Essex Savings Bank’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Essex Savings Bank’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	$2.13M	Buy	42,211 +457	+1%	+$23.1K	0.46%	46
2026 Q1	$2.11M	Buy	41,754 +1,306	+3%	+$66.1K	0.47%	43
2025 Q4	$2.05M	Buy	40,448 +3,540	+10%	+$179K	0.44%	49
2025 Q3	$1.87M	Sell	36,908 -128	-0.3%	-$6.48K	0.42%	55
2025 Q2	$1.88M	Buy	37,036 +5,340	+17%	+$270K	0.45%	50
2025 Q1	$1.6M	Buy	31,696 +3,250	+11%	+$164K	0.39%	56
2024 Q4	$1.43M	Sell	28,446 -100	-0.4%	-$5.05K	0.35%	65
2024 Q3	$1.45M	Sell	28,546 -7,166	-20%	-$362K	0.36%	62
2024 Q2	$1.8M	Buy	35,712 +9,545	+36%	+$481K	0.49%	41
2024 Q1	$1.31M	Hold	26,167	–	–	0.38%	62
2023 Q4	$1.31M	Hold	26,167	–	–	0.38%	62
2023 Q3	$1.31M	Sell	26,167 -1,388	-5%	-$69.5K	0.44%	48
2023 Q2	$1.38M	Hold	27,555	–	–	0.46%	49
2023 Q1	$1.39M	Sell	27,555 -1,538	-5%	-$77.3K	0.48%	45
2022 Q4	$1.46M	Buy	29,093 +21,982	+309%	+$1.1M	0.51%	42
2022 Q3	$356K	Hold	7,111	–	–	0.14%	143
2022 Q2	$356K	Buy	7,111 +200	+3%	+$10K	0.14%	143
2022 Q1	$348K	Buy	6,911 +1,512	+28%	+$76.2K	0.12%	154
2021 Q4	$273K	Buy	+5,399	New	+$273K	0.09%	177

Other funds holding JPST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Essex Savings Bank's JPST Position: Q2 2026 in Review

Essex Savings Bank increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.1% in Q2 2026, buying an estimated $23.1K and bringing the position to 42,211 shares worth $2.13M. The position accounts for 0.46% of the portfolio, ranked #46.

Essex Savings Bank first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. 874 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Essex Savings Bank held 42,211 shares of JPMorgan Ultra-Short Income ETF worth $2.13M as of Q2 2026.
Essex Savings Bank bought 457 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $23.1K.
JPMorgan Ultra-Short Income ETF made up 0.46% of Essex Savings Bank's portfolio in Q2 2026, its #46 holding.
Essex Savings Bank first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
874 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.