Northwestern Mutual Wealth Management
JPST icon

Northwestern Mutual Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Northwestern Mutual Wealth Management’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 		$172M Sell
3,402,461
-610,956
-15% -$30.9M 0.11% 100
2025
Q4 		$203M Sell
4,013,417
-993,732
-20% -$50.3M 0.13% 84
2025
Q3 		$254M Buy
5,007,149
+183,980
+4% +$9.31M 0.17% 69
2025
Q2 		$244M Buy
4,823,169
+1,044,337
+28% +$52.8M 0.18% 65
2025
Q1 		$191M Buy
3,778,832
+411,404
+12% +$20.8M 0.16% 65
2024
Q4 		$170M Buy
3,367,428
+921,133
+38% +$46.5M 0.14% 67
2024
Q3 		$124M Buy
2,446,295
+376,896
+18% +$19M 0.11% 89
2024
Q2 		$104M Buy
2,069,399
+56,032
+3% +$2.82M 0.1% 95
2024
Q1 		$102M Buy
2,013,367
+310,930
+18% +$15.7M 0.1% 96
2023
Q4 		$85.5M Sell
1,702,437
-1,220,684
-42% -$61.3M 0.1% 100
2023
Q3 		$147M Buy
2,923,121
+119,757
+4% +$6M 0.19% 54
2023
Q2 		$141M Sell
2,803,364
-143,086
-5% -$7.18M 0.18% 54
2023
Q1 		$148M Sell
2,946,450
-1,383,290
-32% -$69.5M 0.21% 52
2022
Q4 		$217M Buy
4,329,740
+1,321,911
+44% +$66.3M 0.33% 39
2022
Q3 		$151M Buy
3,007,829
+1,118,022
+59% +$56M 0.26% 47
2022
Q2 		$94.7M Buy
1,889,807
+733,361
+63% +$36.8M 0.16% 64
2022
Q1 		$58.1M Buy
1,156,446
+920,432
+390% +$46.4M 0.09% 106
2021
Q4 		$11.9M Buy
236,014
+44,336
+23% +$2.24M 0.02% 262
2021
Q3 		$9.72M Buy
191,678
+60,781
+46% +$3.08M 0.02% 274
2021
Q2 		$6.64M Buy
130,897
+100,001
+324% +$5.07M 0.01% 320
2021
Q1 		$1.57M Buy
30,896
+26,508
+604% +$1.35M ﹤0.01% 572
2020
Q4 		$223K Buy
4,388
+2,425
+124% +$123K ﹤0.01% 1108
2020
Q3 		$100K Buy
1,963
+681
+53% +$34.6K ﹤0.01% 1267
2020
Q2 		$65K Buy
1,282
+745
+139% +$37.5K ﹤0.01% 1361
2020
Q1 		$27K Sell
537
-259
-33% -$13K ﹤0.01% 1599
2019
Q4 		$40K Sell
796
-909
-53% -$45.9K ﹤0.01% 1542
2019
Q3 		$86K Buy
1,705
+656
+63% +$33.1K ﹤0.01% 1209
2019
Q2 		$53K Buy
1,049
+358
+52% +$18K ﹤0.01% 1357
2019
Q1 		$35K Hold
691
– – ﹤0.01% 1512
2018
Q4 		$35K Buy
+691
New +$34.7K ﹤0.01% 1391

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 $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management's JPST Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q1 2026, selling an estimated $30.9M and leaving 3,402,461 shares worth $172M. The position accounts for 0.11% of the portfolio, ranked #100.

Northwestern Mutual Wealth Management first reported a position in JPST in Q4 2018 and has held it in 30 quarters since. The position peaked at $254M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Northwestern Mutual Wealth Management held 3,402,461 shares of JPMorgan Ultra-Short Income ETF worth $172M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 610,956 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $30.9M.
  • JPMorgan Ultra-Short Income ETF made up 0.11% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 30 quarters since.
  • Northwestern Mutual Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $254M in Q3 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.