Steward Partners Investment Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Steward Partners Investment Advisory’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	$6.69M	Buy	132,222 +13,413	+11%	+$678K	0.03%	467
2026 Q1	$6.01M	Buy	118,809 +21,555	+22%	+$1.09M	0.03%	452
2025 Q4	$4.92M	Buy	97,254 +15,572	+19%	+$789K	0.03%	470
2025 Q3	$4.14M	Sell	81,682 -1,051	-1%	-$53.2K	0.02%	523
2025 Q2	$4.19M	Buy	82,733 +15,156	+22%	+$766K	0.03%	475
2025 Q1	$3.42M	Buy	67,577 +4,115	+6%	+$208K	0.03%	499
2024 Q4	$3.2M	Buy	63,462 +5,872	+10%	+$297K	0.03%	492
2024 Q3	$2.92M	Sell	57,590 -27,563	-32%	-$1.39M	0.03%	512
2024 Q2	$4.3M	Sell	85,153 -9,357	-10%	-$471K	0.05%	365
2024 Q1	$4.77M	Buy	94,510 +16,021	+20%	+$807K	0.05%	344
2023 Q4	$3.94M	Buy	78,489 +1,877	+2%	+$94.2K	0.05%	331
2023 Q3	$3.84M	Sell	76,612 -32,731	-30%	-$1.64M	0.06%	309
2023 Q2	$5.48M	Sell	109,343 -474	-0.4%	-$23.8K	0.08%	247
2023 Q1	$5.53M	Buy	109,817 +41,100	+60%	+$2.07M	0.09%	233
2022 Q4	$3.44M	Buy	68,717 +3,958	+6%	+$198K	0.06%	324
2022 Q3	$3.25M	Buy	64,759 +8,184	+14%	+$410K	0.06%	315
2022 Q2	$2.83M	Buy	56,575 +480	+0.9%	+$24.1K	0.05%	350
2022 Q1	$2.82M	Sell	56,095 -3,836	-6%	-$193K	0.04%	382
2021 Q4	$3.02M	Buy	59,931 +7,649	+15%	+$387K	0.05%	376
2021 Q3	$2.65M	Buy	52,282 +4,190	+9%	+$213K	0.05%	387
2021 Q2	$2.44M	Sell	48,092 -8,924	-16%	-$453K	0.04%	400
2021 Q1	$2.89M	Sell	57,016 -635	-1%	-$32.2K	0.05%	347
2020 Q4	$2.93M	Sell	57,651 -12,301	-18%	-$625K	0.06%	299
2020 Q3	$3.55M	Buy	69,952 +13,070	+23%	+$664K	0.09%	231
2020 Q2	$2.89M	Buy	56,882 +2,987	+6%	+$150K	0.08%	241
2020 Q1	$2.68M	Buy	53,895 +5,645	+12%	+$284K	0.1%	221
2019 Q4	$2.43M	Buy	48,250 +12,141	+34%	+$613K	0.07%	272
2019 Q3	$1.82M	Sell	36,109 -30,033	-45%	-$1.52M	0.06%	291
2019 Q2	$3.33M	Sell	66,142 -4,761	-7%	-$240K	0.12%	178
2019 Q1	$3.57M	Sell	70,903 -14,294	-17%	-$718K	0.15%	144
2018 Q4	$4.27M	Buy	+85,197	New	+$4.28M	0.21%	118

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

Steward Partners Investment Advisory's JPST Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, buying an estimated $678K and bringing the position to 132,222 shares worth $6.69M. The position accounts for 0.03% of the portfolio, ranked #467.

Steward Partners Investment Advisory first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Steward Partners Investment Advisory held 132,222 shares of JPMorgan Ultra-Short Income ETF worth $6.69M as of Q2 2026.
Steward Partners Investment Advisory bought 13,413 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $678K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #467 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.