JPMORGAN ULTRA-SHORT INCOME (JPST) Institutional Ownership Changes & 13F Activity
JPMORGAN ULTRA-SHORT INCOME (JPST). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wny Asset Management, Llc, Ridgepath Capital Management Llc, Ruggaard & Associates Llc, Wellington Grp Llc, and Orion Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +304 | — | 304 | $15.37K | Q2 2026 | Sep 18, 2026 |
| Anchor Investment Management, Llc | Buy | +9,452 | +5.4% | 183,523 | $9.28M | Q2 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +4,984 | +13.1% | 43,025 | $2.18M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +37,846 | +3.3% | 1,168,286 | $59.08M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -10 | -0.5% | 1,822 | $92.14K | Q2 2026 | Sep 04, 2026 |
| Second Line Capital, Llc | Sell | -801 | -4.1% | 18,626 | $941.93K | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -27 | -36.0% | 48 | $2.43K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -10,659 | -2.3% | 452,357 | $22.88M | Q2 2026 | Aug 27, 2026 |
| Wellington Grp Llc | Buy | +269,355 | — | 269,355 | $13.62M | Q2 2026 | Aug 26, 2026 |
| Horan Wealth, Llc | Buy | +2,564 | +24.1% | 13,192 | $667.14K | Q2 2026 | Aug 26, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -32 | -0.3% | 9,235 | $466.99K | Q2 2026 | Aug 25, 2026 |
| West Michigan Advisors, Llc | Sell | -1,712 | -3.8% | 43,311 | $2.19M | Q2 2026 | Aug 21, 2026 |
| Ridgepath Capital Management Llc | Sell | -571,097 | -60.8% | 367,780 | $18.60M | Q2 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Buy | +1,378 | +20.3% | 8,151 | $412.20K | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -17,955 | -18.4% | 79,780 | $4.03M | Q2 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Sell | -3,389 | -1.7% | 194,337 | $9.83M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +3,084 | +154.9% | 5,075 | $256.66K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +2,980 | +0.9% | 327,971 | $16.59M | Q2 2026 | Aug 19, 2026 |
| Orion Capital Management Llc | Buy | +131,799 | +2113.2% | 138,036 | $6.98M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +125,954 | — | 125,954 | $6.37M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +176 | +0.1% | 184,273 | $9.32M | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +1,060,184 | — | 1,060,184 | $53.61M | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +295,794 | — | 295,794 | $14.96M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -67,941 | -5.4% | 1,181,875 | $59.75M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -60,980 | -23.0% | 204,214 | $10.33M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +30,670 | +5.7% | 565,252 | $28.58M | Q2 2026 | Aug 17, 2026 |
| Brooks, Moore & Associates, Inc. | Buy | +22,799 | +18.2% | 148,376 | $7.50M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -22,763 | -39.7% | 34,517 | $1.75M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +6,326 | — | 6,326 | $319.91K | Q2 2026 | Aug 17, 2026 |
| Hayek Kallen Investment Management | Buy | +5,550 | +6.6% | 89,474 | $4.53M | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about JPST activity
Which institutional owners are buying JPST?
Institutional owners buying JPST include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JPST activity?
"Buy" means an investor increased their reported position in JPST compared to the prior reporting period. This reflects growing exposure to JPMORGAN ULTRA-SHORT INCOME (JPST) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JPST increasing?
Institutional interest in JPST can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.