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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stone Summit Wealth's JPST Position: Q1 2026 in Review

Stone Summit Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 45% in Q1 2026, selling an estimated $283K and leaving 6,720 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #117.

Stone Summit Wealth first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.44M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Stone Summit Wealth held 6,720 shares of JPMorgan Ultra-Short Income ETF worth $340K as of Q1 2026.
Stone Summit Wealth sold 5,584 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $283K.
JPMorgan Ultra-Short Income ETF made up 0.09% of Stone Summit Wealth's portfolio in Q1 2026, its #117 holding.
Stone Summit Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
Stone Summit Wealth's JPMorgan Ultra-Short Income ETF position peaked at $3.44M in Q2 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.