Lavelle Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lavelle Capital’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	-39,595	Closed	-$2M	–	82
2026 Q1	$2M	Sell	39,595 -23,635	-37%	-$1.2M	1.24%	16
2025 Q4	$3.2M	Buy	+63,230	New	+$3.2M	2.03%	10

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

Lavelle Capital's JPST Position: Q2 2026 in Review

Lavelle Capital sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 39,595 shares — an estimated $2M sold.

Lavelle Capital first reported a position in JPST in Q4 2025 and held it in 2 quarters. The position peaked at $3.2M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Lavelle Capital reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Lavelle Capital sold 39,595 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2M.
Lavelle Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and held it in 2 quarters.
Lavelle Capital's JPMorgan Ultra-Short Income ETF position peaked at $3.2M in Q4 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.