Eagle Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Eagle Strategies’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	$1.53M	Sell	30,164 -102,705	-77%	-$5.19M	0.15%	113
2026 Q1	$6.72M	Buy	132,869 +4,605	+4%	+$233K	0.8%	35
2025 Q4	$6.49M	Buy	128,264 +16	+0%	+$811	0.83%	34
2025 Q3	$6.51M	Buy	128,248 +123,009	+2,348%	+$6.23M	0.87%	35
2025 Q2	$266K	Buy	+5,239	New	+$265K	0.04%	201
2024 Q1	–	Sell	-85,359	Closed	-$4.29M	–	303
2023 Q4	$4.29M	Sell	85,359 -158,789	-65%	-$7.97M	0.92%	30
2023 Q3	$12.3M	Buy	244,148 +11,889	+5%	+$596K	3.02%	6
2023 Q2	$11.6M	Sell	232,259 -17,486	-7%	-$878K	2.83%	6
2023 Q1	$12.6M	Buy	249,745 +22,971	+10%	+$1.15M	3.14%	6
2022 Q4	$11.4M	Buy	226,774 +9,759	+4%	+$489K	3.4%	4
2022 Q3	$10.9M	Buy	217,015 +149,523	+222%	+$7.5M	5.69%	2
2022 Q2	$3.38M	Buy	67,492 +37,559	+125%	+$1.88M	1.23%	25
2022 Q1	$1.5M	Sell	29,933 -16,133	-35%	-$813K	0.59%	42
2021 Q4	$2.33M	Buy	+46,066	New	+$2.33M	0.91%	29

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

Eagle Strategies's JPST Position: Q2 2026 in Review

Eagle Strategies reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 77% in Q2 2026, selling an estimated $5.19M and leaving 30,164 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #113.

Eagle Strategies first reported a position in JPST in Q4 2021 and has held it in 14 quarters since. The position peaked at $12.6M in Q1 2023. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Eagle Strategies held 30,164 shares of JPMorgan Ultra-Short Income ETF worth $1.53M as of Q2 2026.
Eagle Strategies sold 102,705 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.19M.
JPMorgan Ultra-Short Income ETF made up 0.15% of Eagle Strategies's portfolio in Q2 2026, its #113 holding.
Eagle Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 14 quarters since.
Eagle Strategies's JPMorgan Ultra-Short Income ETF position peaked at $12.6M in Q1 2023.
1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.