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

Lionsbridge 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
-11,556
Closed -$585K – 72
2026
Q1 		$585K Sell
11,556
-1,233
-10% -$62.4K 0.59% 44
2025
Q4 		$647K Sell
12,789
-1,346
-10% -$68.2K 0.65% 45
2025
Q3 		$717K Sell
14,135
-6,337
-31% -$321K 0.71% 44
2025
Q2 		$1.04M Buy
20,472
+6,101
+42% +$308K 1.03% 37
2025
Q1 		$728K Buy
14,371
+4,833
+51% +$244K 0.65% 45
2024
Q4 		$480K Sell
9,538
-70
-0.7% -$3.54K 0.4% 50
2024
Q3 		$488K Sell
9,608
-71,054
-88% -$3.59M 0.39% 61
2024
Q2 		$4.07M Sell
80,662
-764
-0.9% -$38.5K 3.26% 7
2024
Q1 		$4.11M Buy
81,426
+1,034
+1% +$52.1K 3.18% 8
2023
Q4 		$4.04M Sell
80,392
-84,881
-51% -$4.26M 3.23% 10
2023
Q3 		$8.29M Buy
165,273
+69,367
+72% +$3.48M 7.86% 2
2023
Q2 		$4.81M Sell
95,906
-10,915
-10% -$548K 4.3% 5
2023
Q1 		$5.38M Sell
106,821
-56,432
-35% -$2.84M 4.96% 4
2022
Q4 		$8.18M Buy
163,253
+36,979
+29% +$1.85M 7.98% 2
2022
Q3 		$6.33M Buy
126,274
+3,848
+3% +$193K 9.07% 3
2022
Q2 		$6.13M Buy
+122,426
New +$6.14M 7.09% 3

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lionsbridge Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 11,556 shares — an estimated $585K sold.

Lionsbridge Wealth Management first reported a position in JPST in Q2 2022 and held it in 16 quarters. The position peaked at $8.29M in Q3 2023. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Lionsbridge Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 11,556 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $585K.
  • Lionsbridge Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 16 quarters.
  • Lionsbridge Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $8.29M in Q3 2023.
  • 1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.