Baird Financial Group
JPST icon

Baird Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Baird Financial Group’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 		$19.6M Sell
387,770
-103,937
-21% -$5.26M 0.03% 369
2025
Q4 		$24.9M Buy
491,707
+136,675
+38% +$6.92M 0.04% 317
2025
Q3 		$18M Buy
355,032
+86,849
+32% +$4.4M 0.03% 397
2025
Q2 		$13.6M Buy
268,183
+179,152
+201% +$9.05M 0.02% 454
2025
Q1 		$4.51M Buy
89,031
+21,278
+31% +$1.07M 0.01% 717
2024
Q4 		$3.41M Sell
67,753
-7,781
-10% -$393K 0.01% 804
2024
Q3 		$3.83M Sell
75,534
-63,792
-46% -$3.22M 0.01% 765
2024
Q2 		$7.03M Buy
139,326
+4,422
+3% +$223K 0.01% 578
2024
Q1 		$6.81M Sell
134,904
-59,943
-31% -$3.02M 0.01% 583
2023
Q4 		$9.79M Sell
194,847
-110,562
-36% -$5.55M 0.02% 453
2023
Q3 		$15.3M Sell
305,409
-1,077
-0.4% -$54K 0.04% 346
2023
Q2 		$15.4M Buy
306,486
+12,162
+4% +$610K 0.04% 353
2023
Q1 		$14.8M Buy
294,324
+237,443
+417% +$11.9M 0.04% 355
2022
Q4 		$2.85M Buy
56,881
+10,181
+22% +$510K 0.01% 755
2022
Q3 		$2.34M Buy
46,700
+3,419
+8% +$171K 0.01% 775
2022
Q2 		$2.17M Buy
43,281
+10,538
+32% +$529K 0.01% 820
2022
Q1 		$1.65M Sell
32,743
-3,565
-10% -$180K ﹤0.01% 973
2021
Q4 		$1.83M Sell
36,308
-37,640
-51% -$1.9M ﹤0.01% 969
2021
Q3 		$3.75M Buy
73,948
+3,750
+5% +$190K 0.01% 707
2021
Q2 		$3.56M Sell
70,198
-234
-0.3% -$11.9K 0.01% 714
2021
Q1 		$3.58M Sell
70,432
-5,077
-7% -$258K 0.01% 682
2020
Q4 		$3.83M Buy
75,509
+3,328
+5% +$169K 0.01% 617
2020
Q3 		$3.67M Buy
72,181
+1,011
+1% +$51.4K 0.01% 570
2020
Q2 		$3.61M Buy
71,170
+15,868
+29% +$799K 0.01% 561
2020
Q1 		$2.75M Sell
55,302
-13,743
-20% -$691K 0.01% 590
2019
Q4 		$3.48M Sell
69,045
-243
-0.4% -$12.3K 0.01% 617
2019
Q3 		$3.49M Buy
69,288
+5,897
+9% +$298K 0.01% 609
2019
Q2 		$3.19M Sell
63,391
-62
-0.1% -$3.12K 0.01% 645
2019
Q1 		$3.19M Buy
63,453
+11,280
+22% +$567K 0.02% 556
2018
Q4 		$2.62M Buy
52,173
+36,194
+227% +$1.82M 0.02% 563
2018
Q3 		$802K Buy
+15,979
New +$802K 0.01% 910

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

Baird Financial Group's JPST Position: Q1 2026 in Review

Baird Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 21% in Q1 2026, selling an estimated $5.26M and leaving 387,770 shares worth $19.6M. The position accounts for 0.03% of the portfolio, ranked #369.

Baird Financial Group first reported a position in JPST in Q3 2018 and has held it in 31 quarters since. The position peaked at $24.9M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Baird Financial Group held 387,770 shares of JPMorgan Ultra-Short Income ETF worth $19.6M as of Q1 2026.
  • Baird Financial Group sold 103,937 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $5.26M.
  • JPMorgan Ultra-Short Income ETF made up 0.03% of Baird Financial Group's portfolio in Q1 2026, its #369 holding.
  • Baird Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 31 quarters since.
  • Baird Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $24.9M in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.