Legacy Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Legacy Financial 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	$3.73M	Sell	73,703 -1,317	-2%	-$66.5K	0.45%	40
2026 Q1	$3.8M	Buy	75,020 +994	+1%	+$50.3K	0.53%	32
2025 Q4	$3.74M	Buy	74,026 +1	+0%	+$51	0.52%	30
2025 Q3	$3.76M	Buy	74,025 +39,479	+114%	+$2M	0.52%	29
2025 Q2	$1.75M	Sell	34,546 -6,549	-16%	-$331K	0.27%	59
2025 Q1	$2.08M	Buy	41,095 +8,101	+25%	+$409K	0.35%	45
2024 Q4	$1.66M	Buy	+32,994	New	+$1.67M	0.27%	61
2019 Q2	–	Sell	-971	Closed	-$49K	–	522
2019 Q1	$49K	Buy	+971	New	+$48.8K	0.02%	279

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

Legacy Financial Advisors's JPST Position: Q2 2026 in Review

Legacy Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.8% in Q2 2026, selling an estimated $66.5K and leaving 73,703 shares worth $3.73M. The position accounts for 0.45% of the portfolio, ranked #40.

Legacy Financial Advisors first reported a position in JPST in Q1 2019 and has held it in 8 quarters since. The position peaked at $3.8M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Legacy Financial Advisors held 73,703 shares of JPMorgan Ultra-Short Income ETF worth $3.73M as of Q2 2026.
Legacy Financial Advisors sold 1,317 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $66.5K.
JPMorgan Ultra-Short Income ETF made up 0.45% of Legacy Financial Advisors's portfolio in Q2 2026, its #40 holding.
Legacy Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 8 quarters since.
Legacy Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.8M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.