JPMORGAN ULTRA-SHORT INCOME (JPST) Institutional Ownership
JPST is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.60M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $7.60M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's JPST position is now estimated to be worth approximately $7.58M, representing an estimated loss of -0.26% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward JPMORGAN ULTRA-SHORT INCOME (JPST).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $7,596,105 | 150,091 |
| Q4 2025 | 1 | $8,023,491 | 158,598 |
| Q3 2025 | 1 | $4,897,051 | 96,532 |
| Q2 2025 | 1 | $3,699,565 | 72,999 |
| Q1 2025 | 2 | $121,181,187 | 2,393,466 |
| Q4 2024 | 2 | $93,932,016 | 1,864,840 |
| Q3 2024 | 2 | $85,135,080 | 1,677,869 |
| Q2 2024 | 2 | $79,526,901 | 1,575,726 |
| Q1 2024 | 2 | $2,644,323 | 1,592,573 |
| Q4 2023 | 2 | $2,841,470 | 1,596,727 |
| Q3 2023 | 2 | $3,594,069 | 1,075,818 |
| Q2 2023 | 2 | $4,422,472 | 727,962 |
Related JPST Institutional Insights:
- JPST Institutional Ownership & Insiders Activity
- JPST Institutional Ownership & 13F Activity
- JPST Top Institutional Shareholders
- JPST Institutional Buying Activity
- JPST Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- JPST Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings