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

Palumbo 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	$20.2M	Buy	399,763 +77,388	+24%	+$3.91M	4.23%	3
2026 Q1	$16.3M	Buy	322,375 +12,107	+4%	+$613K	3.98%	6
2025 Q4	$15.7M	Buy	+310,268	New	+$15.7M	3.87%	6
2025 Q3	–	Sell	-388,328	Closed	-$19.7M	–	204
2025 Q2	$19.7M	Sell	388,328 -1,726	-0.4%	-$87.2K	6.1%	2
2025 Q1	$19.7M	Sell	390,054 -24,034	-6%	-$1.21M	6.6%	2
2024 Q4	$20.9M	Buy	+414,088	New	+$20.9M	7.79%	2
2021 Q4	–	Sell	-3,935	Closed	-$200K	–	98
2021 Q3	$200K	Sell	3,935 -1,750	-31%	-$88.8K	0.13%	95
2021 Q2	$288K	Sell	5,685 -3,490	-38%	-$177K	0.19%	84
2021 Q1	$466K	Buy	9,175 +2,655	+41%	+$135K	0.35%	65
2020 Q4	$331K	Buy	+6,520	New	+$331K	0.27%	69

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

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

Palumbo Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 24% in Q2 2026, buying an estimated $3.91M and bringing the position to 399,763 shares worth $20.2M. The position accounts for 4.23% of the portfolio, ranked #3.

Palumbo Wealth Management first reported a position in JPST in Q4 2020 and has held it in 10 quarters since. The position peaked at $20.9M in Q4 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Palumbo Wealth Management held 399,763 shares of JPMorgan Ultra-Short Income ETF worth $20.2M as of Q2 2026.
Palumbo Wealth Management bought 77,388 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.91M.
JPMorgan Ultra-Short Income ETF made up 4.23% of Palumbo Wealth Management's portfolio in Q2 2026, its #3 holding.
Palumbo Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 10 quarters since.
Palumbo Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $20.9M in Q4 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.