Stifel Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stifel Financial’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	$93M	Buy	1,837,530 +20,534	+1%	+$1.04M	0.09%	238
2025 Q4	$91.9M	Sell	1,816,996 -37,616	-2%	-$1.91M	0.08%	240
2025 Q3	$94.1M	Buy	1,854,612 +192,290	+12%	+$9.73M	0.09%	232
2025 Q2	$84.2M	Buy	1,662,322 +106,930	+7%	+$5.4M	0.08%	245
2025 Q1	$78.7M	Buy	1,555,392 +50,743	+3%	+$2.56M	0.08%	243
2024 Q4	$75.8M	Buy	1,504,649 +5,306	+0.4%	+$268K	0.08%	248
2024 Q3	$76.1M	Buy	1,499,343 +65,602	+5%	+$3.31M	0.08%	247
2024 Q2	$72.4M	Sell	1,433,741 -71,353	-5%	-$3.59M	0.08%	237
2024 Q1	$75.9M	Buy	1,505,094 +7,110	+0.5%	+$358K	0.09%	231
2023 Q4	$75.2M	Buy	1,497,984 +59,433	+4%	+$2.98M	0.09%	215
2023 Q3	$72.2M	Buy	1,438,551 +173,268	+14%	+$8.68M	0.1%	210
2023 Q2	$63.4M	Buy	1,265,283 +48,604	+4%	+$2.44M	0.09%	229
2023 Q1	$61.2M	Buy	1,216,679 +143,373	+13%	+$7.21M	0.09%	230
2022 Q4	$53.8M	Buy	1,073,306 +327,825	+44%	+$16.4M	0.08%	238
2022 Q3	$37.4M	Sell	745,481 -111,036	-13%	-$5.57M	0.06%	281
2022 Q2	$42.9M	Buy	856,517 +145,395	+20%	+$7.29M	0.07%	263
2022 Q1	$35.7M	Buy	711,122 +46,634	+7%	+$2.35M	0.05%	327
2021 Q4	$33.5M	Sell	664,488 -7,183	-1%	-$363K	0.04%	347
2021 Q3	$34.1M	Buy	671,671 +76,552	+13%	+$3.88M	0.05%	315
2021 Q2	$30.2M	Buy	595,119 +4,112	+0.7%	+$209K	0.05%	339
2021 Q1	$30M	Buy	591,007 +167,927	+40%	+$8.53M	0.05%	314
2020 Q4	$21.5M	Sell	423,080 -50,465	-11%	-$2.56M	0.04%	381
2020 Q3	$24.1M	Buy	473,545 +194,538	+70%	+$9.89M	0.05%	314
2020 Q2	$14.2M	Sell	279,007 -46,392	-14%	-$2.34M	0.03%	408
2020 Q1	$16.2M	Buy	325,399 +77,493	+31%	+$3.9M	0.04%	326
2019 Q4	$12.5M	Sell	247,906 -10,932	-4%	-$552K	0.03%	518
2019 Q3	$13M	Buy	258,838 +11,755	+5%	+$593K	0.03%	459
2019 Q2	$12.4M	Buy	247,083 +37,329	+18%	+$1.88M	0.03%	490
2019 Q1	$10.5M	Sell	209,754 -35,852	-15%	-$1.8M	0.03%	516
2018 Q4	$12.3M	Buy	245,606 +111,262	+83%	+$5.58M	0.04%	417
2018 Q3	$6.74M	Buy	134,344 +71,871	+115%	+$3.61M	0.02%	704
2018 Q2	$3.13M	Buy	+62,473	New	+$3.13M	0.01%	996

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

Stifel Financial's JPST Position: Q1 2026 in Review

Stifel Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.1% in Q1 2026, buying an estimated $1.04M and bringing the position to 1,837,530 shares worth $93M. The position accounts for 0.09% of the portfolio, ranked #238.

Stifel Financial first reported a position in JPST in Q2 2018 and has held it in 32 quarters since. The position peaked at $94.1M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Stifel Financial held 1,837,530 shares of JPMorgan Ultra-Short Income ETF worth $93M as of Q1 2026.
Stifel Financial bought 20,534 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.04M.
JPMorgan Ultra-Short Income ETF made up 0.09% of Stifel Financial's portfolio in Q1 2026, its #238 holding.
Stifel Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 32 quarters since.
Stifel Financial's JPMorgan Ultra-Short Income ETF position peaked at $94.1M in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.