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

Saxony Capital 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	$4.56M	Buy	90,237 +18,824	+26%	+$951K	2.09%	10
2026 Q1	$3.61M	Sell	71,413 -26,971	-27%	-$1.37M	2.1%	11
2025 Q4	$4.98M	Buy	98,384 +50,326	+105%	+$2.55M	3.05%	5
2025 Q3	$2.44M	Buy	48,058 +3,768	+9%	+$191K	1.61%	16
2025 Q2	$2.24M	Buy	44,290 +827	+2%	+$41.8K	1.72%	18
2025 Q1	$2.2M	Sell	43,463 -1,473	-3%	-$74.4K	1.93%	15
2024 Q4	$2.26M	Buy	44,936 +304	+0.7%	+$15.4K	1.99%	14
2024 Q3	$2.26M	Buy	44,632 +33,917	+317%	+$1.71M	2.07%	10
2024 Q2	$541K	Buy	+10,715	New	+$540K	0.59%	44

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

Saxony Capital Management's JPST Position: Q2 2026 in Review

Saxony Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 26% in Q2 2026, buying an estimated $951K and bringing the position to 90,237 shares worth $4.56M. The position accounts for 2.09% of the portfolio, ranked #10.

Saxony Capital Management first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.98M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Saxony Capital Management held 90,237 shares of JPMorgan Ultra-Short Income ETF worth $4.56M as of Q2 2026.
Saxony Capital Management bought 18,824 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $951K.
JPMorgan Ultra-Short Income ETF made up 2.09% of Saxony Capital Management's portfolio in Q2 2026, its #10 holding.
Saxony Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
Saxony Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $4.98M in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.