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Legacy Private Trust’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Legacy Private Trust’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
Q1 		$4.54M Sell
89,643
-7,789
-8% -$394K 0.28% 69
2025
Q4 		$4.93M Sell
97,432
-248,892
-72% -$12.6M 0.29% 67
2025
Q3 		$17.6M Buy
346,324
+3,251
+0.9% +$165K 1.05% 20
2025
Q2 		$17.4M Sell
343,073
-4,657
-1% -$235K 1.12% 19
2025
Q1 		$17.6M Buy
347,730
+33,787
+11% +$1.71M 1.21% 16
2024
Q4 		$15.8M Buy
313,943
+117,570
+60% +$5.94M 1.03% 20
2024
Q3 		$9.96M Sell
196,373
-495
-0.3% -$25K 0.67% 34
2024
Q2 		$9.94M Buy
196,868
+6,895
+4% +$347K 0.71% 30
2024
Q1 		$9.58M Buy
189,973
+27,056
+17% +$1.36M 0.7% 32
2023
Q4 		$8.18M Sell
162,917
-722
-0.4% -$36.2K 0.65% 37
2023
Q3 		$8.21M Buy
163,639
+6,153
+4% +$308K 0.71% 34
2023
Q2 		$7.9M Sell
157,486
-139,619
-47% -$7.01M 0.65% 35
2023
Q1 		$15M Sell
297,105
-31,400
-10% -$1.58M 1.27% 15
2022
Q4 		$16.5M Sell
328,505
-434
-0.1% -$21.8K 1.49% 12
2022
Q3 		$16.5M Sell
328,939
-55,540
-14% -$2.78M 1.57% 11
2022
Q2 		$19.3M Sell
384,479
-101,159
-21% -$5.08M 1.72% 11
2022
Q1 		$24.4M Buy
485,638
+77,641
+19% +$3.91M 1.9% 11
2021
Q4 		$20.6M Buy
407,997
+36,268
+10% +$1.83M 1.55% 13
2021
Q3 		$18.9M Buy
371,729
+27,818
+8% +$1.41M 1.53% 15
2021
Q2 		$17.4M Buy
343,911
+161,472
+89% +$8.19M 1.47% 14
2021
Q1 		$9.26M Buy
182,439
+16,827
+10% +$854K 0.83% 31
2020
Q4 		$8.41M Buy
165,612
+38,039
+30% +$1.93M 0.79% 33
2020
Q3 		$6.48M Sell
127,573
-4,025
-3% -$205K 0.67% 43
2020
Q2 		$6.68M Sell
131,598
-35,718
-21% -$1.8M 0.74% 36
2020
Q1 		$8.31M Buy
167,316
+24,770
+17% +$1.25M 1.08% 22
2019
Q4 		$7.19M Sell
142,546
-29,547
-17% -$1.49M 0.75% 35
2019
Q3 		$8.68M Buy
172,093
+316
+0.2% +$15.9K 0.97% 26
2019
Q2 		$8.66M Sell
171,777
-55,543
-24% -$2.8M 0.99% 27
2019
Q1 		$11.4M Sell
227,320
-23,628
-9% -$1.19M 1.36% 17
2018
Q4 		$12.6M Buy
250,948
+110,390
+79% +$5.54M 1.62% 17
2018
Q3 		$7.05M Buy
140,558
+61,353
+77% +$3.08M 0.8% 37
2018
Q2 		$3.97M Buy
+79,205
New +$3.97M 0.47% 53

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Private Trust's JPST Position: Q1 2026 in Review

Legacy Private Trust reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8% in Q1 2026, selling an estimated $394K and leaving 89,643 shares worth $4.54M. The position accounts for 0.28% of the portfolio, ranked #69.

Legacy Private Trust first reported a position in JPST in Q2 2018 and has held it in 32 quarters since. The position peaked at $24.4M in Q1 2022. 1,204 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Legacy Private Trust held 89,643 shares of JPMorgan Ultra-Short Income ETF worth $4.54M as of Q1 2026.
  • Legacy Private Trust sold 7,789 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $394K.
  • JPMorgan Ultra-Short Income ETF made up 0.28% of Legacy Private Trust's portfolio in Q1 2026, its #69 holding.
  • Legacy Private Trust first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 32 quarters since.
  • Legacy Private Trust's JPMorgan Ultra-Short Income ETF position peaked at $24.4M in Q1 2022.
  • 1,204 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.