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Klingman & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Klingman & Associates’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 		$2.42M Hold
47,808
– – 0.12% 74
2025
Q4 		$2.42M Hold
47,808
– – 0.12% 76
2025
Q3 		$2.43M Sell
47,808
-6,102
-11% -$309K 0.12% 72
2025
Q2 		$2.73M Sell
53,910
-3,500
-6% -$177K 0.15% 63
2025
Q1 		$2.91M Buy
57,410
+5,632
+11% +$284K 0.18% 54
2024
Q4 		$2.61M Buy
51,778
+170
+0.3% +$8.59K 0.16% 59
2024
Q3 		$2.62M Sell
51,608
-100
-0.2% -$5.05K 0.16% 61
2024
Q2 		$2.61M Sell
51,708
-171
-0.3% -$8.61K 0.18% 57
2024
Q1 		$2.62M Sell
51,879
-6,558
-11% -$330K 0.18% 54
2023
Q4 		$2.94M Sell
58,437
-13,599
-19% -$682K 0.22% 49
2023
Q3 		$3.61M Sell
72,036
-20,215
-22% -$1.01M 0.29% 43
2023
Q2 		$4.63M Sell
92,251
-63,260
-41% -$3.17M 0.37% 40
2023
Q1 		$7.83M Sell
155,511
-253,918
-62% -$12.8M 0.67% 32
2022
Q4 		$20.5M Sell
409,429
-347,262
-46% -$17.4M 1.8% 22
2022
Q3 		$38M Sell
756,691
-52,681
-7% -$2.64M 3.73% 5
2022
Q2 		$40.5M Sell
809,372
-811,404
-50% -$40.7M 3.96% 5
2022
Q1 		$81.5M Sell
1,620,776
-23,074
-1% -$1.16M 6.92% 2
2021
Q4 		$83M Sell
1,643,850
-7,475
-0.5% -$378K 7.13% 2
2021
Q3 		$83.8M Sell
1,651,325
-12,462
-0.7% -$632K 7.82% 2
2021
Q2 		$84.4M Buy
1,663,787
+50,483
+3% +$2.56M 8.1% 2
2021
Q1 		$81.9M Sell
1,613,304
-483,953
-23% -$24.6M 8.47% 2
2020
Q4 		$107M Sell
2,097,257
-16,978
-0.8% -$862K 12.29% 2
2020
Q3 		$107M Buy
2,114,235
+916,151
+76% +$46.6M 14.45% 2
2020
Q2 		$60.8M Buy
1,198,084
+988,269
+471% +$49.8M 9.29% 2
2020
Q1 		$10.4M Buy
209,815
+44,649
+27% +$2.25M 2.13% 17
2019
Q4 		$8.33M Buy
165,166
+53,481
+48% +$2.7M 1.36% 16
2019
Q3 		$5.63M Buy
111,685
+43,368
+63% +$2.19M 1.01% 19
2019
Q2 		$3.44M Buy
68,317
+24,133
+55% +$1.22M 0.64% 29
2019
Q1 		$2.22M Buy
44,184
+25,412
+135% +$1.28M 0.43% 32
2018
Q4 		$941K Buy
+18,772
New +$942K 0.21% 45

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

Klingman & Associates's JPST Position: Q1 2026 in Review

Klingman & Associates held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q1 2026 at 47,808 shares worth $2.42M. The position accounts for 0.12% of the portfolio, ranked #74.

Klingman & Associates first reported a position in JPST in Q4 2018 and has held it in 30 quarters since. The position peaked at $107M in Q3 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Klingman & Associates held 47,808 shares of JPMorgan Ultra-Short Income ETF worth $2.42M as of Q1 2026.
  • Klingman & Associates left its JPMorgan Ultra-Short Income ETF share count unchanged in Q1 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.12% of Klingman & Associates's portfolio in Q1 2026, its #74 holding.
  • Klingman & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 30 quarters since.
  • Klingman & Associates's JPMorgan Ultra-Short Income ETF position peaked at $107M in Q3 2020.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.