Enclave Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Enclave Advisors’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	$8.93M	Buy	176,500 +18,792	+12%	+$949K	1.13%	24
2026 Q1	$7.98M	Sell	157,708 -27,438	-15%	-$1.39M	1.09%	28
2025 Q4	$9.37M	Sell	185,146 -83,181	-31%	-$4.21M	1.33%	20
2025 Q3	$13.6M	Buy	268,327 +46,252	+21%	+$2.34M	2.08%	13
2025 Q2	$11.3M	Buy	222,075 +81,794	+58%	+$4.13M	1.82%	16
2025 Q1	$7.1M	Buy	140,281 +83,248	+146%	+$4.21M	1.21%	24
2024 Q4	$2.87M	Buy	57,033 +7,723	+16%	+$390K	0.47%	35
2024 Q3	$2.5M	Buy	+49,310	New	+$2.49M	0.42%	39

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

Enclave Advisors's JPST Position: Q2 2026 in Review

Enclave Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q2 2026, buying an estimated $949K and bringing the position to 176,500 shares worth $8.93M. The position accounts for 1.13% of the portfolio, ranked #24.

Enclave Advisors first reported a position in JPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.6M in Q3 2025. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Enclave Advisors held 176,500 shares of JPMorgan Ultra-Short Income ETF worth $8.93M as of Q2 2026.
Enclave Advisors bought 18,792 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $949K.
JPMorgan Ultra-Short Income ETF made up 1.13% of Enclave Advisors's portfolio in Q2 2026, its #24 holding.
Enclave Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's JPMorgan Ultra-Short Income ETF position peaked at $13.6M in Q3 2025.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.