Live Oak Investment Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Live Oak Investment Partners’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	$291K	Hold	5,758	–	–	0.16%	78
2026 Q1	$291K	Sell	5,758 -11,371	-66%	-$576K	0.17%	80
2025 Q4	$867K	Buy	17,129 +383	+2%	+$19.4K	0.53%	49
2025 Q3	$850K	Hold	16,746	–	–	0.56%	47
2025 Q2	$849K	Sell	16,746 -146	-0.9%	-$7.38K	0.65%	41
2025 Q1	$855K	Buy	+16,892	New	+$853K	0.67%	43
2024 Q4	–	Hold	0	–	–	–	40
2024 Q3	–	Hold	0	–	–	–	41
2024 Q2	–	Hold	0	–	–	–	84
2023 Q4	–	Hold	0	–	–	–	89
2023 Q3	–	Hold	0	–	–	–	86
2023 Q2	–	Hold	0	–	–	–	74
2023 Q1	–	Hold	0	–	–	–	69
2022 Q4	–	Hold	0	–	–	–	53

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

Live Oak Investment Partners's JPST Position: Q2 2026 in Review

Live Oak Investment Partners held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 5,758 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #78.

Live Oak Investment Partners first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $867K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Live Oak Investment Partners held 5,758 shares of JPMorgan Ultra-Short Income ETF worth $291K as of Q2 2026.
Live Oak Investment Partners left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.16% of Live Oak Investment Partners's portfolio in Q2 2026, its #78 holding.
Live Oak Investment Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Live Oak Investment Partners's JPMorgan Ultra-Short Income ETF position peaked at $867K in Q4 2025.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.