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Beacon Pointe Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Beacon Pointe 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
Q1 		$9.32M Buy
184,097
+110,043
+149% +$5.57M 0.05% 335
2025
Q4 		$3.75M Buy
74,054
+1,916
+3% +$97.1K 0.03% 463
2025
Q3 		$3.66M Sell
72,138
-1,914
-3% -$96.9K 0.03% 418
2025
Q2 		$3.75M Buy
74,052
+16,754
+29% +$846K 0.04% 368
2025
Q1 		$2.9M Sell
57,298
-1,638
-3% -$82.7K 0.03% 389
2024
Q4 		$2.97M Sell
58,936
-10,836
-16% -$547K 0.03% 371
2024
Q3 		$3.54M Sell
69,772
-6,621
-9% -$335K 0.04% 358
2024
Q2 		$3.86M Buy
76,393
+37,889
+98% +$1.91M 0.05% 337
2024
Q1 		$1.94M Sell
38,504
-71,187
-65% -$3.58M 0.02% 506
2023
Q4 		$5.51M Sell
109,691
-762,782
-87% -$38.3M 0.07% 258
2023
Q3 		$43.8M Buy
872,473
+835,250
+2,244% +$41.8M 0.55% 39
2023
Q2 		$1.87M Sell
37,223
-15,343
-29% -$770K 0.03% 390
2023
Q1 		$2.65M Sell
52,566
-26,878
-34% -$1.35M 0.05% 334
2022
Q4 		$3.98M Buy
79,444
+6,196
+8% +$311K 0.08% 233
2022
Q3 		$3.68M Buy
73,248
+4,097
+6% +$205K 0.08% 205
2022
Q2 		$3.46M Sell
69,151
-34,453
-33% -$1.73M 0.07% 236
2022
Q1 		$5.21M Buy
103,604
+19,713
+23% +$993K 0.07% 247
2021
Q4 		$4.24M Sell
83,891
-49,189
-37% -$2.49M 0.11% 160
2021
Q3 		$6.75M Sell
133,080
-55,603
-29% -$2.82M 0.17% 141
2021
Q2 		$9.57M Sell
188,683
-38,224
-17% -$1.94M 0.34% 73
2021
Q1 		$11.5M Sell
226,907
-110,570
-33% -$5.61M 0.71% 31
2020
Q4 		$17.1M Sell
337,477
-43,097
-11% -$2.19M 1.17% 18
2020
Q3 		$19.3M Sell
380,574
-54,143
-12% -$2.75M 1.87% 10
2020
Q2 		$22.1M Buy
434,717
+9,672
+2% +$487K 2.21% 7
2020
Q1 		$21.1M Buy
+425,045
New +$21.4M 3.36% 3

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

Beacon Pointe Advisors's JPST Position: Q1 2026 in Review

Beacon Pointe Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 149% in Q1 2026, buying an estimated $5.57M and bringing the position to 184,097 shares worth $9.32M. The position accounts for 0.05% of the portfolio, ranked #335.

Beacon Pointe Advisors first reported a position in JPST in Q1 2020 and has held it in 25 quarters since. The position peaked at $43.8M in Q3 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Beacon Pointe Advisors held 184,097 shares of JPMorgan Ultra-Short Income ETF worth $9.32M as of Q1 2026.
  • Beacon Pointe Advisors bought 110,043 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $5.57M.
  • JPMorgan Ultra-Short Income ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #335 holding.
  • Beacon Pointe Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's JPMorgan Ultra-Short Income ETF position peaked at $43.8M in Q3 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.