Agate Pass Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Agate Pass Investment 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	$924K	Buy	18,262 +1,400	+8%	+$70.7K	0.34%	65
2026 Q1	$853K	Buy	16,862 +400	+2%	+$20.3K	0.33%	68
2025 Q4	$833K	Buy	16,462 +692	+4%	+$35.1K	0.31%	70
2025 Q3	$800K	Buy	15,770 +5,868	+59%	+$297K	0.3%	73
2025 Q2	$502K	Buy	9,902 +92	+0.9%	+$4.65K	0.21%	83
2025 Q1	$497K	Buy	9,810 +3,176	+48%	+$160K	0.21%	88
2024 Q4	$334K	Buy	6,634 +1,350	+26%	+$68.2K	0.15%	94
2024 Q3	$268K	Sell	5,284 -1,000	-16%	-$50.5K	0.13%	89
2024 Q2	$317K	Sell	6,284 -1,100	-15%	-$55.4K	0.17%	81
2024 Q1	$373K	Sell	7,384 -203	-3%	-$10.2K	0.2%	77
2023 Q4	$381K	Buy	+7,587	New	+$381K	0.22%	74

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

Agate Pass Investment Management's JPST Position: Q2 2026 in Review

Agate Pass Investment Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.3% in Q2 2026, buying an estimated $70.7K and bringing the position to 18,262 shares worth $924K. The position accounts for 0.34% of the portfolio, ranked #65.

Agate Pass Investment Management first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Agate Pass Investment Management held 18,262 shares of JPMorgan Ultra-Short Income ETF worth $924K as of Q2 2026.
Agate Pass Investment Management bought 1,400 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $70.7K.
JPMorgan Ultra-Short Income ETF made up 0.34% of Agate Pass Investment Management's portfolio in Q2 2026, its #65 holding.
Agate Pass Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.