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

Tidemark’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	-13	Closed	-$658	–	965
2026 Q1	$658	Buy	+13	New	+$658	﹤0.01%	732
2024 Q2	–	Sell	-46	Closed	-$2.32K	–	690
2024 Q1	$2.32K	Hold	46	–	–	﹤0.01%	590
2023 Q4	$2.31K	Buy	+46	New	+$2.31K	﹤0.01%	588

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

Tidemark's JPST Position: Q2 2026 in Review

Tidemark sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 13 shares — an estimated $658 sold.

Tidemark first reported a position in JPST in Q4 2023 and held it in 3 quarters. The position peaked at $2.32K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Tidemark reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Tidemark sold 13 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $658.
Tidemark first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 3 quarters.
Tidemark's JPMorgan Ultra-Short Income ETF position peaked at $2.32K in Q1 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.