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

Riverstone 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	$260K	Buy	5,149 +17	+0.3%	+$859	0.11%	70
2026 Q1	$260K	Buy	+5,132	New	+$260K	0.13%	61
2022 Q4	–	Sell	-5,442	Closed	-$273K	–	48
2022 Q3	$273K	Hold	5,442	–	–	0.18%	40
2022 Q2	$273K	Hold	5,442	–	–	0.17%	41
2022 Q1	$274K	Hold	5,442	–	–	0.14%	36
2021 Q4	$275K	Sell	5,442 -504	-8%	-$25.5K	0.12%	39
2021 Q3	$302K	Hold	5,946	–	–	0.14%	32
2021 Q2	$302K	Sell	5,946 -541	-8%	-$27.4K	0.14%	32
2021 Q1	$329K	Sell	6,487 -3,797	-37%	-$193K	0.17%	31
2020 Q4	$522K	Buy	10,284 +2,820	+38%	+$143K	0.29%	28
2020 Q3	$379K	Sell	7,464 -4,713	-39%	-$239K	0.25%	28
2020 Q2	$618K	Buy	12,177 +2,194	+22%	+$111K	0.46%	25
2020 Q1	$496K	Buy	9,983 +438	+5%	+$22K	0.5%	25
2019 Q4	$481K	Hold	9,545	–	–	0.36%	28
2019 Q3	$481K	Buy	9,545 +5,000	+110%	+$252K	0.37%	28
2019 Q2	$229K	Buy	+4,545	New	+$229K	0.18%	35

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Riverstone Advisors's JPST Position: Q2 2026 in Review

Riverstone Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.33% in Q2 2026, buying an estimated $859 and bringing the position to 5,149 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #70.

Riverstone Advisors first reported a position in JPST in Q2 2019 and has held it in 16 quarters since. The position peaked at $618K in Q2 2020. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Riverstone Advisors held 5,149 shares of JPMorgan Ultra-Short Income ETF worth $260K as of Q2 2026.
Riverstone Advisors bought 17 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $859.
JPMorgan Ultra-Short Income ETF made up 0.11% of Riverstone Advisors's portfolio in Q2 2026, its #70 holding.
Riverstone Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 16 quarters since.
Riverstone Advisors's JPMorgan Ultra-Short Income ETF position peaked at $618K in Q2 2020.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Riverstone Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.