Elevatus Welath Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Elevatus Welath Management’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	$13.1M	Buy	259,004 +187,837	+264%	+$9.49M	3.19%	3
2026 Q1	$3.6M	Sell	71,167 -8,294	-10%	-$420K	1.89%	17
2025 Q4	$4.02M	Sell	79,461 -168,530	-68%	-$8.54M	1.1%	27
2025 Q3	$12.6M	Buy	247,991 +10,488	+4%	+$531K	3.63%	5
2025 Q2	$12M	Sell	237,503 -96,424	-29%	-$4.87M	4.01%	5
2025 Q1	$16.9M	Buy	333,927 +286,126	+599%	+$14.5M	9.58%	2
2024 Q4	$2.41M	Buy	47,801 +21,824	+84%	+$1.1M	0.82%	22
2024 Q3	$1.32M	Sell	25,977 -157,372	-86%	-$7.95M	0.43%	35
2024 Q2	$9.25M	Buy	183,349 +179,150	+4,266%	+$9.02M	3.46%	7
2024 Q1	$212K	Buy	4,199 +11	+0.3%	+$554	0.08%	91
2023 Q4	$210K	Buy	4,188 +11	+0.3%	+$552	0.1%	85
2023 Q3	$210K	Buy	4,177 +17	+0.4%	+$852	0.19%	64
2023 Q2	$209K	Buy	+4,160	New	+$209K	0.14%	48

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

Elevatus Welath Management's JPST Position: Q2 2026 in Review

Elevatus Welath Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 264% in Q2 2026, buying an estimated $9.49M and bringing the position to 259,004 shares worth $13.1M. The position accounts for 3.19% of the portfolio, ranked #3.

Elevatus Welath Management first reported a position in JPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.9M in Q1 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Elevatus Welath Management held 259,004 shares of JPMorgan Ultra-Short Income ETF worth $13.1M as of Q2 2026.
Elevatus Welath Management bought 187,837 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $9.49M.
JPMorgan Ultra-Short Income ETF made up 3.19% of Elevatus Welath Management's portfolio in Q2 2026, its #3 holding.
Elevatus Welath Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 13 quarters since.
Elevatus Welath Management's JPMorgan Ultra-Short Income ETF position peaked at $16.9M in Q1 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.