JPST

Jpmorgan Ultra-short Income

Latest period2024 - Q4Total superinvestors150

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, 150 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
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 11.21%
4.26%
$416.59M
8.317M shares@ 50.09 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.8%
0.61%
$297.252M
5.858M shares@ 50.75 avg price
Thomas Smyth@Bridgewater Advisors Inc.
Recent Activity
Increased 11.2%
10.13%
$96.956M
1.923M shares@ 50.43 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
Increased 4.28%
8.22%
$31.608M
627,510 shares@ 50.37 avg price
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
Increased 27.49%
5.22%
$27.537M
546,699 shares@ 50.37 avg price
CHARLES COOPER@Strongbox Wealth, Llc
Recent Activity
Increased 17.64%
10.47%
$24.731M
490,987 shares@ 50.38 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 18.51%
2.89%
$23.961M
475,706 shares@ 50.37 avg price
Kevin Hixson@Financial Management Professionals, Inc.
Recent Activity
Decreased -23.02%
3.01%
$23.751M
471,524 shares@ 50.38 avg price
Amanda Glidden@Thomasville National Bank
Recent Activity
Increased 10.01%
1.65%
$22.943M
455,490 shares@ 50.37 avg price
Scott Crane@Crane Advisory, Llc
Recent Activity
New Position
3.82%
$21.751M
431,560 shares@ 50.4 avg price