Rothschild Investment LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Rothschild Investment LLC’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	$910	Hold	18	–	–	﹤0.01%	3081
2026 Q1	$911	Hold	18	–	–	﹤0.01%	2913
2025 Q4	$911	Hold	18	–	–	﹤0.01%	2711
2025 Q3	$913	Hold	18	–	–	﹤0.01%	2625
2025 Q2	$912	Hold	18	–	–	﹤0.01%	2518
2025 Q1	$911	Hold	18	–	–	﹤0.01%	2393
2024 Q4	$907	Hold	18	–	–	﹤0.01%	2265
2024 Q3	$913	Hold	18	–	–	﹤0.01%	2233
2024 Q2	$908	Hold	18	–	–	﹤0.01%	1710
2024 Q1	$908	Hold	18	–	–	﹤0.01%	1269
2023 Q4	$904	Buy	+18	New	+$903	﹤0.01%	1201

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

Rothschild Investment LLC's JPST Position: Q2 2026 in Review

Rothschild Investment LLC held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 18 shares worth $910. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Rothschild Investment LLC first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $913 in Q3 2025. 1,198 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Rothschild Investment LLC held 18 shares of JPMorgan Ultra-Short Income ETF worth $910 as of Q2 2026.
Rothschild Investment LLC left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3081 holding.
Rothschild Investment LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's JPMorgan Ultra-Short Income ETF position peaked at $913 in Q3 2025.
1,198 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.