Atria Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Atria Investments’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	$6.31M	Sell	124,833 -49,024	-28%	-$2.48M	0.06%	327
2026 Q1	$8.8M	Buy	173,857 +36,941	+27%	+$1.87M	0.1%	223
2025 Q4	$6.93M	Buy	136,916 +31,124	+29%	+$1.58M	0.08%	279
2025 Q3	$5.37M	Sell	105,792 -288,892	-73%	-$14.6M	0.06%	373
2025 Q2	$20M	Buy	394,684 +253,457	+179%	+$12.8M	0.24%	78
2025 Q1	$7.15M	Buy	141,227 +72,779	+106%	+$3.68M	0.09%	253
2024 Q4	$3.45M	Sell	68,448 -133,793	-66%	-$6.76M	0.04%	475
2024 Q3	$10.3M	Buy	202,241 +24,883	+14%	+$1.26M	0.13%	178
2024 Q2	$8.95M	Buy	177,358 +113,875	+179%	+$5.73M	0.12%	194
2024 Q1	$3.2M	Buy	63,483 +10,137	+19%	+$510K	0.04%	480
2023 Q4	$2.68M	Sell	53,346 -120,744	-69%	-$6.06M	0.04%	489
2023 Q3	$8.74M	Sell	174,090 -47,240	-21%	-$2.37M	0.16%	150
2023 Q2	$11.1M	Buy	221,330 +64,408	+41%	+$3.23M	0.2%	110
2023 Q1	$7.9M	Sell	156,922 -221,278	-59%	-$11.1M	0.15%	164
2022 Q4	$19M	Sell	378,200 -322,703	-46%	-$16.2M	0.39%	45
2022 Q3	$35.2M	Buy	700,903 +478,608	+215%	+$24M	0.78%	17
2022 Q2	$11.1M	Buy	222,295 +96,860	+77%	+$4.86M	0.23%	91
2022 Q1	$6.31M	Buy	125,435 +73,096	+140%	+$3.68M	0.11%	220
2021 Q4	$2.64M	Buy	52,339 +3,986	+8%	+$202K	0.05%	457
2021 Q3	$2.45M	Buy	48,353 +10,110	+26%	+$513K	0.04%	441
2021 Q2	$1.94M	Sell	38,243 -11,533	-23%	-$585K	0.04%	513
2021 Q1	$2.53M	Sell	49,776 -11,463	-19%	-$582K	0.06%	382
2020 Q4	$3.11M	Buy	61,239 +10,383	+20%	+$527K	0.08%	291
2020 Q3	$2.58M	Sell	50,856 -40,841	-45%	-$2.08M	0.08%	272
2020 Q2	$4.65M	Buy	91,697 +40,588	+79%	+$2.04M	0.16%	153
2020 Q1	$2.54M	Sell	51,109 -27,150	-35%	-$1.37M	0.19%	109
2019 Q4	$3.95M	Sell	78,259 -1,648	-2%	-$83.2K	0.11%	181
2019 Q3	$4.03M	Buy	79,907 +2,456	+3%	+$124K	0.14%	141
2019 Q2	$3.91M	Buy	77,451 +48,839	+171%	+$2.46M	0.15%	136
2019 Q1	$1.44M	Buy	28,612 +8,614	+43%	+$433K	0.06%	265
2018 Q4	$1M	Buy	+19,998	New	+$1M	0.04%	299
2018 Q3	–	Sell	-5,079	Closed	-$254K	–	1013
2018 Q2	$254K	Buy	5,079 +108	+2%	+$5.41K	0.01%	797
2018 Q1	$249K	Sell	4,971 -737	-13%	-$36.9K	0.01%	738
2017 Q4	$286K	Buy	+5,708	New	+$286K	0.01%	671

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

Atria Investments's JPST Position: Q2 2026 in Review

Atria Investments reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 28% in Q2 2026, selling an estimated $2.48M and leaving 124,833 shares worth $6.31M. The position accounts for 0.06% of the portfolio, ranked #327.

Atria Investments first reported a position in JPST in Q4 2017 and has held it in 34 quarters since. The position peaked at $35.2M in Q3 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Atria Investments held 124,833 shares of JPMorgan Ultra-Short Income ETF worth $6.31M as of Q2 2026.
Atria Investments sold 49,024 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.48M.
JPMorgan Ultra-Short Income ETF made up 0.06% of Atria Investments's portfolio in Q2 2026, its #327 holding.
Atria Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2017 and has held it in 34 quarters since.
Atria Investments's JPMorgan Ultra-Short Income ETF position peaked at $35.2M in Q3 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.