SeaCrest Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

SeaCrest Wealth 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	$698K	Sell	13,793 -590	-4%	-$29.8K	0.08%	221
2026 Q1	$728K	Hold	14,383	–	–	0.08%	235
2025 Q4	$728K	Hold	14,383	–	–	0.07%	244
2025 Q3	$728K	Buy	+14,383	New	+$728K	0.08%	235
2022 Q3	–	Sell	-1,037	Closed	-$52K	–	1085
2022 Q2	$52K	Buy	+1,037	New	+$52K	0.01%	1100

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

SeaCrest Wealth Management's JPST Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.1% in Q2 2026, selling an estimated $29.8K and leaving 13,793 shares worth $698K. The position accounts for 0.08% of the portfolio, ranked #221.

SeaCrest Wealth Management first reported a position in JPST in Q2 2022 and has held it in 5 quarters since. The position peaked at $728K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

SeaCrest Wealth Management held 13,793 shares of JPMorgan Ultra-Short Income ETF worth $698K as of Q2 2026.
SeaCrest Wealth Management sold 590 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $29.8K.
JPMorgan Ultra-Short Income ETF made up 0.08% of SeaCrest Wealth Management's portfolio in Q2 2026, its #221 holding.
SeaCrest Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 5 quarters since.
SeaCrest Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $728K in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.