JPST Institutional Ownership & Shareholders
JPMORGAN ULTRA-SHORT INCOME (JPST) is currently held by 1,211 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $25.34B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JPST tracked by InsiderSet, reporting ownership valued at approximately $4.97B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.94B, representing an estimated loss of -0.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed JPST value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPMORGAN ULTRA-SHORT INCOME (JPST).
This page ranks the largest institutional JPST shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,211
Total Reported Value
$25.34B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$4.97B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.29% | 98,255,683 | $4,969,772,569 | $4,938,330,628 | -$31,441,941 | -0.63% | |
| Morgan Stanley | 0.17% | 63,410,002 | $3,206,643,847 | $3,186,986,701 | -$19,657,146 | -0.61% | |
| Lpl Financial Llc | 0.23% | 19,992,863 | $1,011,039,040 | $1,004,841,294 | -$6,197,746 | -0.61% | |
| Bank Of America Corp | 0.06% | 18,129,440 | $916,805,757 | $911,185,654 | -$5,620,103 | -0.61% | |
| Betterment Llc | 1.18% | 13,758,242 | $695,754,000 | $691,489,243 | -$4,264,757 | -0.61% | |
| Fmr Llc | 0.03% | 12,793,148 | $646,949,510 | $642,983,618 | -$3,965,892 | -0.61% | |
| Charles Schwab Investment Management Inc | 0.08% | 12,005,579 | $607,122,130 | $603,400,401 | -$3,721,729 | -0.61% | |
| Wells Fargo & Company/Mn | 0.10% | 11,835,783 | $598,535,525 | $594,866,454 | -$3,669,071 | -0.61% | |
| Hb Wealth Management, Llc | 2.66% | 10,307,462 | $516,673,487 | $518,053,040 | +$1,379,553 | +0.27% | |
| Ubs Group Ag | 0.08% | 9,881,452 | $499,705,028 | $496,641,778 | -$3,063,250 | -0.61% | |
| Raymond James Financial Inc | 0.08% | 6,111,281 | $309,047,450 | $307,152,983 | -$1,894,467 | -0.61% | |
| Temasek Holdings (Private) Ltd | 0.82% | 5,919,494 | $298,164,913 | $297,513,768 | -$651,145 | -0.22% | |
| Cerity Partners Llc | 0.34% | 5,448,316 | $275,520,981 | $273,832,362 | -$1,688,619 | -0.61% | |
| Royal Bank Of Canada | 0.05% | 5,291,854 | $267,608,000 | $265,968,582 | -$1,639,418 | -0.61% | |
| Foster Dykema Cabot & Partners, Llc | 12.65% | 4,767,813 | $240,154,765 | $239,630,281 | -$524,484 | -0.22% | |
| Envestnet Asset Management Inc | 0.05% | 4,289,310 | $216,910,409 | $215,580,721 | -$1,329,688 | -0.61% | |
| Cetera Investment Advisers | 0.19% | 4,090,820 | $206,872,763 | $205,604,613 | -$1,268,150 | -0.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.28% | 3,751,722 | $188,599,061 | $188,561,548 | -$37,513 | -0.02% | |
| Assetmark, Inc | 0.27% | 3,210,509 | $161,713,315 | $161,360,182 | -$353,133 | -0.22% | |
| Ameriprise Financial Inc | 0.03% | 2,839,964 | $143,610,599 | $142,736,591 | -$874,008 | -0.61% | |
| Osaic Holdings, Inc. | 0.16% | 2,714,023 | $137,263,440 | $136,406,796 | -$856,644 | -0.62% | |
| Kensington Asset Management, Llc | 7.45% | 2,701,053 | $136,592,250 | $135,754,924 | -$837,326 | -0.61% | |
| Jones Financial Companies Lllp | 0.05% | 2,667,552 | $134,898,078 | $134,071,164 | -$826,914 | -0.61% | |
| Adventist Health System Sunbelt Healthcare Corp | 2.92% | 2,455,093 | $123,663,386 | $123,392,974 | -$270,412 | -0.22% | |
| Cornerstone Management, Inc. | 17.87% | 2,386,654 | $120,215,754 | $119,953,230 | -$262,524 | -0.22% | |
| Waverly Advisors, Llc | 0.69% | 2,360,792 | $119,385,245 | $118,653,406 | -$731,839 | -0.61% | |
| Fifth Third Bancorp | 0.18% | 2,170,646 | $109,769,547 | $109,096,668 | -$672,879 | -0.61% | |
| Stifel Financial Corp | 0.09% | 2,142,892 | $108,366,019 | $107,701,752 | -$664,267 | -0.61% | |
