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Freestone Capital Holdings’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Freestone Capital Holdings’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 		$267K Buy
+5,289
New +$267K 0.01% 508
2021
Q1 		– Sell
-2,593
Closed -$132K – 765
2020
Q4 		$132K Buy
+2,593
New +$132K 0.01% 389

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Freestone Capital Holdings's JPST Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 5,289 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in JPST as recently as Q4 2020.

Freestone Capital Holdings first reported a position in JPST in Q4 2020 and has held it in 2 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Freestone Capital Holdings held 5,289 shares of JPMorgan Ultra-Short Income ETF worth $267K as of Q2 2026.
  • JPMorgan Ultra-Short Income ETF was a new Freestone Capital Holdings position in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #508 holding.
  • Freestone Capital Holdings first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 2 quarters since.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.