LifeWealth Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

LifeWealth Investments’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	$1.03M	Sell	20,306 -763	-4%	-$38.5K	0.27%	57
2026 Q1	$1.07M	Sell	21,069 -1,237	-6%	-$62.6K	0.32%	54
2025 Q4	$1.13M	Sell	22,306 -1,745	-7%	-$88.4K	0.36%	55
2025 Q3	$1.22M	Sell	24,051 -58	-0.2%	-$2.94K	0.4%	55
2025 Q2	$1.22M	Sell	24,109 -854	-3%	-$43.1K	0.44%	51
2025 Q1	$1.26M	Buy	24,963 +1,031	+4%	+$52.1K	0.61%	45
2024 Q4	$1.21M	Buy	+23,932	New	+$1.21M	0.8%	35

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

LifeWealth Investments's JPST Position: Q2 2026 in Review

LifeWealth Investments reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.6% in Q2 2026, selling an estimated $38.5K and leaving 20,306 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #57.

LifeWealth Investments first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

LifeWealth Investments held 20,306 shares of JPMorgan Ultra-Short Income ETF worth $1.03M as of Q2 2026.
LifeWealth Investments sold 763 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $38.5K.
JPMorgan Ultra-Short Income ETF made up 0.27% of LifeWealth Investments's portfolio in Q2 2026, its #57 holding.
LifeWealth Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's JPMorgan Ultra-Short Income ETF position peaked at $1.26M in Q1 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.