JPMORGAN ULTRA-SHORT INCOME (JPST) Institutional Shareholders
JPMORGAN ULTRA-SHORT INCOME (JPST) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $24.71B in JPST holdings during the latest filing period.
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 $4.97B, representing an estimated loss of -0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
1,183
Total Reported Value
$24.71B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$4.97B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
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 | $4,965,842,219 | -$3,930,350 | -0.08% | |
| Morgan Stanley | 0.17% | 63,410,002 | $3,206,643,847 | $3,204,741,501 | -$1,902,346 | -0.06% | |
| Lpl Financial Llc | 0.23% | 19,992,863 | $1,011,039,040 | $1,010,439,296 | -$599,744 | -0.06% | |
| Bank Of America Corp | 0.06% | 18,129,440 | $916,805,757 | $916,261,898 | -$543,859 | -0.06% | |
| Fmr Llc | 0.03% | 12,793,148 | $646,949,510 | $646,565,700 | -$383,810 | -0.06% | |
| Charles Schwab Investment Management Inc | 0.08% | 12,005,579 | $607,122,130 | $606,761,963 | -$360,167 | -0.06% | |
| Sixth Street Partners Management Company, L.P. | 0.08% | 12,005,579 | $607,122,130 | $606,761,963 | -$360,167 | -0.06% | |
| Wells Fargo & Company/Mn | 0.10% | 11,835,783 | $598,535,525 | $598,180,473 | -$355,052 | -0.06% | |
| Hb Wealth Management, Llc | 2.84% | 10,065,428 | $506,508,905 | $508,706,731 | +$2,197,826 | +0.43% | |
| Ubs Group Ag | 0.08% | 9,881,452 | $499,705,028 | $499,408,584 | -$296,444 | -0.06% | |
| Raymond James Financial Inc | 0.08% | 6,111,281 | $309,047,450 | $308,864,142 | -$183,308 | -0.06% | |
| Temasek Holdings (Private) Ltd | 0.82% | 5,919,494 | $299,348,812 | $299,171,227 | -$177,585 | -0.06% | |
| Cerity Partners Llc | 0.34% | 5,448,316 | $275,520,981 | $275,357,891 | -$163,090 | -0.06% | |
| Royal Bank Of Canada | 0.05% | 5,291,854 | $267,608,000 | $267,450,301 | -$157,699 | -0.06% | |
| Foster Dykema Cabot & Partners, Llc | 14.20% | 4,831,585 | $244,333,231 | $244,188,306 | -$144,925 | -0.06% | |
| Envestnet Asset Management Inc | 0.05% | 4,289,310 | $216,910,409 | $216,781,727 | -$128,682 | -0.06% | |
| Cetera Investment Advisers | 0.19% | 4,090,820 | $206,872,763 | $206,750,043 | -$122,720 | -0.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.33% | 3,883,899 | $195,714,113 | $196,292,255 | +$578,142 | +0.30% | |
| Ameriprise Financial Inc | 0.03% | 2,839,964 | $143,610,599 | $143,531,781 | -$78,818 | -0.05% | |
| Osaic Holdings, Inc. | 0.16% | 2,714,023 | $137,263,440 | $137,166,722 | -$96,718 | -0.07% | |
| Kensington Asset Management, Llc | 7.45% | 2,701,053 | $136,592,250 | $136,511,219 | -$81,031 | -0.06% | |
| Jones Financial Companies Lllp | 0.05% | 2,667,552 | $134,898,078 | $134,818,078 | -$80,000 | -0.06% | |
| Adventist Health System Sunbelt Healthcare Corp | 3.98% | 2,455,093 | $124,154,406 | $124,080,400 | -$74,006 | -0.06% | |
| Waverly Advisors, Llc | 0.69% | 2,360,792 | $119,385,245 | $119,314,428 | -$70,817 | -0.06% | |
