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

Greenwich Wealth 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 		$3.4M Buy
67,212
+469
+0.7% +$23.8K 0.14% 86
2025
Q4 		$3.38M Sell
66,743
-383
-0.6% -$19.4K 0.15% 82
2025
Q3 		$3.4M Buy
67,126
+18,929
+39% +$958K 0.17% 75
2025
Q2 		$2.44M Sell
48,197
-14,896
-24% -$752K 0.12% 81
2025
Q1 		$3.19M Buy
63,093
+5,331
+9% +$269K 0.24% 54
2024
Q4 		$2.91M Buy
57,762
+26,447
+84% +$1.34M 0.21% 56
2024
Q3 		$1.59M Sell
31,315
-25
-0.1% -$1.26K 0.11% 91
2024
Q2 		$1.58M Sell
31,340
-1,106
-3% -$55.7K 0.12% 90
2024
Q1 		$1.64M Sell
32,446
-194
-0.6% -$9.77K 0.13% 86
2023
Q4 		$1.64M Sell
32,640
-6,039
-16% -$303K 0.16% 79
2023
Q3 		$1.94M Sell
38,679
-112,938
-74% -$5.66M 0.21% 66
2023
Q2 		$7.6M Buy
151,617
+122,852
+427% +$6.17M 0.8% 20
2023
Q1 		$1.45M Sell
28,765
-24,705
-46% -$1.24M 0.16% 88
2022
Q4 		$2.68M Sell
53,470
-1,365
-2% -$68.4K 0.29% 52
2022
Q3 		$2.75M Sell
54,835
-56,199
-51% -$2.82M 0.29% 53
2022
Q2 		$5.56M Sell
111,034
-2,050
-2% -$103K 0.74% 21
2022
Q1 		$5.68M Buy
113,084
+54,454
+93% +$2.74M 0.58% 24
2021
Q4 		$2.96M Sell
58,630
-43,605
-43% -$2.21M 0.24% 55
2021
Q3 		$5.18M Buy
102,235
+10,471
+11% +$531K 0.43% 23
2021
Q2 		$4.66M Sell
91,764
-3,047
-3% -$155K 0.4% 29
2021
Q1 		$4.81M Buy
94,811
+283
+0.3% +$14.4K 0.38% 24
2020
Q4 		$4.8M Sell
94,528
-651
-0.7% -$33.1K 0.42% 22
2020
Q3 		$4.83M Buy
95,179
+15,715
+20% +$799K 0.87% 22
2020
Q2 		$4.03M Buy
79,464
+26,245
+49% +$1.32M 0.77% 24
2020
Q1 		$2.64M Buy
53,219
+5,749
+12% +$289K 0.56% 37
2019
Q4 		$2.39M Buy
47,470
+19,012
+67% +$960K 0.48% 44
2019
Q3 		$1.44M Buy
28,458
+10,032
+54% +$506K 0.28% 70
2019
Q2 		$928K Buy
18,426
+13,041
+242% +$657K 0.16% 92
2019
Q1 		$271K Buy
+5,385
New +$271K 0.05% 152

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

Greenwich Wealth Management's JPST Position: Q1 2026 in Review

Greenwich Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.7% in Q1 2026, buying an estimated $23.8K and bringing the position to 67,212 shares worth $3.4M. The position accounts for 0.14% of the portfolio, ranked #86.

Greenwich Wealth Management first reported a position in JPST in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.6M in Q2 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Greenwich Wealth Management held 67,212 shares of JPMorgan Ultra-Short Income ETF worth $3.4M as of Q1 2026.
  • Greenwich Wealth Management bought 469 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $23.8K.
  • JPMorgan Ultra-Short Income ETF made up 0.14% of Greenwich Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Greenwich Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 29 quarters since.
  • Greenwich Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $7.6M in Q2 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.