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

Quaker 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 		$26.3K Sell
520
-71
-12% -$3.59K 0.01% 218
2026
Q1 		$29.9K Buy
591
+4
+0.7% +$203 0.01% 219
2025
Q4 		$29.7K Buy
587
+20
+4% +$1.01K 0.01% 222
2025
Q3 		$28.7K Sell
567
-238
-30% -$12K 0.01% 214
2025
Q2 		$40.8K Buy
+805
New +$40.7K 0.01% 179
2024
Q1 		$548K Sell
10,862
-409
-4% -$20.6K 0.22% 34
2023
Q4 		$566K Sell
11,271
-216
-2% -$10.8K 0.25% 29
2023
Q3 		$576K Sell
11,487
-116
-1% -$5.81K 0.28% 28
2023
Q2 		$582K Sell
11,603
-17
-0.1% -$853 0.26% 26
2023
Q1 		$585K Sell
11,620
-18,764
-62% -$943K 0.27% 27
2022
Q4 		$1.52M Sell
30,384
-5,751
-16% -$288K 0.77% 17
2022
Q3 		$1.81M Buy
36,135
+29,707
+462% +$1.49M 0.95% 18
2022
Q2 		$322K Sell
6,428
-5,168
-45% -$259K 0.16% 31
2022
Q1 		$583K Sell
11,596
-32,249
-74% -$1.62M 0.25% 28
2021
Q4 		$2.21M Buy
43,845
+13,359
+44% +$676K 0.94% 18
2021
Q3 		$1.55M Buy
+30,486
New +$1.55M 1.77% 10
2021
Q1 		$5.5M Sell
108,324
-124,058
-53% -$6.3M 2.55% 10
2020
Q4 		$11.8M Sell
232,382
-31,704
-12% -$1.61M 6.19% 6
2020
Q3 		$13.4M Sell
264,086
-99,987
-27% -$5.08M 7.21% 5
2020
Q2 		$18.5M Sell
364,073
-114,906
-24% -$5.79M 11.03% 2
2020
Q1 		$23.8M Buy
478,979
+15,727
+3% +$791K 16.91% 1
2019
Q4 		$23.4M Buy
+463,252
New +$23.4M 13.89% 1

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Quaker Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q2 2026, selling an estimated $3.59K and leaving 520 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #218.

Quaker Wealth Management first reported a position in JPST in Q4 2019 and has held it in 22 quarters since. The position peaked at $23.8M in Q1 2020. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Quaker Wealth Management held 520 shares of JPMorgan Ultra-Short Income ETF worth $26.3K as of Q2 2026.
  • Quaker Wealth Management sold 71 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.59K.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Quaker Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 22 quarters since.
  • Quaker Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $23.8M in Q1 2020.
  • 1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.