FM
JPST icon

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
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
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

Family Management's JPST Position: Q1 2026 in Review

Family Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.3% in Q1 2026, selling an estimated $31.9K and leaving 26,970 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #104.

Family Management first reported a position in JPST in Q3 2019 and has held it in 27 quarters since. The position peaked at $15.3M in Q2 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Family Management held 26,970 shares of JPMorgan Ultra-Short Income ETF worth $1.36M as of Q1 2026.
  • Family Management sold 630 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $31.9K.
  • JPMorgan Ultra-Short Income ETF made up 0.16% of Family Management's portfolio in Q1 2026, its #104 holding.
  • Family Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and has held it in 27 quarters since.
  • Family Management's JPMorgan Ultra-Short Income ETF position peaked at $15.3M in Q2 2021.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.