Signature Estate & Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Signature Estate & Investment 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	$786K	Buy	15,542 +2,374	+18%	+$120K	0.01%	335
2026 Q1	$666K	Sell	13,168 -111	-0.8%	-$5.62K	0.01%	360
2025 Q4	$672K	Sell	13,279 -161	-1%	-$8.16K	0.01%	336
2025 Q3	$682K	Buy	13,440 +6,152	+84%	+$311K	0.01%	323
2025 Q2	$369K	Buy	+7,288	New	+$368K	0.01%	411
2025 Q1	–	Sell	-5,204	Closed	-$262K	–	568
2024 Q4	$262K	Sell	5,204 -9,182	-64%	-$464K	0.01%	444
2024 Q3	$730K	Sell	14,386 -2,796	-16%	-$141K	0.02%	247
2024 Q2	$867K	Buy	+17,182	New	+$865K	0.02%	217
2024 Q1	–	Sell	-4,689	Closed	-$236K	–	190
2023 Q4	$236K	Buy	+4,689	New	+$235K	0.01%	167
2022 Q4	–	Sell	-27,072	Closed	-$1.36M	–	185
2022 Q3	$1.36M	Buy	27,072 +797	+3%	+$40K	0.06%	78
2022 Q2	$1.32M	Buy	+26,275	New	+$1.32M	0.07%	77

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

Signature Estate & Investment Advisors's JPST Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q2 2026, buying an estimated $120K and bringing the position to 15,542 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #335.

Signature Estate & Investment Advisors first reported a position in JPST in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Signature Estate & Investment Advisors held 15,542 shares of JPMorgan Ultra-Short Income ETF worth $786K as of Q2 2026.
Signature Estate & Investment Advisors bought 2,374 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $120K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #335 holding.
Signature Estate & Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 11 quarters since.
Signature Estate & Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.36M in Q3 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.