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

Family 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	$1.34M	Sell	26,475 -495	-2%	-$25K	0.14%	112
2026 Q1	$1.36M	Sell	26,970 -630	-2%	-$31.9K	0.16%	104
2025 Q4	$1.4M	Sell	27,600 -282	-1%	-$14.3K	0.18%	88
2025 Q3	$1.41M	Hold	27,882	–	–	0.19%	88
2025 Q2	$1.41M	Sell	27,882 -1,688	-6%	-$85.3K	0.21%	86
2025 Q1	$1.5M	Hold	29,570	–	–	0.24%	78
2024 Q4	$1.49M	Buy	29,570 +18,056	+157%	+$912K	0.24%	78
2024 Q3	$584K	Sell	11,514 -24,597	-68%	-$1.24M	0.1%	108
2024 Q2	$1.82M	Sell	36,111 -238	-0.7%	-$12K	0.32%	64
2024 Q1	$1.83M	Sell	36,349 -9,322	-20%	-$469K	0.34%	65
2023 Q4	$2.29M	Sell	45,671 -5,682	-11%	-$285K	0.48%	50
2023 Q3	$2.58M	Sell	51,353 -29,774	-37%	-$1.49M	0.59%	40
2023 Q2	$4.07M	Sell	81,127 -28,774	-26%	-$1.44M	0.89%	28
2023 Q1	$5.53M	Buy	109,901 +2,597	+2%	+$131K	1.27%	23
2022 Q4	$5.38M	Sell	107,304 -3,011	-3%	-$151K	1.31%	19
2022 Q3	$5.53M	Sell	110,315 -64,669	-37%	-$3.24M	1.42%	19
2022 Q2	$8.77M	Sell	174,984 -13,030	-7%	-$654K	2.36%	13
2022 Q1	$9.45M	Buy	188,014 +34,083	+22%	+$1.72M	2.62%	9
2021 Q4	$7.77M	Sell	153,931 -84,099	-35%	-$4.25M	2.02%	12
2021 Q3	$12.1M	Sell	238,030 -62,577	-21%	-$3.17M	3.33%	6
2021 Q2	$15.3M	Buy	300,607 +100,418	+50%	+$5.1M	4.04%	4
2021 Q1	$10.2M	Buy	200,189 +59,284	+42%	+$3.01M	3.19%	7
2020 Q4	$7.16M	Buy	140,905 +31,472	+29%	+$1.6M	2.45%	9
2020 Q3	$5.56M	Buy	109,433 +95,562	+689%	+$4.86M	2.44%	11
2020 Q2	$704K	Buy	13,871 +4,942	+55%	+$249K	0.29%	69
2020 Q1	$444K	Sell	8,929 -10,179	-53%	-$512K	0.22%	79
2019 Q4	$964K	Sell	19,108 -52,155	-73%	-$2.63M	0.33%	66
2019 Q3	$3.59M	Buy	+71,263	New	+$3.6M	1.34%	22

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

Family Management's JPST Position: Q2 2026 in Review

Family Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.8% in Q2 2026, selling an estimated $25K and leaving 26,475 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #112.

Family Management first reported a position in JPST in Q3 2019 and has held it in 28 quarters since. The position peaked at $15.3M in Q2 2021. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Family Management held 26,475 shares of JPMorgan Ultra-Short Income ETF worth $1.34M as of Q2 2026.
Family Management sold 495 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $25K.
JPMorgan Ultra-Short Income ETF made up 0.14% of Family Management's portfolio in Q2 2026, its #112 holding.
Family Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and has held it in 28 quarters since.
Family Management's JPMorgan Ultra-Short Income ETF position peaked at $15.3M in Q2 2021.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.