Turn8 Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Turn8 Private 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	$242K	Sell	4,784 -4,686	-49%	-$237K	0.16%	47
2026 Q1	$479K	Buy	+9,470	New	+$480K	0.3%	44
2025 Q3	–	Sell	-6,592	Closed	-$334K	–	48
2025 Q2	$334K	Buy	6,592 +74	+1%	+$3.74K	0.24%	42
2025 Q1	$330K	Buy	+6,518	New	+$329K	0.26%	44

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

Turn8 Private Wealth's JPST Position: Q2 2026 in Review

Turn8 Private Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 49% in Q2 2026, selling an estimated $237K and leaving 4,784 shares worth $242K. The position accounts for 0.16% of the portfolio, ranked #47.

Turn8 Private Wealth first reported a position in JPST in Q1 2025 and has held it in 4 quarters since. The position peaked at $479K in Q1 2026. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Turn8 Private Wealth held 4,784 shares of JPMorgan Ultra-Short Income ETF worth $242K as of Q2 2026.
Turn8 Private Wealth sold 4,686 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $237K.
JPMorgan Ultra-Short Income ETF made up 0.16% of Turn8 Private Wealth's portfolio in Q2 2026, its #47 holding.
Turn8 Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 4 quarters since.
Turn8 Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $479K in Q1 2026.
1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.