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

Verum Partners’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	$1.94M	Sell	38,444 -291,912	-88%	-$14.7M	0.29%	51
2026 Q1	$16.7M	Buy	330,356 +19,101	+6%	+$967K	3.18%	9
2025 Q4	$15.7M	Sell	311,255 -99	-0%	-$5.02K	3.17%	10
2025 Q3	$15.8M	Buy	311,354 +2,002	+0.6%	+$101K	3.36%	9
2025 Q2	$15.7M	Sell	309,352 -10,756	-3%	-$543K	3.61%	7
2025 Q1	$16.2M	Buy	320,108 +14,169	+5%	+$716K	4.37%	6
2024 Q4	$15.4M	Sell	305,939 -207,121	-40%	-$10.5M	4.44%	4
2024 Q3	$26M	Buy	513,060 +36,692	+8%	+$1.85M	7.62%	2
2024 Q2	$24M	Buy	476,368 +53,508	+13%	+$2.69M	7.76%	2
2024 Q1	$21.3M	Buy	422,860 +64,677	+18%	+$3.26M	7.57%	2
2023 Q4	$18M	Sell	358,183 -3,690	-1%	-$185K	7.12%	2
2023 Q3	$18.2M	Buy	361,873 +105,118	+41%	+$5.27M	8.12%	1
2023 Q2	$12.9M	Sell	256,755 -1,687	-0.7%	-$84.7K	11.7%	1
2023 Q1	$13M	Buy	258,442 +187,709	+265%	+$9.43M	13.89%	1
2022 Q4	$3.55M	Buy	+70,733	New	+$3.55M	4.36%	7

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

Verum Partners's JPST Position: Q2 2026 in Review

Verum Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 88% in Q2 2026, selling an estimated $14.7M and leaving 38,444 shares worth $1.94M. The position accounts for 0.29% of the portfolio, ranked #51.

Verum Partners first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $26M in Q3 2024. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Verum Partners held 38,444 shares of JPMorgan Ultra-Short Income ETF worth $1.94M as of Q2 2026.
Verum Partners sold 291,912 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $14.7M.
JPMorgan Ultra-Short Income ETF made up 0.29% of Verum Partners's portfolio in Q2 2026, its #51 holding.
Verum Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Verum Partners's JPMorgan Ultra-Short Income ETF position peaked at $26M in Q3 2024.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.