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

SkyOak Wealth’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 		$29.4M Buy
581,430
+31,824
+6% +$1.61M 4.8% 2
2026
Q1 		$27.8M Buy
549,606
+4,708
+0.9% +$238K 5.09% 2
2025
Q4 		$27.6M Buy
544,898
+36,330
+7% +$1.84M 4.96% 2
2025
Q3 		$25.8M Buy
508,568
+10,729
+2% +$543K 4.87% 1
2025
Q2 		$25.2M Sell
497,839
-23,781
-5% -$1.2M 5.07% 1
2025
Q1 		$26.4M Buy
521,620
+31,487
+6% +$1.59M 5.78% 1
2024
Q4 		$24.7M Buy
490,133
+362
+0.1% +$18.3K 5.28% 1
2024
Q3 		$24.9M Buy
489,771
+27,841
+6% +$1.41M 5.5% 1
2024
Q2 		$23.3M Buy
461,930
+33,080
+8% +$1.67M 5.44% 1
2024
Q1 		$21.6M Buy
428,850
+26,393
+7% +$1.33M 5.18% 1
2023
Q4 		$20.2M Buy
402,457
+74,267
+23% +$3.73M 5.26% 1
2023
Q3 		$16.5M Buy
328,190
+23,110
+8% +$1.16M 4.81% 2
2023
Q2 		$15.3M Buy
305,080
+30,955
+11% +$1.55M 4.32% 2
2023
Q1 		$13.8M Buy
274,125
+32,610
+14% +$1.64M 4.21% 2
2022
Q4 		$12.1M Buy
241,515
+691
+0.3% +$34.6K 4.07% 2
2022
Q3 		$12.1M Sell
240,824
-474
-0.2% -$23.8K 4.33% 2
2022
Q2 		$12.1M Sell
241,298
-29,987
-11% -$1.5M 4.13% 2
2022
Q1 		$13.6M Sell
271,285
-9,432
-3% -$475K 3.79% 2
2021
Q4 		$14.2M Buy
280,717
+12,486
+5% +$632K 3.6% 2
2021
Q3 		$13.6M Buy
268,231
+11,493
+4% +$583K 3.67% 3
2021
Q2 		$13M Buy
256,738
+36,552
+17% +$1.85M 3.49% 3
2021
Q1 		$11.2M Sell
220,186
-18,541
-8% -$941K 3.11% 3
2020
Q4 		$12.1M Buy
238,727
+7,554
+3% +$384K 3.77% 2
2020
Q3 		$11.7M Buy
231,173
+148,437
+179% +$7.54M 4.22% 2
2020
Q2 		$4.2M Buy
82,736
+25,308
+44% +$1.27M 1.55% 13
2020
Q1 		$2.85M Buy
57,428
+44,688
+351% +$2.25M 1.46% 14
2019
Q4 		$642K Buy
+12,740
New +$643K 0.2% 115

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SkyOak Wealth's JPST Position: Q2 2026 in Review

SkyOak Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.8% in Q2 2026, buying an estimated $1.61M and bringing the position to 581,430 shares worth $29.4M. The position accounts for 4.8% of the portfolio, ranked #2.

SkyOak Wealth first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • SkyOak Wealth held 581,430 shares of JPMorgan Ultra-Short Income ETF worth $29.4M as of Q2 2026.
  • SkyOak Wealth bought 31,824 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.61M.
  • JPMorgan Ultra-Short Income ETF made up 4.8% of SkyOak Wealth's portfolio in Q2 2026, its #2 holding.
  • SkyOak Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.