JPMORGAN ULTRA-SHORT INCOME JPST
$50.42
+0.0% 52w: $48.47 – $50.45
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data48.4749.4650.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
+3 QoQ
13F value
$25.12B
+2.0% QoQ
Smart-money holders
42
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
puts only
— calls / $1.2M puts
Institutional value by quarter
Number of holders
Who owns JPST?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 100.3M | $5.07B | 0.3% | -5.8% |
| MORGAN STANLEY | Bank broker | 61.1M | $3.09B | 0.2% | -0.5% |
| LPL Financial LLC | Bank broker | 19.9M | $1.01B | 0.3% | +1.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 16.2M | $819.8M | 0.1% | +0.1% |
| Betterment LLC | Wealth advisor | 13.7M | $690.9M | 1.3% | +3.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 11.9M | $602.3M | 0.1% | +23.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 11.6M | $588.7M | 0.1% | +1.6% |
| UBS Group AG | Bank broker | 10.8M | $547.2M | 0.1% | +14.2% |
| HB Wealth Management, LLC | Wealth advisor | 9.6M | $480.9M | 3.1% | +1.1% |
| FMR LLC | Long only active | 8.6M | $433.6M | 0.0% | -20.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.7M | $337.6M | 0.1% | +13.1% |
| Temasek Holdings (Private) Ltd ★2 | Pension sovereign | 5.9M | $299.6M | 1.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.6M | $280.9M | 0.1% | +28.0% |
| ROYAL BANK OF CANADA | Bank broker | 5.4M | $271.9M | 0.1% | +11.1% |
| Cerity Partners LLC | Diversified mechanical | 5.2M | $262.5M | 0.4% | +6.2% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | Wealth advisor | 4.8M | $240.9M | 15.3% | -2.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 3.6M | $183.8M | 0.4% | -36.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 3.5M | $175.2M | 0.5% | +5.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.4M | $172.2M | 0.1% | -15.2% |
| Cetera Investment Advisers | Wealth advisor | 3.4M | $170.9M | 0.2% | +10.2% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | Wealth advisor | 2.8M | $142.3M | 5.0% | +215.9% |
| RiverFront Investment Group, LLC | Wealth advisor | 2.7M | $138.8M | 2.1% | +8.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.7M | $136.8M | 0.0% | -23.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.4M | $122.3M | 0.2% | -6.3% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 2.3M | $117.4M | 3.8% | +20.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.2M | $111.0M | 0.1% | +23.8% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.2M | $109.2M | 0.2% | +28.0% |
| QUADRANT CAPITAL GROUP LLC | Diversified mechanical | 2.1M | $108.0M | 3.2% | +22.4% |
| Cornerstone Management, Inc. | Wealth advisor | 2.1M | $104.0M | 16.6% | +6.8% |
| Kensington Asset Management, LLC | Wealth advisor | 2.0M | $100.9M | 5.5% | +71.7% |
| Bridgewater Advisors Inc. | Wealth advisor | 1.9M | $97.0M | 5.8% | +2.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.8M | $93.0M | 0.1% | +1.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.8M | $91.8M | 0.1% | +2.4% |
| Focus Partners Wealth | Wealth advisor | 1.8M | $90.7M | 0.1% | +24.4% |
| Ancora Advisors LLC | Diversified mechanical | 1.8M | $90.6M | 1.9% | -0.9% |
| Waverly Advisors, LLC | Wealth advisor | 1.8M | $88.9M | 0.7% | +54.5% |
| GREENWOOD GEARHART LLC | Wealth advisor | 1.7M | $88.0M | 4.8% | +9.6% |
| Legacy Wealth Management, LLC | Wealth advisor | 1.7M | $84.3M | 4.9% | +2.1% |
| ASSETMARK, INC | Wealth advisor | 1.6M | $82.6M | 0.2% | +7.2% |
| Lido Advisors, LLC | Wealth advisor | 1.6M | $81.5M | 0.3% | +14.1% |
| CWM, LLC | Wealth advisor | 1.6M | $81.1M | 0.2% | +43.7% |
| TRUSTMARK BANK TRUST DEPARTMENT | Wealth advisor | 1.4M | $71.1M | 4.6% | +71.3% |
| SIGNATUREFD, LLC | Wealth advisor | 1.4M | $69.6M | 1.1% | +70.2% |
| HighTower Advisors, LLC | Diversified mechanical | 1.3M | $67.1M | 0.1% | +24.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.3M | $65.8M | 0.1% | +2.7% |
| Private Advisor Group, LLC | Wealth advisor | 1.3M | $65.0M | 0.3% | +14.1% |
| Bramshill Investments, LLC | Wealth advisor | 1.3M | $64.8M | 5.6% | +64.0% |
| Rock Creek Group LLC | Wealth advisor | 1.3M | $64.6M | 6.5% | -1.4% |
| Fluent Financial, LLC | Wealth advisor | 1.3M | $63.5M | 23.2% | +340.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.2M | $63.2M | 0.4% | -9.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.