Betterment LLC
JPST icon

Betterment LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Betterment LLC’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 		$691M Buy
13,652,039
+470,939
+4% +$23.8M 1.31% 15
2025
Q4 		$667M Buy
13,181,100
+1,002,505
+8% +$50.8M 1.27% 15
2025
Q3 		$618M Buy
12,178,595
+887,516
+8% +$44.9M 1.22% 17
2025
Q2 		$572M Buy
11,291,079
+2,105,432
+23% +$106M 1.22% 18
2025
Q1 		$465M Buy
9,185,647
+2,969,594
+48% +$150M 1.1% 19
2024
Q4 		$313M Buy
6,216,053
+494,436
+9% +$25M 0.75% 24
2024
Q3 		$290M Buy
5,721,617
+541,269
+10% +$27.4M 0.69% 24
2024
Q2 		$261M Buy
5,180,348
+493,098
+11% +$24.8M 0.68% 25
2024
Q1 		$236M Buy
4,687,250
+1,118,756
+31% +$56.3M 0.63% 26
2023
Q4 		$179M Sell
3,568,494
-105,992
-3% -$5.32M 0.52% 26
2023
Q3 		$184M Sell
3,674,486
-4,902
-0.1% -$246K 0.58% 26
2023
Q2 		$184M Sell
3,679,388
-165,254
-4% -$8.29M 0.57% 26
2023
Q1 		$193M Sell
3,844,642
-54,498
-1% -$2.74M 0.63% 24
2022
Q4 		$195M Buy
3,899,140
+184,806
+5% +$9.26M 0.67% 24
2022
Q3 		$186M Hold
3,714,334
– – 0.67% 24
2022
Q2 		$186M Buy
3,714,334
+37,787
+1% +$1.9M 0.67% 24
2022
Q1 		$185M Buy
3,676,547
+73,183
+2% +$3.69M 0.59% 25
2021
Q4 		$182M Buy
3,603,364
+29,068
+0.8% +$1.47M 0.57% 25
2021
Q3 		$181M Buy
3,574,296
+279,587
+8% +$14.2M 0.61% 24
2021
Q2 		$167M Sell
3,294,709
-118,446
-3% -$6.01M 0.57% 24
2021
Q1 		$173M Buy
3,413,155
+235,502
+7% +$12M 0.65% 21
2020
Q4 		$161M Buy
3,177,653
+220,310
+7% +$11.2M 0.68% 20
2020
Q3 		$150M Buy
2,957,343
+601,678
+26% +$30.6M 0.74% 21
2020
Q2 		$120M Buy
2,355,665
+925,582
+65% +$46.6M 0.64% 22
2020
Q1 		$71M Buy
+1,430,083
New +$71.9M 0.44% 26

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC's JPST Position: Q1 2026 in Review

Betterment LLC increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.6% in Q1 2026, buying an estimated $23.8M and bringing the position to 13,652,039 shares worth $691M. The position accounts for 1.31% of the portfolio, ranked #15.

Betterment LLC first reported a position in JPST in Q1 2020 and has held it in 25 quarters since. 1,204 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Betterment LLC held 13,652,039 shares of JPMorgan Ultra-Short Income ETF worth $691M as of Q1 2026.
  • Betterment LLC bought 470,939 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $23.8M.
  • JPMorgan Ultra-Short Income ETF made up 1.31% of Betterment LLC's portfolio in Q1 2026, its #15 holding.
  • Betterment LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,204 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.