Sovran Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sovran Advisors’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	$8.01M	Buy	158,442 +4,230	+3%	+$214K	0.6%	30
2026 Q1	$7.8M	Buy	154,212 +1,933	+1%	+$97.9K	0.61%	35
2025 Q4	$7.71M	Sell	152,279 -35,789	-19%	-$1.81M	0.66%	37
2025 Q3	$9.54M	Sell	188,068 -26,716	-12%	-$1.35M	0.84%	25
2025 Q2	$10.8M	Buy	214,784 +31,265	+17%	+$1.58M	1.14%	18
2025 Q1	$9.27M	Sell	183,519 -17,266	-9%	-$872K	1.2%	16
2024 Q4	$10.1M	Buy	+200,785	New	+$10.1M	1.44%	9

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

Sovran Advisors's JPST Position: Q2 2026 in Review

Sovran Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.7% in Q2 2026, buying an estimated $214K and bringing the position to 158,442 shares worth $8.01M. The position accounts for 0.6% of the portfolio, ranked #30.

Sovran Advisors first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.8M in Q2 2025. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sovran Advisors held 158,442 shares of JPMorgan Ultra-Short Income ETF worth $8.01M as of Q2 2026.
Sovran Advisors bought 4,230 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $214K.
JPMorgan Ultra-Short Income ETF made up 0.6% of Sovran Advisors's portfolio in Q2 2026, its #30 holding.
Sovran Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's JPMorgan Ultra-Short Income ETF position peaked at $10.8M in Q2 2025.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.