Private Client Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Private Client Services’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	$672K	Buy	13,290 +1,748	+15%	+$88.3K	0.18%	109
2026 Q1	$584K	Buy	11,542 +1,973	+21%	+$99.9K	0.17%	105
2025 Q4	$484K	Sell	9,569 -723	-7%	-$36.6K	0.15%	106
2025 Q3	$522K	Sell	10,292 -9,952	-49%	-$504K	0.17%	102
2025 Q2	$1.03M	Buy	+20,244	New	+$1.02M	0.4%	62
2025 Q1	–	Sell	-6,758	Closed	-$340K	–	198
2024 Q4	$340K	Buy	6,758 +1,245	+23%	+$62.9K	0.18%	111
2024 Q3	$280K	Buy	+5,513	New	+$279K	0.15%	126

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

Private Client Services's JPST Position: Q2 2026 in Review

Private Client Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q2 2026, buying an estimated $88.3K and bringing the position to 13,290 shares worth $672K. The position accounts for 0.18% of the portfolio, ranked #109.

Private Client Services first reported a position in JPST in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q2 2025. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Private Client Services held 13,290 shares of JPMorgan Ultra-Short Income ETF worth $672K as of Q2 2026.
Private Client Services bought 1,748 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $88.3K.
JPMorgan Ultra-Short Income ETF made up 0.18% of Private Client Services's portfolio in Q2 2026, its #109 holding.
Private Client Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 7 quarters since.
Private Client Services's JPMorgan Ultra-Short Income ETF position peaked at $1.03M in Q2 2025.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.