| Quadrant Capital Group Llc | 2.89% | 2,123,117 | $106,814,055 | $106,707,860 | -$106,195 | -0.10% | |
| Bridgewater Advisors Inc. | 5.65% | 2,057,137 | $103,679,681 | $103,391,706 | -$287,975 | -0.28% | |
| Commonwealth Equity Services, Llc | 0.13% | 2,056,035 | $103,562,482 | $103,336,319 | -$226,163 | -0.22% | |
| Greenwood Gearhart Llc | 4.31% | 1,890,599 | $95,229,472 | $95,021,506 | -$207,966 | -0.22% | |
| Focus Partners Wealth | 0.09% | 1,804,211 | $91,238,993 | $90,679,645 | -$559,348 | -0.61% | |
| Ancora Advisors Llc | 1.74% | 1,774,918 | $89,757,624 | $89,207,379 | -$550,245 | -0.61% | |
| Cwm, Llc | 0.21% | 1,603,139 | $81,134,884 | $80,573,766 | -$561,118 | -0.69% | |
| Riverfront Investment Group, Llc | 1.06% | 1,580,803 | $79,941,235 | $79,451,159 | -$490,076 | -0.61% | |
| Capital Asset Advisory Services Llc | 2.44% | 1,424,931 | $71,787,778 | $71,617,032 | -$170,746 | -0.24% | |
| Thrivent Financial For Lutherans | 0.12% | 1,375,821 | $69,575,000 | $69,148,763 | -$426,237 | -0.61% | |
| Signaturefd, Llc | 0.90% | 1,380,492 | $69,535,396 | $69,383,528 | -$151,868 | -0.22% | |
| Citigroup Inc | 0.03% | 1,335,879 | $67,555,412 | $67,141,279 | -$414,133 | -0.61% | |
| Rock Creek Group Llc | 6.64% | 1,303,970 | $65,942,930 | $65,537,532 | -$405,398 | -0.61% | |
| Trustmark Bank Trust Department | 3.92% | 1,300,703 | $65,776,551 | $65,373,333 | -$403,218 | -0.61% | |
| Bramshill Investments, Llc | 4.96% | 1,282,964 | $64,879,489 | $64,481,771 | -$397,718 | -0.61% | |
| N.E.W. Advisory Services Llc | 4.30% | 1,272,405 | $64,345,531 | $63,951,075 | -$394,456 | -0.61% | |
| Newedge Advisors, Llc | 0.19% | 1,260,051 | $63,720,818 | $63,330,163 | -$390,655 | -0.61% | |
| Crane Advisory, Llc | 8.97% | 1,262,339 | $63,419,920 | $63,445,158 | +$25,238 | +0.04% | |
| Fluent Financial, Llc | 20.99% | 1,217,803 | $61,340,737 | $61,206,779 | -$133,958 | -0.22% | |
| United Capital Financial Advisors, Llc | 0.33% | 1,181,875 | $59,746,269 | $59,401,038 | -$345,232 | -0.58% | |
| Sei Investments Co | 0.05% | 1,174,372 | $59,387,530 | $59,023,937 | -$363,593 | -0.61% | |
| Integrated Wealth Concepts Llc | 0.39% | 1,168,286 | $59,080,217 | $58,718,054 | -$362,163 | -0.61% |
Frequently asked questions about JPST
Who are the largest institutional holders of JPST?
The largest institutional holders of JPST reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and Betterment Llc. InsiderSet ranks institutional holders by their latest reported JPST position.
What is JPST institutional ownership?
This page tracks JPST positions reported by institutional investment managers through SEC Form 13F. JPMORGAN ULTRA-SHORT INCOME (JPST) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPST?
InsiderSet currently tracks 1,211 institutional managers reporting JPST holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPST shareholders.
How much JPST stock do institutions own?
Institutional investment managers disclosed approximately $25.34B in JPST holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPST institutional ownership last updated?
The latest JPST institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPST holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPST position after the reporting date.
Are institutions buying or selling JPST?
Institutional buying and selling can be analyzed by comparing JPST positions across consecutive 13F reporting periods. InsiderSet's JPST Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPST ownership changes.
How has JPST institutional ownership changed over time?
InsiderSet tracks JPST institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.