Krilogy Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Krilogy Financial’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	$11.6M	Sell	230,004 -43,493	-16%	-$2.2M	0.37%	53
2025 Q4	$13.9M	Sell	273,497 -4,073	-1%	-$206K	0.47%	44
2025 Q3	$14M	Buy	277,570 +35,618	+15%	+$1.8M	0.53%	39
2025 Q2	$12.3M	Buy	241,952 +7,149	+3%	+$361K	0.7%	36
2025 Q1	$11.9M	Sell	234,803 -149,321	-39%	-$7.54M	0.77%	35
2024 Q4	$19.3M	Buy	384,124 +191,839	+100%	+$9.69M	1.29%	23
2024 Q3	$9.76M	Buy	192,285 +32,567	+20%	+$1.65M	0.67%	38
2024 Q2	$8.06M	Sell	159,718 -2,969	-2%	-$150K	0.59%	40
2024 Q1	$8.21M	Sell	162,687 -36,130	-18%	-$1.82M	0.63%	38
2023 Q4	$9.99M	Buy	198,817 +12,213	+7%	+$613K	0.85%	30
2023 Q3	$9.36M	Buy	186,604 +54,627	+41%	+$2.74M	0.86%	25
2023 Q2	$6.62M	Sell	131,977 -55,282	-30%	-$2.77M	0.59%	36
2023 Q1	$9.42M	Sell	187,259 -278,609	-60%	-$14M	0.79%	30
2022 Q4	$23.4M	Buy	465,868 +373,868	+406%	+$18.7M	2.22%	9
2022 Q3	$4.62M	Buy	92,000 +50,149	+120%	+$2.51M	0.55%	31
2022 Q2	$2.1M	Sell	41,851 -14,985	-26%	-$752K	0.24%	67
2022 Q1	$2.86M	Sell	56,836 -31,897	-36%	-$1.61M	0.29%	49
2021 Q4	$4.48M	Buy	88,733 +17,181	+24%	+$869K	0.45%	39
2021 Q3	$3.63M	Sell	71,552 -7,714	-10%	-$391K	0.36%	47
2021 Q2	$4.02M	Buy	79,266 +25,124	+46%	+$1.27M	0.4%	38
2021 Q1	$2.75M	Sell	54,142 -8,870	-14%	-$450K	0.29%	55
2020 Q4	$3.2M	Buy	63,012 +15,185	+32%	+$771K	0.38%	40
2020 Q3	$2.43M	Buy	47,827 +13,860	+41%	+$704K	0.34%	53
2020 Q2	$1.72M	Sell	33,967 -10,755	-24%	-$542K	0.26%	55
2020 Q1	$2.22M	Sell	44,722 -44,563	-50%	-$2.24M	0.42%	41
2019 Q4	$4.5M	Buy	89,285 +42,648	+91%	+$2.15M	0.74%	27
2019 Q3	$2.35M	Buy	46,637 +9,404	+25%	+$475K	0.42%	56
2019 Q2	$1.88M	Buy	37,233 +14,972	+67%	+$754K	0.36%	62
2019 Q1	$1.12M	Buy	+22,261	New	+$1.12M	0.24%	71
2018 Q4	–	Sell	-2,920	Closed	-$146K	–	414
2018 Q3	$146K	Buy	+2,920	New	+$147K	0.03%	175

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Krilogy Financial's JPST Position: Q1 2026 in Review

Krilogy Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 16% in Q1 2026, selling an estimated $2.2M and leaving 230,004 shares worth $11.6M. The position accounts for 0.37% of the portfolio, ranked #53.

Krilogy Financial first reported a position in JPST in Q3 2018 and has held it in 30 quarters since. The position peaked at $23.4M in Q4 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Krilogy Financial held 230,004 shares of JPMorgan Ultra-Short Income ETF worth $11.6M as of Q1 2026.
Krilogy Financial sold 43,493 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.2M.
JPMorgan Ultra-Short Income ETF made up 0.37% of Krilogy Financial's portfolio in Q1 2026, its #53 holding.
Krilogy Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 30 quarters since.
Krilogy Financial's JPMorgan Ultra-Short Income ETF position peaked at $23.4M in Q4 2022.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.