Elevation Capital Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Elevation Capital Advisory’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	$4.85M	Sell	95,980 -3,245	-3%	-$164K	1.87%	23
2026 Q1	$5.02M	Sell	99,225 -100,605	-50%	-$5.09M	2.14%	16
2025 Q4	$10.1M	Buy	199,830 +164,623	+468%	+$8.34M	4.13%	5
2025 Q3	$1.79M	Buy	+35,207	New	+$1.78M	0.71%	36

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

Elevation Capital Advisory's JPST Position: Q2 2026 in Review

Elevation Capital Advisory reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.3% in Q2 2026, selling an estimated $164K and leaving 95,980 shares worth $4.85M. The position accounts for 1.87% of the portfolio, ranked #23.

Elevation Capital Advisory first reported a position in JPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1M in Q4 2025. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Elevation Capital Advisory held 95,980 shares of JPMorgan Ultra-Short Income ETF worth $4.85M as of Q2 2026.
Elevation Capital Advisory sold 3,245 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $164K.
JPMorgan Ultra-Short Income ETF made up 1.87% of Elevation Capital Advisory's portfolio in Q2 2026, its #23 holding.
Elevation Capital Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
Elevation Capital Advisory's JPMorgan Ultra-Short Income ETF position peaked at $10.1M in Q4 2025.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.