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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
Q2 		$34.3M Sell
678,604
-41,541
-6% -$2.1M 0.11% 187
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
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

Kestra Advisory Services's JPST Position: Q2 2026 in Review

Kestra Advisory Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.8% in Q2 2026, selling an estimated $2.1M and leaving 678,604 shares worth $34.3M. The position accounts for 0.11% of the portfolio, ranked #187.

Kestra Advisory Services first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $44.7M in Q4 2022. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Kestra Advisory Services held 678,604 shares of JPMorgan Ultra-Short Income ETF worth $34.3M as of Q2 2026.
  • Kestra Advisory Services sold 41,541 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.1M.
  • JPMorgan Ultra-Short Income ETF made up 0.11% of Kestra Advisory Services's portfolio in Q2 2026, its #187 holding.
  • Kestra Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $44.7M in Q4 2022.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.