How many shares of JPST does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 1.2M shares of JPST (JPMORGAN ULTRA-SHORT INCOME ETF).

What is Integrated Wealth Concepts LLC's JPST position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's JPST position is worth $59.1M.

Is Integrated Wealth Concepts LLC buying or selling JPST?

In 2026-Q2, Integrated Wealth Concepts LLC increased their JPST position (+3.4% change in shares).

When did Integrated Wealth Concepts LLC first buy JPST?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in JPST in 2019-Q1. They have held the position across 30 quarters.

Back to IW Integrated Wealth Concepts LLC

JPST
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in JPMORGAN ULTRA-SHORT INCOME ETF

Current Value

$59.1M

Current Shares

1.2M

Total Value Change

+$58.5M

Total Shares Change

+1.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.2M	+3.4%	$59.1M	0.4%	$49.88	36
2026-Q1	Increased	1.1M	+104.9%	$57.2M	0.5%	$49.76	57
2025-Q4	Decreased	551,701	-38.8%	$27.9M	0.3%	$49.41	0
2025-Q3	Increased	901,291	+66.1%	$45.7M	0.4%	$48.83	51
2025-Q2	Decreased	542,504	-1.0%	$27.5M	0.3%	$48.25	0
2025-Q1	Increased	548,052	+12.2%	$27.7M	0.3%	$47.65	39
2024-Q4	Increased	488,465	+54.4%	$24.6M	0.3%	$47.06	48
2024-Q3	Decreased	316,320	-4.5%	$16.1M	0.2%	$46.64	0
2024-Q2	Increased	331,223	+0.9%	$16.7M	0.2%	$45.78	34
2024-Q1	Increased	328,236	+34.7%	$16.6M	0.2%	$45.15	44
2023-Q4	Increased	243,638	+10.1%	$12.2M	0.2%	$44.57	37
2023-Q3	Decreased	221,398	-30.0%	$11.1M	0.2%	$43.74	0
2023-Q2	Increased	316,181	+70.0%	$15.9M	0.3%	$43.16	50
2023-Q1	Increased	185,930	+41.6%	$9.4M	0.2%	$42.83	44
2022-Q4	Decreased	131,284	-74.4%	$6.6M	0.2%	$42.39	0
2022-Q3	Increased	513,636	+6.4%	$25.8M	0.8%	$41.94	43
2022-Q2	Increased	482,927	+16.4%	$24.2M	0.8%	$41.72	47
2022-Q1	Increased	414,841	+6584.5%	$20.9M	0.6%	$41.78	65
2021-Q4	Decreased	6,206	-39.7%	$313,000	0.0%	$41.92	0
2021-Q3	Increased	10,286	+13.7%	$522,000	0.0%	$42.01	27
2021-Q2	Decreased	9,044	-38.1%	$459,000	0.0%	$41.96	0
2021-Q1	Decreased	14,610	-3.3%	$742,000	0.0%	$41.89	0
2020-Q4	Decreased	15,110	-5.6%	$767,000	0.0%	$41.87	0
2020-Q3	Decreased	16,012	-28.9%	$813,000	0.1%	$41.74	0
2020-Q2	Increased	22,517	+46.8%	$1.1M	0.1%	$41.55	34
2020-Q1	Increased	15,338	+14.6%	$762,000	0.1%	$40.50	28
2019-Q4	Increased	13,385	+4.6%	$675,000	0.1%	$40.98	26
2019-Q3	Increased	12,792	+0.1%	$645,000	0.1%	$40.72	24
2019-Q2	Increased	12,786	+8.4%	$644,000	0.1%	$40.15	27
2019-Q1	First report	11,791	-	$593,000	0.1%	$39.79	0

Other major holders of JPST: JPMORGAN CHASE & CO

JPST30 quarters

JPST
30 quarters