Stock ownership · SEC 13F · Q4 2025
JPMORGAN ULTRA SHORT
Institutional ownership of JPMORGAN ULTRA SHORT (CUSIP 46641Q837) - who holds it, how concentrated it is, and what moved last quarter.
- $64.1M
- Reported value
- 10
- Institutions
- 84%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, JPMORGAN ULTRA SHORT ranks #198 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 10 institutions report $64.1M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 10
- institutions hold it
- $64.1M
- reported 13F value
- 84%
- held by top 5
- #198
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, JPMORGAN ULTRA SHORT ranks #198 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 46641Q837 · Q4 2025 $64M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MID #198/775
- HOLDERS-NARROW 10 filers
- CONC-DOM 84% top-5
- PHOTO-FINISH COINBASE GLOBAL
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: COINBASE GLOBAL INC
Read with: Ownership concentration guide - JPMORGAN ULTRA SHORT's top-five holders account for 84% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · JPMORGAN ULTRA SHORT
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
JPMORGAN ULTRA SHORT vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
10 Top 83% higher than 17% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a JPMORGAN ULTRA SHORT position has risen from 4 to 10 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Compass Financial Services Inc | 444,855 | $22.5M | 35.1% |
| 2 | TD Capital Management LLC | 266,755 | $13.5M | 21.0% |
| 3 | Anchor Investment Management, LLC | 171,516 | $8.7M | 13.5% |
| 4 | OakTrust Wealth Advisors, LLC | 108,702 | $5.5M | 8.6% |
| 5 | Barnes Wealth Management Group, Inc | 76,691 | $3.9M | 6.1% |
| 6 | MidFirst Bank | 73,801 | $3.7M | 5.8% |
| 7 | FLOYD FINANCIAL GROUP LLC | 64,931 | $3.3M | 5.1% |
| 8 | Nolet Wealth Management, LLC | 59,598 | $3.0M | 4.7% |
| 9 | CHELSEA COUNSEL CO | 485 | $25K | 0.0% |
| 10 | Strategic Investment Solutions, Inc. /IL | 23 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among JPMORGAN ULTRA SHORT's reported holders for Q4 2025, by reported value:
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for JPMORGAN ULTRA SHORT: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($64.1M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (10 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.