Legacy Wealth Management (Idaho)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Legacy Wealth Management (Idaho)’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	-229	Closed	-$11.6K	–	592
2026 Q1	$11.6K	Sell	229 -198	-46%	-$10K	0.01%	460
2025 Q4	$21.6K	Sell	427 -182	-30%	-$9.22K	0.01%	313
2025 Q3	$30.9K	Buy	609 +537	+746%	+$27.2K	0.01%	227
2025 Q2	$3.65K	Buy	72 +9	+14%	+$455	﹤0.01%	437
2025 Q1	$3.19K	Sell	63 -108	-63%	-$5.46K	﹤0.01%	470
2024 Q4	$8.62K	Sell	171 -263	-61%	-$13.3K	0.01%	310
2024 Q3	$21.9K	Buy	+434	New	+$21.9K	0.01%	207

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 Wealth Management (Idaho)'s JPST Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 229 shares — an estimated $11.6K sold.

Legacy Wealth Management (Idaho) first reported a position in JPST in Q3 2024 and held it in 7 quarters. The position peaked at $30.9K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 229 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $11.6K.
Legacy Wealth Management (Idaho) first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s JPMorgan Ultra-Short Income ETF position peaked at $30.9K in Q3 2025.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.