TriaGen Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TriaGen Wealth 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	$1.21M	Sell	24,003 -3,094	-11%	-$156K	0.3%	77
2026 Q1	$1.37M	Sell	27,097 -2,631	-9%	-$133K	0.37%	63
2025 Q4	$1.5M	Sell	29,728 -3,509	-11%	-$178K	0.39%	63
2025 Q3	$1.69M	Buy	33,237 +253	+0.8%	+$12.8K	0.44%	68
2025 Q2	$1.67M	Buy	32,984 +10,000	+44%	+$505K	0.51%	60
2025 Q1	$1.16M	Sell	22,984 -1,584	-6%	-$80K	0.41%	61
2024 Q4	$1.24M	Sell	24,568 -820	-3%	-$41.4K	0.42%	60
2024 Q3	$1.29M	Sell	25,388 -3,087	-11%	-$156K	0.43%	61
2024 Q2	$1.44M	Sell	28,475 -4,532	-14%	-$228K	0.56%	52
2024 Q1	$1.67M	Sell	33,007 -11,892	-26%	-$599K	0.69%	45
2023 Q4	$2.26M	Sell	44,899 -5,123	-10%	-$257K	1.08%	26
2023 Q3	$2.51M	Sell	50,022 -10,923	-18%	-$547K	1.28%	16
2023 Q2	$3.06M	Sell	60,945 -40,622	-40%	-$2.04M	1.4%	15
2023 Q1	$5.11M	Buy	101,567 +16,219	+19%	+$815K	2.57%	6
2022 Q4	$4.28M	Sell	85,348 -34,714	-29%	-$1.74M	2.38%	9
2022 Q3	$6.02M	Buy	120,062 +50,088	+72%	+$2.51M	3.33%	3
2022 Q2	$3.5M	Buy	69,974 +49,882	+248%	+$2.5M	2.49%	8
2022 Q1	$1.01M	Sell	20,092 -7,655	-28%	-$386K	0.52%	62
2021 Q4	$1.4M	Sell	27,747 -1,089	-4%	-$55.1K	0.69%	55
2021 Q3	$1.46M	Buy	28,836 +3,761	+15%	+$191K	0.8%	48
2021 Q2	$1.27M	Sell	25,075 -4,722	-16%	-$240K	0.66%	58
2021 Q1	$1.51M	Buy	29,797 +5,329	+22%	+$271K	0.87%	44
2020 Q4	$1.24M	Buy	+24,468	New	+$1.24M	0.73%	49

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

TriaGen Wealth Management's JPST Position: Q2 2026 in Review

TriaGen Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, selling an estimated $156K and leaving 24,003 shares worth $1.21M. The position accounts for 0.3% of the portfolio, ranked #77.

TriaGen Wealth Management first reported a position in JPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.02M in Q3 2022. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

TriaGen Wealth Management held 24,003 shares of JPMorgan Ultra-Short Income ETF worth $1.21M as of Q2 2026.
TriaGen Wealth Management sold 3,094 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $156K.
JPMorgan Ultra-Short Income ETF made up 0.3% of TriaGen Wealth Management's portfolio in Q2 2026, its #77 holding.
TriaGen Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $6.02M in Q3 2022.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.