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Stephens Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stephens Inc’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 		$42M Buy
829,222
+22,926
+3% +$1.16M 0.53% 39
2025
Q4 		$40.8M Buy
806,296
+47,102
+6% +$2.39M 0.51% 37
2025
Q3 		$38.5M Buy
759,194
+16,568
+2% +$839K 0.49% 39
2025
Q2 		$37.6M Sell
742,626
-22,475
-3% -$1.14M 0.52% 36
2025
Q1 		$38.7M Buy
765,101
+7,578
+1% +$383K 0.57% 34
2024
Q4 		$38.2M Buy
757,523
+3,195
+0.4% +$161K 0.54% 38
2024
Q3 		$38.3M Sell
754,328
-41,980
-5% -$2.12M 0.54% 38
2024
Q2 		$40.2M Buy
796,308
+14,046
+2% +$707K 0.61% 33
2024
Q1 		$39.5M Sell
782,262
-114,056
-13% -$5.74M 0.61% 30
2023
Q4 		$45M Buy
896,318
+166,327
+23% +$8.35M 0.78% 20
2023
Q3 		$36.6M Buy
729,991
+4,103
+0.6% +$206K 0.7% 25
2023
Q2 		$36.4M Sell
725,888
-184,922
-20% -$9.28M 0.65% 28
2023
Q1 		$45.8M Buy
910,810
+197,502
+28% +$9.93M 0.88% 16
2022
Q4 		$35.8M Sell
713,308
-72,063
-9% -$3.61M 0.73% 26
2022
Q3 		$39.4M Sell
785,371
-104,018
-12% -$5.21M 0.84% 16
2022
Q2 		$44.5M Sell
889,389
-271,958
-23% -$13.6M 0.9% 12
2022
Q1 		$58.4M Buy
1,161,347
+140,954
+14% +$7.1M 0.95% 13
2021
Q4 		$51.5M Sell
1,020,393
-44,689
-4% -$2.26M 0.78% 18
2021
Q3 		$54M Sell
1,065,082
-160,696
-13% -$8.15M 0.84% 15
2021
Q2 		$62.2M Sell
1,225,778
-176,529
-13% -$8.96M 0.93% 14
2021
Q1 		$71.2M Sell
1,402,307
-95,983
-6% -$4.87M 1.17% 11
2020
Q4 		$76.1M Sell
1,498,290
-41,005
-3% -$2.08M 1.37% 11
2020
Q3 		$78.2M Buy
1,539,295
+90,056
+6% +$4.58M 1.54% 11
2020
Q2 		$73.5M Buy
1,449,239
+1,434,639
+9,826% +$72.3M 1.58% 13
2020
Q1 		$725K Hold
14,600
– – 0.02% 554
2019
Q4 		$736K Sell
14,600
-200
-1% -$10.1K 0.02% 630
2019
Q3 		$746K Sell
14,800
-3,100
-17% -$156K 0.02% 635
2019
Q2 		$902K Buy
17,900
+7,600
+74% +$383K 0.02% 599
2019
Q1 		$518K Sell
10,300
-11,025
-52% -$554K 0.01% 752
2018
Q4 		$1.07M Buy
21,325
+8,527
+67% +$428K 0.03% 510
2018
Q3 		$642K Buy
12,798
+4,198
+49% +$211K 0.02% 708
2018
Q2 		$431K Buy
+8,600
New +$431K 0.01% 637

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

Stephens Inc's JPST Position: Q1 2026 in Review

Stephens Inc increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.8% in Q1 2026, buying an estimated $1.16M and bringing the position to 829,222 shares worth $42M. The position accounts for 0.53% of the portfolio, ranked #39.

Stephens Inc first reported a position in JPST in Q2 2018 and has held it in 32 quarters since. The position peaked at $78.2M in Q3 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Stephens Inc held 829,222 shares of JPMorgan Ultra-Short Income ETF worth $42M as of Q1 2026.
  • Stephens Inc bought 22,926 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.16M.
  • JPMorgan Ultra-Short Income ETF made up 0.53% of Stephens Inc's portfolio in Q1 2026, its #39 holding.
  • Stephens Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 32 quarters since.
  • Stephens Inc's JPMorgan Ultra-Short Income ETF position peaked at $78.2M in Q3 2020.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.