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

&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
Q2 		$31.5M Buy
623,361
+150,239
+32% +$7.59M 0.13% 143
2026
Q1 		$23.9M Buy
473,122
+141,317
+43% +$7.16M 0.12% 164
2025
Q4 		$16.8M Buy
331,805
+26,456
+9% +$1.34M 0.09% 205
2025
Q3 		$15.5M Buy
305,349
+27,363
+10% +$1.39M 0.1% 192
2025
Q2 		$14.1M Buy
277,986
+158,770
+133% +$8.02M 0.11% 181
2025
Q1 		$6.02M Buy
119,216
+9,694
+9% +$490K 0.06% 260
2024
Q4 		$5.51M Buy
109,522
+40,848
+59% +$2.06M 0.07% 259
2024
Q3 		$3.55M Buy
68,674
+26,857
+64% +$1.36M 0.07% 259
2024
Q2 		$2.11M Buy
+41,817
New +$2.11M 0.09% 207

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

&Partners's JPST Position: Q2 2026 in Review

&Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q2 2026, buying an estimated $7.59M and bringing the position to 623,361 shares worth $31.5M. The position accounts for 0.13% of the portfolio, ranked #143.

&Partners first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • &Partners held 623,361 shares of JPMorgan Ultra-Short Income ETF worth $31.5M as of Q2 2026.
  • &Partners bought 150,239 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $7.59M.
  • JPMorgan Ultra-Short Income ETF made up 0.13% of &Partners's portfolio in Q2 2026, its #143 holding.
  • &Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.