Naviter Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Naviter Wealth’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	$39.2M	Buy	773,899 +195,379	+34%	+$9.89M	4.89%	2
2025 Q4	$29.4M	Sell	578,520 -242,180	-30%	-$12.3M	3.83%	2
2025 Q3	$41.6M	Sell	820,700 -137,495	-14%	-$6.96M	4.85%	3
2025 Q2	$48.6M	Buy	958,195 +505,738	+112%	+$25.5M	5.98%	2
2025 Q1	$22.9M	Buy	452,457 +92,131	+26%	+$4.65M	2.78%	4
2024 Q4	$18.2M	Sell	360,326 -76,653	-18%	-$3.87M	2.2%	8
2024 Q3	$22.2M	Sell	436,979 -3,191	-0.7%	-$161K	3.09%	4
2024 Q2	$22.2M	Buy	440,170 +244,842	+125%	+$12.3M	3.32%	3
2024 Q1	$9.85M	Sell	195,328 -109,584	-36%	-$5.52M	1.61%	9
2023 Q4	$15.4M	Sell	304,912 -21,451	-7%	-$1.08M	3.1%	5
2023 Q3	$16.4M	Sell	326,363 -3,064	-0.9%	-$154K	3.95%	4
2023 Q2	$16.5M	Buy	329,427 +90,625	+38%	+$4.55M	4.2%	2
2023 Q1	$12M	Sell	238,802 -426	-0.2%	-$21.4K	4.2%	5
2022 Q4	$12M	Buy	239,228 +106,480	+80%	+$5.34M	3.3%	6
2022 Q3	$6.66M	Buy	132,748 +73,675	+125%	+$3.69M	2.72%	9
2022 Q2	$2.96M	Sell	59,073 -970	-2%	-$48.7K	1.21%	15
2022 Q1	$3.02M	Sell	60,043 -40,867	-40%	-$2.06M	1.01%	34
2021 Q4	$5.1M	Buy	+100,910	New	+$5.1M	1.52%	15

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 $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Naviter Wealth's JPST Position: Q1 2026 in Review

Naviter Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 34% in Q1 2026, buying an estimated $9.89M and bringing the position to 773,899 shares worth $39.2M. The position accounts for 4.89% of the portfolio, ranked #2.

Naviter Wealth first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $48.6M in Q2 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Naviter Wealth held 773,899 shares of JPMorgan Ultra-Short Income ETF worth $39.2M as of Q1 2026.
Naviter Wealth bought 195,379 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $9.89M.
JPMorgan Ultra-Short Income ETF made up 4.89% of Naviter Wealth's portfolio in Q1 2026, its #2 holding.
Naviter Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
Naviter Wealth's JPMorgan Ultra-Short Income ETF position peaked at $48.6M in Q2 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.