Loring Wolcott & Coolidge Fiduciary Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$42.3K	Hold	837	–	–	﹤0.01%	450
2026 Q1	$42.3K	Hold	837	–	–	﹤0.01%	435
2025 Q4	$42.5K	Hold	837	–	–	﹤0.01%	427
2025 Q3	$42.5K	Hold	837	–	–	﹤0.01%	437
2025 Q2	$42.4K	Hold	837	–	–	﹤0.01%	398
2025 Q1	$42.3K	Hold	837	–	–	﹤0.01%	390
2024 Q4	$42.3K	Hold	837	–	–	﹤0.01%	407
2024 Q3	$42.3K	Hold	837	–	–	﹤0.01%	400
2024 Q2	$42.2K	Hold	837	–	–	﹤0.01%	406
2024 Q1	$42.2K	Buy	+837	New	+$42.1K	﹤0.01%	410
2021 Q3	–	Sell	-866	Closed	-$44K	–	855
2021 Q2	$44K	Buy	+866	New	+$43.9K	﹤0.01%	481

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JPST Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 837 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JPST in Q2 2021 and has held it in 11 quarters since. The position peaked at $44K in Q2 2021. 994 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 837 shares of JPMorgan Ultra-Short Income ETF worth $42.3K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #450 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 11 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's JPMorgan Ultra-Short Income ETF position peaked at $44K in Q2 2021.
994 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.