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McMorgan & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

McMorgan & Co’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 		$33.8M Buy
668,362
+220,226
+49% +$11.1M 5.09% 7
2026
Q1 		$22.7M Sell
448,136
-551,131
-55% -$27.9M 3.67% 8
2025
Q4 		$50.6M Buy
999,267
+154,275
+18% +$7.82M 8.38% 3
2025
Q3 		$42.9M Buy
844,992
+134,742
+19% +$6.82M 6.6% 4
2025
Q2 		$36M Buy
710,250
+306,603
+76% +$15.5M 5.31% 6
2025
Q1 		$20.4M Sell
403,647
-651,028
-62% -$32.9M 3.27% 9
2024
Q4 		$53.1M Buy
1,054,675
+193,556
+22% +$9.78M 8.22% 4
2024
Q3 		$43.7M Buy
861,119
+161,172
+23% +$8.14M 6.73% 4
2024
Q2 		$35.3M Buy
699,947
+172,065
+33% +$8.66M 5.6% 5
2024
Q1 		$26.6M Sell
527,882
-526,878
-50% -$26.5M 4.58% 6
2023
Q4 		$53M Buy
1,054,760
+175,487
+20% +$8.81M 8.79% 4
2023
Q3 		$44.1M Buy
879,273
+160,268
+22% +$8.03M 8.15% 4
2023
Q2 		$36.1M Buy
719,005
+104,563
+17% +$5.25M 6.78% 5
2023
Q1 		$30.9M Sell
614,442
-454,540
-43% -$22.8M 6.36% 4
2022
Q4 		$53.6M Buy
1,068,982
+257,867
+32% +$12.9M 11.49% 4
2022
Q3 		$40.7M Buy
811,115
+245,002
+43% +$12.3M 9.62% 4
2022
Q2 		$28.4M Buy
566,113
+330,318
+140% +$16.6M 6.35% 4
2022
Q1 		$11.9M Sell
235,795
-908,905
-79% -$45.8M 2.57% 10
2021
Q4 		$57.8M Buy
1,144,700
+619,098
+118% +$31.3M 10.18% 3
2021
Q3 		$26.7M Sell
525,602
-133,314
-20% -$6.76M 5.35% 6
2021
Q2 		$33.4M Buy
+658,916
New +$33.4M 7.3% 7

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McMorgan & Co's JPST Position: Q2 2026 in Review

McMorgan & Co increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 49% in Q2 2026, buying an estimated $11.1M and bringing the position to 668,362 shares worth $33.8M. The position accounts for 5.09% of the portfolio, ranked #7.

McMorgan & Co first reported a position in JPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $57.8M in Q4 2021. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • McMorgan & Co held 668,362 shares of JPMorgan Ultra-Short Income ETF worth $33.8M as of Q2 2026.
  • McMorgan & Co bought 220,226 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $11.1M.
  • JPMorgan Ultra-Short Income ETF made up 5.09% of McMorgan & Co's portfolio in Q2 2026, its #7 holding.
  • McMorgan & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 21 quarters since.
  • McMorgan & Co's JPMorgan Ultra-Short Income ETF position peaked at $57.8M in Q4 2021.
  • 1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.