RFW
JPST icon

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

Redwood Family 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
Q2 		$458K Buy
9,060
+4,418
+95% +$223K 0.4% 52
2026
Q1 		$235K Sell
4,642
-6,278
-57% -$318K 0.23% 84
2025
Q4 		$552K Buy
+10,920
New +$553K 0.54% 37

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

Redwood Family Wealth's JPST Position: Q2 2026 in Review

Redwood Family Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 95% in Q2 2026, buying an estimated $223K and bringing the position to 9,060 shares worth $458K. The position accounts for 0.4% of the portfolio, ranked #52.

Redwood Family Wealth first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $552K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Redwood Family Wealth held 9,060 shares of JPMorgan Ultra-Short Income ETF worth $458K as of Q2 2026.
  • Redwood Family Wealth bought 4,418 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $223K.
  • JPMorgan Ultra-Short Income ETF made up 0.4% of Redwood Family Wealth's portfolio in Q2 2026, its #52 holding.
  • Redwood Family Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Redwood Family Wealth's JPMorgan Ultra-Short Income ETF position peaked at $552K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.