Channel Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Channel Wealth’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	$881K	Sell	17,422 -357	-2%	-$18K	0.2%	82
2026 Q1	$900K	Sell	17,779 -2,636	-13%	-$133K	0.22%	75
2025 Q4	$1.03M	Sell	20,415 -9,731	-32%	-$493K	0.26%	65
2025 Q3	$1.53M	Buy	30,146 +15,937	+112%	+$807K	0.41%	57
2025 Q2	$720K	Sell	14,209 -6,244	-31%	-$315K	0.2%	78
2025 Q1	$1.04M	Buy	+20,453	New	+$1.03M	0.32%	65
2023 Q4	–	Sell	-4,585	Closed	-$230K	–	190
2023 Q3	$230K	Sell	4,585 -5,497	-55%	-$275K	0.13%	151
2023 Q2	$506K	Sell	10,082 -3,658	-27%	-$184K	0.29%	95
2023 Q1	$691K	Buy	+13,740	New	+$690K	0.45%	76

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

Channel Wealth's JPST Position: Q2 2026 in Review

Channel Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2% in Q2 2026, selling an estimated $18K and leaving 17,422 shares worth $881K. The position accounts for 0.2% of the portfolio, ranked #82.

Channel Wealth first reported a position in JPST in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.53M in Q3 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Channel Wealth held 17,422 shares of JPMorgan Ultra-Short Income ETF worth $881K as of Q2 2026.
Channel Wealth sold 357 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $18K.
JPMorgan Ultra-Short Income ETF made up 0.2% of Channel Wealth's portfolio in Q2 2026, its #82 holding.
Channel Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 9 quarters since.
Channel Wealth's JPMorgan Ultra-Short Income ETF position peaked at $1.53M in Q3 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.