Oak Harbor Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Oak Harbor Wealth Partners’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	$2.65M	Buy	52,345 +24,158	+86%	+$1.22M	0.99%	31
2026 Q1	$1.43M	Buy	28,187 +18,778	+200%	+$951K	0.33%	77
2025 Q4	$476K	Hold	9,409	–	–	0.11%	144
2025 Q3	$477K	Hold	9,409	–	–	0.12%	140
2025 Q2	$477K	Buy	9,409 +178	+2%	+$8.99K	0.13%	132
2025 Q1	$467K	Sell	9,231 -4,646	-33%	-$235K	0.13%	124
2024 Q4	$699K	Buy	+13,877	New	+$701K	0.2%	102

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

Oak Harbor Wealth Partners's JPST Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 86% in Q2 2026, buying an estimated $1.22M and bringing the position to 52,345 shares worth $2.65M. The position accounts for 0.99% of the portfolio, ranked #31.

Oak Harbor Wealth Partners first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Oak Harbor Wealth Partners held 52,345 shares of JPMorgan Ultra-Short Income ETF worth $2.65M as of Q2 2026.
Oak Harbor Wealth Partners bought 24,158 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.22M.
JPMorgan Ultra-Short Income ETF made up 0.99% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #31 holding.
Oak Harbor Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.