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Who Owns JPMorgan Ultra-Short Income ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan Ultra-Short Income ETF.

Who crossed 5% of JPST →
Managers holding
59
as of 2026-09-30
Reported value
$322.4M
summed across filings
Shares held
6.4M
Added vs trimmed
28 / 19
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Rosenberg Matthew HamiltonETF723.3K shadded$36.4M
Capital Advisors Wealth Management, LLCULTRA SHRT ETF641.5K shadded$32.3M
Leverty Financial Group, LLCULTRA SHRT ETF508.6K shadded$25.6M
Farther Finance Advisors, LLCETF420.3K shadded$21.2M
YHB Investment Advisors, Inc.ULTRA SHRT ETF397.9K shtrimmed$20M
Whitaker-Myers Wealth Managers, LTD.ULTRA SHRT ETF376.7K shadded$19M
KWMG, LLCULTRA SHRT ETF361K shadded$18.2M
Cooper Financial GroupULTRA SHRT ETF340K shtrimmed$17.1M
Avidian Wealth Enterprises, LLCULTRA SHRT ETF253.1K shadded$12.7M
Financial Enhancement Group LLCULTRA SHRT ETF231.9K shadded$11.7M
Legacy Private Trust Co.ULTRA SHRT ETF220.9K shadded$11.1M
Worth Asset Management, LLCETF187.6K shadded$9.5M
Apella Capital, LLCULTRA SHRT ETF162.9K shtrimmed$8.2M
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCULTRA SHRT ETF157.5K shadded$7.9M
BOS Asset Management, LLCULTRA SHRT ETF113K shtrimmed$5.7M
Galvin, Gaustad & Stein, LLCULTRA SHRT ETF111.8K shtrimmed$5.6M
Wealth Enhancement Trust Services, Inc.ULTRA SHRT ETF108K shadded$5.4M
Apeiron RIA LLCULTRA SHRT ETF78.8K shtrimmed$4M
Lee, Kelleher & Klein Wealth ManagementULTRA SHRT ETF75.9K shadded$3.8M
Peterson Wealth Advisors, LLCULTRA SHRT ETF73.6K shtrimmed$3.7M
Invariant Investment ManagementULTRA SHRT ETF70.4K shtrimmed$3.5M
MJT & Associates Financial Advisory Group, Inc.ETF63.9K shtrimmed$3.2M
GK Wealth Management LLCULTRA SHRT ETF63.7K shtrimmed$3.2M
RVW Wealth, LLCULTRA SHRT ETF54.6K shadded$2.8M
Bank of New HampshireULTRA SHRT ETF54K shadded$2.7M
Sunburst Financial Group, LLCULTRA SHRT ETF49.2K shtrimmed$2.5M
VALLEY WEALTH MANAGERS, INC.ETF49.1K shtrimmed$2.5M
TITLEIST ASSET MANAGEMENT, LLCULTRA SHRT ETF43.5K shadded$2.2M
First Heartland Consultants, Inc.ULTRA SHRT INC39.1K shadded$2M
GILPIN WEALTH MANAGEMENT, LLCULTRA SHRT ETF37.6K shadded$1.9M
Castleview Partners, LLCULTRA SHRT ETF37.5K shtrimmed$1.9M
CoreCap Advisors, LLCETF29.2K shtrimmed$1.5M
Venture Visionary Partners LLCULTRA SHRT ETF24.8K shheld$1.2M
BAKER TILLY WEALTH MANAGEMENT, LLCULTRA SHRT ETF23.9K shadded$1.2M
Balefire, LLCULTRA SHRT ETF21.4K shadded$1.1M
Retireful, LLCULTRA SHRT ETF19.3K shadded$970.3K
Mendota Financial Group, LLCULTRA SHRT ETF18.6K shadded$937.9K
Decker Wealth Management LLCULTRA SHRT ETF17.9K shadded$901K
Castle Rock Wealth Management, LLCULTRA SHRT ETF17.4K shtrimmed$875.9K
Adelphi Trust CoFixed Income ETF17.1K shadded$862.3K
Investment Partners Asset Management, Inc.ULTRA SHRT ETF16.1K shtrimmed$813.3K
Harpswell Capital Advisors, LLCULTRA SHRT ETF12.4K shheld$624.5K
CHAPIN DAVIS, INC.ULTRA SHRT ETF11.1K shheld$558.9K
BOYUM WEALTH ARCHITECTS LLCULTRA SHRT ETF10.4K shadded$522.3K
Gerald Baker Financial Group LLCULTRA SHRT ETF8.4K shadded$422.2K
Prism Advisors, Inc.SH BEN INT6.2K shtrimmed$311.1K
Valeo Financial Advisors, LLCETF5.9K sh—$299.5K
Sincerus Advisory, LLCULTRA SHRT ETF5.7K shadded$285K
ACIMA PRIVATE WEALTH, LLCETF4.9K shheld$247K
HALL LAURIE J TRUSTEEEquities4.4K shtrimmed$220.4K
PFW Advisors LLCULTRA SHRT ETF4.2K sh—$210.1K
Prota Financial, LLCULTRA SHRT ETF4.1K shtrimmed$207.3K
Trust CoETF4K shheld$200.4K
ATWOOD & PALMER INCCOM3.5K shheld$176.3K
Matrix Trust CoULTRA SHRT INC3.4K sh—$173K
ELEVATION WEALTH PARTNERS, LLCULTRA SHRT INC1.1K shheld$53.7K
AMERICAN NATIONAL BANK & TRUSTULTRA SHRT ETF749 shadded$37.7K
Investors Research CorpULTRA SHRT ETF172 shheld$8.7K
GAMMA Investing LLCETF6 shheld$302

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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