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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BOK Financial Private Wealth's JPST Position: Q1 2026 in Review

BOK Financial Private Wealth held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q1 2026 at 264 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

BOK Financial Private Wealth first reported a position in JPST in Q4 2018 and has held it in 5 quarters since. The position peaked at $9.13M in Q4 2018. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

BOK Financial Private Wealth held 264 shares of JPMorgan Ultra-Short Income ETF worth $13.4K as of Q1 2026.
BOK Financial Private Wealth left its JPMorgan Ultra-Short Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #333 holding.
BOK Financial Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 5 quarters since.
BOK Financial Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $9.13M in Q4 2018.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.