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Newbridge Financial Services Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Newbridge Financial Services Group’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 		$9.35M Buy
184,879
+69,356
+60% +$3.5M 1.16% 22
2026
Q1 		$5.85M Buy
115,523
+36,108
+45% +$1.83M 0.96% 27
2025
Q4 		$4.02M Buy
79,415
+14,468
+22% +$733K 0.62% 38
2025
Q3 		$3.29M Sell
64,947
-297,363
-82% -$15.1M 0.49% 44
2025
Q2 		$18.4M Buy
362,310
+334,605
+1,208% +$16.9M 2.98% 2
2025
Q1 		$1.4M Buy
27,705
+22,504
+433% +$1.14M 0.34% 67
2024
Q4 		$262K Buy
5,201
+428
+9% +$21.6K 0.07% 180
2024
Q3 		$242K Buy
4,773
+57
+1% +$2.88K 0.09% 136
2024
Q2 		$238K Sell
4,716
-3,767
-44% -$190K 0.09% 163
2024
Q1 		$428K Sell
8,483
-25,276
-75% -$1.27M 0.19% 112
2023
Q4 		$1.7M Buy
33,759
+28,487
+540% +$1.43M 0.83% 19
2023
Q3 		$265K Sell
5,272
-1,933
-27% -$96.8K 0.13% 155
2023
Q2 		$361K Buy
7,205
+68
+1% +$3.41K 0.18% 115
2023
Q1 		$359K Buy
7,137
+55
+0.8% +$2.76K 0.19% 111
2022
Q4 		$355K Buy
7,082
+985
+16% +$49.4K 0.2% 106
2022
Q3 		$306K Buy
6,097
+22
+0.4% +$1.1K 0.18% 121
2022
Q2 		$304K Sell
6,075
-4
-0.1% -$201 0.19% 112
2022
Q1 		$306K Buy
6,079
+22
+0.4% +$1.11K 0.15% 134
2021
Q4 		$306K Buy
6,057
+227
+4% +$11.5K 0.14% 147
2021
Q3 		$296K Buy
+5,830
New +$296K 0.19% 122

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

Newbridge Financial Services Group's JPST Position: Q2 2026 in Review

Newbridge Financial Services Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 60% in Q2 2026, buying an estimated $3.5M and bringing the position to 184,879 shares worth $9.35M. The position accounts for 1.16% of the portfolio, ranked #22.

Newbridge Financial Services Group first reported a position in JPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $18.4M in Q2 2025. 1,193 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Newbridge Financial Services Group held 184,879 shares of JPMorgan Ultra-Short Income ETF worth $9.35M as of Q2 2026.
  • Newbridge Financial Services Group bought 69,356 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.5M.
  • JPMorgan Ultra-Short Income ETF made up 1.16% of Newbridge Financial Services Group's portfolio in Q2 2026, its #22 holding.
  • Newbridge Financial Services Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's JPMorgan Ultra-Short Income ETF position peaked at $18.4M in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.