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

Private Wealth Asset 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	$12.6K	Hold	250	–	–	﹤0.01%	679
2026 Q1	$12.7K	Hold	250	–	–	﹤0.01%	654
2025 Q4	$12.6K	Hold	250	–	–	﹤0.01%	629
2025 Q3	$12.7K	Hold	250	–	–	﹤0.01%	597
2025 Q2	$12.7K	Hold	250	–	–	﹤0.01%	615
2025 Q1	$12.7K	Buy	+250	New	+$12.6K	﹤0.01%	591

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

Private Wealth Asset Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 250 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Private Wealth Asset Management first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.7K in Q3 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Private Wealth Asset Management held 250 shares of JPMorgan Ultra-Short Income ETF worth $12.6K as of Q2 2026.
Private Wealth Asset Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #679 holding.
Private Wealth Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $12.7K in Q3 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.