Joel Greenblatt’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Joel Greenblatt’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	$52.9M	Buy	1,046,242 +102,538	+11%	+$5.18M	0.12%	165
2026 Q1	$47.8M	Buy	943,704 +374,129	+66%	+$18.9M	0.15%	127
2025 Q4	$28.8M	Buy	569,575 +118,280	+26%	+$5.99M	0.11%	244
2025 Q3	$22.9M	Buy	451,295 +67,273	+18%	+$3.41M	0.1%	263
2025 Q2	$19.5M	Buy	384,022 +165,175	+75%	+$8.34M	0.12%	203
2025 Q1	$11.1M	Buy	218,847 +90,666	+71%	+$4.58M	0.09%	292
2024 Q4	$6.46M	Buy	128,181 +8,251	+7%	+$417K	0.06%	433
2024 Q3	$6.09M	Buy	119,930 +14,891	+14%	+$752K	0.06%	431
2024 Q2	$5.3M	Buy	105,039 +13,312	+15%	+$670K	0.07%	411
2024 Q1	$4.63M	Buy	91,727 +28,679	+45%	+$1.44M	0.07%	387
2023 Q4	$3.17M	Sell	63,048 -63,510	-50%	-$3.19M	0.06%	444
2023 Q3	$6.35M	Buy	126,558 +6,687	+6%	+$335K	0.13%	179
2023 Q2	$6.01M	Buy	119,871 +59,598	+99%	+$2.99M	0.13%	182
2023 Q1	$3.03M	Buy	+60,273	New	+$3.03M	0.07%	363

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

Joel Greenblatt's JPST Position: Q2 2026 in Review

Joel Greenblatt increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, buying an estimated $5.18M and bringing the position to 1,046,242 shares worth $52.9M. The position accounts for 0.12% of the portfolio, ranked #165.

Joel Greenblatt first reported a position in JPST in Q1 2023 and has held it in 14 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Joel Greenblatt held 1,046,242 shares of JPMorgan Ultra-Short Income ETF worth $52.9M as of Q2 2026.
Joel Greenblatt bought 102,538 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.18M.
JPMorgan Ultra-Short Income ETF made up 0.12% of Joel Greenblatt's portfolio in Q2 2026, its #165 holding.
Joel Greenblatt first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 14 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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