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

Stone Summit 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	$345K	Buy	6,820 +100	+1%	+$5.05K	0.09%	122
2026 Q1	$340K	Sell	6,720 -5,584	-45%	-$283K	0.09%	117
2025 Q4	$622K	Sell	12,304 -8,977	-42%	-$455K	0.17%	85
2025 Q3	$1.08M	Sell	21,281 -46,520	-69%	-$2.36M	0.31%	65
2025 Q2	$3.44M	Buy	67,801 +24,565	+57%	+$1.24M	1.06%	33
2025 Q1	$2.19M	Buy	43,236 +10,713	+33%	+$541K	0.74%	48
2024 Q4	$1.64M	Buy	32,523 +6,267	+24%	+$317K	0.55%	57
2024 Q3	$1.33M	Buy	26,256 +7,347	+39%	+$371K	0.43%	66
2024 Q2	$954K	Sell	18,909 -1,730	-8%	-$87.1K	0.34%	69
2024 Q1	$1.04M	Sell	20,639 -13,948	-40%	-$702K	0.36%	72
2023 Q4	$1.74M	Sell	34,587 -1,400	-4%	-$70.3K	0.67%	52
2023 Q3	$1.81M	Sell	35,987 -10,450	-23%	-$524K	0.77%	45
2023 Q2	$2.33M	Sell	46,437 -10,130	-18%	-$508K	0.96%	38
2023 Q1	$2.85M	Sell	56,567 -1,172	-2%	-$58.9K	1.27%	22
2022 Q4	$2.89M	Buy	57,739 +28,197	+95%	+$1.41M	1.42%	17
2022 Q3	$1.48M	Sell	29,542 -2,035	-6%	-$102K	0.91%	40
2022 Q2	$1.58M	Buy	31,577 +6,387	+25%	+$320K	0.94%	37
2022 Q1	$1.26M	Buy	25,190 +1,585	+7%	+$79.8K	0.71%	46
2021 Q4	$1.19M	Buy	+23,605	New	+$1.19M	0.96%	40

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

Stone Summit Wealth's JPST Position: Q2 2026 in Review

Stone Summit Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.5% in Q2 2026, buying an estimated $5.05K and bringing the position to 6,820 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #122.

Stone Summit Wealth first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.44M in Q2 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Stone Summit Wealth held 6,820 shares of JPMorgan Ultra-Short Income ETF worth $345K as of Q2 2026.
Stone Summit Wealth bought 100 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.05K.
JPMorgan Ultra-Short Income ETF made up 0.09% of Stone Summit Wealth's portfolio in Q2 2026, its #122 holding.
Stone Summit Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
Stone Summit Wealth's JPMorgan Ultra-Short Income ETF position peaked at $3.44M in Q2 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.