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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return