Lodestar Private Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lodestar Private Asset 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	$580K	Sell	11,477 -2,825	-20%	-$143K	0.05%	151
2026 Q1	$724K	Sell	14,302 -1,160	-8%	-$58.7K	0.07%	126
2025 Q4	$782K	Sell	15,462 -1,666	-10%	-$84.4K	0.08%	120
2025 Q3	$869K	Buy	17,128 +127	+0.7%	+$6.43K	0.09%	108
2025 Q2	$862K	Buy	17,001 +6,208	+58%	+$314K	0.1%	109
2025 Q1	$546K	Sell	10,793 -480	-4%	-$24.2K	0.07%	131
2024 Q4	$568K	Sell	11,273 -1,255	-10%	-$63.4K	0.07%	130
2024 Q3	$636K	Sell	12,528 -873	-7%	-$44.1K	0.08%	124
2024 Q2	$676K	Sell	13,401 -291	-2%	-$14.7K	0.09%	117
2024 Q1	$691K	Sell	13,692 -2,366	-15%	-$119K	0.1%	113
2023 Q4	$807K	Sell	16,058 -1,267	-7%	-$63.6K	0.12%	102
2023 Q3	$869K	Sell	17,325 -1,054	-6%	-$52.8K	0.15%	95
2023 Q2	$922K	Sell	18,379 -2,529	-12%	-$127K	0.15%	91
2023 Q1	$1.05M	Sell	20,908 -12,645	-38%	-$635K	0.19%	86
2022 Q4	$1.68M	Buy	+33,553	New	+$1.68M	0.32%	67

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

Lodestar Private Asset Management's JPST Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 20% in Q2 2026, selling an estimated $143K and leaving 11,477 shares worth $580K. The position accounts for 0.05% of the portfolio, ranked #151.

Lodestar Private Asset Management first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.68M in Q4 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Lodestar Private Asset Management held 11,477 shares of JPMorgan Ultra-Short Income ETF worth $580K as of Q2 2026.
Lodestar Private Asset Management sold 2,825 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $143K.
JPMorgan Ultra-Short Income ETF made up 0.05% of Lodestar Private Asset Management's portfolio in Q2 2026, its #151 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $1.68M in Q4 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.