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Sloy Dahl & Holst’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sloy Dahl & Holst’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 		$1.36M Sell
26,815
-145
-0.5% -$7.32K 0.17% 41
2026
Q1 		$1.36M Sell
26,960
-755
-3% -$38.2K 0.19% 38
2025
Q4 		$1.4M Sell
27,715
-20
-0.1% -$1.01K 0.17% 37
2025
Q3 		$1.41M Sell
27,735
-340
-1% -$17.2K 0.15% 35
2025
Q2 		$1.42M Sell
28,075
-100
-0.4% -$5.05K 0.2% 30
2025
Q1 		$1.43M Buy
28,175
+1,900
+7% +$96K 0.25% 26
2024
Q4 		$1.32M Buy
26,275
+675
+3% +$34.1K 0.17% 31
2024
Q3 		$1.3M Sell
25,600
-680
-3% -$34.4K 0.22% 27
2024
Q2 		$1.33M Sell
26,280
-1,850
-7% -$93.2K 0.28% 24
2024
Q1 		$1.42M Sell
28,130
-100
-0.4% -$5.04K 0.34% 20
2023
Q4 		$1.42M Buy
28,230
+4,520
+19% +$227K 0.29% 20
2023
Q3 		$1.19M Sell
23,710
-2,280
-9% -$114K 0.26% 20
2023
Q2 		$1.3M Sell
25,990
-1,940
-7% -$97.4K 0.24% 20
2023
Q1 		$1.41M Sell
27,930
-1,340
-5% -$67.3K 0.32% 19
2022
Q4 		$1.47M Sell
29,270
-1,000
-3% -$50.1K 0.51% 18
2022
Q3 		$1.52M Sell
30,270
-2,800
-8% -$140K 0.32% 24
2022
Q2 		$1.66M Hold
33,070
– – 0.4% 20
2022
Q1 		$1.66M Sell
33,070
-520
-2% -$26.2K 0.28% 21
2021
Q4 		$1.7M Hold
33,590
– – 0.36% 24
2021
Q3 		$1.7M Hold
33,590
– – 0.36% 24
2021
Q2 		$1.7M Sell
33,590
-2,200
-6% -$112K 0.23% 25
2021
Q1 		$1.82M Buy
35,790
+16,720
+88% +$849K 0.26% 25
2020
Q4 		$962K Sell
19,070
-2,300
-11% -$117K 0.46% 22
2020
Q3 		$1.08M Buy
21,370
+2,200
+11% +$112K 0.41% 19
2020
Q2 		$972K Sell
19,170
-2,100
-10% -$106K 0.46% 19
2020
Q1 		$1.06M Buy
21,270
+2,200
+12% +$111K 0.81% 16
2019
Q4 		$961K Buy
+19,070
New +$963K 0.89% 17

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

Sloy Dahl & Holst's JPST Position: Q2 2026 in Review

Sloy Dahl & Holst reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.54% in Q2 2026, selling an estimated $7.32K and leaving 26,815 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #41.

Sloy Dahl & Holst first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.82M in Q1 2021. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Sloy Dahl & Holst held 26,815 shares of JPMorgan Ultra-Short Income ETF worth $1.36M as of Q2 2026.
  • Sloy Dahl & Holst sold 145 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $7.32K.
  • JPMorgan Ultra-Short Income ETF made up 0.17% of Sloy Dahl & Holst's portfolio in Q2 2026, its #41 holding.
  • Sloy Dahl & Holst first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
  • Sloy Dahl & Holst's JPMorgan Ultra-Short Income ETF position peaked at $1.82M in Q1 2021.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.