EP Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

EP Wealth Advisors’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	$7M	Buy	138,507 +74,762	+117%	+$3.78M	0.03%	327
2026 Q1	$3.23M	Buy	63,745 +11,255	+21%	+$570K	0.02%	379
2025 Q4	$2.66M	Buy	+52,490	New	+$2.66M	0.01%	385
2025 Q2	$2.51M	Sell	49,508 -1,102	-2%	-$55.7K	0.02%	370
2025 Q1	$2.56M	Sell	50,610 -13,367	-21%	-$675K	0.02%	324
2024 Q4	$3.22M	Sell	63,977 -9,410	-13%	-$475K	0.03%	275
2024 Q3	$3.72M	Buy	73,387 +4,834	+7%	+$244K	0.03%	254
2024 Q2	$3.46M	Sell	68,553 -842	-1%	-$42.4K	0.04%	216
2024 Q1	$3.5M	Sell	69,395 -9,329	-12%	-$470K	0.04%	210
2023 Q4	$3.95M	Sell	78,724 -6,252	-7%	-$314K	0.05%	189
2023 Q3	$4.26M	Sell	84,976 -15,329	-15%	-$768K	0.07%	166
2023 Q2	$4.8M	Sell	100,305 -502,556	-83%	-$25.2M	0.07%	153
2023 Q1	$78.6M	Buy	602,861 +495,423	+461%	+$24.9M	1.35%	11
2022 Q4	$5.39M	Sell	107,438 -16,499	-13%	-$827K	0.1%	120
2022 Q3	$6.22M	Sell	123,937 -38,735	-24%	-$1.94M	0.14%	104
2022 Q2	$8.15M	Sell	162,672 -92,077	-36%	-$4.62M	0.18%	84
2022 Q1	$12.8M	Buy	254,749 +12,974	+5%	+$653K	0.28%	70
2021 Q4	$12.2M	Buy	241,775 +43,183	+22%	+$2.18M	0.29%	65
2021 Q3	$10.1M	Sell	198,592 -118,137	-37%	-$5.99M	0.28%	62
2021 Q2	$16.1M	Sell	316,729 -43,199	-12%	-$2.19M	0.45%	50
2021 Q1	$18.3M	Buy	359,928 +111,979	+45%	+$5.69M	0.58%	45
2020 Q4	$12.6M	Buy	247,949 +161,521	+187%	+$8.2M	0.44%	50
2020 Q3	$4.39M	Buy	+86,428	New	+$4.39M	0.19%	71
2020 Q2	–	Sell	-113,522	Closed	-$5.72M	–	96
2020 Q1	$5.64M	Sell	113,522 -13,141	-10%	-$661K	0.28%	63
2019 Q4	$6.39M	Buy	126,663 +100,851	+391%	+$5.09M	0.26%	76
2019 Q3	$1.3M	Buy	25,812 +12,158	+89%	+$614K	0.06%	126
2019 Q2	$688K	Buy	+13,654	New	+$688K	0.04%	166

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

EP Wealth Advisors's JPST Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 117% in Q2 2026, buying an estimated $3.78M and bringing the position to 138,507 shares worth $7M. The position accounts for 0.03% of the portfolio, ranked #327.

EP Wealth Advisors first reported a position in JPST in Q2 2019 and has held it in 27 quarters since. The position peaked at $78.6M in Q1 2023. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

EP Wealth Advisors held 138,507 shares of JPMorgan Ultra-Short Income ETF worth $7M as of Q2 2026.
EP Wealth Advisors bought 74,762 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.78M.
JPMorgan Ultra-Short Income ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #327 holding.
EP Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 27 quarters since.
EP Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $78.6M in Q1 2023.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.