Evergreen Wealth Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Evergreen Wealth Solutions’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	$326K	Buy	6,455 +594	+10%	+$30K	0.02%	406
2026 Q1	$297K	Buy	5,861 +111	+2%	+$5.62K	0.02%	335
2025 Q4	$291K	Sell	5,750 -3,925	-41%	-$199K	0.04%	172
2025 Q3	$491K	Buy	9,675 +850	+10%	+$43K	0.28%	61
2025 Q2	$447K	Buy	8,825 +1,125	+15%	+$56.8K	0.27%	66
2025 Q1	$390K	Buy	7,700 +1,534	+25%	+$77.5K	0.26%	70
2024 Q4	$311K	Buy	6,166 +1,066	+21%	+$53.8K	0.22%	78
2024 Q3	$259K	Hold	5,100	–	–	0.18%	91
2024 Q2	$257K	Sell	5,100 -394	-7%	-$19.8K	0.18%	96
2024 Q1	$277K	Sell	5,494 -1,667	-23%	-$83.9K	0.21%	92
2023 Q4	$360K	Sell	7,161 -5,786	-45%	-$290K	0.31%	78
2023 Q3	$650K	Sell	12,947 -9,247	-42%	-$463K	0.66%	43
2023 Q2	$1.11M	Sell	22,194 -15,288	-41%	-$767K	1.12%	27
2023 Q1	$1.89M	Buy	37,482 +7,300	+24%	+$367K	2.18%	6
2022 Q4	$1.51M	Buy	+30,182	New	+$1.51M	2%	13

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

Evergreen Wealth Solutions's JPST Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q2 2026, buying an estimated $30K and bringing the position to 6,455 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #406.

Evergreen Wealth Solutions first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.89M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Evergreen Wealth Solutions held 6,455 shares of JPMorgan Ultra-Short Income ETF worth $326K as of Q2 2026.
Evergreen Wealth Solutions bought 594 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $30K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #406 holding.
Evergreen Wealth Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Evergreen Wealth Solutions's JPMorgan Ultra-Short Income ETF position peaked at $1.89M in Q1 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.