Liberty Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Liberty Wealth Management’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	$427K	Hold	8,438	–	–	0.05%	158
2026 Q1	$427K	Buy	+8,438	New	+$427K	0.05%	158
2024 Q3	–	Sell	-35,127	Closed	-$35K	–	236
2024 Q2	$35K	Buy	+35,127	New	+$1.77M	0.01%	218
2022 Q1	–	Sell	-812	Closed	-$41M	–	170
2021 Q4	$41M	Sell	812 -918	-53%	-$46.4K	1.78%	11
2021 Q3	$88K	Buy	+1,730	New	+$87.7K	0.03%	314
2020 Q4	–	Sell	-1,971	Closed	-$100K	–	1014
2020 Q3	$100K	Buy	+1,971	New	+$100K	0.06%	158
2019 Q1	–	Sell	-96	Closed	-$4K	–	790
2018 Q4	$4K	Buy	+96	New	+$4.82K	﹤0.01%	592

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

Liberty Wealth Management's JPST Position: Q2 2026 in Review

Liberty Wealth Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 8,438 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #158.

Liberty Wealth Management first reported a position in JPST in Q4 2018 and has held it in 7 quarters since. The position peaked at $41M in Q4 2021. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Liberty Wealth Management held 8,438 shares of JPMorgan Ultra-Short Income ETF worth $427K as of Q2 2026.
Liberty Wealth Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #158 holding.
Liberty Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 7 quarters since.
Liberty Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $41M in Q4 2021.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.