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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+304304$15.37KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcBuy+9,452+5.4%183,523$9.28MQ2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcBuy+4,984+13.1%43,025$2.18MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+37,846+3.3%1,168,286$59.08MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-10-0.5%1,822$92.14KQ2 2026Sep 04, 2026
Second Line Capital, LlcSell-801-4.1%18,626$941.93KQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-27-36.0%48$2.43KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-10,659-2.3%452,357$22.88MQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+269,355269,355$13.62MQ2 2026Aug 26, 2026
Horan Wealth, LlcBuy+2,564+24.1%13,192$667.14KQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-32-0.3%9,235$466.99KQ2 2026Aug 25, 2026
West Michigan Advisors, LlcSell-1,712-3.8%43,311$2.19MQ2 2026Aug 21, 2026
Ridgepath Capital Management LlcSell-571,097-60.8%367,780$18.60MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+1,378+20.3%8,151$412.20KQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcSell-17,955-18.4%79,780$4.03MQ2 2026Aug 19, 2026
Prosperitas Financial LlcSell-3,389-1.7%194,337$9.83MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+3,084+154.9%5,075$256.66KQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+2,980+0.9%327,971$16.59MQ2 2026Aug 19, 2026
Orion Capital Management LlcBuy+131,799+2113.2%138,036$6.98MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+125,954125,954$6.37MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+176+0.1%184,273$9.32MQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+1,060,1841,060,184$53.61MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+295,794295,794$14.96MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-67,941-5.4%1,181,875$59.75MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-60,980-23.0%204,214$10.33MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+30,670+5.7%565,252$28.58MQ2 2026Aug 17, 2026
Brooks, Moore & Associates, Inc.Buy+22,799+18.2%148,376$7.50MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-22,763-39.7%34,517$1.75MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+6,3266,326$319.91KQ2 2026Aug 17, 2026
Hayek Kallen Investment ManagementBuy+5,550+6.6%89,474$4.53MQ2 2026Aug 17, 2026
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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.