC | 0.70% | Reduce -9.7% | 690,378 | $34.9M |
| Mariner, LLC | 0.04% | Add +11.0% | 688,034 | $34.8M |
| State of Tennessee, Department of Treasury | 0.11% | Add +236.8% | 649,100 | $32.9M |
| Phoenix Wealth Advisors | 12.93% | Add +0.1% | 646,844 | $32.7M |
| Flagship Harbor Advisors, LLC | 1.43% | Add +29.5% | 640,765 | $32.4M |
| Roberts Wealth Advisors, LLC | 8.19% | Add +9.5% | 637,497 | $32.3M |
| Beacon Investment Advisory Services, Inc. | 1.30% | Add +1.9% | 617,567 | $31.3M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -34.8% | 614,451 | $31.1M |
| StrongBox Wealth, LLC | 9.86% | Add +2.3% | 608,954 | $30.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.98% | Reduce -7.0% | 607,469 | $30.8M |
| Independent Advisor Alliance | 0.33% | Add +12114.5% | 604,741 | $30.6M |
| Dynamic Advisor Solutions LLC | 0.96% | Add +0.7% | 603,143 | $30.5M |
| Peapack Gladstone Financial Corp. | 0.38% | Add +8.8% | 580,877 | $29.4M |
| Roof Eidam Maycock Peralta, LLC | 6.68% | Add +3.0% | 575,835 | $29.1M |
| LexAurum Advisors, LLC | 3.68% | — | 557,404 | $28.2M |
| Aptus Capital Advisors, LLC | 0.24% | Add +314.1% | 557,255 | $28.2M |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.