SIM
JPST icon

Synergy Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Synergy Investment Management’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 		$5.26K Buy
+104
New +$5.25K ﹤0.01% 747
2025
Q2 		– Sell
-1,000
Closed -$50.6K – 350
2025
Q1 		$50.6K Hold
1,000
– – 0.02% 235
2024
Q4 		$50.4K Buy
+1,000
New +$50.5K 0.02% 239

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synergy Investment Management's JPST Position: Q2 2026 in Review

Synergy Investment Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 104 shares worth $5.26K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in JPST as recently as Q1 2025.

Synergy Investment Management first reported a position in JPST in Q4 2024 and has held it in 3 quarters since. The position peaked at $50.6K in Q1 2025. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Synergy Investment Management held 104 shares of JPMorgan Ultra-Short Income ETF worth $5.26K as of Q2 2026.
  • JPMorgan Ultra-Short Income ETF was a new Synergy Investment Management position in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #747 holding.
  • Synergy Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $50.6K in Q1 2025.
  • 1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.