Modera Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Modera Wealth 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	$309K	Hold	6,106	–	–	﹤0.01%	539
2026 Q1	$309K	Sell	6,106 -2,113	-26%	-$107K	﹤0.01%	530
2025 Q4	$416K	Buy	8,219 +2,113	+35%	+$107K	﹤0.01%	490
2025 Q3	$310K	Sell	6,106 -272	-4%	-$13.8K	﹤0.01%	539
2025 Q2	$323K	Sell	6,378 -28	-0.4%	-$1.41K	﹤0.01%	519
2025 Q1	$324K	Sell	6,406 -2,163	-25%	-$109K	﹤0.01%	501
2024 Q4	$432K	Buy	+8,569	New	+$433K	0.01%	463
2023 Q4	–	Sell	-9,090	Closed	-$456K	–	541
2023 Q3	$456K	Buy	9,090 +3,891	+75%	+$195K	0.01%	373
2023 Q2	$261K	Sell	5,199 -2,061	-28%	-$103K	﹤0.01%	484
2023 Q1	$365K	Hold	7,260	–	–	0.01%	259
2022 Q4	$364K	Buy	+7,260	New	+$364K	0.01%	252

Other funds holding JPST

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

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

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

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Modera Wealth Management's JPST Position: Q2 2026 in Review

Modera Wealth Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 6,106 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Modera Wealth Management first reported a position in JPST in Q4 2022 and has held it in 11 quarters since. The position peaked at $456K in Q3 2023. 834 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Modera Wealth Management held 6,106 shares of JPMorgan Ultra-Short Income ETF worth $309K as of Q2 2026.
Modera Wealth Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #539 holding.
Modera Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 11 quarters since.
Modera Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $456K in Q3 2023.
834 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.