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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
Q2 		$3.25M Sell
64,171
-2,343
-4% -$118K 0.16% 137
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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NWAM LLC's JPST Position: Q2 2026 in Review

NWAM LLC reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.5% in Q2 2026, selling an estimated $118K and leaving 64,171 shares worth $3.25M. The position accounts for 0.16% of the portfolio, ranked #137.

NWAM LLC first reported a position in JPST in Q2 2020 and has held it in 23 quarters since. The position peaked at $6.09M in Q3 2025. 1,193 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • NWAM LLC held 64,171 shares of JPMorgan Ultra-Short Income ETF worth $3.25M as of Q2 2026.
  • NWAM LLC sold 2,343 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $118K.
  • JPMorgan Ultra-Short Income ETF made up 0.16% of NWAM LLC's portfolio in Q2 2026, its #137 holding.
  • NWAM LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 23 quarters since.
  • NWAM LLC's JPMorgan Ultra-Short Income ETF position peaked at $6.09M in Q3 2025.
  • 1,193 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.