Laurie J. Hall Trustee’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Laurie J. Hall Trustee’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	$234K	Hold	4,630	–	–	0.07%	98
2026 Q1	$234K	Hold	4,630	–	–	0.08%	94
2025 Q4	$234K	Hold	4,630	–	–	0.08%	99
2025 Q3	$235K	Hold	4,630	–	–	0.08%	105
2025 Q2	$235K	Hold	4,630	–	–	0.08%	105
2025 Q1	$234K	Hold	4,630	–	–	0.08%	102
2024 Q4	$233K	Hold	4,630	–	–	0.08%	112
2024 Q3	$235K	Hold	4,630	–	–	0.07%	117
2024 Q2	$234K	Hold	4,630	–	–	0.08%	107
2024 Q1	$234K	Buy	+4,630	New	+$233K	0.08%	105
2023 Q4	–	Sell	-9,110	Closed	-$457K	–	265
2023 Q3	$457K	Hold	9,110	–	–	0.19%	72
2023 Q2	$457K	Sell	9,110 -270	-3%	-$13.6K	0.18%	73
2023 Q1	$472K	Buy	9,380 +2,000	+27%	+$101K	0.2%	72
2022 Q4	$370K	Buy	+7,380	New	+$370K	0.17%	78

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Laurie J. Hall Trustee's JPST Position: Q2 2026 in Review

Laurie J. Hall Trustee held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 4,630 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #98.

Laurie J. Hall Trustee first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $472K in Q1 2023. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Laurie J. Hall Trustee held 4,630 shares of JPMorgan Ultra-Short Income ETF worth $234K as of Q2 2026.
Laurie J. Hall Trustee left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.07% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #98 holding.
Laurie J. Hall Trustee first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Laurie J. Hall Trustee's JPMorgan Ultra-Short Income ETF position peaked at $472K in Q1 2023.
216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.