As of the latest SEC filings, JPMORGAN ULTRA-SHORT INCOME ET (JPST) is held by 22 institutional funds. The largest fund shareholder is Strategic Advisers Short Duration Fund (FAUDX), holding an estimated $253,930,047.12 in market value, representing 7.69% of its portfolio.
Funds holding JPMORGAN ULTRA-SHORT INCOME ET (JPST)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JPST
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FAUDX
Strategic Advisers Short Duration Fund
|
MF | Fidelity | 7.69% | $253,930,047.12 | 5,002,562 | Feb 28, 2026 | Apr 24, 2026 |
|
-
AST J.P. Morgan Conservative Multi-Asset Portfolio
|
ETF | Independent / Boutique | 5.34% | $188,804,350.14 | 3,730,574 | Mar 31, 2026 | May 27, 2026 |
|
-
AST J.P. Morgan Aggressive Multi-Asset Portfolio
|
ETF | Independent / Boutique | 7.77% | $158,524,893.24 | 3,132,284 | Mar 31, 2026 | May 27, 2026 |
|
KAGIX
Kensington Dynamic Allocation Fund
|
MF | Independent / Boutique | 7.10% | $100,948,679.79 | 1,994,639 | Mar 31, 2026 | May 28, 2026 |
|
-
AST J.P. Morgan Moderate Multi-Asset Portfolio
|
ETF | Independent / Boutique | 4.62% | $83,088,107.13 | 1,641,733 | Mar 31, 2026 | May 27, 2026 |
|
BRMSX
Bramshill Income Performance Fund
|
MF | Independent / Boutique | 4.44% | $48,495,311.76 | 958,216 | Mar 31, 2026 | Jun 1, 2026 |
|
TSPX
Twin Oak Active Opportunities ETF
|
ETF | Independent / Boutique | 9.15% | $23,121,738.36 | 455,511 | Feb 28, 2026 | Apr 23, 2026 |
|
-
Active/Passive Balanced Portfolio
|
ETF | Independent / Boutique | 1.04% | $19,987,913.40 | 394,940 | Mar 31, 2026 | May 27, 2026 |
|
FFSAX
Touchstone Strategic Trust-Touchstone Flexible Income Fund
|
MF | Independent / Boutique | 0.97% | $16,325,824.41 | 322,581 | Mar 31, 2026 | May 29, 2026 |
|
LEXI
Alexis Practical Tactical ETF
|
ETF | Independent / Boutique | 5.33% | $8,405,196.12 | 165,587 | Feb 28, 2026 | Apr 22, 2026 |
|
RQIIX
RESQ Strategic Income Fund
|
MF | Independent / Boutique | 13.82% | $4,048,800.00 | 80,000 | Mar 31, 2026 | May 28, 2026 |
|
-
CAIS Sports, Media and Entertainment Fund
|
CEF | Independent / Boutique | 2.17% | $3,558,085.44 | 70,304 | Mar 31, 2026 | May 29, 2026 |
|
-
Active/Passive Moderate Portfolio
|
ETF | Independent / Boutique | 1.02% | $3,012,307.20 | 59,520 | Mar 31, 2026 | May 27, 2026 |
|
FCBD
Frontier Asset Core Bond ETF
|
ETF | Independent / Boutique | 6.46% | $2,628,771.20 | 51,952 | Apr 30, 2026 | Jun 26, 2026 |
|
-
TOPS Conservative ETF Portfolio
|
ETF | Independent / Boutique | 3.96% | $1,952,179.53 | 38,573 | Mar 31, 2026 | May 29, 2026 |
|
CONWX
Concorde Wealth Management Fund
|
MF | Independent / Boutique | 2.25% | $1,012,200.00 | 20,000 | Mar 31, 2026 | May 27, 2026 |
|
-
Active/Passive Very Aggressive Portfolio
|
ETF | Independent / Boutique | 1.01% | $722,457.75 | 14,275 | Mar 31, 2026 | May 27, 2026 |
|
-
Active/Passive Aggressive Portfolio
|
ETF | Independent / Boutique | 1.00% | $646,289.70 | 12,770 | Mar 31, 2026 | May 27, 2026 |
|
THRV
Prospera Income ETF
|
ETF | Independent / Boutique | 13.57% | $621,085.92 | 12,272 | Mar 31, 2026 | May 26, 2026 |
|
FARX
Frontier Asset Absolute Return ETF
|
ETF | Independent / Boutique | 4.29% | $548,301.60 | 10,836 | Apr 30, 2026 | Jun 26, 2026 |
|
RULE
Adaptive Core ETF
|
ETF | Independent / Boutique | 4.07% | $481,351.71 | 9,511 | Mar 31, 2026 | May 28, 2026 |
|
-
Active/Passive Conservative Portfolio
|
ETF | Independent / Boutique | 0.77% | $244,496.91 | 4,831 | Mar 31, 2026 | May 27, 2026 |
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