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

Modern 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	$18.2M	Buy	359,025 +305,607	+572%	+$15.4M	0.22%	120
2026 Q1	$2.69M	Sell	53,418 -20,661	-28%	-$1.05M	0.05%	271
2025 Q4	$3.75M	Sell	74,079 -350,884	-83%	-$17.8M	0.07%	215
2025 Q3	$21.6M	Buy	424,963 +313,936	+283%	+$15.9M	0.43%	64
2025 Q2	$5.63M	Sell	111,027 -4,676	-4%	-$236K	0.14%	149
2025 Q1	$5.86M	Buy	115,703 +4,204	+4%	+$212K	0.19%	108
2024 Q4	$5.62M	Buy	+111,499	New	+$5.63M	0.21%	96
2024 Q3	–	Sell	-3,980	Closed	-$201K	–	450
2024 Q2	$201K	Buy	+3,980	New	+$200K	0.01%	383

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

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

Modern Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 572% in Q2 2026, buying an estimated $15.4M and bringing the position to 359,025 shares worth $18.2M. The position accounts for 0.22% of the portfolio, ranked #120.

Modern Wealth Management first reported a position in JPST in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.6M in Q3 2025. 1,193 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Modern Wealth Management held 359,025 shares of JPMorgan Ultra-Short Income ETF worth $18.2M as of Q2 2026.
Modern Wealth Management bought 305,607 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $15.4M.
JPMorgan Ultra-Short Income ETF made up 0.22% of Modern Wealth Management's portfolio in Q2 2026, its #120 holding.
Modern Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $21.6M in Q3 2025.
1,193 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.