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

Lake Street 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	$2.36M	Buy	46,743 +6,630	+17%	+$335K	0.27%	78
2026 Q1	$2.03M	Buy	40,113 +2,901	+8%	+$147K	0.26%	80
2025 Q4	$1.88M	Buy	37,212 +10,454	+39%	+$530K	0.23%	86
2025 Q3	$1.36M	Buy	26,758 +3,782	+16%	+$191K	0.18%	100
2025 Q2	$1.16M	Buy	22,976 +5,163	+29%	+$261K	0.17%	101
2025 Q1	$902K	Buy	17,813 +3,040	+21%	+$154K	0.15%	109
2024 Q4	$744K	Sell	14,773 -301	-2%	-$15.2K	0.12%	116
2024 Q3	$765K	Sell	15,074 -1,289	-8%	-$65.1K	0.12%	127
2024 Q2	$826K	Buy	16,363 +106	+0.7%	+$5.34K	0.11%	164
2024 Q1	$820K	Sell	16,257 -269	-2%	-$13.5K	0.11%	163
2023 Q4	$830K	Sell	16,526 -482	-3%	-$24.2K	0.13%	147
2023 Q3	$854K	Sell	17,008 -13,929	-45%	-$698K	0.15%	134
2023 Q2	$1.55M	Buy	30,937 +1,536	+5%	+$77.1K	0.27%	103
2023 Q1	$1.48M	Sell	29,401 -189	-0.6%	-$9.5K	0.28%	103
2022 Q4	$1.48M	Sell	29,590 -21,394	-42%	-$1.07M	0.31%	94
2022 Q3	$2.56M	Sell	50,984 -4,984	-9%	-$250K	0.59%	48
2022 Q2	$2.8M	Sell	55,968 -10,729	-16%	-$538K	0.59%	52
2022 Q1	$3.35M	Buy	66,697 +6,491	+11%	+$327K	0.6%	44
2021 Q4	$3.04M	Buy	60,206 +4,819	+9%	+$244K	0.53%	51
2021 Q3	$2.81M	Buy	55,387 +7,832	+16%	+$397K	0.68%	44
2021 Q2	$2.41M	Buy	47,555 +38,557	+429%	+$1.96M	0.61%	45
2021 Q1	$457K	Buy	8,998 +1,003	+13%	+$50.9K	0.13%	147
2020 Q4	$406K	Buy	+7,995	New	+$406K	0.12%	144

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

Lake Street Private Wealth's JPST Position: Q2 2026 in Review

Lake Street Private Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, buying an estimated $335K and bringing the position to 46,743 shares worth $2.36M. The position accounts for 0.27% of the portfolio, ranked #78.

Lake Street Private Wealth first reported a position in JPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.35M in Q1 2022. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Lake Street Private Wealth held 46,743 shares of JPMorgan Ultra-Short Income ETF worth $2.36M as of Q2 2026.
Lake Street Private Wealth bought 6,630 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $335K.
JPMorgan Ultra-Short Income ETF made up 0.27% of Lake Street Private Wealth's portfolio in Q2 2026, its #78 holding.
Lake Street Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 23 quarters since.
Lake Street Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $3.35M in Q1 2022.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.