Kovitz Investment Group Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kovitz Investment Group Partners’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	$50.7M	Buy	1,002,831 +775,831	+342%	+$39.2M	1.12%	18
2026 Q1	$11.5M	Sell	227,000 -1,121,757	-83%	-$56.8M	0.27%	94
2025 Q4	$68.2M	Sell	1,348,757 -616,234	-31%	-$31.2M	1.51%	9
2025 Q3	$99.7M	Sell	1,964,991 -482,032	-20%	-$24.4M	0.39%	61
2025 Q2	$124M	Buy	2,447,023 +917,099	+60%	+$46.3M	0.53%	45
2025 Q1	$77.5M	Sell	1,529,924 -677,912	-31%	-$34.2M	0.39%	67
2024 Q4	$111M	Buy	2,207,836 +524,428	+31%	+$26.5M	0.55%	49
2024 Q3	$84.7M	Buy	1,683,408 +533,174	+46%	+$26.9M	0.6%	43
2024 Q2	$58.1M	Buy	+1,150,234	New	+$57.9M	0.5%	46

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

Kovitz Investment Group Partners's JPST Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 342% in Q2 2026, buying an estimated $39.2M and bringing the position to 1,002,831 shares worth $50.7M. The position accounts for 1.12% of the portfolio, ranked #18.

Kovitz Investment Group Partners first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $124M in Q2 2025. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Kovitz Investment Group Partners held 1,002,831 shares of JPMorgan Ultra-Short Income ETF worth $50.7M as of Q2 2026.
Kovitz Investment Group Partners bought 775,831 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $39.2M.
JPMorgan Ultra-Short Income ETF made up 1.12% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #18 holding.
Kovitz Investment Group Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's JPMorgan Ultra-Short Income ETF position peaked at $124M in Q2 2025.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.