BOK Financial Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BOK Financial Private Wealth’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	–	Sell	-264	Closed	-$13.4K	–	802
2026 Q1	$13.4K	Hold	264	–	–	﹤0.01%	333
2025 Q4	$13.4K	Buy	+264	New	+$13.4K	﹤0.01%	369
2022 Q3	–	Sell	-455	Closed	-$23K	–	375
2022 Q2	$23K	Buy	+455	New	+$22.8K	﹤0.01%	310
2019 Q2	–	Sell	-157,581	Closed	-$7.93M	–	124
2019 Q1	$7.93M	Sell	157,581 -24,486	-13%	-$1.23M	1.06%	18
2018 Q4	$9.13M	Buy	+182,067	New	+$9.14M	1.24%	17

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

BOK Financial Private Wealth's JPST Position: Q2 2026 in Review

BOK Financial Private Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 264 shares — an estimated $13.4K sold.

BOK Financial Private Wealth first reported a position in JPST in Q4 2018 and held it in 5 quarters. The position peaked at $9.13M in Q4 2018. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

BOK Financial Private Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
BOK Financial Private Wealth sold 264 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $13.4K.
BOK Financial Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 5 quarters.
BOK Financial Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $9.13M in Q4 2018.
1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.