Evolution Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Evolution Wealth 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	$205K	Sell	4,051 -889	-18%	-$44.9K	0.12%	116
2026 Q1	$250K	Sell	4,940 -6,882	-58%	-$349K	0.18%	93
2025 Q4	$598K	Buy	11,822 +2,806	+31%	+$142K	0.49%	39
2025 Q3	$457K	Buy	9,016 +3,611	+67%	+$183K	0.47%	43
2025 Q2	$274K	Buy	+5,405	New	+$273K	0.34%	56

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

Evolution Wealth Management's JPST Position: Q2 2026 in Review

Evolution Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q2 2026, selling an estimated $44.9K and leaving 4,051 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #116.

Evolution Wealth Management first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. The position peaked at $598K in Q4 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Evolution Wealth Management held 4,051 shares of JPMorgan Ultra-Short Income ETF worth $205K as of Q2 2026.
Evolution Wealth Management sold 889 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $44.9K.
JPMorgan Ultra-Short Income ETF made up 0.12% of Evolution Wealth Management's portfolio in Q2 2026, its #116 holding.
Evolution Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $598K in Q4 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.