Shufro Rose & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Shufro Rose & Co’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	$243K	Sell	4,811 -714	-13%	-$36.2K	0.02%	260
2025 Q4	$280K	Buy	+5,525	New	+$280K	0.02%	241
2024 Q1	–	Sell	-15,449	Closed	-$775K	–	324
2023 Q4	$775K	Sell	15,449 -228	-1%	-$11.4K	0.07%	124
2023 Q3	$787K	Buy	15,677 +366	+2%	+$18.3K	0.07%	122
2023 Q2	$768K	Buy	15,311 +3,193	+26%	+$160K	0.07%	126
2023 Q1	$610K	Sell	12,118 -15,021	-55%	-$755K	0.06%	150
2022 Q4	$1.36M	Sell	27,139 -66,830	-71%	-$3.35M	0.11%	96
2022 Q3	$4.71M	Sell	93,969 -1,173,592	-93%	-$58.8M	0.47%	48
2022 Q2	$63.5M	Buy	1,267,561 +282,579	+29%	+$14.2M	5.5%	2
2022 Q1	$49.5M	Sell	984,982 -331,919	-25%	-$16.7M	3.82%	3
2021 Q4	$66.5M	Sell	1,316,901 -4,982	-0.4%	-$252K	4.8%	2
2021 Q3	$67M	Sell	1,321,883 -232,749	-15%	-$11.8M	5.25%	2
2021 Q2	$78.9M	Buy	1,554,632 +51,313	+3%	+$2.6M	5.94%	2
2021 Q1	$76.3M	Buy	1,503,319 +1,393,100	+1,264%	+$70.7M	6.05%	1
2020 Q4	$5.6M	Buy	+110,219	New	+$5.6M	0.47%	49

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

Shufro Rose & Co's JPST Position: Q1 2026 in Review

Shufro Rose & Co reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2026, selling an estimated $36.2K and leaving 4,811 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #260.

Shufro Rose & Co first reported a position in JPST in Q4 2020 and has held it in 15 quarters since. The position peaked at $78.9M in Q2 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Shufro Rose & Co held 4,811 shares of JPMorgan Ultra-Short Income ETF worth $243K as of Q1 2026.
Shufro Rose & Co sold 714 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $36.2K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #260 holding.
Shufro Rose & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 15 quarters since.
Shufro Rose & Co's JPMorgan Ultra-Short Income ETF position peaked at $78.9M in Q2 2021.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.