Illumine Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Illumine Investment 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	–	Sell	-85,449	Closed	-$4.32M	–	3
2026 Q1	$4.32M	Sell	85,449 -1,294	-1%	-$65.5K	3.32%	2
2025 Q4	$4.39M	Buy	86,743 +1,986	+2%	+$101K	3.2%	2
2025 Q3	$4.3M	Buy	84,757 +3,065	+4%	+$155K	3.06%	3
2025 Q2	$4.14M	Sell	81,692 -628	-0.8%	-$31.7K	3.29%	3
2025 Q1	$4.17M	Buy	82,320 +9,473	+13%	+$479K	3.41%	2
2024 Q4	$3.67M	Buy	+72,847	New	+$3.68M	3.02%	4

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

Illumine Investment Management's JPST Position: Q2 2026 in Review

Illumine Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 85,449 shares — an estimated $4.32M sold.

Illumine Investment Management first reported a position in JPST in Q4 2024 and held it in 6 quarters. The position peaked at $4.39M in Q4 2025. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Illumine Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Illumine Investment Management sold 85,449 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $4.32M.
Illumine Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 6 quarters.
Illumine Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $4.39M in Q4 2025.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.