Everstar Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Everstar Asset 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	$997K	Sell	19,706 -21,313	-52%	-$1.08M	0.48%	71
2026 Q1	$2.08M	Sell	41,019 -3,358	-8%	-$170K	1.1%	19
2025 Q4	$2.25M	Buy	44,377 +26,291	+145%	+$1.33M	1.2%	18
2025 Q3	$918K	Buy	18,086 +2,340	+15%	+$118K	0.52%	60
2025 Q2	$798K	Buy	15,746 +4,672	+42%	+$236K	0.49%	61
2025 Q1	$561K	Buy	+11,074	New	+$559K	0.37%	86

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

Everstar Asset Management's JPST Position: Q2 2026 in Review

Everstar Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 52% in Q2 2026, selling an estimated $1.08M and leaving 19,706 shares worth $997K. The position accounts for 0.48% of the portfolio, ranked #71.

Everstar Asset Management first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Everstar Asset Management held 19,706 shares of JPMorgan Ultra-Short Income ETF worth $997K as of Q2 2026.
Everstar Asset Management sold 21,313 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.08M.
JPMorgan Ultra-Short Income ETF made up 0.48% of Everstar Asset Management's portfolio in Q2 2026, its #71 holding.
Everstar Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Everstar Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $2.25M in Q4 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.