RiverFront Investment Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

RiverFront Investment Group’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	$139M	Buy	2,742,910 +212,698	+8%	+$10.8M	2.15%	14
2025 Q4	$128M	Buy	2,530,212 +1,177,835	+87%	+$59.7M	2.11%	19
2025 Q3	$68.6M	Buy	1,352,377 +93,500	+7%	+$4.73M	1.2%	30
2025 Q2	$63.8M	Buy	1,258,877 +1,138,031	+942%	+$57.5M	1.25%	29
2025 Q1	$6.12M	Buy	120,846 +78,697	+187%	+$3.98M	0.14%	71
2024 Q4	$2.12M	Buy	42,149 +4,052	+11%	+$205K	0.05%	88
2024 Q3	$1.93M	Sell	38,097 -270,318	-88%	-$13.7M	0.05%	85
2024 Q2	$15.6M	Sell	308,415 -262,679	-46%	-$13.2M	0.42%	51
2024 Q1	$28.8M	Buy	571,094 +463,935	+433%	+$23.4M	0.81%	32
2023 Q4	$5.38M	Buy	107,159 +9,253	+9%	+$464K	0.17%	63
2023 Q3	$4.91M	Buy	97,906 +27,860	+40%	+$1.4M	0.17%	63
2023 Q2	$3.51M	Buy	+70,046	New	+$3.52M	0.11%	68

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RiverFront Investment Group's JPST Position: Q1 2026 in Review

RiverFront Investment Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.4% in Q1 2026, buying an estimated $10.8M and bringing the position to 2,742,910 shares worth $139M. The position accounts for 2.15% of the portfolio, ranked #14.

RiverFront Investment Group first reported a position in JPST in Q2 2023 and has held it in 12 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

RiverFront Investment Group held 2,742,910 shares of JPMorgan Ultra-Short Income ETF worth $139M as of Q1 2026.
RiverFront Investment Group bought 212,698 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $10.8M.
JPMorgan Ultra-Short Income ETF made up 2.15% of RiverFront Investment Group's portfolio in Q1 2026, its #14 holding.
RiverFront Investment Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 12 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.