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

Rialto 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	$424K	Sell	8,389 -142	-2%	-$7.17K	0.08%	119
2026 Q1	$432K	Sell	8,531 -9	-0.1%	-$456	0.1%	108
2025 Q4	$432K	Sell	8,540 -4,031	-32%	-$204K	0.1%	105
2025 Q3	$638K	Sell	12,571 -30,980	-71%	-$1.57M	0.16%	83
2025 Q2	$2.21M	Sell	43,551 -7,421	-15%	-$375K	0.62%	43
2025 Q1	$2.58M	Sell	50,972 -2,991	-6%	-$151K	0.81%	30
2024 Q4	$2.72M	Buy	+53,963	New	+$2.73M	0.9%	29

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

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

Rialto Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.7% in Q2 2026, selling an estimated $7.17K and leaving 8,389 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #119.

Rialto Wealth Management first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.72M in Q4 2024. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Rialto Wealth Management held 8,389 shares of JPMorgan Ultra-Short Income ETF worth $424K as of Q2 2026.
Rialto Wealth Management sold 142 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $7.17K.
JPMorgan Ultra-Short Income ETF made up 0.08% of Rialto Wealth Management's portfolio in Q2 2026, its #119 holding.
Rialto Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.72M in Q4 2024.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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