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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
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
JP Morgan Chase New York $1.47T 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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return