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

Abound 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	$51.1K	Buy	1,011 +962	+1,963%	+$48.6K	0.01%	235
2026 Q1	$2.48K	Buy	+49	New	+$2.48K	﹤0.01%	875
2025 Q1	–	Sell	-19	Closed	-$958	–	1304
2024 Q4	$958	Buy	+19	New	+$960	﹤0.01%	743
2024 Q3	–	Sell	-1	Closed	-$27	–	1319
2024 Q2	$27	Buy	+1	New	+$50	﹤0.01%	1162
2023 Q4	–	Sell	-8	Closed	-$402	–	1386
2023 Q3	$402	Sell	8 -297	-97%	-$14.9K	﹤0.01%	880
2023 Q2	$15.3K	Buy	+305	New	+$15.3K	0.01%	264

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

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

Abound Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1,963% in Q2 2026, buying an estimated $48.6K and bringing the position to 1,011 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #235.

Abound Wealth Management first reported a position in JPST in Q2 2023 and has held it in 6 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Abound Wealth Management held 1,011 shares of JPMorgan Ultra-Short Income ETF worth $51.1K as of Q2 2026.
Abound Wealth Management bought 962 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $48.6K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #235 holding.
Abound Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 6 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.