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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Everstar Asset Management's JPST Position: Q1 2026 in Review

Everstar Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.6% in Q1 2026, selling an estimated $170K and leaving 41,019 shares worth $2.08M. The position accounts for 1.1% of the portfolio, ranked #19.

Everstar Asset Management first reported a position in JPST in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.25M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Everstar Asset Management held 41,019 shares of JPMorgan Ultra-Short Income ETF worth $2.08M as of Q1 2026.
Everstar Asset Management sold 3,358 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $170K.
JPMorgan Ultra-Short Income ETF made up 1.1% of Everstar Asset Management's portfolio in Q1 2026, its #19 holding.
Everstar Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 5 quarters since.
Everstar Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $2.25M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.