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

Sheets Smith 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	$2.9M	Buy	57,322 +938	+2%	+$47.4K	0.29%	77
2026 Q1	$2.85M	Buy	56,384 +3,072	+6%	+$156K	0.32%	74
2025 Q4	$2.7M	Buy	53,312 +4,056	+8%	+$206K	0.3%	76
2025 Q3	$2.5M	Sell	49,256 -1,131	-2%	-$57.3K	0.28%	83
2025 Q2	$2.55M	Buy	50,387 +2,255	+5%	+$114K	0.3%	77
2025 Q1	$2.44M	Buy	48,132 +5,631	+13%	+$284K	0.3%	77
2024 Q4	$2.14M	Buy	42,501 +1,334	+3%	+$67.4K	0.26%	95
2024 Q3	$2.09M	Sell	41,167 -5,546	-12%	-$280K	0.26%	94
2024 Q2	$2.36M	Sell	46,713 -756	-2%	-$38.1K	0.28%	88
2024 Q1	$2.39M	Sell	47,469 -1,180	-2%	-$59.4K	0.27%	88
2023 Q4	$2.44M	Sell	48,649 -235	-0.5%	-$11.8K	0.35%	74
2023 Q3	$2.45M	Sell	48,884 -8,381	-15%	-$420K	0.37%	70
2023 Q2	$2.87M	Sell	57,265 -183	-0.3%	-$9.18K	0.42%	60
2023 Q1	$2.89M	Buy	57,448 +11,156	+24%	+$561K	0.44%	55
2022 Q4	$2.32M	Buy	46,292 +8,168	+21%	+$409K	0.36%	70
2022 Q3	$1.91M	Buy	38,124 +1,526	+4%	+$76.5K	0.32%	77
2022 Q2	$1.83M	Buy	36,598 +2,485	+7%	+$125K	0.3%	81
2022 Q1	$1.72M	Sell	34,113 -902	-3%	-$45.4K	0.24%	96
2021 Q4	$1.77M	Sell	35,015 -5,018	-13%	-$254K	0.22%	106
2021 Q3	$2.03M	Buy	40,033 +5,477	+16%	+$278K	0.28%	92
2021 Q2	$1.75M	Sell	34,556 -1,713	-5%	-$86.9K	0.24%	105
2021 Q1	$1.84M	Buy	36,269 +2,118	+6%	+$108K	0.27%	95
2020 Q4	$1.74M	Buy	34,151 +3,960	+13%	+$201K	0.26%	97
2020 Q3	$1.53M	Buy	30,191 +5,901	+24%	+$300K	0.27%	90
2020 Q2	$1.23M	Buy	24,290 +9,030	+59%	+$455K	0.25%	94
2020 Q1	$758K	Buy	15,260 +780	+5%	+$39.2K	0.16%	129
2019 Q4	$730K	Sell	14,480 -670	-4%	-$33.8K	0.14%	155
2019 Q3	$764K	Buy	15,150 +7,200	+91%	+$363K	0.16%	144
2019 Q2	$401K	Hold	7,950	–	–	0.08%	235
2019 Q1	$400K	Buy	7,950 +650	+9%	+$32.7K	0.09%	231
2018 Q4	$366K	Hold	7,300	–	–	0.1%	198
2018 Q3	$366K	Buy	+7,300	New	+$366K	0.08%	267

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

Sheets Smith Wealth Management's JPST Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.7% in Q2 2026, buying an estimated $47.4K and bringing the position to 57,322 shares worth $2.9M. The position accounts for 0.29% of the portfolio, ranked #77.

Sheets Smith Wealth Management first reported a position in JPST in Q3 2018 and has held it in 32 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sheets Smith Wealth Management held 57,322 shares of JPMorgan Ultra-Short Income ETF worth $2.9M as of Q2 2026.
Sheets Smith Wealth Management bought 938 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $47.4K.
JPMorgan Ultra-Short Income ETF made up 0.29% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #77 holding.
Sheets Smith Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 32 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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