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REDW Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

REDW Wealth’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 		$12.9M Sell
254,253
-13,291
-5% -$673K 5.13% 6
2025
Q4 		$13.5M Sell
267,544
-8,875
-3% -$450K 5.16% 6
2025
Q3 		$14M Sell
276,419
-1,902
-0.7% -$96.3K 5.3% 6
2025
Q2 		$14.1M Sell
278,321
-931
-0.3% -$47K 5.61% 5
2025
Q1 		$14.1M Buy
279,252
+159
+0.1% +$8.03K 5.26% 5
2024
Q4 		$14.1M Sell
279,093
-44,525
-14% -$2.25M 4.88% 5
2024
Q3 		$16.4M Buy
323,618
+46,024
+17% +$2.33M 4.21% 5
2024
Q2 		$14M Buy
277,594
+101,292
+57% +$5.1M 3.67% 6
2024
Q1 		$8.89M Buy
176,302
+5,879
+3% +$296K 2.4% 11
2023
Q4 		$8.56M Buy
170,423
+15,132
+10% +$759K 2.45% 11
2023
Q3 		$7.79M Sell
155,291
-17,651
-10% -$884K 2.4% 10
2023
Q2 		$8.67M Buy
172,942
+2,796
+2% +$140K 2.6% 9
2023
Q1 		$8.56M Sell
170,146
-37,602
-18% -$1.89M 2.72% 8
2022
Q4 		$10.4M Sell
207,748
-131,414
-39% -$6.59M 3.6% 7
2022
Q3 		$17M Sell
339,162
-311,649
-48% -$15.6M 6.54% 4
2022
Q2 		$32.6M Sell
650,811
-738,853
-53% -$37.1M 11.96% 2
2022
Q1 		$69.9M Sell
1,389,664
-25,338
-2% -$1.28M 20.74% 1
2021
Q4 		$71.4M Buy
1,415,002
+18,024
+1% +$912K 20.75% 1
2021
Q3 		$70.9M Buy
1,396,978
+17,660
+1% +$896K 22.54% 1
2021
Q2 		$70M Sell
1,379,318
-53,234
-4% -$2.7M 22.13% 1
2021
Q1 		$72.7M Buy
1,432,552
+113,420
+9% +$5.76M 24.41% 1
2020
Q4 		$67M Buy
1,319,132
+24,339
+2% +$1.24M 24.79% 1
2020
Q3 		$65.8M Buy
1,294,793
+91,248
+8% +$4.64M 27.66% 1
2020
Q2 		$61.1M Buy
1,203,545
+22,954
+2% +$1.16M 30.23% 1
2020
Q1 		$58.6M Buy
1,180,591
+47,704
+4% +$2.4M 36.83% 1
2019
Q4 		$57.1M Buy
1,132,887
+84,346
+8% +$4.26M 31.82% 1
2019
Q3 		$52.9M Buy
1,048,541
+31,969
+3% +$1.61M 31.08% 1
2019
Q2 		$51.2M Buy
1,016,572
+20,304
+2% +$1.02M 30.64% 1
2019
Q1 		$50.1M Buy
996,268
+44,923
+5% +$2.26M 30.75% 1
2018
Q4 		$47.7M Buy
951,345
+249,453
+36% +$12.5M 32.82% 1
2018
Q3 		$35.2M Buy
+701,892
New +$35.2M 23.33% 1

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

REDW Wealth's JPST Position: Q1 2026 in Review

REDW Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5% in Q1 2026, selling an estimated $673K and leaving 254,253 shares worth $12.9M. The position accounts for 5.13% of the portfolio, ranked #6.

REDW Wealth first reported a position in JPST in Q3 2018 and has held it in 31 quarters since. The position peaked at $72.7M in Q1 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • REDW Wealth held 254,253 shares of JPMorgan Ultra-Short Income ETF worth $12.9M as of Q1 2026.
  • REDW Wealth sold 13,291 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $673K.
  • JPMorgan Ultra-Short Income ETF made up 5.13% of REDW Wealth's portfolio in Q1 2026, its #6 holding.
  • REDW Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 31 quarters since.
  • REDW Wealth's JPMorgan Ultra-Short Income ETF position peaked at $72.7M in Q1 2021.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.