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

Novem 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	$3.29M	Sell	65,016 -876	-1%	-$44.2K	0.33%	74
2026 Q1	$3.33M	Sell	65,892 -11,861	-15%	-$601K	0.38%	65
2025 Q4	$3.93M	Buy	77,753 +5,581	+8%	+$283K	0.45%	54
2025 Q3	$3.66M	Buy	72,172 +1,340	+2%	+$67.8K	0.43%	53
2025 Q2	$3.59M	Buy	70,832 +1,693	+2%	+$85.5K	0.45%	50
2025 Q1	$3.5M	Sell	69,139 -4,420	-6%	-$223K	0.49%	49
2024 Q4	$3.71M	Buy	+73,559	New	+$3.71M	0.54%	45

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

Novem Group's JPST Position: Q2 2026 in Review

Novem Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.3% in Q2 2026, selling an estimated $44.2K and leaving 65,016 shares worth $3.29M. The position accounts for 0.33% of the portfolio, ranked #74.

Novem Group first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.93M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Novem Group held 65,016 shares of JPMorgan Ultra-Short Income ETF worth $3.29M as of Q2 2026.
Novem Group sold 876 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $44.2K.
JPMorgan Ultra-Short Income ETF made up 0.33% of Novem Group's portfolio in Q2 2026, its #74 holding.
Novem Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Novem Group's JPMorgan Ultra-Short Income ETF position peaked at $3.93M in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.