Savant Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Savant Capital’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	$18.4M	Sell	363,347 -16,289	-4%	-$823K	0.05%	201
2026 Q1	$19.2M	Buy	379,636 +266,523	+236%	+$13.5M	0.09%	127
2025 Q4	$5.72M	Sell	113,113 -10,456	-8%	-$530K	0.03%	230
2025 Q3	$6.27M	Sell	123,569 -10,601	-8%	-$537K	0.04%	212
2025 Q2	$6.8M	Sell	134,170 -44,151	-25%	-$2.23M	0.05%	180
2025 Q1	$9.03M	Buy	178,321 +4,536	+3%	+$229K	0.08%	148
2024 Q4	$8.75M	Sell	173,785 -22,483	-11%	-$1.14M	0.07%	172
2024 Q3	$9.96M	Sell	196,268 -41,839	-18%	-$2.11M	0.08%	153
2024 Q2	$12M	Sell	238,107 -83,014	-26%	-$4.18M	0.12%	123
2024 Q1	$16.2M	Sell	321,121 -26,340	-8%	-$1.33M	0.19%	94
2023 Q4	$17.5M	Sell	347,461 -50,903	-13%	-$2.55M	0.23%	82
2023 Q3	$20M	Sell	398,364 -18,887	-5%	-$946K	0.3%	61
2023 Q2	$20.9M	Buy	417,251 +388,591	+1,356%	+$19.5M	0.33%	55
2023 Q1	$1.44M	Sell	28,660 -13,805	-33%	-$694K	0.03%	267
2022 Q4	$2.13M	Sell	42,465 -3,076	-7%	-$154K	0.05%	157
2022 Q3	$2.28M	Buy	45,541 +1,213	+3%	+$60.8K	0.07%	139
2022 Q2	$2.22M	Sell	44,328 -6,051	-12%	-$304K	0.07%	141
2022 Q1	$2.53M	Sell	50,379 -11,483	-19%	-$578K	0.08%	130
2021 Q4	$3.12M	Sell	61,862 -137,022	-69%	-$6.93M	0.1%	115
2021 Q3	$10.1M	Buy	198,884 +153,812	+341%	+$7.8M	0.37%	41
2021 Q2	$2.29M	Buy	45,072 +4,120	+10%	+$209K	0.09%	118
2021 Q1	$2.08M	Sell	40,952 -101,002	-71%	-$5.13M	0.11%	116
2020 Q4	$7.21M	Sell	141,954 -61,633	-30%	-$3.13M	0.42%	44
2020 Q3	$10.3M	Sell	203,587 -2,414	-1%	-$123K	0.71%	29
2020 Q2	$10.4M	Sell	206,001 -1,597	-0.8%	-$80.4K	0.79%	27
2020 Q1	$10.3M	Buy	207,598 +150,276	+262%	+$7.56M	0.98%	21
2019 Q4	$2.89M	Sell	57,322 -8,796	-13%	-$444K	0.35%	64
2019 Q3	$3.33M	Buy	66,118 +3,980	+6%	+$201K	0.46%	54
2019 Q2	$3.13M	Buy	+62,138	New	+$3.13M	0.44%	54

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

Savant Capital's JPST Position: Q2 2026 in Review

Savant Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.3% in Q2 2026, selling an estimated $823K and leaving 363,347 shares worth $18.4M. The position accounts for 0.05% of the portfolio, ranked #201.

Savant Capital first reported a position in JPST in Q2 2019 and has held it in 29 quarters since. The position peaked at $20.9M in Q2 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Savant Capital held 363,347 shares of JPMorgan Ultra-Short Income ETF worth $18.4M as of Q2 2026.
Savant Capital sold 16,289 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $823K.
JPMorgan Ultra-Short Income ETF made up 0.05% of Savant Capital's portfolio in Q2 2026, its #201 holding.
Savant Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 29 quarters since.
Savant Capital's JPMorgan Ultra-Short Income ETF position peaked at $20.9M in Q2 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.