BOS Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BOS Asset Management’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	$5.8M	Sell	114,628 -2,062	-2%	-$104K	1.35%	19
2026 Q1	$5.91M	Buy	116,690 +2,545	+2%	+$129K	1.51%	17
2025 Q4	$5.77M	Buy	114,145 +1,793	+2%	+$90.8K	1.55%	15
2025 Q3	$5.7M	Buy	112,352 +4,359	+4%	+$221K	1.61%	13
2025 Q2	$5.47M	Buy	107,993 +6,532	+6%	+$330K	1.75%	13
2025 Q1	$5.14M	Buy	101,461 +27,856	+38%	+$1.41M	1.76%	13
2024 Q4	$3.71M	Buy	73,605 +3,428	+5%	+$173K	1.33%	19
2024 Q3	$3.56M	Buy	70,177 +9,037	+15%	+$457K	1.31%	17
2024 Q2	$3.09M	Sell	61,140 -1,770	-3%	-$89.1K	1.42%	18
2024 Q1	$3.17M	Buy	62,910 +2,223	+4%	+$112K	1.67%	18
2023 Q4	$3.05M	Sell	60,687 -604	-1%	-$30.3K	2.09%	9
2023 Q3	$3.08M	Buy	61,291 +10,800	+21%	+$541K	2.26%	8
2023 Q2	$2.53M	Buy	50,491 +901	+2%	+$45.2K	1.97%	12
2023 Q1	$2.5M	Buy	49,590 +50	+0.1%	+$2.51K	2.08%	12
2022 Q4	$2.48M	Buy	+49,540	New	+$2.48M	2.22%	13

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

BOS Asset Management's JPST Position: Q2 2026 in Review

BOS Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.8% in Q2 2026, selling an estimated $104K and leaving 114,628 shares worth $5.8M. The position accounts for 1.35% of the portfolio, ranked #19.

BOS Asset Management first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.91M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

BOS Asset Management held 114,628 shares of JPMorgan Ultra-Short Income ETF worth $5.8M as of Q2 2026.
BOS Asset Management sold 2,062 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $104K.
JPMorgan Ultra-Short Income ETF made up 1.35% of BOS Asset Management's portfolio in Q2 2026, its #19 holding.
BOS Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $5.91M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.