| Cornerstone Management, Inc. | 16.36% | 2,248,144 | $113,688,663 | $113,621,198 | -$67,465 | -0.06% | |
| Fifth Third Bancorp | 0.18% | 2,170,646 | $109,769,547 | $109,704,449 | -$65,098 | -0.06% | |
| Stifel Financial Corp | 0.09% | 2,142,892 | $108,366,019 | $108,301,762 | -$64,257 | -0.06% | |
| Commonwealth Equity Services, Llc | 0.13% | 2,080,200 | $105,195,704 | $105,133,308 | -$62,396 | -0.06% | |
| Bridgewater Advisors Inc. | 5.65% | 2,057,137 | $103,679,681 | $103,967,704 | +$288,023 | +0.28% | |
| Hightower Advisors, Llc | 0.10% | 1,988,463 | $100,556,594 | $100,496,920 | -$59,674 | -0.06% | |
| Quadrant Capital Group Llc | 2.74% | 1,973,968 | $99,823,572 | $99,764,343 | -$59,229 | -0.06% | |
| Axxcess Wealth Management, Llc | 1.55% | 1,922,804 | $97,236,192 | $97,178,514 | -$57,678 | -0.06% | |
| Greenwood Gearhart Llc | 4.30% | 1,827,293 | $92,406,207 | $92,351,388 | -$54,819 | -0.06% | |
| Focus Partners Wealth | 0.09% | 1,804,211 | $91,238,993 | $91,184,824 | -$54,169 | -0.06% | |
| Assetmark, Inc | 0.15% | 1,778,961 | $89,962,040 | $89,908,689 | -$53,351 | -0.06% | |
| Cwm, Llc | 0.21% | 1,603,139 | $81,134,884 | $81,022,645 | -$112,239 | -0.14% | |
| Riverfront Investment Group, Llc | 1.06% | 1,580,803 | $79,941,235 | $79,893,784 | -$47,451 | -0.06% | |
| Integrated Wealth Concepts Llc | 0.36% | 1,449,390 | $73,295,828 | $73,252,171 | -$43,657 | -0.06% | |
| Citigroup Inc | 0.03% | 1,335,879 | $67,555,412 | $67,515,325 | -$40,087 | -0.06% | |
| Rock Creek Group Llc | 6.64% | 1,303,970 | $65,942,930 | $65,902,644 | -$40,286 | -0.06% | |
| Trustmark Bank Trust Department | 3.92% | 1,300,703 | $65,776,551 | $65,737,530 | -$39,021 | -0.06% | |
| Signaturefd, Llc | 0.87% | 1,294,929 | $65,484,564 | $65,445,712 | -$38,852 | -0.06% | |
| Bramshill Investments, Llc | 4.96% | 1,282,964 | $64,879,489 | $64,841,001 | -$38,488 | -0.06% | |
| N.E.W. Advisory Services Llc | 4.30% | 1,272,405 | $64,345,531 | $64,307,349 | -$38,182 | -0.06% | |
| Newedge Advisors, Llc | 0.19% | 1,260,051 | $63,720,818 | $63,682,978 | -$37,840 | -0.06% | |
| Crane Advisory, Llc | 8.69% | 1,198,932 | $60,522,104 | $60,594,023 | +$71,919 | +0.12% | |
| Capital Asset Advisory Services Llc | 2.17% | 1,185,486 | $59,950,030 | $59,914,462 | -$35,568 | -0.06% | |
| United Capital Financial Advisors, Llc | 0.33% | 1,181,875 | $59,746,269 | $59,731,963 | -$14,307 | -0.02% | |
| Sei Investments Co | 0.05% | 1,174,372 | $59,387,530 | $59,352,761 | -$34,769 | -0.06% | |
| Mml Investors Services, Llc | 0.12% | 1,125,142 | $56,898,450 | $56,864,677 | -$33,773 | -0.06% |
Frequently asked questions about JPST
Who owns the most JPST stock?
The largest holders of JPST are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN ULTRA-SHORT INCOME (JPST).
Is JPST widely held by superinvestors?
Many widely followed stocks like JPST appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPST is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.