Bellevue Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bellevue Asset Management’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	$1.91K	Hold	37	–	–	﹤0.01%	464
2026 Q1	$1.89K	Buy	37 +1	+3%	+$51	﹤0.01%	359
2025 Q4	$1.87K	Hold	36	–	–	﹤0.01%	447
2025 Q3	$1.85K	Hold	36	–	–	﹤0.01%	445
2025 Q2	$1.83K	Buy	36 +1	+3%	+$51	﹤0.01%	441
2025 Q1	$1.81K	Hold	35	–	–	﹤0.01%	433
2024 Q4	$1.78K	Buy	35 +1	+3%	+$51	﹤0.01%	454
2024 Q3	$1.77K	Hold	34	–	–	﹤0.01%	428
2024 Q2	$1.74K	Hold	34	–	–	﹤0.01%	425
2024 Q1	$1.72K	Hold	34	–	–	﹤0.01%	427
2023 Q4	$1.71K	Hold	34	–	–	﹤0.01%	420
2023 Q3	$1.71K	Hold	34	–	–	﹤0.01%	404
2023 Q2	$1.7K	Buy	+34	New	+$1.71K	﹤0.01%	427

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

Bellevue Asset Management's JPST Position: Q2 2026 in Review

Bellevue Asset Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 37 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Bellevue Asset Management first reported a position in JPST in Q2 2023 and has held it in 13 quarters since. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Bellevue Asset Management held 37 shares of JPMorgan Ultra-Short Income ETF worth $1.91K as of Q2 2026.
Bellevue Asset Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #464 holding.
Bellevue Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 13 quarters since.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.