Summitry LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Summitry LLC’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	–	Sell	-6,585	Closed	-$333K	–	356
2026 Q1	$333K	Buy	+6,585	New	+$333K	0.01%	188
2025 Q3	–	Sell	-6,890	Closed	-$349K	–	226
2025 Q2	$349K	Buy	+6,890	New	+$348K	0.02%	120

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

Summitry LLC's JPST Position: Q2 2026 in Review

Summitry LLC sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 6,585 shares — an estimated $333K sold.

Summitry LLC first reported a position in JPST in Q2 2025 and held it in 2 quarters. The position peaked at $349K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Summitry LLC reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Summitry LLC sold 6,585 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $333K.
Summitry LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and held it in 2 quarters.
Summitry LLC's JPMorgan Ultra-Short Income ETF position peaked at $349K in Q2 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.