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

Daymark Wealth Partners’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	$9.83M	Sell	194,329 -12,237	-6%	-$618K	0.24%	82
2026 Q1	$10.5M	Buy	206,566 +17,957	+10%	+$909K	0.33%	60
2025 Q4	$9.54M	Buy	188,609 +35,842	+23%	+$1.82M	0.3%	63
2025 Q3	$7.75M	Buy	152,767 +17,917	+13%	+$907K	0.26%	79
2025 Q2	$6.83M	Buy	134,850 +12,383	+10%	+$625K	0.26%	81
2025 Q1	$6.2M	Sell	122,467 -7,088	-5%	-$358K	0.27%	79
2024 Q4	$6.53M	Buy	129,555 +1,312	+1%	+$66.3K	0.28%	77
2024 Q3	$6.51M	Buy	128,243 +7,317	+6%	+$370K	0.28%	83
2024 Q2	$6.1M	Buy	120,926 +8,755	+8%	+$441K	0.28%	77
2024 Q1	$5.66M	Buy	112,171 +1,369	+1%	+$68.9K	0.3%	80
2023 Q4	$5.57M	Buy	110,802 +31,126	+39%	+$1.56M	0.34%	72
2023 Q3	$4M	Buy	79,676 +872	+1%	+$43.7K	0.28%	84
2023 Q2	$3.95M	Buy	78,804 +6,151	+8%	+$309K	0.29%	79
2023 Q1	$3.66M	Buy	72,653 +9,419	+15%	+$473K	0.49%	49
2022 Q4	$3.17M	Buy	+63,234	New	+$3.17M	0.56%	42

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

Daymark Wealth Partners's JPST Position: Q2 2026 in Review

Daymark Wealth Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.9% in Q2 2026, selling an estimated $618K and leaving 194,329 shares worth $9.83M. The position accounts for 0.24% of the portfolio, ranked #82.

Daymark Wealth Partners first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Daymark Wealth Partners held 194,329 shares of JPMorgan Ultra-Short Income ETF worth $9.83M as of Q2 2026.
Daymark Wealth Partners sold 12,237 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $618K.
JPMorgan Ultra-Short Income ETF made up 0.24% of Daymark Wealth Partners's portfolio in Q2 2026, its #82 holding.
Daymark Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Daymark Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $10.5M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.