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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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