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AE Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

AE Wealth Management’s Portfolio JPST Stock Details JPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.1M Buy
732,218
+342,846
+88% +$17.4M 0.2% 118
2025
Q4 		$19.7M Buy
389,372
+52,846
+16% +$2.68M 0.11% 191
2025
Q3 		$17.1M Buy
336,526
+12,743
+4% +$645K 0.11% 200
2025
Q2 		$16.4M Sell
323,783
-17,272
-5% -$872K 0.12% 188
2025
Q1 		$17.3M Sell
341,055
-61,418
-15% -$3.1M 0.15% 174
2024
Q4 		$20.3M Sell
402,473
-12,736
-3% -$643K 0.17% 136
2024
Q3 		$21.1M Sell
415,209
-424,150
-51% -$21.4M 0.19% 127
2024
Q2 		$42.4M Buy
839,359
+23,197
+3% +$1.17M 0.42% 55
2024
Q1 		$41.2M Sell
816,162
-1,137,111
-58% -$57.3M 0.47% 47
2023
Q4 		$98.5M Buy
1,953,273
+544,863
+39% +$27.3M 0.5% 27
2023
Q3 		$70.7M Buy
1,408,410
+22,464
+2% +$1.13M 0.42% 37
2023
Q2 		$69.5M Sell
1,385,946
-120,761
-8% -$6.06M 0.42% 34
2023
Q1 		$75.8M Buy
1,506,707
+437,770
+41% +$22M 0.49% 29
2022
Q4 		$53.6M Sell
1,068,937
-20,711
-2% -$1.04M 0.39% 40
2022
Q3 		$54.7M Buy
1,089,648
+111,829
+11% +$5.61M 0.43% 38
2022
Q2 		$49M Sell
977,819
-418,098
-30% -$21M 0.39% 47
2022
Q1 		$70.2M Buy
1,395,917
+130,307
+10% +$6.56M 0.48% 38
2021
Q4 		$63.9M Sell
1,265,610
-19,689
-2% -$996K 0.45% 44
2021
Q3 		$65.2M Buy
1,285,299
+214,495
+20% +$10.9M 0.54% 29
2021
Q2 		$54.3M Buy
1,070,804
+346,035
+48% +$17.6M 0.47% 40
2021
Q1 		$36.8M Sell
724,769
-21,090
-3% -$1.07M 0.37% 60
2020
Q4 		$37.9M Buy
745,859
+56,418
+8% +$2.87M 0.43% 48
2020
Q3 		$35M Sell
689,441
-25,417
-4% -$1.29M 0.5% 37
2020
Q2 		$36.3M Buy
714,858
+32,296
+5% +$1.63M 0.56% 30
2020
Q1 		$33.9M Buy
682,562
+178,481
+35% +$8.97M 0.78% 23
2019
Q4 		$25.4M Buy
504,081
+59,702
+13% +$3.01M 0.55% 38
2019
Q3 		$22.4M Buy
444,379
+31,314
+8% +$1.58M 0.65% 30
2019
Q2 		$20.8M Buy
413,065
+267,089
+183% +$13.5M 0.63% 34
2019
Q1 		$7.34M Buy
145,976
+110,161
+308% +$5.54M 0.51% 46
2018
Q4 		$1.79M Sell
35,815
-55,690
-61% -$2.8M 0.31% 83
2018
Q3 		$4.59M Buy
91,505
+64,439
+238% +$3.23M 0.25% 74
2018
Q2 		$1.36M Buy
+27,066
New +$1.36M 0.09% 129

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AE Wealth Management's JPST Position: Q1 2026 in Review

AE Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 88% in Q1 2026, buying an estimated $17.4M and bringing the position to 732,218 shares worth $37.1M. The position accounts for 0.2% of the portfolio, ranked #118.

AE Wealth Management first reported a position in JPST in Q2 2018 and has held it in 32 quarters since. The position peaked at $98.5M in Q4 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • AE Wealth Management held 732,218 shares of JPMorgan Ultra-Short Income ETF worth $37.1M as of Q1 2026.
  • AE Wealth Management bought 342,846 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $17.4M.
  • JPMorgan Ultra-Short Income ETF made up 0.2% of AE Wealth Management's portfolio in Q1 2026, its #118 holding.
  • AE Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 32 quarters since.
  • AE Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $98.5M in Q4 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.