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

Sunpointe’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	$881K	Sell	17,428 -1,066	-6%	-$53.8K	0.25%	100
2026 Q1	$936K	Buy	18,494 +4,665	+34%	+$236K	0.31%	76
2025 Q4	$702K	Sell	13,829 -173	-1%	-$8.77K	0.23%	94
2025 Q3	$710K	Sell	14,002 -4,080	-23%	-$207K	0.26%	93
2025 Q2	$916K	Buy	18,082 +1,082	+6%	+$54.7K	0.36%	62
2025 Q1	$861K	Buy	17,000 +3,754	+28%	+$190K	0.46%	46
2024 Q4	$670K	Buy	+13,246	New	+$669K	0.34%	65

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

Sunpointe's JPST Position: Q2 2026 in Review

Sunpointe reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.8% in Q2 2026, selling an estimated $53.8K and leaving 17,428 shares worth $881K. The position accounts for 0.25% of the portfolio, ranked #100.

Sunpointe first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $936K in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sunpointe held 17,428 shares of JPMorgan Ultra-Short Income ETF worth $881K as of Q2 2026.
Sunpointe sold 1,066 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $53.8K.
JPMorgan Ultra-Short Income ETF made up 0.25% of Sunpointe's portfolio in Q2 2026, its #100 holding.
Sunpointe first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Sunpointe's JPMorgan Ultra-Short Income ETF position peaked at $936K in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.