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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EP Wealth Advisors's JPST Position: Q1 2026 in Review

EP Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 21% in Q1 2026, buying an estimated $570K and bringing the position to 63,745 shares worth $3.23M. The position accounts for 0.02% of the portfolio, ranked #379.

EP Wealth Advisors first reported a position in JPST in Q2 2019 and has held it in 26 quarters since. The position peaked at $78.6M in Q1 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • EP Wealth Advisors held 63,745 shares of JPMorgan Ultra-Short Income ETF worth $3.23M as of Q1 2026.
  • EP Wealth Advisors bought 11,255 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $570K.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #379 holding.
  • EP Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 26 quarters since.
  • EP Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $78.6M in Q1 2023.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.