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NorthRock Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

NorthRock Partners’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 		$238K Sell
4,695
-412
-8% -$20.9K ﹤0.01% 585
2025
Q4 		$258K Buy
5,107
+179
+4% +$9.07K ﹤0.01% 508
2025
Q3 		$250K Sell
4,928
-695
-12% -$35.2K ﹤0.01% 761
2025
Q2 		$285K Buy
5,623
+2,398
+74% +$121K 0.01% 546
2025
Q1 		$163K Sell
3,225
-129
-4% -$6.52K 0.01% 587
2024
Q4 		$170K Sell
3,354
-199
-6% -$10.1K 0.01% 579
2024
Q3 		$180K Buy
3,553
+54
+2% +$2.73K 0.01% 612
2024
Q2 		$177K Sell
3,499
-1,409
-29% -$71K 0.01% 586
2024
Q1 		$248K Buy
4,908
+1,047
+27% +$52.7K 0.01% 533
2023
Q4 		$195K Buy
+3,861
New +$194K 0.01% 552
2023
Q2 		– Sell
-4,178
Closed -$210K – 332
2023
Q1 		$210K Buy
+4,178
New +$210K 0.02% 301
2022
Q4 		– Sell
-122,534
Closed -$6.15M – 348
2022
Q3 		$6.15M Sell
122,534
-28,566
-19% -$1.43M 0.71% 19
2022
Q2 		$7.57M Sell
151,100
-37,157
-20% -$1.86M 0.79% 16
2022
Q1 		$9.46M Sell
188,257
-88,790
-32% -$4.47M 0.85% 15
2021
Q4 		$14M Sell
277,047
-153,525
-36% -$7.77M 1.05% 15
2021
Q3 		$21.8M Buy
430,572
+249,905
+138% +$12.7M 1.79% 13
2021
Q2 		$9.17M Sell
180,667
-75,978
-30% -$3.85M 0.77% 19
2021
Q1 		$13M Buy
256,645
+9,583
+4% +$487K 1.18% 14
2020
Q4 		$12.5M Buy
247,062
+187,018
+311% +$9.5M 1.24% 15
2020
Q3 		$3.05M Buy
+60,044
New +$3.05M 0.34% 39

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NorthRock Partners's JPST Position: Q1 2026 in Review

NorthRock Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.1% in Q1 2026, selling an estimated $20.9K and leaving 4,695 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

NorthRock Partners first reported a position in JPST in Q3 2020 and has held it in 20 quarters since. The position peaked at $21.8M in Q3 2021. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • NorthRock Partners held 4,695 shares of JPMorgan Ultra-Short Income ETF worth $238K as of Q1 2026.
  • NorthRock Partners sold 412 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $20.9K.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #585 holding.
  • NorthRock Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 20 quarters since.
  • NorthRock Partners's JPMorgan Ultra-Short Income ETF position peaked at $21.8M in Q3 2021.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.