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

Bessemer 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 Q2	$435K	Buy	8,593 +611	+8%	+$30.9K	﹤0.01%	1203
2026 Q1	$404K	Buy	+7,982	New	+$404K	﹤0.01%	1192
2025 Q3	–	Sell	-820	Closed	-$42K	–	2607
2025 Q2	$42K	Buy	820 +20	+3%	+$1.01K	﹤0.01%	1367
2025 Q1	$41K	Hold	800	–	–	﹤0.01%	1351
2024 Q4	$40K	Hold	800	–	–	﹤0.01%	1327
2024 Q3	$41K	Hold	800	–	–	﹤0.01%	1406
2024 Q2	$40K	Hold	800	–	–	﹤0.01%	1311
2024 Q1	$40K	Hold	800	–	–	﹤0.01%	1339
2023 Q4	$40K	Hold	800	–	–	﹤0.01%	1371
2023 Q3	$40K	Hold	800	–	–	﹤0.01%	1375
2023 Q2	$40K	Sell	800 -202,445	-100%	-$10.2M	﹤0.01%	1409
2023 Q1	$10.2M	Buy	203,245 +445	+0.2%	+$22.4K	0.02%	248
2022 Q4	$10.2M	Buy	202,800 +202,000	+25,250%	+$10.1M	0.02%	253
2022 Q3	$40K	Hold	800	–	–	﹤0.01%	1219
2022 Q2	$40K	Buy	+800	New	+$40.1K	﹤0.01%	1145
2022 Q1	–	Sell	-439	Closed	-$22K	–	1888
2021 Q4	$22K	Buy	+439	New	+$22.2K	﹤0.01%	1259

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

Bessemer Group's JPST Position: Q2 2026 in Review

Bessemer Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.7% in Q2 2026, buying an estimated $30.9K and bringing the position to 8,593 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Bessemer Group first reported a position in JPST in Q4 2021 and has held it in 16 quarters since. The position peaked at $10.2M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Bessemer Group held 8,593 shares of JPMorgan Ultra-Short Income ETF worth $435K as of Q2 2026.
Bessemer Group bought 611 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $30.9K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1203 holding.
Bessemer Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 16 quarters since.
Bessemer Group's JPMorgan Ultra-Short Income ETF position peaked at $10.2M in Q1 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.