Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Envestnet Portfolio Solutions’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 		$312K Buy
+6,164
New +$311K ﹤0.01% 1171
2026
Q1 		– Sell
-4,759
Closed -$241K – 1405
2025
Q4 		$241K Buy
4,759
+55
+1% +$2.79K ﹤0.01% 1392
2025
Q3 		$239K Buy
4,704
+156
+3% +$7.9K ﹤0.01% 1355
2025
Q2 		$230K Sell
4,548
-70,789
-94% -$3.58M ﹤0.01% 1449
2025
Q1 		$3.27M Buy
75,337
+53,162
+240% +$2.69M 0.01% 467
2024
Q4 		$1.12M Sell
22,175
-78,494
-78% -$3.96M ﹤0.01% 878
2024
Q3 		$5.11M Sell
100,669
-23,433
-19% -$1.18M 0.02% 385
2024
Q2 		$6.26M Buy
124,102
+98,769
+390% +$4.97M 0.02% 323
2024
Q1 		$1.28M Sell
25,333
-12,830
-34% -$646K ﹤0.01% 772
2023
Q4 		$1.92M Sell
38,163
-90,714
-70% -$4.55M 0.01% 607
2023
Q3 		$6.47M Buy
+128,877
New +$6.46M 0.03% 252

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions's JPST Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 6,164 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in JPST as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in JPST in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.47M in Q3 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,164 shares of JPMorgan Ultra-Short Income ETF worth $312K as of Q2 2026.
  • JPMorgan Ultra-Short Income ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1171 holding.
  • Envestnet Portfolio Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's JPMorgan Ultra-Short Income ETF position peaked at $6.47M in Q3 2023.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.