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

GeoWealth 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 		$732K Sell
14,478
-845
-6% -$42.7K 0.02% 404
2026
Q1 		$776K Buy
15,323
+1,931
+14% +$97.8K 0.03% 364
2025
Q4 		$678K Sell
13,392
-2,257
-14% -$114K 0.03% 369
2025
Q3 		$794K Sell
15,649
-6,194
-28% -$314K 0.03% 352
2025
Q2 		$1.11M Sell
21,843
-68,253
-76% -$3.45M 0.04% 230
2025
Q1 		$4.56M Buy
90,096
+11,031
+14% +$557K 0.18% 70
2024
Q4 		$3.98M Buy
79,065
+5,462
+7% +$276K 0.13% 116
2024
Q3 		$3.73M Buy
73,603
+19,997
+37% +$1.01M 0.13% 124
2024
Q2 		$2.71M Buy
53,606
+15,146
+39% +$763K 0.12% 127
2024
Q1 		$1.94M Buy
38,460
+2,558
+7% +$129K 0.08% 179
2023
Q4 		$1.8M Sell
35,902
-28,614
-44% -$1.44M 0.15% 130
2023
Q3 		$3.24M Buy
64,516
+59,086
+1,088% +$2.96M 0.37% 73
2023
Q2 		$272K Sell
5,430
-3,975
-42% -$199K 0.03% 219
2023
Q1 		$475K Sell
9,405
-65,115
-87% -$3.27M 0.06% 135
2022
Q4 		$3.73M Buy
74,520
+8,157
+12% +$409K 0.39% 54
2022
Q3 		$3.33M Buy
66,363
+47,810
+258% +$2.4M 0.36% 59
2022
Q2 		$929K Buy
18,553
+9,233
+99% +$463K 0.12% 108
2022
Q1 		$470K Sell
9,320
-522
-5% -$26.3K 0.04% 215
2021
Q4 		$496K Sell
9,842
-11,636
-54% -$589K 0.04% 213
2021
Q3 		$1.09M Sell
21,478
-4,165
-16% -$211K 0.09% 155
2021
Q2 		$1.3M Buy
+25,643
New +$1.3M 0.16% 93
2021
Q1 		– Sell
-14,568
Closed -$735K – 224
2020
Q4 		$735K Buy
14,568
+4,082
+39% +$207K 0.12% 122
2020
Q3 		$537K Sell
10,486
-111,109
-91% -$5.65M 0.16% 97
2020
Q2 		$6.17M Buy
+121,595
New +$6.12M 2.55% 6
2020
Q1 		– Sell
-115,275
Closed -$5.81M – 109
2019
Q4 		$5.81M Buy
+115,275
New +$5.82M 3.13% 7

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

GeoWealth Management's JPST Position: Q2 2026 in Review

GeoWealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.5% in Q2 2026, selling an estimated $42.7K and leaving 14,478 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #404.

GeoWealth Management first reported a position in JPST in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.17M in Q2 2020. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • GeoWealth Management held 14,478 shares of JPMorgan Ultra-Short Income ETF worth $732K as of Q2 2026.
  • GeoWealth Management sold 845 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $42.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #404 holding.
  • GeoWealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 25 quarters since.
  • GeoWealth Management's JPMorgan Ultra-Short Income ETF position peaked at $6.17M in Q2 2020.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.