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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
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
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

Badgley Phelps Wealth Managers's JPST Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.4% in Q1 2026, selling an estimated $24.8K and leaving 35,752 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #169.

Badgley Phelps Wealth Managers first reported a position in JPST in Q3 2021 and has held it in 19 quarters since. The position peaked at $41.4M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Badgley Phelps Wealth Managers held 35,752 shares of JPMorgan Ultra-Short Income ETF worth $1.81M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 490 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $24.8K.
  • JPMorgan Ultra-Short Income ETF made up 0.04% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #169 holding.
  • Badgley Phelps Wealth Managers first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's JPMorgan Ultra-Short Income ETF position peaked at $41.4M in Q1 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.