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

Troutman 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	$230K	Sell	4,539 -55	-1%	-$2.78K	0.18%	37
2026 Q1	$233K	Buy	4,594 +19	+0.4%	+$962	0.19%	35
2025 Q4	$231K	Buy	+4,575	New	+$232K	0.19%	37

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

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

Troutman Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.2% in Q2 2026, selling an estimated $2.78K and leaving 4,539 shares worth $230K. The position accounts for 0.18% of the portfolio, ranked #37.

Troutman Wealth Management first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $233K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Troutman Wealth Management held 4,539 shares of JPMorgan Ultra-Short Income ETF worth $230K as of Q2 2026.
Troutman Wealth Management sold 55 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.78K.
JPMorgan Ultra-Short Income ETF made up 0.18% of Troutman Wealth Management's portfolio in Q2 2026, its #37 holding.
Troutman Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
Troutman Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $233K in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Troutman Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.