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

Summit Trail 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 Q1	–	Sell	-5,971	Closed	-$303K	–	1476
2025 Q4	$303K	Hold	5,971	–	–	0.01%	1201
2025 Q3	$303K	Hold	5,971	–	–	﹤0.01%	1204
2025 Q2	$303K	Sell	5,971 -89,020	-94%	-$4.5M	0.01%	916
2025 Q1	$4.81M	Hold	94,991	–	–	0.16%	52
2024 Q4	$4.8M	Buy	94,991 +89,020	+1,491%	+$4.5M	0.18%	48
2024 Q3	$303K	Hold	5,971	–	–	0.01%	542
2024 Q2	$301K	Buy	5,971 +95	+2%	+$4.78K	0.01%	493
2024 Q1	$296K	Buy	+5,876	New	+$296K	0.01%	466

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

Summit Trail Advisors's JPST Position: Q1 2026 in Review

Summit Trail Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 5,971 shares — an estimated $303K sold.

Summit Trail Advisors first reported a position in JPST in Q1 2024 and held it in 8 quarters. The position peaked at $4.81M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Summit Trail Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 5,971 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $303K.
Summit Trail Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and held it in 8 quarters.
Summit Trail Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.81M in Q1 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.