Belpointe Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Belpointe Asset 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	$1.54M	Sell	30,366 -32,410	-52%	-$1.64M	0.05%	352
2026 Q1	$3.18M	Buy	62,776 +7,552	+14%	+$382K	0.12%	168
2025 Q4	$2.79M	Sell	55,224 -2,657	-5%	-$135K	0.1%	171
2025 Q3	$2.94M	Buy	57,881 +45,325	+361%	+$2.29M	0.11%	155
2025 Q2	$636K	Buy	12,556 +5,149	+70%	+$260K	0.03%	495
2025 Q1	$375K	Sell	7,407 -5,332	-42%	-$269K	0.02%	646
2024 Q4	$645K	Buy	12,739 +4,033	+46%	+$204K	0.04%	445
2024 Q3	$442K	Sell	8,706 -26,801	-75%	-$1.35M	0.03%	534
2024 Q2	$1.79M	Buy	+35,507	New	+$1.79M	0.13%	155
2024 Q1	–	Sell	-6,735	Closed	-$338K	–	817
2023 Q4	$338K	Buy	6,735 +31	+0.5%	+$1.56K	0.03%	489
2023 Q3	$336K	Sell	6,704 -11,630	-63%	-$583K	0.03%	442
2023 Q2	$919K	Sell	18,334 -20,136	-52%	-$1.01M	0.1%	197
2023 Q1	$1.94M	Sell	38,470 -41,383	-52%	-$2.08M	0.1%	205
2022 Q4	$4M	Sell	79,853 -48,382	-38%	-$2.43M	0.24%	75
2022 Q3	$6.43M	Sell	128,235 -13,624	-10%	-$683K	0.43%	37
2022 Q2	$7.11M	Buy	141,859 +136,988	+2,812%	+$6.87M	0.48%	29
2022 Q1	$244K	Buy	+4,871	New	+$245K	0.01%	820
2020 Q3	–	Sell	-8,023	Closed	-$407K	–	808
2020 Q2	$407K	Buy	+8,023	New	+$404K	0.05%	341
2019 Q3	–	Sell	-5,516	Closed	-$278K	–	696
2019 Q2	$278K	Buy	+5,516	New	+$278K	0.05%	342

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

Belpointe Asset Management's JPST Position: Q2 2026 in Review

Belpointe Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 52% in Q2 2026, selling an estimated $1.64M and leaving 30,366 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #352.

Belpointe Asset Management first reported a position in JPST in Q2 2019 and has held it in 19 quarters since. The position peaked at $7.11M in Q2 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Belpointe Asset Management held 30,366 shares of JPMorgan Ultra-Short Income ETF worth $1.54M as of Q2 2026.
Belpointe Asset Management sold 32,410 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.64M.
JPMorgan Ultra-Short Income ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #352 holding.
Belpointe Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 19 quarters since.
Belpointe Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $7.11M in Q2 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.