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Wellington-Altus USA’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wellington-Altus USA’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 		$1.01M Sell
19,900
-945
-5% -$47.7K 0.72% 29
2026
Q1 		$1.05M Buy
20,845
+4,395
+27% +$223K 0.62% 32
2025
Q4 		$832K Buy
+16,450
New +$833K 0.62% 36

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington-Altus USA's JPST Position: Q2 2026 in Review

Wellington-Altus USA reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.5% in Q2 2026, selling an estimated $47.7K and leaving 19,900 shares worth $1.01M. The position accounts for 0.72% of the portfolio, ranked #29.

Wellington-Altus USA first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Wellington-Altus USA held 19,900 shares of JPMorgan Ultra-Short Income ETF worth $1.01M as of Q2 2026.
  • Wellington-Altus USA sold 945 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $47.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.72% of Wellington-Altus USA's portfolio in Q2 2026, its #29 holding.
  • Wellington-Altus USA first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's JPMorgan Ultra-Short Income ETF position peaked at $1.05M in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.