Waverly Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Waverly Advisors’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	$88.9M	Buy	1,757,191 +619,736	+54%	+$31.4M	0.66%	30
2025 Q4	$57.5M	Buy	1,137,455 +525,134	+86%	+$26.6M	0.47%	45
2025 Q3	$31.1M	Buy	612,321 +118,061	+24%	+$5.98M	0.31%	68
2025 Q2	$25M	Buy	494,260 +104,473	+27%	+$5.28M	0.27%	78
2025 Q1	$19.7M	Buy	389,787 +1,522	+0.4%	+$76.9K	0.24%	89
2024 Q4	$19.6M	Buy	388,265 +59,650	+18%	+$3.01M	0.3%	67
2024 Q3	$16.7M	Sell	328,615 -1,985	-0.6%	-$100K	0.31%	61
2024 Q2	$16.7M	Buy	330,600 +2,034	+0.6%	+$102K	0.33%	58
2024 Q1	$16.6M	Buy	+328,566	New	+$16.5M	0.39%	52

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

Waverly Advisors's JPST Position: Q1 2026 in Review

Waverly Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 54% in Q1 2026, buying an estimated $31.4M and bringing the position to 1,757,191 shares worth $88.9M. The position accounts for 0.66% of the portfolio, ranked #30.

Waverly Advisors first reported a position in JPST in Q1 2024 and has held it in 9 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Waverly Advisors held 1,757,191 shares of JPMorgan Ultra-Short Income ETF worth $88.9M as of Q1 2026.
Waverly Advisors bought 619,736 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $31.4M.
JPMorgan Ultra-Short Income ETF made up 0.66% of Waverly Advisors's portfolio in Q1 2026, its #30 holding.
Waverly Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 9 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.