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

NewEdge 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 Q2	$13.4M	Sell	265,262 -4,896	-2%	-$247K	0.13%	116
2026 Q1	$13.7M	Buy	270,158 +21,879	+9%	+$1.11M	0.16%	105
2025 Q4	$12.6M	Buy	248,279 +1,012	+0.4%	+$51.3K	0.14%	120
2025 Q3	$12.5M	Sell	247,267 -4,340	-2%	-$220K	0.18%	107
2025 Q2	$12.7M	Buy	251,607 +39,696	+19%	+$2.01M	0.2%	103
2025 Q1	$10.7M	Buy	211,911 +82,020	+63%	+$4.14M	0.19%	104
2024 Q4	$6.54M	Buy	129,891 +5,154	+4%	+$260K	0.11%	153
2024 Q3	$6.33M	Sell	124,737 -18,132	-13%	-$916K	0.11%	158
2024 Q2	$7.21M	Buy	142,869 +29,713	+26%	+$1.5M	0.16%	126
2024 Q1	$5.69M	Sell	113,156 -190,301	-63%	-$9.58M	0.13%	146
2023 Q4	$15.2M	Sell	303,457 -8,303	-3%	-$417K	0.39%	72
2023 Q3	$15.6M	Sell	311,760 -11,262	-3%	-$564K	0.5%	60
2023 Q2	$16.2M	Sell	323,022 -50,157	-13%	-$2.52M	0.54%	51
2023 Q1	$18.8M	Buy	373,179 +55,690	+18%	+$2.8M	0.71%	34
2022 Q4	$15.9M	Buy	317,489 +57,271	+22%	+$2.87M	0.69%	43
2022 Q3	$13.1M	Sell	260,218 -38,388	-13%	-$1.92M	0.62%	46
2022 Q2	$15M	Buy	298,606 +193,004	+183%	+$9.68M	0.68%	35
2022 Q1	$5.31M	Buy	+105,602	New	+$5.32M	0.24%	104

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

NewEdge Wealth's JPST Position: Q2 2026 in Review

NewEdge Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.8% in Q2 2026, selling an estimated $247K and leaving 265,262 shares worth $13.4M. The position accounts for 0.13% of the portfolio, ranked #116.

NewEdge Wealth first reported a position in JPST in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.8M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

NewEdge Wealth held 265,262 shares of JPMorgan Ultra-Short Income ETF worth $13.4M as of Q2 2026.
NewEdge Wealth sold 4,896 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $247K.
JPMorgan Ultra-Short Income ETF made up 0.13% of NewEdge Wealth's portfolio in Q2 2026, its #116 holding.
NewEdge Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 18 quarters since.
NewEdge Wealth's JPMorgan Ultra-Short Income ETF position peaked at $18.8M in Q1 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.