Morgan Stanley’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Morgan Stanley’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	$3.09B	Sell	61,139,019 -329,749	-0.5%	-$16.7M	0.19%	87
2025 Q4	$3.11B	Buy	61,468,768 +1,449,509	+2%	+$73.4M	0.19%	91
2025 Q3	$3.04B	Sell	60,019,259 -491,214	-0.8%	-$24.9M	0.18%	93
2025 Q2	$3.07B	Buy	60,510,473 +5,112,080	+9%	+$258M	0.2%	93
2025 Q1	$2.8B	Buy	55,398,393 +555,639	+1%	+$28.1M	0.2%	92
2024 Q4	$2.76B	Sell	54,842,754 -1,644,425	-3%	-$83M	0.19%	86
2024 Q3	$2.87B	Buy	56,487,179 +437,764	+0.8%	+$22.1M	0.21%	85
2024 Q2	$2.83B	Buy	56,049,415 +1,751,032	+3%	+$88.2M	0.22%	77
2024 Q1	$2.74B	Sell	54,298,383 -57,923,737	-52%	-$2.92B	0.22%	74
2023 Q4	$5.64B	Buy	112,222,120 +55,253,811	+97%	+$2.77B	0.25%	70
2023 Q3	$2.86B	Sell	56,968,309 -2,992,648	-5%	-$150M	0.29%	57
2023 Q2	$3.01B	Sell	59,960,957 -1,668,099	-3%	-$83.7M	0.3%	59
2023 Q1	$3.1B	Buy	61,629,056 +5,359,338	+10%	+$269M	0.33%	54
2022 Q4	$2.82B	Buy	56,269,718 +8,540,248	+18%	+$428M	0.32%	56
2022 Q3	$2.39B	Buy	47,729,470 +10,681,491	+29%	+$535M	0.33%	58
2022 Q2	$1.86B	Buy	37,047,979 +8,164,374	+28%	+$410M	0.24%	80
2022 Q1	$1.45B	Buy	28,883,605 +3,667,156	+15%	+$185M	0.2%	115
2021 Q4	$1.27B	Buy	25,216,449 +1,302,860	+5%	+$65.9M	0.16%	141
2021 Q3	$1.21B	Buy	23,913,589 +2,724,188	+13%	+$138M	0.16%	144
2021 Q2	$1.08B	Buy	21,189,401 +2,792,991	+15%	+$142M	0.14%	155
2021 Q1	$934M	Buy	18,396,410 +1,787,214	+11%	+$90.8M	0.14%	158
2020 Q4	$844M	Buy	16,609,196 +537,343	+3%	+$27.3M	0.13%	170
2020 Q3	$816M	Buy	16,071,853 +2,866,404	+22%	+$146M	0.16%	145
2020 Q2	$670M	Buy	13,205,449 +1,841,313	+16%	+$92.7M	0.15%	151
2020 Q1	$564M	Sell	11,364,136 -2,072,442	-15%	-$104M	0.15%	142
2019 Q4	$678M	Buy	13,436,578 +442,031	+3%	+$22.3M	0.16%	133
2019 Q3	$655M	Buy	12,994,547 +2,214,612	+21%	+$112M	0.17%	130
2019 Q2	$543M	Buy	10,779,935 +1,370,900	+15%	+$69.1M	0.14%	151
2019 Q1	$473M	Buy	9,409,035 +2,524,200	+37%	+$127M	0.13%	164
2018 Q4	$345M	Buy	6,884,835 +3,768,804	+121%	+$189M	0.1%	200
2018 Q3	$156M	Buy	3,116,031 +1,424,461	+84%	+$71.5M	0.04%	432
2018 Q2	$84.7M	Buy	1,691,570 +1,369,873	+426%	+$68.7M	0.02%	653
2018 Q1	$16.1M	Buy	+321,697	New	+$16.1M	﹤0.01%	1875

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley's JPST Position: Q1 2026 in Review

Morgan Stanley reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.54% in Q1 2026, selling an estimated $16.7M and leaving 61,139,019 shares worth $3.09B. The position accounts for 0.19% of the portfolio, ranked #87.

Morgan Stanley first reported a position in JPST in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.64B in Q4 2023. 1,204 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Morgan Stanley held 61,139,019 shares of JPMorgan Ultra-Short Income ETF worth $3.09B as of Q1 2026.
Morgan Stanley sold 329,749 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $16.7M.
JPMorgan Ultra-Short Income ETF made up 0.19% of Morgan Stanley's portfolio in Q1 2026, its #87 holding.
Morgan Stanley first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and has held it in 33 quarters since.
Morgan Stanley's JPMorgan Ultra-Short Income ETF position peaked at $5.64B in Q4 2023.
1,204 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.