Baron Silver Stevens Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Baron Silver Stevens Financial Advisors’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	$943K	Sell	18,638 -1,291	-6%	-$65.2K	0.12%	66
2026 Q1	$1.01M	Buy	19,929 +11,181	+128%	+$566K	0.15%	61
2025 Q4	$443K	Buy	+8,748	New	+$443K	0.06%	88
2025 Q1	–	Sell	-4,052	Closed	-$204K	–	126
2024 Q4	$204K	Sell	4,052 -60	-1%	-$3.03K	0.03%	122
2024 Q3	$209K	Sell	4,112 -95	-2%	-$4.8K	0.04%	117
2024 Q2	$212K	Buy	+4,207	New	+$212K	0.04%	107
2024 Q1	–	Sell	-4,993	Closed	-$251K	–	128
2023 Q4	$251K	Sell	4,993 -665	-12%	-$33.4K	0.05%	96
2023 Q3	$284K	Sell	5,658 -1,613	-22%	-$80.8K	0.06%	82
2023 Q2	$365K	Buy	7,271 +718	+11%	+$36K	0.08%	72
2023 Q1	$330K	Sell	6,553 -557	-8%	-$28K	0.09%	69
2022 Q4	$356K	Buy	+7,110	New	+$356K	0.09%	63

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

Baron Silver Stevens Financial Advisors's JPST Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.5% in Q2 2026, selling an estimated $65.2K and leaving 18,638 shares worth $943K. The position accounts for 0.12% of the portfolio, ranked #66.

Baron Silver Stevens Financial Advisors first reported a position in JPST in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Baron Silver Stevens Financial Advisors held 18,638 shares of JPMorgan Ultra-Short Income ETF worth $943K as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 1,291 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $65.2K.
JPMorgan Ultra-Short Income ETF made up 0.12% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #66 holding.
Baron Silver Stevens Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 11 quarters since.
Baron Silver Stevens Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.01M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.