Whipplewood Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Whipplewood Advisors’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	$822K	Sell	16,258 -2,236	-12%	-$113K	0.55%	51
2026 Q1	$936K	Buy	18,494 +227	+1%	+$11.5K	0.49%	56
2025 Q4	$924K	Sell	18,267 -408	-2%	-$20.7K	0.59%	56
2025 Q3	$947K	Sell	18,675 -311	-2%	-$15.7K	0.62%	54
2025 Q2	$962K	Sell	18,986 -38,732	-67%	-$1.96M	0.53%	50
2025 Q1	$974K	Buy	57,718 +47,715	+477%	+$2.41M	0.57%	41
2024 Q4	$504K	Buy	+10,003	New	+$505K	0.29%	84

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

Whipplewood Advisors's JPST Position: Q2 2026 in Review

Whipplewood Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q2 2026, selling an estimated $113K and leaving 16,258 shares worth $822K. The position accounts for 0.55% of the portfolio, ranked #51.

Whipplewood Advisors first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $974K in Q1 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Whipplewood Advisors held 16,258 shares of JPMorgan Ultra-Short Income ETF worth $822K as of Q2 2026.
Whipplewood Advisors sold 2,236 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $113K.
JPMorgan Ultra-Short Income ETF made up 0.55% of Whipplewood Advisors's portfolio in Q2 2026, its #51 holding.
Whipplewood Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's JPMorgan Ultra-Short Income ETF position peaked at $974K in Q1 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.