49 Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

49 Wealth Management’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	–	Sell	-54,465	Closed	-$2.76M	–	241
2026 Q1	$2.76M	Buy	+54,465	New	+$2.76M	0.21%	34
2025 Q4	–	Sell	-5,568	Closed	-$282K	–	211
2025 Q3	$282K	Buy	+5,568	New	+$282K	0.03%	155
2025 Q2	–	Sell	-7,791	Closed	-$394K	–	186
2025 Q1	$394K	Sell	7,791 -205	-3%	-$10.4K	0.05%	113
2024 Q4	$403K	Sell	7,996 -2,752	-26%	-$139K	0.06%	98
2024 Q3	$545K	Buy	10,748 +1,047	+11%	+$52.9K	0.09%	78
2024 Q2	$487K	Sell	9,701 -6,599	-40%	-$332K	0.1%	84
2024 Q1	$819K	Sell	16,300 -22,824	-58%	-$1.15M	0.18%	41
2023 Q4	$1.97M	Buy	+39,124	New	+$1.96M	0.51%	27

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

49 Wealth Management's JPST Position: Q2 2026 in Review

49 Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 54,465 shares — an estimated $2.76M sold.

49 Wealth Management first reported a position in JPST in Q4 2023 and held it in 8 quarters. The position peaked at $2.76M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

49 Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 54,465 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.76M.
49 Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 8 quarters.
49 Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.76M in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.