Bay Colony Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bay Colony 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	-14,235	Closed	-$720K	–	534
2026 Q1	$720K	Sell	14,235 -2,603	-15%	-$132K	0.09%	201
2025 Q4	$852K	Sell	16,838 -4,088	-20%	-$207K	0.1%	184
2025 Q3	$1.06M	Buy	+20,926	New	+$1.06M	0.13%	155
2025 Q2	–	Sell	-6,565	Closed	-$332K	–	489
2025 Q1	$332K	Buy	+6,565	New	+$332K	0.05%	311
2023 Q1	–	Sell	-4,673	Closed	-$234K	–	352
2022 Q4	$234K	Sell	4,673 -3,670	-44%	-$184K	0.06%	299
2022 Q3	$418K	Buy	8,343 +512	+7%	+$25.7K	0.12%	171
2022 Q2	$393K	Buy	7,831 +2,917	+59%	+$146K	0.1%	194
2022 Q1	$247K	Sell	4,914 -111	-2%	-$5.59K	0.06%	299
2021 Q4	$254K	Sell	5,025 -829	-14%	-$41.9K	0.07%	295
2021 Q3	$297K	Sell	5,854 -3,796	-39%	-$193K	0.1%	251
2021 Q2	$490K	Sell	9,650 -1,979	-17%	-$100K	0.16%	174
2021 Q1	$590K	Sell	11,629 -2,078	-15%	-$106K	0.23%	129
2020 Q4	$696K	Buy	13,707 +4,170	+44%	+$212K	0.37%	84
2020 Q3	$484K	Buy	+9,537	New	+$485K	0.3%	100

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

Bay Colony Advisors's JPST Position: Q2 2026 in Review

Bay Colony Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 14,235 shares — an estimated $720K sold.

Bay Colony Advisors first reported a position in JPST in Q3 2020 and held it in 14 quarters. The position peaked at $1.06M in Q3 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Bay Colony Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Bay Colony Advisors sold 14,235 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $720K.
Bay Colony Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 14 quarters.
Bay Colony Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.06M in Q3 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.