Kestra Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kestra Advisory Services’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	$36.4M	Buy	720,145 +143,283	+25%	+$7.26M	0.14%	146
2025 Q4	$29.2M	Buy	576,862 +24,575	+4%	+$1.25M	0.12%	164
2025 Q3	$28M	Sell	552,287 -29,593	-5%	-$1.5M	0.13%	153
2025 Q2	$29.5M	Buy	581,880 +84,353	+17%	+$4.26M	0.14%	125
2025 Q1	$25.2M	Buy	497,527 +80,910	+19%	+$4.09M	0.12%	132
2024 Q4	$21M	Sell	416,617 -308,716	-43%	-$15.6M	0.11%	168
2024 Q3	$36.8M	Buy	725,333 +102,344	+16%	+$5.17M	0.2%	97
2024 Q2	$31.4M	Buy	622,989 +152,737	+32%	+$7.69M	0.18%	118
2024 Q1	$23.7M	Buy	470,252 +30,769	+7%	+$1.55M	0.16%	125
2023 Q4	$22.1M	Buy	439,483 +53,948	+14%	+$2.71M	0.18%	113
2023 Q3	$19.3M	Buy	385,535 +22,734	+6%	+$1.14M	0.19%	109
2023 Q2	$18.2M	Sell	362,801 -107,749	-23%	-$5.41M	0.18%	117
2023 Q1	$23.7M	Sell	470,550 -422,092	-47%	-$21.2M	0.26%	81
2022 Q4	$44.7M	Buy	892,642 +459,221	+106%	+$23M	0.4%	42
2022 Q3	$21.7M	Buy	433,421 +133,932	+45%	+$6.71M	0.23%	92
2022 Q2	$15M	Buy	299,489 +44,492	+17%	+$2.23M	0.15%	143
2022 Q1	$12.8M	Buy	254,997 +95,894	+60%	+$4.83M	0.13%	170
2021 Q4	$8.03M	Sell	159,103 -12,460	-7%	-$630K	0.08%	266
2021 Q3	$8.7M	Sell	171,563 -26,582	-13%	-$1.35M	0.09%	254
2021 Q2	$10.1M	Buy	198,145 +5,010	+3%	+$254K	0.11%	206
2021 Q1	$9.8M	Sell	193,135 -27,970	-13%	-$1.42M	0.12%	188
2020 Q4	$11.2M	Buy	221,105 +56,147	+34%	+$2.85M	0.13%	187
2020 Q3	$8.54M	Buy	+164,958	New	+$8.38M	0.16%	162

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Advisory Services's JPST Position: Q1 2026 in Review

Kestra Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 25% in Q1 2026, buying an estimated $7.26M and bringing the position to 720,145 shares worth $36.4M. The position accounts for 0.14% of the portfolio, ranked #146.

Kestra Advisory Services first reported a position in JPST in Q3 2020 and has held it in 23 quarters since. The position peaked at $44.7M in Q4 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Kestra Advisory Services held 720,145 shares of JPMorgan Ultra-Short Income ETF worth $36.4M as of Q1 2026.
Kestra Advisory Services bought 143,283 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $7.26M.
JPMorgan Ultra-Short Income ETF made up 0.14% of Kestra Advisory Services's portfolio in Q1 2026, its #146 holding.
Kestra Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $44.7M in Q4 2022.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.