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Smart Portfolios LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Smart Portfolios LLC’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 		$1.16M Sell
22,982
-668
-3% -$33.8K 1.16% 28
2025
Q4 		$1.2M Buy
23,650
+102
+0.4% +$5.17K 1.19% 27
2025
Q3 		$1.19M Buy
23,548
+3,495
+17% +$177K 1.15% 26
2025
Q2 		$1.02M Sell
20,053
-480
-2% -$24.2K 1.02% 27
2025
Q1 		$1.04M Sell
20,533
-3,330
-14% -$168K 1.13% 26
2024
Q4 		$1.2M Buy
23,863
+420
+2% +$21.2K 1.26% 24
2024
Q3 		$1.19M Buy
23,443
+2,620
+13% +$132K 1.21% 22
2024
Q2 		$1.05M Sell
20,823
-50,298
-71% -$2.53M 1.06% 24
2024
Q1 		$3.59M Sell
71,121
-46,067
-39% -$2.32M 3.78% 3
2023
Q4 		$5.9M Sell
117,188
-1,436
-1% -$72.1K 6.92% 1
2023
Q3 		$5.95M Sell
118,624
-28,394
-19% -$1.42M 10.69% 1
2023
Q2 		$7.37M Buy
147,018
+345
+0.2% +$17.3K 12.95% 1
2023
Q1 		$7.38M Sell
146,673
-1,228
-0.8% -$61.7K 13.02% 1
2022
Q4 		$7.41M Buy
+147,901
New +$7.41M 14.81% 1
2022
Q2 		$8.13M Sell
162,077
-13,786
-8% -$692K 16.43% 1
2022
Q1 		$8.84M Sell
175,863
-77,032
-30% -$3.88M 14% 1
2021
Q4 		$12.8M Sell
252,895
-13,438
-5% -$680K 9.71% 1
2021
Q3 		$13.5M Buy
266,333
+90,652
+52% +$4.6M 10.77% 1
2021
Q2 		$8.91M Sell
175,681
-9,558
-5% -$485K 6.85% 3
2021
Q1 		$9.4M Buy
185,239
+18,989
+11% +$964K 8.08% 2
2020
Q4 		$8.44M Buy
166,250
+55,506
+50% +$2.82M 7.91% 2
2020
Q3 		$5.63M Sell
110,744
-784
-0.7% -$39.8K 6.38% 6
2020
Q2 		$5.67M Buy
111,528
+2,977
+3% +$150K 6.31% 7
2020
Q1 		$5.39M Sell
108,551
-99,644
-48% -$5.01M 7.74% 5
2019
Q4 		$10.5M Sell
208,195
-194
-0.1% -$9.79K 9.46% 2
2019
Q3 		$10.5M Buy
208,389
+38,445
+23% +$1.94M 9.32% 2
2019
Q2 		$8.56M Buy
+169,944
New +$8.56M 7.78% 3

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smart Portfolios LLC's JPST Position: Q1 2026 in Review

Smart Portfolios LLC reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.8% in Q1 2026, selling an estimated $33.8K and leaving 22,982 shares worth $1.16M. The position accounts for 1.16% of the portfolio, ranked #28.

Smart Portfolios LLC first reported a position in JPST in Q2 2019 and has held it in 27 quarters since. The position peaked at $13.5M in Q3 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Smart Portfolios LLC held 22,982 shares of JPMorgan Ultra-Short Income ETF worth $1.16M as of Q1 2026.
  • Smart Portfolios LLC sold 668 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $33.8K.
  • JPMorgan Ultra-Short Income ETF made up 1.16% of Smart Portfolios LLC's portfolio in Q1 2026, its #28 holding.
  • Smart Portfolios LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 27 quarters since.
  • Smart Portfolios LLC's JPMorgan Ultra-Short Income ETF position peaked at $13.5M in Q3 2021.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.