LaSalle St. Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

LaSalle St. Investment Advisors’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	$360K	Buy	7,111 +313	+5%	+$15.8K	0.04%	286
2026 Q1	$344K	Sell	6,798 -2,295	-25%	-$116K	0.05%	275
2025 Q4	$460K	Buy	9,093 +682	+8%	+$34.6K	0.07%	199
2025 Q3	$426K	Sell	8,411 -1,544	-16%	-$78.2K	0.08%	197
2025 Q2	$504K	Sell	9,955 -1,159	-10%	-$58.5K	0.14%	152
2025 Q1	$562K	Sell	11,114 -3,205	-22%	-$162K	0.13%	135
2024 Q4	$721K	Buy	14,319 +776	+6%	+$39.2K	0.22%	87
2024 Q3	$687K	Buy	13,543 +7,804	+136%	+$394K	0.27%	67
2024 Q2	$290K	Sell	5,739 -3,889	-40%	-$196K	0.14%	114
2024 Q1	$484K	Sell	9,628 -7,371	-43%	-$371K	0.27%	64
2023 Q4	$8.54M	Sell	16,999 -1,613	-9%	-$80.9K	0.57%	30
2023 Q3	$933K	Buy	18,612 +4,326	+30%	+$217K	0.46%	32
2023 Q2	$716K	Sell	14,286 -5,016	-26%	-$252K	0.32%	42
2023 Q1	$971K	Sell	19,302 -23,037	-54%	-$1.16M	0.43%	38
2022 Q4	$2.12M	Buy	+42,339	New	+$2.12M	1%	23

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

LaSalle St. Investment Advisors's JPST Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.6% in Q2 2026, buying an estimated $15.8K and bringing the position to 7,111 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #286.

LaSalle St. Investment Advisors first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.54M in Q4 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

LaSalle St. Investment Advisors held 7,111 shares of JPMorgan Ultra-Short Income ETF worth $360K as of Q2 2026.
LaSalle St. Investment Advisors bought 313 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $15.8K.
JPMorgan Ultra-Short Income ETF made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #286 holding.
LaSalle St. Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
LaSalle St. Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $8.54M in Q4 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.