Smithbridge Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Smithbridge Asset 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	$4.45M	Buy	87,983 +3,636	+4%	+$184K	0.61%	44
2026 Q1	$4.27M	Sell	84,347 -75,158	-47%	-$3.81M	0.63%	46
2025 Q4	$8.07M	Buy	159,505 +89,573	+128%	+$4.54M	0.69%	46
2025 Q3	$3.55M	Buy	+69,932	New	+$3.54M	0.52%	60

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

Smithbridge Asset Management's JPST Position: Q2 2026 in Review

Smithbridge Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.3% in Q2 2026, buying an estimated $184K and bringing the position to 87,983 shares worth $4.45M. The position accounts for 0.61% of the portfolio, ranked #44.

Smithbridge Asset Management first reported a position in JPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.07M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Smithbridge Asset Management held 87,983 shares of JPMorgan Ultra-Short Income ETF worth $4.45M as of Q2 2026.
Smithbridge Asset Management bought 3,636 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $184K.
JPMorgan Ultra-Short Income ETF made up 0.61% of Smithbridge Asset Management's portfolio in Q2 2026, its #44 holding.
Smithbridge Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
Smithbridge Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $8.07M in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.