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

Kestra Private Wealth 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 		$6.9M Sell
136,405
-68,498
-33% -$3.47M 0.09% 253
2025
Q4 		$10.4M Buy
204,903
+2,981
+1% +$151K 0.13% 171
2025
Q3 		$10.2M Buy
201,922
+5,027
+3% +$254K 0.13% 173
2025
Q2 		$9.98M Sell
196,895
-4,503
-2% -$227K 0.14% 165
2025
Q1 		$10.2M Buy
201,398
+4,497
+2% +$227K 0.17% 138
2024
Q4 		$9.92M Sell
196,901
-4,122
-2% -$208K 0.17% 136
2024
Q3 		$10.2M Buy
201,023
+122,706
+157% +$6.2M 0.19% 125
2024
Q2 		$3.95M Sell
78,317
-11,649
-13% -$587K 0.08% 248
2024
Q1 		$4.54M Sell
89,966
-40,997
-31% -$2.06M 0.1% 218
2023
Q4 		$6.58M Buy
130,963
+27,102
+26% +$1.36M 0.17% 152
2023
Q3 		$5.21M Sell
103,861
-18,703
-15% -$937K 0.16% 146
2023
Q2 		$6.15M Sell
122,564
-90,642
-43% -$4.55M 0.21% 117
2023
Q1 		$10.7M Buy
213,206
+83,694
+65% +$4.21M 0.43% 57
2022
Q4 		$6.49M Sell
129,512
-19,355
-13% -$970K 0.33% 83
2022
Q3 		$7.47M Buy
148,867
+5,846
+4% +$293K 0.43% 50
2022
Q2 		$7.16M Buy
143,021
+68,553
+92% +$3.44M 0.41% 53
2022
Q1 		$3.74M Buy
74,468
+35,296
+90% +$1.78M 0.19% 132
2021
Q4 		$1.98M Buy
+39,172
New +$1.98M 0.09% 225
2021
Q2 		– Sell
-8,917
Closed -$453K – 905
2021
Q1 		$453K Sell
8,917
-30,096
-77% -$1.53M 0.03% 476
2020
Q4 		$1.98M Buy
39,013
+19,763
+103% +$1M 0.15% 162
2020
Q3 		$978K Buy
+19,250
New +$978K 0.08% 245

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

Kestra Private Wealth Services's JPST Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 33% in Q1 2026, selling an estimated $3.47M and leaving 136,405 shares worth $6.9M. The position accounts for 0.09% of the portfolio, ranked #253.

Kestra Private Wealth Services first reported a position in JPST in Q3 2020 and has held it in 21 quarters since. The position peaked at $10.7M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Kestra Private Wealth Services held 136,405 shares of JPMorgan Ultra-Short Income ETF worth $6.9M as of Q1 2026.
  • Kestra Private Wealth Services sold 68,498 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $3.47M.
  • JPMorgan Ultra-Short Income ETF made up 0.09% of Kestra Private Wealth Services's portfolio in Q1 2026, its #253 holding.
  • Kestra Private Wealth Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's JPMorgan Ultra-Short Income ETF position peaked at $10.7M in Q1 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.