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

Colonial River 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	–	Sell	-21,949	Closed	-$1.11M	–	260
2026 Q1	$1.11M	Buy	21,949 +1,012	+5%	+$51.2K	0.4%	52
2025 Q4	$1.06M	Buy	20,937 +1,259	+6%	+$63.8K	0.38%	56
2025 Q3	$998K	Buy	19,678 +4,926	+33%	+$249K	0.37%	64
2025 Q2	$745K	Buy	14,752 +5,479	+59%	+$277K	0.32%	69
2025 Q1	$469K	Buy	+9,273	New	+$468K	0.26%	88
2022 Q3	–	Sell	-4,266	Closed	-$214K	–	188
2022 Q2	$214K	Buy	+4,266	New	+$214K	0.14%	172

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

Colonial River Investments's JPST Position: Q2 2026 in Review

Colonial River Investments sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 21,949 shares — an estimated $1.11M sold.

Colonial River Investments first reported a position in JPST in Q2 2022 and held it in 6 quarters. The position peaked at $1.11M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Colonial River Investments reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Colonial River Investments sold 21,949 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.11M.
Colonial River Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 6 quarters.
Colonial River Investments's JPMorgan Ultra-Short Income ETF position peaked at $1.11M in Q1 2026.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.