TD Private Client Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TD Private Client 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 Q2	$38.7K	Sell	765 -282	-27%	-$14.2K	﹤0.01%	944
2026 Q1	$53K	Buy	1,047 +304	+41%	+$15.4K	﹤0.01%	862
2025 Q4	$37.6K	Buy	743 +350	+89%	+$17.7K	﹤0.01%	931
2025 Q3	$19.9K	Sell	393 -558	-59%	-$28.2K	﹤0.01%	981
2025 Q2	$48.2K	Buy	+951	New	+$48K	﹤0.01%	848
2024 Q2	–	Sell	-192	Closed	-$9.69K	–	1239
2024 Q1	$9.69K	Buy	+192	New	+$9.67K	﹤0.01%	1042

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

TD Private Client Wealth's JPST Position: Q2 2026 in Review

TD Private Client Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 27% in Q2 2026, selling an estimated $14.2K and leaving 765 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

TD Private Client Wealth first reported a position in JPST in Q1 2024 and has held it in 6 quarters since. The position peaked at $53K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

TD Private Client Wealth held 765 shares of JPMorgan Ultra-Short Income ETF worth $38.7K as of Q2 2026.
TD Private Client Wealth sold 282 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $14.2K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #944 holding.
TD Private Client Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 6 quarters since.
TD Private Client Wealth's JPMorgan Ultra-Short Income ETF position peaked at $53K in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.