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OneDigital Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

OneDigital Investment Advisors’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 		$16.2M Sell
320,363
-15,473
-5% -$782K 0.14% 137
2026
Q1 		$17M Sell
335,836
-23,235
-6% -$1.18M 0.17% 122
2025
Q4 		$18.2M Buy
359,071
+91,817
+34% +$4.65M 0.18% 114
2025
Q3 		$13.6M Buy
267,254
+66,095
+33% +$3.35M 0.14% 138
2025
Q2 		$10.2M Buy
201,159
+16,630
+9% +$840K 0.11% 157
2025
Q1 		$9.34M Buy
184,529
+8,029
+5% +$406K 0.11% 162
2024
Q4 		$8.89M Buy
176,500
+12,107
+7% +$611K 0.1% 161
2024
Q3 		$8.34M Sell
164,393
-29,261
-15% -$1.48M 0.1% 175
2024
Q2 		$9.77M Buy
193,654
+22,230
+13% +$1.12M 0.12% 145
2024
Q1 		$8.65M Sell
171,424
-54,460
-24% -$2.74M 0.14% 143
2023
Q4 		$11.3M Sell
225,884
-417,332
-65% -$20.9M 0.2% 109
2023
Q3 		$32.3M Sell
643,216
-19,489
-3% -$976K 0.7% 34
2023
Q2 		$33.2M Buy
662,705
+14,247
+2% +$715K 0.74% 31
2023
Q1 		$32.6M Buy
648,458
+368,524
+132% +$18.5M 0.77% 30
2022
Q4 		$14M Sell
279,934
-14,172
-5% -$710K 0.41% 53
2022
Q3 		$14.8M Sell
294,106
-1,091
-0.4% -$54.7K 0.55% 36
2022
Q2 		$14.8M Buy
295,197
+3,414
+1% +$171K 0.63% 26
2022
Q1 		$14.7M Sell
291,783
-12,504
-4% -$630K 0.55% 29
2021
Q4 		$15.4M Buy
304,287
+2,814
+0.9% +$142K 0.54% 30
2021
Q3 		$15.3M Sell
301,473
-20,782
-6% -$1.05M 0.61% 30
2021
Q2 		$16.4M Sell
322,255
-46,994
-13% -$2.38M 0.67% 27
2021
Q1 		$18.7M Buy
369,249
+25,014
+7% +$1.27M 0.88% 20
2020
Q4 		$17.5M Buy
344,235
+26,479
+8% +$1.34M 0.91% 19
2020
Q3 		$16.1M Buy
317,756
+104,921
+49% +$5.33M 1.11% 17
2020
Q2 		$10.8M Buy
212,835
+73,166
+52% +$3.68M 0.78% 26
2020
Q1 		$6.97M Buy
139,669
+17,812
+15% +$896K 0.62% 33
2019
Q4 		$6.14M Buy
121,857
+2,516
+2% +$127K 0.48% 42
2019
Q3 		$6.02M Buy
119,341
+100,959
+549% +$5.09M 0.54% 38
2019
Q2 		$926K Sell
18,382
-86,689
-83% -$4.37M 0.07% 162
2019
Q1 		$5.29M Buy
105,071
+4,464
+4% +$224K 0.77% 27
2018
Q4 		$5.04M Buy
100,607
+26,950
+37% +$1.35M 0.85% 21
2018
Q3 		$3.69M Buy
73,657
+68,657
+1,373% +$3.45M 0.87% 21
2018
Q2 		$251K Buy
5,000
+4,500
+900% +$226K 0.05% 182
2018
Q1 		$25K Buy
+500
New +$25K 0.01% 738

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

OneDigital Investment Advisors's JPST Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.6% in Q2 2026, selling an estimated $782K and leaving 320,363 shares worth $16.2M. The position accounts for 0.14% of the portfolio, ranked #137.

OneDigital Investment Advisors first reported a position in JPST in Q1 2018 and has held it in 34 quarters since. The position peaked at $33.2M in Q2 2023. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • OneDigital Investment Advisors held 320,363 shares of JPMorgan Ultra-Short Income ETF worth $16.2M as of Q2 2026.
  • OneDigital Investment Advisors sold 15,473 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $782K.
  • JPMorgan Ultra-Short Income ETF made up 0.14% of OneDigital Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • OneDigital Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and has held it in 34 quarters since.
  • OneDigital Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $33.2M in Q2 2023.
  • 1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.