Corient Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Corient 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	$23.4M	Sell	463,016 -475,710	-51%	-$24.1M	0.03%	368
2025 Q4	$47.5M	Buy	938,726 +832,209	+781%	+$42.2M	0.03%	373
2025 Q3	$5.4M	Sell	106,517 -8,726	-8%	-$442K	0.01%	683
2025 Q2	$5.84M	Sell	115,243 -4,605	-4%	-$233K	0.01%	659
2025 Q1	$6.07M	Sell	119,848 -45,058	-27%	-$2.28M	0.01%	638
2024 Q4	$7.26M	Buy	164,906 +25,998	+19%	+$1.31M	0.01%	598
2024 Q3	$7.05M	Sell	138,908 -76,072	-35%	-$3.84M	0.01%	657
2024 Q2	$10.9M	Sell	214,980 -19,377	-8%	-$976K	0.02%	511
2024 Q1	$11.8M	Sell	234,357 -37,786	-14%	-$1.9M	0.02%	488
2023 Q4	$13.7M	Sell	272,143 -158,253	-37%	-$7.94M	0.03%	461
2023 Q3	$21.6M	Sell	430,396 -65,794	-13%	-$3.3M	0.05%	332
2023 Q2	$24.9M	Sell	496,190 -51,224	-9%	-$2.57M	0.06%	297
2023 Q1	$27.5M	Sell	547,414 -103,199	-16%	-$5.19M	0.07%	256
2022 Q4	$32.6M	Buy	+650,613	New	+$32.6M	0.12%	192

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

Corient Private Wealth's JPST Position: Q1 2026 in Review

Corient Private Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 51% in Q1 2026, selling an estimated $24.1M and leaving 463,016 shares worth $23.4M. The position accounts for 0.03% of the portfolio, ranked #368.

Corient Private Wealth first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $47.5M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Corient Private Wealth held 463,016 shares of JPMorgan Ultra-Short Income ETF worth $23.4M as of Q1 2026.
Corient Private Wealth sold 475,710 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $24.1M.
JPMorgan Ultra-Short Income ETF made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #368 holding.
Corient Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $47.5M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.