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

Sequoia Financial 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	$5.46M	Sell	108,040 -42,051	-28%	-$2.12M	0.03%	339
2026 Q1	$7.6M	Sell	150,091 -8,507	-5%	-$431K	0.04%	251
2025 Q4	$8.02M	Buy	158,598 +62,066	+64%	+$3.14M	0.04%	235
2025 Q3	$4.9M	Buy	96,532 +23,533	+32%	+$1.19M	0.03%	311
2025 Q2	$3.7M	Sell	72,999 -42,867	-37%	-$2.17M	0.03%	340
2025 Q1	$5.87M	Buy	115,866 +81,826	+240%	+$4.13M	0.05%	248
2024 Q4	$1.71M	Buy	34,040 +4,071	+14%	+$206K	0.02%	447
2024 Q3	$1.52M	Sell	29,969 -4,057	-12%	-$205K	0.02%	439
2024 Q2	$1.72M	Sell	34,026 -16,847	-33%	-$848K	0.02%	366
2024 Q1	$2.57M	Sell	50,873 -4,154	-8%	-$209K	0.03%	288
2023 Q4	$2.76M	Sell	55,027 -15,591	-22%	-$782K	0.03%	293
2023 Q3	$3.54M	Sell	70,618 -16,944	-19%	-$849K	0.06%	179
2023 Q2	$4.39M	Sell	87,562 -281,910	-76%	-$14.1M	0.08%	167
2023 Q1	$18.6M	Sell	369,472 -34,959	-9%	-$1.76M	0.41%	42
2022 Q4	$20.3M	Buy	404,431 +26,126	+7%	+$1.31M	0.5%	36
2022 Q3	$19M	Sell	378,305 -54,018	-12%	-$2.71M	0.6%	30
2022 Q2	$21.7M	Sell	432,323 -779,433	-64%	-$39.1M	0.61%	28
2022 Q1	$60.9M	Buy	1,211,756 +387,901	+47%	+$19.5M	1.52%	15
2021 Q4	$41.6M	Buy	823,855 +551,200	+202%	+$27.9M	1.13%	18
2021 Q3	$13.8M	Sell	272,655 -468,871	-63%	-$23.8M	1.41%	16
2021 Q2	$37.6M	Buy	+741,526	New	+$37.6M	1.37%	15

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

Sequoia Financial Advisors's JPST Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 28% in Q2 2026, selling an estimated $2.12M and leaving 108,040 shares worth $5.46M. The position accounts for 0.03% of the portfolio, ranked #339.

Sequoia Financial Advisors first reported a position in JPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $60.9M in Q1 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sequoia Financial Advisors held 108,040 shares of JPMorgan Ultra-Short Income ETF worth $5.46M as of Q2 2026.
Sequoia Financial Advisors sold 42,051 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.12M.
JPMorgan Ultra-Short Income ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #339 holding.
Sequoia Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 21 quarters since.
Sequoia Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $60.9M in Q1 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.