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

Wellington Group’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 		$13.6M Buy
269,355
+17,741
+7% +$896K 3.6% 9
2026
Q1 		$12.7M Buy
251,614
+21,937
+10% +$1.11M 3.92% 8
2025
Q4 		$11.6M Buy
+229,677
New +$11.6M 3.87% 9

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 Group's JPST Position: Q2 2026 in Review

Wellington Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.1% in Q2 2026, buying an estimated $896K and bringing the position to 269,355 shares worth $13.6M. The position accounts for 3.6% of the portfolio, ranked #9.

Wellington Group first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Wellington Group held 269,355 shares of JPMorgan Ultra-Short Income ETF worth $13.6M as of Q2 2026.
  • Wellington Group bought 17,741 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $896K.
  • JPMorgan Ultra-Short Income ETF made up 3.6% of Wellington Group's portfolio in Q2 2026, its #9 holding.
  • Wellington Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.