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

Beta Wealth 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	$1.16M	Buy	22,855 +7,632	+50%	+$386K	0.43%	46
2026 Q1	$770K	Buy	15,223 +8,377	+122%	+$424K	0.32%	54
2025 Q4	$346K	Sell	6,846 -2,972	-30%	-$151K	0.14%	99
2025 Q3	$498K	Buy	9,818 +3,338	+52%	+$169K	0.2%	86
2025 Q2	$328K	Buy	6,480 +2,462	+61%	+$124K	0.12%	88
2025 Q1	$203K	Buy	+4,018	New	+$203K	0.07%	102
2023 Q1	–	Sell	-23,579	Closed	-$1.18M	–	110
2022 Q4	$1.18M	Buy	23,579 +203	+0.9%	+$10.2K	0.79%	35
2022 Q3	$1.17M	Sell	23,376 -924	-4%	-$46.3K	0.85%	35
2022 Q2	$1.22M	Sell	24,300 -79	-0.3%	-$3.96K	0.82%	37
2022 Q1	$1.23M	Buy	+24,379	New	+$1.23M	0.82%	35
2021 Q1	–	Sell	-23,854	Closed	-$1.21M	–	62
2020 Q4	$1.21M	Buy	+23,854	New	+$1.21M	1.04%	26

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Beta Wealth Group's JPST Position: Q2 2026 in Review

Beta Wealth Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 50% in Q2 2026, buying an estimated $386K and bringing the position to 22,855 shares worth $1.16M. The position accounts for 0.43% of the portfolio, ranked #46.

Beta Wealth Group first reported a position in JPST in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2022. 570 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Beta Wealth Group held 22,855 shares of JPMorgan Ultra-Short Income ETF worth $1.16M as of Q2 2026.
Beta Wealth Group bought 7,632 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $386K.
JPMorgan Ultra-Short Income ETF made up 0.43% of Beta Wealth Group's portfolio in Q2 2026, its #46 holding.
Beta Wealth Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 11 quarters since.
Beta Wealth Group's JPMorgan Ultra-Short Income ETF position peaked at $1.23M in Q1 2022.
570 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.