Badgley Phelps Wealth Managers’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Badgley Phelps Wealth Managers’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 Q2	$1.7M	Sell	33,674 -2,078	-6%	-$105K	0.03%	170
2026 Q1	$1.81M	Sell	35,752 -490	-1%	-$24.8K	0.04%	169
2025 Q4	$1.84M	Sell	36,242 -1,270	-3%	-$64.3K	0.03%	169
2025 Q3	$1.9M	Sell	37,512 -22,137	-37%	-$1.12M	0.04%	157
2025 Q2	$3.02M	Sell	59,649 -757,978	-93%	-$38.3M	0.07%	137
2025 Q1	$41.4M	Buy	817,627 +15,943	+2%	+$805K	1%	27
2024 Q4	$40.5M	Buy	801,684 +16,708	+2%	+$844K	0.95%	28
2024 Q3	$39.8M	Buy	784,976 +14,774	+2%	+$747K	0.93%	28
2024 Q2	$38.9M	Buy	770,202 +226,826	+42%	+$11.4M	0.96%	26
2024 Q1	$27.4M	Buy	543,376 +5,029	+0.9%	+$253K	0.69%	40
2023 Q4	$27.2M	Buy	538,347 +3,747	+0.7%	+$188K	0.74%	42
2023 Q3	$26.8M	Sell	534,600 -574	-0.1%	-$28.8K	0.91%	33
2023 Q2	$26.8M	Sell	535,174 -196,687	-27%	-$9.87M	0.89%	34
2023 Q1	$36.8M	Buy	731,861 +35,163	+5%	+$1.77M	1.36%	18
2022 Q4	$34.9M	Sell	696,698 -45,182	-6%	-$2.26M	1.4%	16
2022 Q3	$37.2M	Buy	741,880 +22,983	+3%	+$1.15M	1.6%	12
2022 Q2	$36M	Buy	718,897 +636	+0.1%	+$31.9K	1.48%	14
2022 Q1	$36.1M	Buy	718,261 +390,009	+119%	+$19.6M	1.26%	21
2021 Q4	$16.6M	Buy	328,252 +37,526	+13%	+$1.9M	0.54%	67
2021 Q3	$14.7M	Buy	+290,726	New	+$14.7M	0.54%	64

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Badgley Phelps Wealth Managers's JPST Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.8% in Q2 2026, selling an estimated $105K and leaving 33,674 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #170.

Badgley Phelps Wealth Managers first reported a position in JPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $41.4M in Q1 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Badgley Phelps Wealth Managers held 33,674 shares of JPMorgan Ultra-Short Income ETF worth $1.7M as of Q2 2026.
Badgley Phelps Wealth Managers sold 2,078 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $105K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #170 holding.
Badgley Phelps Wealth Managers first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 20 quarters since.
Badgley Phelps Wealth Managers's JPMorgan Ultra-Short Income ETF position peaked at $41.4M in Q1 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.