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Strategic Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Strategic Wealth Partners’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 		$2.62M Buy
51,681
+2,808
+6% +$142K 0.18% 92
2025
Q4 		$2.47M Buy
48,873
+10,368
+27% +$525K 0.17% 99
2025
Q3 		$1.95M Sell
38,505
-1,070
-3% -$54.2K 0.15% 106
2025
Q2 		$2.01M Buy
+39,575
New +$2M 0.16% 104
2024
Q4 		$1.84M Buy
36,555
+9,626
+36% +$486K 0.15% 104
2024
Q3 		$1.37M Buy
26,929
+4,070
+18% +$206K 0.13% 122
2024
Q2 		$1.15M Sell
22,859
-1,989
-8% -$100K 0.12% 123
2024
Q1 		$1.25M Sell
24,848
-869
-3% -$43.8K 0.14% 114
2023
Q4 		$1.29M Buy
25,717
+2,449
+11% +$123K 0.16% 114
2023
Q3 		$1.17M Sell
23,268
-819
-3% -$41K 0.15% 144
2023
Q2 		$1.21M Sell
24,087
-1,913
-7% -$96K 0.16% 142
2023
Q1 		$1.31M Buy
26,000
+7,078
+37% +$356K 0.2% 117
2022
Q4 		$949K Sell
18,922
-3,519
-16% -$176K 0.18% 124
2022
Q3 		$1.13M Sell
22,441
-1,304
-5% -$65.4K 0.24% 115
2022
Q2 		$1.19M Sell
23,745
-13,560
-36% -$680K 0.26% 110
2022
Q1 		$1.88M Buy
37,305
+20,344
+120% +$1.02M 0.37% 91
2021
Q4 		$856K Sell
16,961
-2,172
-11% -$110K 0.16% 148
2021
Q3 		$970K Buy
19,133
+12,456
+187% +$632K 0.28% 99
2021
Q2 		$339K Sell
6,677
-165
-2% -$8.37K 0.11% 186
2021
Q1 		$347K Sell
6,842
-842
-11% -$42.8K 0.14% 157
2020
Q4 		$390K Buy
7,684
+1,458
+23% +$74K 0.16% 132
2020
Q3 		$316K Sell
6,226
-3,115
-33% -$158K 0.16% 123
2020
Q2 		$474K Sell
9,341
-21,623
-70% -$1.09M 0.25% 95
2020
Q1 		$1.56M Hold
30,964
– – 0.81% 31
2019
Q4 		$1.56M Buy
30,964
+7,743
+33% +$391K 0.81% 31
2019
Q3 		$227K Sell
23,221
-10,611
-31% -$535K 1.17% 16
2019
Q2 		$1.7M Sell
33,832
-18,726
-36% -$944K 0.82% 28
2019
Q1 		$2.64M Sell
52,558
-18,652
-26% -$937K 1.21% 16
2018
Q4 		$3.95M Buy
71,210
+58,981
+482% +$2.96M 2% 9
2018
Q3 		$613K Buy
12,229
+3,558
+41% +$179K 0.33% 85
2018
Q2 		$434K Buy
+8,671
New +$435K 0.25% 99

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

Strategic Wealth Partners's JPST Position: Q1 2026 in Review

Strategic Wealth Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.7% in Q1 2026, buying an estimated $142K and bringing the position to 51,681 shares worth $2.62M. The position accounts for 0.18% of the portfolio, ranked #92.

Strategic Wealth Partners first reported a position in JPST in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.95M in Q4 2018. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Strategic Wealth Partners held 51,681 shares of JPMorgan Ultra-Short Income ETF worth $2.62M as of Q1 2026.
  • Strategic Wealth Partners bought 2,808 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $142K.
  • JPMorgan Ultra-Short Income ETF made up 0.18% of Strategic Wealth Partners's portfolio in Q1 2026, its #92 holding.
  • Strategic Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 31 quarters since.
  • Strategic Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $3.95M in Q4 2018.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.