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 Q2	$3.03M	Buy	59,932 +15,987	+36%	+$808K	0.18%	104
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 $1.81T 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

Boston Family Office's JPST Position: Q2 2026 in Review

Boston Family Office increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 36% in Q2 2026, buying an estimated $808K and bringing the position to 59,932 shares worth $3.03M. The position accounts for 0.18% of the portfolio, ranked #104.

Boston Family Office first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.3M in Q2 2023. 1,195 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Boston Family Office held 59,932 shares of JPMorgan Ultra-Short Income ETF worth $3.03M as of Q2 2026.
Boston Family Office bought 15,987 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $808K.
JPMorgan Ultra-Short Income ETF made up 0.18% of Boston Family Office's portfolio in Q2 2026, its #104 holding.
Boston Family Office first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
Boston Family Office's JPMorgan Ultra-Short Income ETF position peaked at $11.3M in Q2 2023.
1,195 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.