Security record
JPST
JPMorgan Ultra-Short Income ETF · Financial Services · Asset Management - Bonds
62Tracked holders
-3Δ holders
311.27MShares held
$15.74BReported value
+2New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -4.6% ·
share flow +2.7% ·
net new positions -4.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | -3 | 311.27M | $15.74B | +2 | −5 |
| Q1 2026 | 66 | +6 | 304.67M | $15.41B | +10 | −4 |
| Q4 2025 | 59 | -1 | 306.89M | $15.54B | +1 | −2 |
| Q3 2025 | 9 | -1 | 266.53M | $13.52B | — | −1 |
| Q2 2025 | 7 | -1 | 14.00M | $709.40M | +1 | −2 |
| Q1 2025 | 6 | +1 | 2.86M | $144.84M | +1 | — |
| Q4 2024 | 5 | 0 | 2.46M | $123.71M | — | — |
| Q3 2024 | 5 | -1 | 1.88M | $95.50M | — | −1 |
| Q2 2024 | 6 | — | 2.24M | $113.17M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 98.26M | -2.0% | $4.97B | 0.3% | ▼ Trim | 4 | SEC ↗ ×8 |
| 2 | Morgan Stanley ✦ | 63.41M | +3.7% | $3.21B | 0.2% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 19.99M | +0.5% | $1.01B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 18.13M | +11.9% | $916.81M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Fidelity (FMR) ✦ | 12.79M | +49.3% | $646.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Charles Schwab Investment… | 12.01M | +3.2% | $607.12M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 11.84M | -0.6% | $598.54M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | UBS Group AG | 9.88M | -8.6% | $499.71M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 6.11M | -8.4% | $309.05M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Cerity Partners LLC | 5.45M | +5.0% | $275.52M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 5.29M | -1.5% | $267.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 12 | Envestnet Asset Management Inc | 4.29M | -22.7% | $216.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 4.09M | +21.1% | $206.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 3.88M | +6.6% | $195.71M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 3.65M | +7.2% | $184.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 2.84M | +5.2% | $143.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Osaic Holdings, Inc. | 2.71M | +12.3% | $137.26M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 18 | Jones Financial Companies Lllp | 2.67M | +21.4% | $134.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 2.17M | +0.6% | $109.77M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 2.14M | +16.6% | $108.37M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Commonwealth Equity Services, Llc | 2.08M | +14.7% | $105.20M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 1.99M | +50.0% | $100.56M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 1.80M | +0.7% | $91.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 1.78M | +9.1% | $89.96M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 25 | Citigroup Inc | 1.34M | +950.8% | $67.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Sei Investments Co | 1.17M | +1.4% | $59.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 1.13M | +21.7% | $56.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 1.10M | +3.8% | $55.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 1.05M | +10.9% | $52.91M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 30 | Franklin Resources Inc | 714.15K | +2.7% | $36.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Mariner, LLC | 706.27K | +2.6% | $35.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | Rockefeller Capital Management L.P. | 695.48K | -7.0% | $35.17M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Lido Advisors, LLC | 685.79K | -57.4% | $34.68M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Neuberger Berman Group LLC | 587.10K | +91.9% | $29.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Corient Private Wealth LP | 455.93K | -1.5% | $23.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 388.80K | New | $19.66M | 0.0% | New | 1 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 370.63K | -4.4% | $18.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Mercer Global Advisors Inc /Adv | 327.97K | +0.9% | $16.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 298.48K | -15.2% | $15.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | AQR Capital Management ✦ | 183.97K | +18.2% | $9.30M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 41 | First Manhattan Co. Llc. | 117.33K | +7.4% | $5.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 108.76K | -13.4% | $5.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 43 | Quantinno Capital Management LP | 102.70K | +241.5% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Voya Investment Management Llc | 73.51K | +7.3% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wealthfront Advisers LLC | 71.42K | +11.2% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Creative Planning | 67.67K | +19.7% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Financial Engines Advisors L.L.C. | 64.87K | -7.8% | $3.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 61.02K | -38.5% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 51.15K | +6.6% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 50 | Mirae Asset Global Investments Co.… | 24.96K | -40.7% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 15.78K | +5.1% | $797,743 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | GAMCO Investors ✦ | 11.18K | -95.2% | $565,423 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | Allspring Global Investments… | 10.00K | -57.4% | $505,700 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Cibc World Market Inc. | 6.64K | -7.3% | $335,937 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | CIBC Bancorp USA Inc. | 5.79K | -12.1% | $292,932 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 4.79K | -86.5% | $241,698 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Fisher Asset Management ✦ | 4.29K | New | $217,248 | 0.0% | New | 1 | SEC ↗ |
| 58 | BlackRock ✦ (passive) | 3.22K | -21.5% | $162,792 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | DZ BANK AG Deutsche Zentral… | 2.67K | -66.0% | $135,224 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 1.71K | -31.3% | $86,525 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 61 | UBS AM, a distinct business unit of… | 1.26K | 0.0% | $63,870 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 3 | +200.0% | $168 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bnp Paribas Financial Markets | $19.66M | 0.0% |
| Fisher Asset Management | $217,248 | 0.0% |
Exited
| Citadel Advisors | $13.52M | was 0.0% |
| Susquehanna International… | $11.26M | was 0.0% |
| Hrt Financial Lp | $2.87M | was 0.0% |
| Deutsche Bank Ag\ | $253,050 | was 0.0% |
| Barclays Plc | $33,807 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,192 holders, 393.98M shares, $18.67B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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