Millstone Evans Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Millstone Evans Group’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	$173K	Sell	3,412 -5,050	-60%	-$255K	0.09%	166
2026 Q1	$428K	Hold	8,462	–	–	0.26%	74
2025 Q4	$428K	Hold	8,462	–	–	0.25%	72
2025 Q3	$429K	Sell	8,462 -223	-3%	-$11.3K	0.27%	65
2025 Q2	$440K	Buy	8,685 +5,472	+170%	+$276K	0.3%	63
2025 Q1	$163K	Buy	3,213 +2,000	+165%	+$101K	0.11%	140
2024 Q4	$61.1K	Buy	+1,213	New	+$61.3K	0.04%	253

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

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

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

Millstone Evans Group's JPST Position: Q2 2026 in Review

Millstone Evans Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 60% in Q2 2026, selling an estimated $255K and leaving 3,412 shares worth $173K. The position accounts for 0.09% of the portfolio, ranked #166.

Millstone Evans Group first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q2 2025. 1,053 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Millstone Evans Group held 3,412 shares of JPMorgan Ultra-Short Income ETF worth $173K as of Q2 2026.
Millstone Evans Group sold 5,050 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $255K.
JPMorgan Ultra-Short Income ETF made up 0.09% of Millstone Evans Group's portfolio in Q2 2026, its #166 holding.
Millstone Evans Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's JPMorgan Ultra-Short Income ETF position peaked at $440K in Q2 2025.
1,053 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.