Lifestyle Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lifestyle Asset 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	$787K	Buy	15,558 +714	+5%	+$36.1K	0.21%	64
2026 Q1	$751K	Sell	14,844 -157	-1%	-$7.95K	0.25%	60
2025 Q4	$759K	Sell	15,001 -292	-2%	-$14.8K	0.25%	68
2025 Q3	$776K	Buy	15,293 +1,626	+12%	+$82.3K	0.26%	69
2025 Q2	$693K	Sell	13,667 -1,893	-12%	-$95.6K	0.32%	66
2025 Q1	$788K	Buy	15,560 +2,073	+15%	+$105K	0.43%	51
2024 Q4	$679K	Sell	13,487 -3	-0%	-$152	0.37%	53
2024 Q3	$684K	Buy	13,490 +1,463	+12%	+$73.9K	0.38%	53
2024 Q2	$607K	Sell	12,027 -325	-3%	-$16.4K	0.35%	55
2024 Q1	$623K	Sell	12,352 -161,149	-93%	-$8.11M	0.37%	53
2023 Q4	$8.71M	Sell	173,501 -459	-0.3%	-$23K	4.85%	6
2023 Q3	$8.73M	Buy	173,960 +6,993	+4%	+$350K	5.29%	4
2023 Q2	$8.37M	Buy	166,967 +9,254	+6%	+$464K	5.03%	5
2023 Q1	$7.94M	Buy	157,713 +153,331	+3,499%	+$7.71M	5.31%	6
2022 Q4	$220K	Buy	+4,382	New	+$220K	0.18%	62

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

Lifestyle Asset Management's JPST Position: Q2 2026 in Review

Lifestyle Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.8% in Q2 2026, buying an estimated $36.1K and bringing the position to 15,558 shares worth $787K. The position accounts for 0.21% of the portfolio, ranked #64.

Lifestyle Asset Management first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.73M in Q3 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Lifestyle Asset Management held 15,558 shares of JPMorgan Ultra-Short Income ETF worth $787K as of Q2 2026.
Lifestyle Asset Management bought 714 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $36.1K.
JPMorgan Ultra-Short Income ETF made up 0.21% of Lifestyle Asset Management's portfolio in Q2 2026, its #64 holding.
Lifestyle Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Lifestyle Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $8.73M in Q3 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.