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

Woodside 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	$7.01M	Buy	138,685 +11,730	+9%	+$593K	4.89%	6
2026 Q1	$6.43M	Buy	126,955 +40,870	+47%	+$2.07M	5.02%	6
2025 Q4	$4.36M	Buy	86,085 +10,215	+13%	+$518K	3.25%	9
2025 Q3	$3.85M	Buy	75,870 +1,110	+1%	+$56.2K	3.03%	10
2025 Q2	$3.79M	Buy	74,760 +5,745	+8%	+$290K	3.26%	8
2025 Q1	$3.49M	Buy	+69,015	New	+$3.49M	3.24%	8

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

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

Woodside Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.2% in Q2 2026, buying an estimated $593K and bringing the position to 138,685 shares worth $7.01M. The position accounts for 4.89% of the portfolio, ranked #6.

Woodside Wealth Management first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Woodside Wealth Management held 138,685 shares of JPMorgan Ultra-Short Income ETF worth $7.01M as of Q2 2026.
Woodside Wealth Management bought 11,730 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $593K.
JPMorgan Ultra-Short Income ETF made up 4.89% of Woodside Wealth Management's portfolio in Q2 2026, its #6 holding.
Woodside Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.