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

Envestnet 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	$217M	Sell	4,289,310 -1,261,028	-23%	-$63.7M	0.05%	335
2026 Q1	$281M	Buy	5,550,338 +1,214,449	+28%	+$61.5M	0.08%	241
2025 Q4	$219M	Buy	4,335,889 +370,927	+9%	+$18.8M	0.07%	276
2025 Q3	$201M	Sell	3,964,962 -25,382	-0.6%	-$1.28M	0.06%	319
2025 Q2	$202M	Buy	3,990,344 +1,027,118	+35%	+$51.9M	0.06%	304
2025 Q1	$150M	Buy	2,963,226 +292,666	+11%	+$14.8M	0.05%	358
2024 Q4	$135M	Sell	2,670,560 -360,640	-12%	-$18.2M	0.04%	381
2024 Q3	$154M	Sell	3,031,200 -584,074	-16%	-$29.5M	0.05%	360
2024 Q2	$182M	Buy	3,615,274 +14,611	+0.4%	+$736K	0.06%	277
2024 Q1	$182M	Buy	3,600,663 +890,558	+33%	+$44.8M	0.07%	274
2023 Q4	$136M	Sell	2,710,105 -923,432	-25%	-$46.3M	0.06%	322
2023 Q3	$182M	Buy	3,633,537 +363,322	+11%	+$18.2M	0.08%	234
2023 Q2	$164M	Sell	3,270,215 -883,091	-21%	-$44.3M	0.07%	237
2023 Q1	$209M	Sell	4,153,306 -864,066	-17%	-$43.4M	0.1%	181
2022 Q4	$252M	Sell	5,017,372 -1,093,209	-18%	-$54.8M	0.13%	139
2022 Q3	$307M	Buy	6,110,581 +2,271,795	+59%	+$114M	0.18%	95
2022 Q2	$192M	Buy	3,838,786 +1,384,218	+56%	+$69.4M	0.11%	174
2022 Q1	$123M	Buy	2,454,568 +1,259,907	+105%	+$63.5M	0.06%	265
2021 Q4	$60.3M	Sell	1,194,661 -239,761	-17%	-$12.1M	0.03%	433
2021 Q3	$72.8M	Sell	1,434,422 -628,448	-30%	-$31.9M	0.04%	356
2021 Q2	$105M	Buy	2,062,870 +149,008	+8%	+$7.56M	0.06%	263
2021 Q1	$97.1M	Buy	1,913,862 +893,254	+88%	+$45.4M	0.06%	251
2020 Q4	$51.8M	Sell	1,020,608 -1,503,443	-60%	-$76.4M	0.04%	343
2020 Q3	$128M	Sell	2,524,051 -66,683	-3%	-$3.39M	0.11%	148
2020 Q2	$131M	Buy	2,590,734 +1,373,135	+113%	+$69.2M	0.13%	132
2020 Q1	$60.5M	Buy	1,217,599 +126,634	+12%	+$6.37M	0.07%	214
2019 Q4	$55M	Sell	1,090,965 -46,506	-4%	-$2.35M	0.06%	257
2019 Q3	$57.4M	Sell	1,137,471 -215,110	-16%	-$10.9M	0.06%	235
2019 Q2	$68.2M	Buy	1,352,581 +62,369	+5%	+$3.14M	0.09%	178
2019 Q1	$64.9M	Sell	1,290,212 -152,966	-11%	-$7.69M	0.09%	172
2018 Q4	$72.3M	Buy	1,443,178 +992,984	+221%	+$49.8M	0.11%	139
2018 Q3	$22.6M	Buy	+450,194	New	+$22.6M	0.04%	171

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

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

Envestnet Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 23% in Q2 2026, selling an estimated $63.7M and leaving 4,289,310 shares worth $217M. The position accounts for 0.05% of the portfolio, ranked #335.

Envestnet Asset Management first reported a position in JPST in Q3 2018 and has held it in 32 quarters since. The position peaked at $307M in Q3 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Envestnet Asset Management held 4,289,310 shares of JPMorgan Ultra-Short Income ETF worth $217M as of Q2 2026.
Envestnet Asset Management sold 1,261,028 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $63.7M.
JPMorgan Ultra-Short Income ETF made up 0.05% of Envestnet Asset Management's portfolio in Q2 2026, its #335 holding.
Envestnet Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 32 quarters since.
Envestnet Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $307M in Q3 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.