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

Lighthouse 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	–	Sell	-4,052	Closed	-$205K	–	49
2026 Q1	$205K	Buy	+4,052	New	+$205K	0.14%	43
2025 Q3	–	Sell	-14,979	Closed	-$759K	–	45
2025 Q2	$759K	Buy	14,979 +3,146	+27%	+$159K	0.66%	27
2025 Q1	$599K	Buy	11,833 +273	+2%	+$13.8K	0.55%	24
2024 Q4	$582K	Buy	+11,560	New	+$584K	0.53%	25

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

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

Lighthouse Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 4,052 shares — an estimated $205K sold.

Lighthouse Wealth Management first reported a position in JPST in Q4 2024 and held it in 4 quarters. The position peaked at $759K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Lighthouse Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Lighthouse Wealth Management sold 4,052 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $205K.
Lighthouse Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 4 quarters.
Lighthouse Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $759K in Q2 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.