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Whittier Trust’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Whittier Trust’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 		$69.8K Buy
1,384
+384
+38% +$19.4K ﹤0.01% 820
2026
Q1 		$50.5K Hold
1,000
– – ﹤0.01% 837
2025
Q4 		$50.6K Hold
1,000
– – ﹤0.01% 862
2025
Q3 		$50.6K Hold
1,000
– – ﹤0.01% 845
2025
Q2 		$50.7K Hold
1,000
– – ﹤0.01% 937
2025
Q1 		$50.6K Hold
1,000
– – ﹤0.01% 928
2024
Q4 		$50.4K Sell
1,000
-295
-23% -$14.9K ﹤0.01% 936
2024
Q3 		$65.7K Buy
1,295
+295
+30% +$14.9K ﹤0.01% 882
2024
Q2 		$50.5K Hold
1,000
– – ﹤0.01% 908
2024
Q1 		$50.5K Hold
1,000
– – ﹤0.01% 937
2023
Q4 		$50.2K Hold
1,000
– – ﹤0.01% 913
2023
Q3 		$50.2K Sell
1,000
-190
-16% -$9.52K ﹤0.01% 923
2023
Q2 		$59.7K Sell
1,190
-80
-6% -$4.01K ﹤0.01% 895
2023
Q1 		$63.9K Hold
1,270
– – ﹤0.01% 921
2022
Q4 		$63.7K Sell
1,270
-100
-7% -$5.01K ﹤0.01% 915
2022
Q3 		$69K Sell
1,370
-31,065
-96% -$1.56M ﹤0.01% 909
2022
Q2 		$1.63M Sell
32,435
-7,555
-19% -$379K 0.03% 298
2022
Q1 		$2.01M Sell
39,990
-109,401
-73% -$5.51M 0.03% 283
2021
Q4 		$7.54M Buy
149,391
+103,436
+225% +$5.23M 0.12% 156
2021
Q3 		$2.33M Buy
45,955
+39,400
+601% +$2M 0.04% 259
2021
Q2 		$333K Sell
6,555
-47,293
-88% -$2.4M 0.01% 547
2021
Q1 		$2.73M Buy
53,848
+47,293
+721% +$2.4M 0.05% 238
2020
Q4 		$333K Buy
6,555
+590
+10% +$30K 0.01% 499
2020
Q3 		$303K Buy
+5,965
New +$303K 0.01% 501

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

Whittier Trust's JPST Position: Q2 2026 in Review

Whittier Trust increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 38% in Q2 2026, buying an estimated $19.4K and bringing the position to 1,384 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Whittier Trust first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.54M in Q4 2021. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Whittier Trust held 1,384 shares of JPMorgan Ultra-Short Income ETF worth $69.8K as of Q2 2026.
  • Whittier Trust bought 384 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $19.4K.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #820 holding.
  • Whittier Trust first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
  • Whittier Trust's JPMorgan Ultra-Short Income ETF position peaked at $7.54M in Q4 2021.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.