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

Lido 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	$34.7M	Sell	685,795 -924,044	-57%	-$46.7M	0.09%	145
2026 Q1	$81.5M	Buy	1,609,839 +199,286	+14%	+$10.1M	0.25%	64
2025 Q4	$71.4M	Buy	1,410,553 +1,284,279	+1,017%	+$65.1M	0.21%	70
2025 Q3	$6.41M	Buy	126,274 +8,478	+7%	+$429K	0.02%	384
2025 Q2	$5.97M	Sell	117,796 -2,176	-2%	-$110K	0.02%	330
2025 Q1	$6.07M	Buy	119,972 +4,899	+4%	+$247K	0.03%	309
2024 Q4	$5.82M	Sell	115,073 -21,339	-16%	-$1.08M	0.03%	300
2024 Q3	$6.92M	Buy	136,412 +6,825	+5%	+$345K	0.03%	265
2024 Q2	$6.54M	Buy	129,587 +1,393	+1%	+$70.1K	0.04%	251
2024 Q1	$6.47M	Sell	128,194 -31,414	-20%	-$1.58M	0.04%	242
2023 Q4	$8.05M	Buy	159,608 +18,045	+13%	+$905K	0.05%	196
2023 Q3	$7.1M	Sell	141,563 -1,149	-0.8%	-$57.6K	0.05%	179
2023 Q2	$7.16M	Buy	142,712 +40,211	+39%	+$2.02M	0.05%	178
2023 Q1	$5.16M	Buy	102,501 +472	+0.5%	+$23.7K	0.05%	201
2022 Q4	$5.11M	Buy	102,029 +3,333	+3%	+$167K	0.06%	165
2022 Q3	$4.95M	Buy	98,696 +14,272	+17%	+$715K	0.06%	148
2022 Q2	$4.23M	Buy	84,424 +10,120	+14%	+$508K	0.06%	141
2022 Q1	$3.73M	Sell	74,304 -676	-0.9%	-$34K	0.04%	176
2021 Q4	$3.78M	Buy	74,980 +1,894	+3%	+$95.8K	0.04%	187
2021 Q3	$3.71M	Buy	73,086 +23,256	+47%	+$1.18M	0.05%	188
2021 Q2	$2.53M	Buy	49,830 +1,261	+3%	+$64K	0.04%	228
2021 Q1	$2.46M	Buy	48,569 +1,098	+2%	+$55.8K	0.04%	201
2020 Q4	$2.41M	Sell	47,471 -22,890	-33%	-$1.16M	0.05%	187
2020 Q3	$3.57M	Sell	70,361 -475	-0.7%	-$24.1K	0.09%	122
2020 Q2	$3.59M	Sell	70,836 -93,894	-57%	-$4.73M	0.11%	112
2020 Q1	$8.18M	Buy	164,730 +27,423	+20%	+$1.38M	0.35%	34
2019 Q4	$6.94M	Buy	137,307 +2,535	+2%	+$128K	0.28%	59
2019 Q3	$6.81M	Buy	134,772 +9,250	+7%	+$467K	0.34%	47
2019 Q2	$6.34M	Buy	125,522 +25,040	+25%	+$1.26M	0.36%	45
2019 Q1	$5.07M	Buy	100,482 +61,239	+156%	+$3.08M	0.33%	47
2018 Q4	$1.97M	Buy	+39,243	New	+$1.97M	0.19%	78

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

Lido Advisors's JPST Position: Q2 2026 in Review

Lido Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 57% in Q2 2026, selling an estimated $46.7M and leaving 685,795 shares worth $34.7M. The position accounts for 0.09% of the portfolio, ranked #145.

Lido Advisors first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. The position peaked at $81.5M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Lido Advisors held 685,795 shares of JPMorgan Ultra-Short Income ETF worth $34.7M as of Q2 2026.
Lido Advisors sold 924,044 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $46.7M.
JPMorgan Ultra-Short Income ETF made up 0.09% of Lido Advisors's portfolio in Q2 2026, its #145 holding.
Lido Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
Lido Advisors's JPMorgan Ultra-Short Income ETF position peaked at $81.5M in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.