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

SteelPeak 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	$1.01M	Buy	20,051 +5,840	+41%	+$295K	0.03%	307
2026 Q1	$719K	Buy	14,211 +2,825	+25%	+$143K	0.02%	341
2025 Q4	$578K	Buy	11,386 +3,550	+45%	+$180K	0.02%	337
2025 Q3	$398K	Buy	7,836 +1,887	+32%	+$95.5K	0.01%	426
2025 Q2	$301K	Buy	5,949 +1,873	+46%	+$94.6K	0.01%	420
2025 Q1	$206K	Sell	4,076 -2,318	-36%	-$117K	0.01%	486
2024 Q4	$323K	Buy	6,394 +260	+4%	+$13.1K	0.01%	402
2024 Q3	$311K	Buy	6,134 +394	+7%	+$19.9K	0.01%	387
2024 Q2	$290K	Buy	5,740 +163	+3%	+$8.21K	0.01%	389
2024 Q1	$281K	Buy	+5,577	New	+$281K	0.01%	376
2022 Q1	–	Sell	-5,337	Closed	-$269K	–	454
2021 Q4	$269K	Sell	5,337 -149	-3%	-$7.54K	0.02%	341
2021 Q3	$278K	Buy	+5,486	New	+$278K	0.02%	344
2020 Q1	–	Sell	-16,854	Closed	-$850K	–	276
2019 Q4	$850K	Buy	+16,854	New	+$851K	0.12%	146

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

SteelPeak Wealth's JPST Position: Q2 2026 in Review

SteelPeak Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 41% in Q2 2026, buying an estimated $295K and bringing the position to 20,051 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #307.

SteelPeak Wealth first reported a position in JPST in Q4 2019 and has held it in 13 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

SteelPeak Wealth held 20,051 shares of JPMorgan Ultra-Short Income ETF worth $1.01M as of Q2 2026.
SteelPeak Wealth bought 5,840 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $295K.
JPMorgan Ultra-Short Income ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #307 holding.
SteelPeak Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 13 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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