JPMORGAN ULTRA-SHORT INCOME
JPSTInstitutional ownership · Q2 2026
Institutional holders
1,201
-9 (-0.7%) vs Q1 2026
Reported value
$25.6B
+1.8% vs Q1 2026
Shares held
505.5M
+8.8M shares
Quarter
Q2 2026
Period ended Jun 30, 2026
1,201 institutional managers reported holding 505,530,595 shares worth $25,575,561,870 on Form 13F for Q2 2026, against 1,210 in Q1 2026. Share positions on CUSIP 46641Q837 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q2 2026
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 98,255,683 | $5.0B | 0.28% | -2.0M | Position |
| 2 | MORGAN STANLEY | 63,410,002 | $3.2B | 0.17% | +2.3M | Position |
| 3 | LPL Financial LLC | 19,992,863 | $1.0B | 0.23% | +91.1K | Position |
| 4 | Bank of America Corporation | 18,129,440 | $916.8M | 0.06% | +1.9M | Position |
| 5 | Betterment LLC | 13,758,242 | $695.8M | 1.18% | +106.2K | Position |
| 6 | FMR LLC | 12,793,148 | $646.9M | 0.03% | +4.2M | Position |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,005,579 | $607.1M | 0.08% | +373.4K | Position |
| 8 | WELLS FARGO & COMPANY MN | 11,835,783 | $598.5M | 0.1% | -65.5K | Position |
| 9 | HB Wealth Management LLC | 10,065,428 | $506.5M | 2.84% | +514.5K | Position |
| 10 | UBS Group AG | 9,881,452 | $499.7M | 0.06% | -930.1K | Position |
| 11 | RAYMOND JAMES FINANCIAL INC | 6,111,281 | $309.0M | 0.08% | -559.5K | Position |
| 12 | Temasek Holdings Private Ltd | 5,919,494 | $299.3M | 0.8% | — | Position |
| 13 | Cerity Partners LLC | 5,448,316 | $275.5M | 0.33% | +261.4K | Position |
| 14 | ROYAL BANK OF CANADA | 5,291,854 | $267.6M | 0.04% | -81.0K | Position |
| 15 | FOSTER DYKEMA CABOT & PARTNERS LLC | 4,831,585 | $244.3M | 14.2% | +72.5K | Position |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 4,289,310 | $216.9M | 0.05% | -1.3M | Position |
| 17 | Cetera Investment Advisers | 4,090,820 | $206.9M | 0.19% | +713.5K | Position |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES LLC | 3,883,899 | $195.7M | 0.33% | +241.4K | Position |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,647,775 | $184.5M | 0.1% | +245.3K | Position |
| 20 | AMERIPRISE FINANCIAL INC | 2,839,964 | $143.6M | 0.03% | +139.6K | Position |
| 21 | ADVISOR GROUP HOLDINGS INC | 2,714,023 | $137.3M | 0.16% | +298.2K | Position |
| 22 | Kensington Asset Management LLC | 2,701,053 | $136.6M | 7.45% | +706.4K | Position |
| 23 | JONES FINANCIAL COMPANIES LLLP | 2,667,552 | $134.9M | 0.05% | +470.9K | Position |
| 24 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,455,093 | $124.2M | 3.98% | -356.4K | Position |
| 25 | Waverly Advisors LLC | 2,360,792 | $119.4M | 0.69% | +603.6K | Position |
Values as reported on each manager's Q2 2026 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2026 | 1,201 -9 | 505.5M | $25.6B |
| Q1 2026 | 1,210 +6 | 496.7M | $25.1B |
| Q4 2025 | 1,204 +85 | 486.5M | $24.6B |
| Q3 2025 | 1,119 +4 | 463.0M | $23.5B |
| Q2 2025 | 1,115 +18 | 442.2M | $22.4B |
| Q1 2025 | 1,097 +20 | 450.5M | $22.8B |
| Q4 2024 | 1,077 +99 | 416.3M | $21.0B |
| Q3 2024 | 978 -10 | 371.8M | $18.9B |
| Q2 2024 | 988 +35 | 351.8M | $18.2B |
| Q1 2024 | 953 -14 | 330.6M | $16.7B |
| Q4 2023 | 967 +1 | 333.7M | $16.8B |
| Q3 2023 | 966 +15 | 324.5M | $16.3B |
| Q2 2023 | 951 +36 | 349.8M | $17.5B |
| Q1 2023 | 915 -16 | 358.7M | $18.1B |
| Q4 2022 | 931 +83 | 347.2M | $17.4B |
| Q3 2022 | 848 +32 | 314.3M | $15.7B |
| Q2 2022 | 816 +33 | 281.8M | $14.1B |
| Q1 2022 | 783 +32 | 259.6M | $12.9B |
| Q4 2021 | 751 +89 | 233.3M | $11.6B |
| Q3 2021 | 662 | 207.6M | $10.5B |
Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
21 funds| Fund | Value | % of fund | As of |
|---|---|---|---|
| Strategic Advisers Short Duration Fund | $342.9M | 4.41% | Aug 2026 |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio | $184.8M | 8.09% | Jun 2026 |
| Kensington Dynamic Allocation Fund | $136.6M | 7.39% | Jun 2026 |
| AST J.P. Morgan Conservative Multi-Asset Portfolio | $124.6M | 3.38% | Jun 2026 |
| AST J.P. Morgan Moderate Multi-Asset Portfolio | $83.0M | 4.39% | Jun 2026 |
| Bramshill Income Performance Fund | $48.5M | 4.46% | Jun 2026 |
| Twin Oak Active Opportunities ETF | $21.1M | 8.66% | Aug 2026 |
| Active/Passive Balanced Portfolio | $20.0M | 0.99% | Jun 2026 |
| Touchstone Strategic Trust-Touchstone Flexible Income Fund | $16.3M | 0.99% | Jun 2026 |
| Alexis Practical Tactical ETF LEXI | $9.6M | 5.0% | Aug 2026 |
21 funds reported holding $1,003,473,915 in total on their latest public Form N-PORT reports, the most recent dated August 2026.
Ownership explorer
Loading ownership explorer…
Security Details
| CUSIP | 46641Q837 |
|---|---|
| FIGI | BBG00GP26NW0 |
| Symbol | JPST |
| Type | Etf |
| Class | ULTRA SHRT ETF as filed on 13F |
| Exchange | NYSE Arca |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| SERIES_ID | S000054790 | 2026-03-05 | Current |
| FIGI | BBG00GP26NW0 | 2026-02-07 | Current |
| CUSIP | 46641Q837 | 2017-06-15 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| JPST | NYSE Arca | 2017-06-15 | Current |