Annis Gardner Whiting Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Annis Gardner Whiting Capital Advisors’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	-1,475	Closed	-$74.7K	–	825
2026 Q1	$74.7K	Buy	+1,475	New	+$74.7K	0.01%	504
2025 Q3	–	Sell	-1,475	Closed	-$74.8K	–	1327
2025 Q2	$74.8K	Buy	+1,475	New	+$74.5K	0.03%	353
2024 Q2	–	Sell	-5,000	Closed	-$252K	–	965
2024 Q1	$252K	Buy	+5,000	New	+$252K	0.09%	165

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

Annis Gardner Whiting Capital Advisors's JPST Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 1,475 shares — an estimated $74.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in JPST in Q1 2024 and held it in 3 quarters. The position peaked at $252K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,475 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $74.7K.
Annis Gardner Whiting Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $252K in Q1 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.