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

SVB Wealth’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 		$271K Sell
5,363
-8
-0.1% -$404 0.02% 338
2026
Q1 		$272K Sell
5,371
-6,532
-55% -$331K 0.02% 333
2025
Q4 		$602K Sell
11,903
-13,726
-54% -$695K 0.04% 259
2025
Q3 		$1.3M Sell
25,629
-17,511
-41% -$887K 0.07% 197
2025
Q2 		$2.19M Sell
43,140
-34,535
-44% -$1.74M 0.12% 153
2025
Q1 		$3.93M Buy
77,675
+1,255
+2% +$63.4K 0.16% 75
2024
Q4 		$3.85M Buy
+76,420
New +$3.86M 0.07% 160
2024
Q3 		– Sell
-304,154
Closed -$15.4M – 330
2024
Q2 		$15.4M Sell
304,154
-336,261
-53% -$16.9M 0.38% 59
2024
Q1 		$32.3M Sell
640,415
-93,672
-13% -$4.72M 0.72% 27
2023
Q4 		$36.9M Sell
734,087
-1,093,207
-60% -$54.9M 0.9% 19
2023
Q3 		$91.7M Sell
1,827,294
-1,145,193
-39% -$57.4M 2.01% 9
2023
Q2 		$149M Sell
2,972,487
-3,362,841
-53% -$169M 2.69% 9
2023
Q1 		$319M Sell
6,335,328
-1,151,694
-15% -$57.9M 4.46% 4
2022
Q4 		$375M Sell
7,487,022
-13,528
-0.2% -$678K 5.07% 1
2022
Q3 		$376M Buy
7,500,550
+164,450
+2% +$8.24M 5.49% 1
2022
Q2 		$367M Sell
7,336,100
-570,137
-7% -$28.6M 5.65% 2
2022
Q1 		$397M Buy
+7,906,237
New +$398M 5.32% 5
2021
Q4 		– Sell
-7,975,451
Closed -$405M – 888
2021
Q3 		$405M Sell
7,975,451
-95,996
-1% -$4.87M 5.2% 4
2021
Q2 		$410M Buy
8,071,447
+621,898
+8% +$31.6M 5.19% 5
2021
Q1 		$378M Buy
7,449,549
+1,876,426
+34% +$95.3M 5.27% 5
2020
Q4 		$283M Buy
5,573,123
+905,116
+19% +$46M 4.15% 7
2020
Q3 		$237M Buy
4,668,007
+441,921
+10% +$22.5M 3.91% 8
2020
Q2 		$214M Buy
+4,226,086
New +$213M 3.98% 7

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

SVB Wealth's JPST Position: Q2 2026 in Review

SVB Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.15% in Q2 2026, selling an estimated $404 and leaving 5,363 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #338.

SVB Wealth first reported a position in JPST in Q2 2020 and has held it in 23 quarters since. The position peaked at $410M in Q2 2021. 208 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • SVB Wealth held 5,363 shares of JPMorgan Ultra-Short Income ETF worth $271K as of Q2 2026.
  • SVB Wealth sold 8 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $404.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #338 holding.
  • SVB Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 23 quarters since.
  • SVB Wealth's JPMorgan Ultra-Short Income ETF position peaked at $410M in Q2 2021.
  • 208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.