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

Silverlake 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	$7.95M	Buy	157,208 +15,249	+11%	+$770K	1.51%	7
2026 Q1	$7.18M	Buy	141,959 +31,850	+29%	+$1.61M	1.5%	7
2025 Q4	$5.57M	Buy	110,109 +18,652	+20%	+$945K	1.24%	9
2025 Q3	$4.64M	Buy	91,457 +5,863	+7%	+$297K	1.13%	13
2025 Q2	$4.34M	Buy	85,594 +6,050	+8%	+$306K	1.26%	9
2025 Q1	$4.03M	Buy	79,544 +34,785	+78%	+$1.76M	1.52%	9
2024 Q4	$2.25M	Buy	44,759 +5,201	+13%	+$263K	0.86%	22
2024 Q3	$2.01M	Buy	39,558 +1,314	+3%	+$66.4K	0.76%	31
2024 Q2	$1.93M	Sell	38,244 -12,562	-25%	-$633K	0.79%	25
2024 Q1	$2.56M	Sell	50,806 -9,552	-16%	-$481K	1.3%	14
2023 Q4	$3.03M	Sell	60,358 -17,783	-23%	-$892K	1.67%	7
2023 Q3	$3.92M	Sell	78,141 -14,207	-15%	-$712K	2.2%	5
2023 Q2	$4.63M	Sell	92,348 -27,382	-23%	-$1.37M	2.57%	4
2023 Q1	$6.02M	Buy	119,730 +2,927	+3%	+$147K	3.65%	3
2022 Q4	$5.86M	Sell	116,803 -6,926	-6%	-$347K	3.65%	3
2022 Q3	$6.21M	Buy	123,729 +51,006	+70%	+$2.56M	4.2%	3
2022 Q2	$3.64M	Buy	72,723 +6,352	+10%	+$319K	2.38%	5
2022 Q1	$3.34M	Buy	66,371 +3,841	+6%	+$193K	1.91%	5
2021 Q4	$3.16M	Buy	+62,530	New	+$3.16M	1.7%	8

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

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

Silverlake Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, buying an estimated $770K and bringing the position to 157,208 shares worth $7.95M. The position accounts for 1.51% of the portfolio, ranked #7.

Silverlake Wealth Management first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Silverlake Wealth Management held 157,208 shares of JPMorgan Ultra-Short Income ETF worth $7.95M as of Q2 2026.
Silverlake Wealth Management bought 15,249 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $770K.
JPMorgan Ultra-Short Income ETF made up 1.51% of Silverlake Wealth Management's portfolio in Q2 2026, its #7 holding.
Silverlake Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.