Lido Advisors
JPST icon

Lido Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lido Advisors’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 		$81.5M Buy
1,609,839
+199,286
+14% +$10.1M 0.25% 64
2025
Q4 		$71.4M Buy
1,410,553
+1,284,279
+1,017% +$65.1M 0.21% 70
2025
Q3 		$6.41M Buy
126,274
+8,478
+7% +$429K 0.02% 384
2025
Q2 		$5.97M Sell
117,796
-2,176
-2% -$110K 0.02% 330
2025
Q1 		$6.07M Buy
119,972
+4,899
+4% +$247K 0.03% 309
2024
Q4 		$5.82M Sell
115,073
-21,339
-16% -$1.08M 0.03% 300
2024
Q3 		$6.92M Buy
136,412
+6,825
+5% +$345K 0.03% 265
2024
Q2 		$6.54M Buy
129,587
+1,393
+1% +$70.1K 0.04% 251
2024
Q1 		$6.47M Sell
128,194
-31,414
-20% -$1.58M 0.04% 242
2023
Q4 		$8.05M Buy
159,608
+18,045
+13% +$905K 0.05% 196
2023
Q3 		$7.1M Sell
141,563
-1,149
-0.8% -$57.6K 0.05% 179
2023
Q2 		$7.16M Buy
142,712
+40,211
+39% +$2.02M 0.05% 178
2023
Q1 		$5.16M Buy
102,501
+472
+0.5% +$23.7K 0.05% 201
2022
Q4 		$5.11M Buy
102,029
+3,333
+3% +$167K 0.06% 165
2022
Q3 		$4.95M Buy
98,696
+14,272
+17% +$715K 0.06% 148
2022
Q2 		$4.23M Buy
84,424
+10,120
+14% +$508K 0.06% 141
2022
Q1 		$3.73M Sell
74,304
-676
-0.9% -$34K 0.04% 176
2021
Q4 		$3.78M Buy
74,980
+1,894
+3% +$95.8K 0.04% 187
2021
Q3 		$3.71M Buy
73,086
+23,256
+47% +$1.18M 0.05% 188
2021
Q2 		$2.53M Buy
49,830
+1,261
+3% +$64K 0.04% 228
2021
Q1 		$2.46M Buy
48,569
+1,098
+2% +$55.8K 0.04% 201
2020
Q4 		$2.41M Sell
47,471
-22,890
-33% -$1.16M 0.05% 187
2020
Q3 		$3.57M Sell
70,361
-475
-0.7% -$24.1K 0.09% 122
2020
Q2 		$3.59M Sell
70,836
-93,894
-57% -$4.73M 0.11% 112
2020
Q1 		$8.18M Buy
164,730
+27,423
+20% +$1.38M 0.35% 34
2019
Q4 		$6.94M Buy
137,307
+2,535
+2% +$128K 0.28% 59
2019
Q3 		$6.81M Buy
134,772
+9,250
+7% +$467K 0.34% 47
2019
Q2 		$6.34M Buy
125,522
+25,040
+25% +$1.26M 0.36% 45
2019
Q1 		$5.07M Buy
100,482
+61,239
+156% +$3.08M 0.33% 47
2018
Q4 		$1.97M Buy
+39,243
New +$1.97M 0.19% 78

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

Lido Advisors's JPST Position: Q1 2026 in Review

Lido Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q1 2026, buying an estimated $10.1M and bringing the position to 1,609,839 shares worth $81.5M. The position accounts for 0.25% of the portfolio, ranked #64.

Lido Advisors first reported a position in JPST in Q4 2018 and has held it in 30 quarters since. 1,204 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Lido Advisors held 1,609,839 shares of JPMorgan Ultra-Short Income ETF worth $81.5M as of Q1 2026.
  • Lido Advisors bought 199,286 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $10.1M.
  • JPMorgan Ultra-Short Income ETF made up 0.25% of Lido Advisors's portfolio in Q1 2026, its #64 holding.
  • Lido Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,204 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.