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NWAM LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

NWAM LLC’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 		$3.37M Buy
66,514
+2,837
+4% +$144K 0.19% 115
2025
Q4 		$3.23M Sell
63,677
-56,458
-47% -$2.86M 0.18% 126
2025
Q3 		$6.09M Buy
120,135
+89
+0.1% +$4.51K 0.33% 72
2025
Q2 		$6.08M Buy
120,046
+40,587
+51% +$2.05M 0.35% 62
2025
Q1 		$4.02M Buy
79,459
+12,740
+19% +$644K 0.35% 66
2024
Q4 		$3.36M Buy
66,719
+47,814
+253% +$2.41M 0.21% 113
2024
Q3 		$959K Buy
18,905
+6,409
+51% +$324K 0.06% 276
2024
Q2 		$631K Buy
12,496
+1,028
+9% +$51.8K 0.19% 71
2024
Q1 		$577K Sell
11,468
-12,384
-52% -$624K 0.05% 309
2023
Q4 		$1.2M Sell
23,852
-1,447
-6% -$72.6K 0.1% 198
2023
Q3 		$1.27M Buy
25,299
+11,891
+89% +$596K 0.13% 158
2023
Q2 		$672K Sell
13,408
-42,468
-76% -$2.13M 0.06% 280
2023
Q1 		$2.81M Sell
55,876
-9,274
-14% -$466K 0.29% 92
2022
Q4 		$3.27M Sell
65,150
-9,654
-13% -$484K 0.29% 100
2022
Q3 		$3.75M Buy
74,804
+38,826
+108% +$1.95M 0.36% 65
2022
Q2 		$1.8M Sell
35,978
-3,052
-8% -$153K 0.17% 126
2022
Q1 		$1.96M Sell
39,030
-21,989
-36% -$1.11M 0.15% 138
2021
Q4 		$3.08M Buy
61,019
+1,948
+3% +$98.5K 0.24% 102
2021
Q3 		$3M Buy
59,071
+178
+0.3% +$9.03K 0.27% 88
2021
Q2 		$2.99M Sell
58,893
-149
-0.3% -$7.56K 0.28% 89
2021
Q1 		$3M Buy
+59,042
New +$3M 0.3% 84
2020
Q3 		– Sell
-29,780
Closed -$1.51M – 340
2020
Q2 		$1.51M Buy
+29,780
New +$1.5M 0.21% 114

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

NWAM LLC's JPST Position: Q1 2026 in Review

NWAM LLC increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.5% in Q1 2026, buying an estimated $144K and bringing the position to 66,514 shares worth $3.37M. The position accounts for 0.19% of the portfolio, ranked #115.

NWAM LLC first reported a position in JPST in Q2 2020 and has held it in 22 quarters since. The position peaked at $6.09M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • NWAM LLC held 66,514 shares of JPMorgan Ultra-Short Income ETF worth $3.37M as of Q1 2026.
  • NWAM LLC bought 2,837 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $144K.
  • JPMorgan Ultra-Short Income ETF made up 0.19% of NWAM LLC's portfolio in Q1 2026, its #115 holding.
  • NWAM LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 22 quarters since.
  • NWAM LLC's JPMorgan Ultra-Short Income ETF position peaked at $6.09M in Q3 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.