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

Nolet 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	$506K	Sell	9,999 -20,213	-67%	-$1.02M	0.28%	54
2026 Q1	$1.53M	Sell	30,212 -29,386	-49%	-$1.49M	0.87%	19
2025 Q4	$3.02M	Buy	+59,598	New	+$3.02M	1.68%	11

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

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

Nolet Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 67% in Q2 2026, selling an estimated $1.02M and leaving 9,999 shares worth $506K. The position accounts for 0.28% of the portfolio, ranked #54.

Nolet Wealth Management first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.02M in Q4 2025. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Nolet Wealth Management held 9,999 shares of JPMorgan Ultra-Short Income ETF worth $506K as of Q2 2026.
Nolet Wealth Management sold 20,213 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.02M.
JPMorgan Ultra-Short Income ETF made up 0.28% of Nolet Wealth Management's portfolio in Q2 2026, its #54 holding.
Nolet Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
Nolet Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $3.02M in Q4 2025.
1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Nolet Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.