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 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 $1.56T 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

N.E.W. Advisory Services's JPST Position: Q1 2026 in Review

N.E.W. Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.18% in Q1 2026, buying an estimated $106K and bringing the position to 1,159,813 shares worth $58.7M. The position accounts for 4.39% of the portfolio, ranked #4.

N.E.W. Advisory Services first reported a position in JPST in Q4 2019 and has held it in 25 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

N.E.W. Advisory Services held 1,159,813 shares of JPMorgan Ultra-Short Income ETF worth $58.7M as of Q1 2026.
N.E.W. Advisory Services bought 2,092 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $106K.
JPMorgan Ultra-Short Income ETF made up 4.39% of N.E.W. Advisory Services's portfolio in Q1 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 25 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.