Atlas Legacy Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Atlas Legacy 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	$7.16M	Buy	141,635 +3,747	+3%	+$189K	1.06%	26
2026 Q1	$6.98M	Buy	137,888 +16,431	+14%	+$832K	1.27%	21
2025 Q4	$6.14M	Buy	121,457 +5,310	+5%	+$269K	1.08%	25
2025 Q3	$5.89M	Buy	116,147 +9,989	+9%	+$506K	1.14%	26
2025 Q2	$5.38M	Buy	106,158 +3,081	+3%	+$156K	1.19%	22
2025 Q1	$5.22M	Buy	103,077 +90,598	+726%	+$4.58M	1.33%	19
2024 Q4	$629K	Buy	+12,479	New	+$630K	0.15%	88

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

Atlas Legacy Advisors's JPST Position: Q2 2026 in Review

Atlas Legacy Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.7% in Q2 2026, buying an estimated $189K and bringing the position to 141,635 shares worth $7.16M. The position accounts for 1.06% of the portfolio, ranked #26.

Atlas Legacy Advisors first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Atlas Legacy Advisors held 141,635 shares of JPMorgan Ultra-Short Income ETF worth $7.16M as of Q2 2026.
Atlas Legacy Advisors bought 3,747 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $189K.
JPMorgan Ultra-Short Income ETF made up 1.06% of Atlas Legacy Advisors's portfolio in Q2 2026, its #26 holding.
Atlas Legacy Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.