N.E.W. Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

N.E.W. Advisory Services’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	$64.3M	Buy	1,272,405 +112,592	+10%	+$5.69M	4.3%	4
2026 Q1	$58.7M	Buy	1,159,813 +2,092	+0.2%	+$106K	4.39%	4
2025 Q4	$58.6M	Buy	1,157,721 +54,022	+5%	+$2.74M	4.33%	5
2025 Q3	$56M	Buy	1,103,699 +74,647	+7%	+$3.78M	5%	5
2025 Q2	$52.2M	Sell	1,029,052 -53,562	-5%	-$2.71M	5.06%	5
2025 Q1	$54.8M	Buy	1,082,614 +117,651	+12%	+$5.94M	4.2%	6
2024 Q4	$48.6M	Buy	964,963 +77,358	+9%	+$3.91M	4.62%	6
2024 Q3	$45M	Buy	887,605 +85,965	+11%	+$4.34M	4.44%	6
2024 Q2	$40.5M	Buy	801,640 +99,066	+14%	+$4.99M	4.37%	6
2024 Q1	$35.4M	Buy	702,574 +18,343	+3%	+$924K	3.93%	7
2023 Q4	$34.4M	Sell	684,231 -14,363	-2%	-$721K	4.15%	7
2023 Q3	$35.1M	Buy	698,594 +69,294	+11%	+$3.47M	4.99%	6
2023 Q2	$31.6M	Buy	629,300 +4,462	+0.7%	+$224K	4.4%	7
2023 Q1	$31.4M	Buy	624,838 +26,299	+4%	+$1.32M	4.57%	7
2022 Q4	$30M	Buy	598,539 +30,475	+5%	+$1.53M	4.7%	7
2022 Q3	$28.5M	Sell	568,064 -245,182	-30%	-$12.3M	5.16%	7
2022 Q2	$40.7M	Buy	813,246 +51,839	+7%	+$2.6M	7.12%	5
2022 Q1	$38.7M	Sell	761,407 -117,371	-13%	-$5.91M	7.32%	5
2021 Q4	$44.4M	Buy	878,778 +24,419	+3%	+$1.24M	6.7%	6
2021 Q3	$43.3M	Buy	854,359 +36,812	+5%	+$1.87M	7.06%	5
2021 Q2	$41.5M	Buy	817,547 +29,178	+4%	+$1.48M	6.94%	6
2021 Q1	$40M	Buy	788,369 +126,346	+19%	+$6.42M	7.49%	4
2020 Q4	$33.6M	Buy	662,023 +151,404	+30%	+$7.69M	7.07%	5
2020 Q3	$25.9M	Buy	510,619 +55,429	+12%	+$2.82M	7.33%	5
2020 Q2	$23.1M	Buy	+455,190	New	+$22.9M	7.19%	5
2019 Q4	$20.6M	Buy	+407,608	New	+$20.6M	6.67%	5

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

N.E.W. Advisory Services's JPST Position: Q2 2026 in Review

N.E.W. Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.7% in Q2 2026, buying an estimated $5.69M and bringing the position to 1,272,405 shares worth $64.3M. The position accounts for 4.3% of the portfolio, ranked #4.

N.E.W. Advisory Services first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

N.E.W. Advisory Services held 1,272,405 shares of JPMorgan Ultra-Short Income ETF worth $64.3M as of Q2 2026.
N.E.W. Advisory Services bought 112,592 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.69M.
JPMorgan Ultra-Short Income ETF made up 4.3% of N.E.W. Advisory Services's portfolio in Q2 2026, its #4 holding.
N.E.W. Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.