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

Lifeworks 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	$594K	Buy	11,744 +5,405	+85%	+$273K	0.06%	188
2026 Q1	$321K	Sell	6,339 -28,151	-82%	-$1.43M	0.04%	240
2025 Q4	$1.74M	Sell	34,490 -64	-0.2%	-$3.24K	0.23%	101
2025 Q3	$1.75M	Sell	34,554 -1,569	-4%	-$79.4K	0.23%	97
2025 Q2	$1.83M	Sell	36,123 -1,503	-4%	-$75.9K	0.27%	88
2025 Q1	$1.9M	Buy	+37,626	New	+$1.9M	0.32%	81

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

Lifeworks Advisors's JPST Position: Q2 2026 in Review

Lifeworks Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 85% in Q2 2026, buying an estimated $273K and bringing the position to 11,744 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #188.

Lifeworks Advisors first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.9M in Q1 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Lifeworks Advisors held 11,744 shares of JPMorgan Ultra-Short Income ETF worth $594K as of Q2 2026.
Lifeworks Advisors bought 5,405 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $273K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Lifeworks Advisors's portfolio in Q2 2026, its #188 holding.
Lifeworks Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Lifeworks Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.9M in Q1 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.