Rice Partnership’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Rice Partnership’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	–	Sell	-855	Closed	-$43.3K	–	185
2026 Q1	$43.3K	Buy	855 +655	+328%	+$33.2K	0.01%	150
2025 Q4	$10.1K	Sell	200 -92	-32%	-$4.66K	﹤0.01%	168
2025 Q3	$14.8K	Buy	+292	New	+$14.8K	﹤0.01%	167

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

Rice Partnership's JPST Position: Q2 2026 in Review

Rice Partnership sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 855 shares — an estimated $43.3K sold.

Rice Partnership first reported a position in JPST in Q3 2025 and held it in 3 quarters. The position peaked at $43.3K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Rice Partnership reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Rice Partnership sold 855 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $43.3K.
Rice Partnership first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and held it in 3 quarters.
Rice Partnership's JPMorgan Ultra-Short Income ETF position peaked at $43.3K in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.