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Financial Perspectives’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Perspectives’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 		$1.8M Buy
35,565
+82
+0.2% +$4.14K 0.44% 42
2026
Q1 		$1.8M Sell
35,483
-11,975
-25% -$606K 0.5% 40
2025
Q4 		$2.4M Sell
47,458
-525
-1% -$26.6K 0.65% 31
2025
Q3 		$2.43M Buy
47,983
+189
+0.4% +$9.57K 0.68% 31
2025
Q2 		$2.42M Sell
47,794
-5,358
-10% -$271K 0.73% 29
2025
Q1 		$2.69M Buy
53,152
+12,156
+30% +$614K 0.92% 25
2024
Q4 		$2.06M Sell
40,996
-5,092
-11% -$257K 0.69% 30
2024
Q3 		$2.34M Sell
46,088
-3,287
-7% -$166K 0.81% 26
2024
Q2 		$2.49M Sell
49,375
-49,755
-50% -$2.51M 0.92% 23
2024
Q1 		$5M Sell
99,130
-1,113
-1% -$56K 1.9% 13
2023
Q4 		$5.04M Buy
100,243
+133
+0.1% +$6.67K 2.04% 12
2023
Q3 		$5.02M Sell
100,110
-2,033
-2% -$102K 2.3% 11
2023
Q2 		$5.12M Buy
102,143
+8,085
+9% +$406K 2.25% 11
2023
Q1 		$4.73M Sell
94,058
-27,627
-23% -$1.39M 2.26% 11
2022
Q4 		$6.1M Buy
121,685
+12,897
+12% +$646K 3.13% 10
2022
Q3 		$5.46M Buy
108,788
+8,387
+8% +$420K 3.06% 8
2022
Q2 		$5.03M Sell
100,401
-20,124
-17% -$1.01M 2.84% 10
2022
Q1 		$6.06M Buy
120,525
+20,209
+20% +$1.02M 2.83% 9
2021
Q4 		$5.06M Sell
100,316
-1,921
-2% -$97.2K 2.39% 9
2021
Q3 		$5.19M Sell
102,237
-1,373
-1% -$69.6K 2.61% 9
2021
Q2 		$5.26M Sell
103,610
-2,493
-2% -$126K 2.56% 9
2021
Q1 		$5.39M Sell
106,103
-14,235
-12% -$723K 2.88% 9
2020
Q4 		$6.11M Sell
120,338
-113,623
-49% -$5.77M 3.47% 7
2020
Q3 		$11.9M Sell
233,961
-37,131
-14% -$1.89M 7.82% 2
2020
Q2 		$13.8M Sell
271,092
-67,958
-20% -$3.42M 9.84% 2
2020
Q1 		$16.8M Sell
339,050
-205,804
-38% -$10.3M 13.61% 2
2019
Q4 		$27.5M Buy
+544,854
New +$27.5M 18.75% 1

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

Financial Perspectives's JPST Position: Q2 2026 in Review

Financial Perspectives increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.23% in Q2 2026, buying an estimated $4.14K and bringing the position to 35,565 shares worth $1.8M. The position accounts for 0.44% of the portfolio, ranked #42.

Financial Perspectives first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. The position peaked at $27.5M in Q4 2019. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Financial Perspectives held 35,565 shares of JPMorgan Ultra-Short Income ETF worth $1.8M as of Q2 2026.
  • Financial Perspectives bought 82 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $4.14K.
  • JPMorgan Ultra-Short Income ETF made up 0.44% of Financial Perspectives's portfolio in Q2 2026, its #42 holding.
  • Financial Perspectives first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's JPMorgan Ultra-Short Income ETF position peaked at $27.5M in Q4 2019.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.