Bolthouse Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bolthouse Investments’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	$2.63M	Sell	51,998 -4,200	-7%	-$213K	2.38%	9
2025 Q4	$2.84M	Hold	56,198	–	–	2.53%	9
2025 Q3	$2.85M	Hold	56,198	–	–	2.58%	8
2025 Q2	$2.85M	Sell	56,198 -12,450	-18%	-$629K	2.82%	8
2025 Q1	$3.48M	Buy	68,648 +4,599	+7%	+$232K	3.63%	7
2024 Q4	$3.23M	Buy	+64,049	New	+$3.23M	2.98%	8

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Bolthouse Investments's JPST Position: Q1 2026 in Review

Bolthouse Investments reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.5% in Q1 2026, selling an estimated $213K and leaving 51,998 shares worth $2.63M. The position accounts for 2.38% of the portfolio, ranked #9.

Bolthouse Investments first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.48M in Q1 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Bolthouse Investments held 51,998 shares of JPMorgan Ultra-Short Income ETF worth $2.63M as of Q1 2026.
Bolthouse Investments sold 4,200 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $213K.
JPMorgan Ultra-Short Income ETF made up 2.38% of Bolthouse Investments's portfolio in Q1 2026, its #9 holding.
Bolthouse Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Bolthouse Investments's JPMorgan Ultra-Short Income ETF position peaked at $3.48M in Q1 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.