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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
Q2 		$243K Sell
4,800
-11
-0.2% -$556 0.01% 266
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Shufro Rose & Co's JPST Position: Q2 2026 in Review

Shufro Rose & Co reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.23% in Q2 2026, selling an estimated $556 and leaving 4,800 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #266.

Shufro Rose & Co first reported a position in JPST in Q4 2020 and has held it in 16 quarters since. The position peaked at $78.9M in Q2 2021. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Shufro Rose & Co held 4,800 shares of JPMorgan Ultra-Short Income ETF worth $243K as of Q2 2026.
  • Shufro Rose & Co sold 11 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $556.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Shufro Rose & Co's portfolio in Q2 2026, its #266 holding.
  • Shufro Rose & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 16 quarters since.
  • Shufro Rose & Co's JPMorgan Ultra-Short Income ETF position peaked at $78.9M in Q2 2021.
  • 1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.