Chapin Davis’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Chapin Davis’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	$561K	Hold	11,095	–	–	0.1%	136
2026 Q1	$562K	Hold	11,095	–	–	0.13%	144
2025 Q4	$561K	Sell	11,095 -1,000	-8%	-$50.7K	0.13%	140
2025 Q3	$614K	Hold	12,095	–	–	0.15%	130
2025 Q2	$613K	Hold	12,095	–	–	0.17%	122
2025 Q1	$612K	Buy	+12,095	New	+$611K	0.21%	104
2024 Q1	–	Sell	-5,400	Closed	-$271K	–	237
2023 Q4	$271K	Hold	5,400	–	–	0.11%	164
2023 Q3	$271K	Hold	5,400	–	–	0.13%	151
2023 Q2	$271K	Hold	5,400	–	–	0.13%	159
2023 Q1	$272K	Buy	+5,400	New	+$271K	0.14%	161

Other funds holding JPST

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return