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 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 $1.56T 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

NewEdge Wealth's JPST Position: Q1 2026 in Review

NewEdge Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.8% in Q1 2026, buying an estimated $1.11M and bringing the position to 270,158 shares worth $13.7M. The position accounts for 0.16% of the portfolio, ranked #105.

NewEdge Wealth first reported a position in JPST in Q1 2022 and has held it in 17 quarters since. The position peaked at $18.8M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

NewEdge Wealth held 270,158 shares of JPMorgan Ultra-Short Income ETF worth $13.7M as of Q1 2026.
NewEdge Wealth bought 21,879 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.11M.
JPMorgan Ultra-Short Income ETF made up 0.16% of NewEdge Wealth's portfolio in Q1 2026, its #105 holding.
NewEdge Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 17 quarters since.
NewEdge Wealth's JPMorgan Ultra-Short Income ETF position peaked at $18.8M in Q1 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.