Robertson Stephens Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Robertson Stephens Wealth Management’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	$667K	Buy	13,186 +2,500	+23%	+$126K	0.02%	397
2026 Q1	$541K	Buy	10,686 +1,708	+19%	+$86.5K	0.02%	406
2025 Q4	$456K	Sell	8,978 -7,489	-45%	-$379K	0.01%	446
2025 Q3	$835K	Buy	16,467 +2,483	+18%	+$126K	0.03%	276
2025 Q2	$709K	Buy	13,984 +441	+3%	+$22.3K	0.02%	312
2025 Q1	$686K	Buy	13,543 +4,549	+51%	+$230K	0.02%	316
2024 Q4	$455K	Sell	8,994 -62	-0.7%	-$3.13K	0.02%	374
2024 Q3	$460K	Sell	9,056 -520	-5%	-$26.3K	0.02%	434
2024 Q2	$483K	Hold	9,576	–	–	0.02%	339
2024 Q1	$483K	Buy	9,576 +3,905	+69%	+$197K	0.03%	347
2023 Q4	$286K	Buy	5,671 +500	+10%	+$25.1K	0.02%	388
2023 Q3	$259K	Buy	+5,171	New	+$259K	0.02%	395
2023 Q1	–	Sell	-5,598	Closed	-$281K	–	452
2022 Q4	$281K	Buy	+5,598	New	+$281K	0.03%	342

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

Robertson Stephens Wealth Management's JPST Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 23% in Q2 2026, buying an estimated $126K and bringing the position to 13,186 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #397.

Robertson Stephens Wealth Management first reported a position in JPST in Q4 2022 and has held it in 13 quarters since. The position peaked at $835K in Q3 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Robertson Stephens Wealth Management held 13,186 shares of JPMorgan Ultra-Short Income ETF worth $667K as of Q2 2026.
Robertson Stephens Wealth Management bought 2,500 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $126K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #397 holding.
Robertson Stephens Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 13 quarters since.
Robertson Stephens Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $835K in Q3 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.