Sandy Cove Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sandy Cove Advisors’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	$319K	Sell	6,305 -3,766	-37%	-$190K	0.08%	119
2026 Q1	$510K	Buy	10,071 +1,223	+14%	+$61.9K	0.15%	81
2025 Q4	$448K	Sell	8,848 -141,863	-94%	-$7.19M	0.13%	86
2025 Q3	$7.65M	Buy	150,711 +146,606	+3,571%	+$7.42M	2.44%	13
2025 Q2	$208K	Buy	+4,105	New	+$207K	0.08%	122
2022 Q4	–	Sell	-5,032	Closed	-$252K	–	83
2022 Q3	$252K	Buy	+5,032	New	+$252K	0.23%	61

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

Sandy Cove Advisors's JPST Position: Q2 2026 in Review

Sandy Cove Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 37% in Q2 2026, selling an estimated $190K and leaving 6,305 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #119.

Sandy Cove Advisors first reported a position in JPST in Q3 2022 and has held it in 6 quarters since. The position peaked at $7.65M in Q3 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sandy Cove Advisors held 6,305 shares of JPMorgan Ultra-Short Income ETF worth $319K as of Q2 2026.
Sandy Cove Advisors sold 3,766 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $190K.
JPMorgan Ultra-Short Income ETF made up 0.08% of Sandy Cove Advisors's portfolio in Q2 2026, its #119 holding.
Sandy Cove Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 6 quarters since.
Sandy Cove Advisors's JPMorgan Ultra-Short Income ETF position peaked at $7.65M in Q3 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.