Silver Oak Securities’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Silver Oak Securities’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	$566K	Sell	11,183 -794	-7%	-$40.1K	0.03%	437
2026 Q1	$606K	Sell	11,977 -21,881	-65%	-$1.11M	0.04%	375
2025 Q4	$1.72M	Sell	33,858 -3,171	-9%	-$161K	0.12%	179
2025 Q3	$1.88M	Sell	37,029 -2,228	-6%	-$113K	0.14%	150
2025 Q2	$1.99M	Sell	39,257 -13,004	-25%	-$657K	0.16%	143
2025 Q1	$2.65M	Sell	52,261 -2,545	-5%	-$129K	0.24%	91
2024 Q4	$2.77M	Buy	54,806 +22,356	+69%	+$1.13M	0.26%	87
2024 Q3	$1.65M	Sell	32,450 -3,785	-10%	-$191K	0.17%	129
2024 Q2	$1.83M	Sell	36,235 -522	-1%	-$26.3K	0.27%	82
2024 Q1	$1.85M	Sell	36,757 -963	-3%	-$48.5K	0.28%	81
2023 Q4	$1.89M	Sell	37,720 -20,248	-35%	-$1.02M	0.25%	83
2023 Q3	$2.91M	Sell	57,968 -12,526	-18%	-$628K	0.63%	32
2023 Q2	$3.54M	Buy	70,494 +11,676	+20%	+$586K	0.57%	35
2023 Q1	$2.96M	Buy	58,818 +11,724	+25%	+$589K	0.49%	45
2022 Q4	$2.36M	Sell	47,094 -10,874	-19%	-$545K	0.44%	44
2022 Q3	$2.91M	Buy	+57,968	New	+$2.91M	0.63%	32
2022 Q2	–	Sell	-32,665	Closed	-$1.64M	–	314
2022 Q1	$1.64M	Buy	+32,665	New	+$1.65M	0.33%	66

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

Silver Oak Securities's JPST Position: Q2 2026 in Review

Silver Oak Securities reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.6% in Q2 2026, selling an estimated $40.1K and leaving 11,183 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #437.

Silver Oak Securities first reported a position in JPST in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.54M in Q2 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Silver Oak Securities held 11,183 shares of JPMorgan Ultra-Short Income ETF worth $566K as of Q2 2026.
Silver Oak Securities sold 794 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $40.1K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #437 holding.
Silver Oak Securities first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 17 quarters since.
Silver Oak Securities's JPMorgan Ultra-Short Income ETF position peaked at $3.54M in Q2 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.