Gentry Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Gentry Private Wealth’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	$2.24M	Buy	44,318 +19	+0%	+$960	1.15%	13
2026 Q1	$2.24M	Sell	44,299 -87	-0.2%	-$4.41K	1.35%	12
2025 Q4	$2.25M	Sell	44,386 -436	-1%	-$22.1K	1.41%	11
2025 Q3	$2.27M	Buy	+44,822	New	+$2.27M	1.58%	10
2025 Q2	–	Sell	-5,920	Closed	-$300K	–	89
2025 Q1	$300K	Sell	5,920 -234	-4%	-$11.8K	0.25%	76
2024 Q4	$310K	Sell	6,154 -139	-2%	-$7.02K	1.29%	23
2024 Q3	$319K	Buy	+6,293	New	+$318K	0.26%	69

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

Gentry Private Wealth's JPST Position: Q2 2026 in Review

Gentry Private Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.04% in Q2 2026, buying an estimated $960 and bringing the position to 44,318 shares worth $2.24M. The position accounts for 1.15% of the portfolio, ranked #13.

Gentry Private Wealth first reported a position in JPST in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Gentry Private Wealth held 44,318 shares of JPMorgan Ultra-Short Income ETF worth $2.24M as of Q2 2026.
Gentry Private Wealth bought 19 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $960.
JPMorgan Ultra-Short Income ETF made up 1.15% of Gentry Private Wealth's portfolio in Q2 2026, its #13 holding.
Gentry Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 7 quarters since.
Gentry Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $2.27M in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.