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LPWM LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

LPWM LLC’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 		$27.6M Buy
546,360
+36,998
+7% +$1.87M 6.13% 4
2026
Q1 		$25.8M Buy
509,362
+187,463
+58% +$9.49M 6.5% 4
2025
Q4 		$16.3M Sell
321,899
-34,266
-10% -$1.74M 4.11% 5
2025
Q3 		$18.1M Buy
356,165
+1,850
+0.5% +$93.7K 4.82% 4
2025
Q2 		$18M Buy
354,315
+35,486
+11% +$1.79M 5.24% 4
2025
Q1 		$16.1M Buy
318,829
+134,762
+73% +$6.81M 5.2% 4
2024
Q4 		$9.27M Buy
184,067
+19,124
+12% +$966K 2.98% 8
2024
Q3 		$8.33M Sell
164,943
-2,673
-2% -$135K 2.73% 7
2024
Q2 		$8.44M Sell
167,616
-4,257
-2% -$214K 2.91% 7
2024
Q1 		$8.64M Sell
171,873
-1,744
-1% -$87.8K 3.17% 7
2023
Q4 		$8.72M Sell
173,617
-64,006
-27% -$3.21M 3.45% 7
2023
Q3 		$11.9M Buy
237,623
+23,501
+11% +$1.18M 5.34% 5
2023
Q2 		$10.7M Buy
214,122
+60,608
+39% +$3.04M 4.72% 5
2023
Q1 		$7.72M Buy
153,514
+114,032
+289% +$5.73M 3.71% 7
2022
Q4 		$1.98M Buy
39,482
+332
+0.8% +$16.6K 1.07% 19
2022
Q3 		$1.96M Buy
39,150
+34,750
+790% +$1.74M 1.17% 18
2022
Q2 		$220K Buy
+4,400
New +$221K 0.12% 56

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

LPWM LLC's JPST Position: Q2 2026 in Review

LPWM LLC increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.3% in Q2 2026, buying an estimated $1.87M and bringing the position to 546,360 shares worth $27.6M. The position accounts for 6.13% of the portfolio, ranked #4.

LPWM LLC first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • LPWM LLC held 546,360 shares of JPMorgan Ultra-Short Income ETF worth $27.6M as of Q2 2026.
  • LPWM LLC bought 36,998 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.87M.
  • JPMorgan Ultra-Short Income ETF made up 6.13% of LPWM LLC's portfolio in Q2 2026, its #4 holding.
  • LPWM LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.