· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $50.54Day +0.04%1Y +4.1%Off 52W high −0.5%Vol (1Y) 0.6%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,300 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
JPST is not in the screener universe.
| YTD+1.9% |
| 1Y+4.1% |
| 3Y+16.1% |
| 5Y+20.0% |
| Since incept. (ann.)+3.0% |
Total return through 2026-07-29 · series begins 2017-05-19. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)0.6% |
| Ann. volatility (3Y)0.7% |
| Sharpe (1Y)7.38 |
| Sharpe (3Y)7.64 |
| Max drawdown (1Y)−0.1% |
| Max drawdown (3Y)−0.4% |
| Beta (3Y vs SPY)0.01 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 100.3M | $5.1B | — | −5.8% |
| MORGAN STANLEY | 61.1M | $3.1B | — | −0.5% |
| LPL Financial LLC | 19.9M | $1.0B | — | +1.4% |
| BANK OF AMERICA CORP /DE/ | 16.2M | $820M | — | +0.1% |
| Betterment LLC | 13.7M | $691M | — | +3.6% |
| WELLS FARGO & COMPANY/MN | 11.9M | $602M | — | +23.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11.6M | $589M | — | +1.6% |
| UBS Group AG | 10.8M | $547M | — | +14.2% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for JPST.
