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

Unique 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	$391K	Buy	7,728 +1,388	+22%	+$70.1K	0.05%	156
2026 Q1	$321K	Buy	6,340 +280	+5%	+$14.2K	0.04%	157
2025 Q4	$307K	Sell	6,060 -260	-4%	-$13.2K	0.04%	153
2025 Q3	$321K	Sell	6,320 -1,914	-23%	-$96.9K	0.05%	145
2025 Q2	$417K	Sell	8,234 -32	-0.4%	-$1.62K	0.07%	122
2025 Q1	$419K	Sell	8,266 -10,713	-56%	-$541K	0.08%	113
2024 Q4	$956K	Buy	18,979 +262	+1%	+$13.2K	0.2%	69
2024 Q3	$950K	Sell	18,717 -626	-3%	-$31.6K	0.22%	65
2024 Q2	$976K	Buy	19,343 +9,085	+89%	+$457K	0.26%	47
2024 Q1	$517K	Buy	10,258 +208	+2%	+$10.5K	0.15%	61
2023 Q4	$505K	Sell	10,050 -24,388	-71%	-$1.22M	0.16%	51
2023 Q3	$1.73M	Buy	+34,438	New	+$1.73M	0.72%	22

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Unique Wealth's JPST Position: Q2 2026 in Review

Unique Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q2 2026, buying an estimated $70.1K and bringing the position to 7,728 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #156.

Unique Wealth first reported a position in JPST in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q3 2023. 570 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Unique Wealth held 7,728 shares of JPMorgan Ultra-Short Income ETF worth $391K as of Q2 2026.
Unique Wealth bought 1,388 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $70.1K.
JPMorgan Ultra-Short Income ETF made up 0.05% of Unique Wealth's portfolio in Q2 2026, its #156 holding.
Unique Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 12 quarters since.
Unique Wealth's JPMorgan Ultra-Short Income ETF position peaked at $1.73M in Q3 2023.
570 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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