JPST

Jpmorgan Ultra-short Income

Latest period2024 - Q4Total superinvestors189

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 189 superinvestors own shares of Jpmorgan Ultra-short Income (JPST), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Jpmorgan Ultra-short Income (JPST), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Jpmorgan Ultra-short Income (JPST) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Jpmorgan Ultra-short Income (JPST) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -7.61%
0.07%
$1.19M
23,599 shares@ 50.42 avg price
Barbara Olson@Baker Tilly Wealth Management, Llc
Recent Activity
Decreased -2.23%
0.45%
$1.123M
22,286 shares@ 50.38 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Decreased -29.11%
0.07%
$1.104M
21,915 shares@ 50.37 avg price
Dan Mohr@Retireful, Llc
Recent Activity
Decreased -7.98%
0.61%
$1.077M
21,375 shares@ 50.38 avg price
Barclay Nelson@Birch Capital Management, Llc
Recent Activity
Decreased -44.65%
0.53%
$1.046M
20,770 shares@ 50.38 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Decreased -9.82%
0.08%
$993,729
19,729 shares@ 50.37 avg price
Matthew Keyes@Heritage Wealth Partners, Llc
Recent Activity
Decreased -7.27%
1.13%
$899,961
17,867 shares@ 50.38 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -1.43%
0.37%
$832,926
16,536 shares@ 50.38 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Decreased -1.99%
0.12%
$744,122
14,773 shares@ 50.38 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Decreased -0.02%
0.38%
$679,365
13,487 shares@ 50.38 avg price