Boston Family Office’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Boston Family Office’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	$2.23M	Sell	43,945 -7,959	-15%	-$403K	0.15%	115
2025 Q4	$2.63M	Sell	51,904 -5,735	-10%	-$291K	0.17%	107
2025 Q3	$2.92M	Sell	57,639 -6,674	-10%	-$338K	0.19%	99
2025 Q2	$3.26M	Sell	64,313 -10,600	-14%	-$535K	0.22%	91
2025 Q1	$3.79M	Sell	74,913 -9,105	-11%	-$460K	0.27%	82
2024 Q4	$4.23M	Sell	84,018 -7,099	-8%	-$359K	0.29%	76
2024 Q3	$4.62M	Sell	91,117 -6,819	-7%	-$345K	0.31%	74
2024 Q2	$4.94M	Sell	97,936 -42,973	-30%	-$2.16M	0.36%	69
2024 Q1	$7.11M	Sell	140,909 -17,161	-11%	-$864K	0.51%	61
2023 Q4	$7.94M	Sell	158,070 -55,453	-26%	-$2.78M	0.6%	53
2023 Q3	$10.7M	Sell	213,523 -11,479	-5%	-$575K	0.88%	35
2023 Q2	$11.3M	Buy	225,002 +10,577	+5%	+$531K	0.86%	34
2023 Q1	$10.8M	Sell	214,425 -1,951	-0.9%	-$98K	0.86%	37
2022 Q4	$10.8M	Buy	216,376 +145,010	+203%	+$7.27M	0.9%	38
2022 Q3	$3.58M	Buy	71,366 +48,801	+216%	+$2.45M	0.32%	72
2022 Q2	$1.13M	Buy	+22,565	New	+$1.13M	0.09%	142

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

Boston Family Office's JPST Position: Q1 2026 in Review

Boston Family Office reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q1 2026, selling an estimated $403K and leaving 43,945 shares worth $2.23M. The position accounts for 0.15% of the portfolio, ranked #115.

Boston Family Office first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.3M in Q2 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Boston Family Office held 43,945 shares of JPMorgan Ultra-Short Income ETF worth $2.23M as of Q1 2026.
Boston Family Office sold 7,959 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $403K.
JPMorgan Ultra-Short Income ETF made up 0.15% of Boston Family Office's portfolio in Q1 2026, its #115 holding.
Boston Family Office first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
Boston Family Office's JPMorgan Ultra-Short Income ETF position peaked at $11.3M in Q2 2023.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.