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Access Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Access Financial Services’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 		$691K Buy
13,673
+1,417
+12% +$71.6K 0.23% 58
2026
Q1 		$620K Sell
12,256
-804
-6% -$40.7K 0.22% 61
2025
Q4 		$661K Buy
13,060
+141
+1% +$7.14K 0.24% 63
2025
Q3 		$655K Buy
12,919
+143
+1% +$7.24K 0.24% 65
2025
Q2 		$647K Buy
12,776
+144
+1% +$7.27K 0.24% 61
2025
Q1 		$640K Buy
12,632
+84
+0.7% +$4.24K 0.26% 60
2024
Q4 		$632K Sell
12,548
-277
-2% -$14K 0.28% 68
2024
Q3 		$651K Buy
12,825
+652
+5% +$32.9K 0.3% 65
2024
Q2 		$614K Buy
12,173
+161
+1% +$8.11K 0.28% 70
2024
Q1 		$606K Buy
12,012
+55
+0.5% +$2.77K 0.27% 67
2023
Q4 		$601K Buy
11,957
+173
+1% +$8.68K 0.31% 71
2023
Q3 		$591K Buy
11,784
+144
+1% +$7.21K 0.35% 64
2023
Q2 		$584K Buy
11,640
+129
+1% +$6.47K 0.34% 65
2023
Q1 		$579K Sell
11,511
-24,670
-68% -$1.24M 0.35% 66
2022
Q4 		$1.81M Buy
36,181
+570
+2% +$28.6K 1.11% 13
2022
Q3 		$1.79M Sell
35,611
-7,530
-17% -$377K 1.16% 15
2022
Q2 		$2.16M Sell
43,141
-709
-2% -$35.6K 1.24% 11
2022
Q1 		$2.2M Sell
43,850
-2,195
-5% -$111K 1.05% 14
2021
Q4 		$2.32M Sell
46,045
-8,004
-15% -$405K 1.04% 14
2021
Q3 		$2.74M Buy
54,049
+14,848
+38% +$753K 1.24% 15
2021
Q2 		$1.99M Sell
39,201
-168,835
-81% -$8.57M 0.93% 31
2021
Q1 		$10.6M Sell
208,036
-80,348
-28% -$4.08M 4.95% 4
2020
Q4 		$14.6M Buy
288,384
+30,967
+12% +$1.57M 7.17% 4
2020
Q3 		$13.1M Buy
257,417
+229,382
+818% +$11.7M 7.06% 4
2020
Q2 		$1.42M Buy
28,035
+4,612
+20% +$232K 0.93% 34
2020
Q1 		$1.16M Sell
23,423
-3,845
-14% -$193K 0.93% 29
2019
Q4 		$1.38M Buy
27,268
+13,423
+97% +$678K 0.8% 41
2019
Q3 		$698K Buy
13,845
+6,090
+79% +$307K 0.5% 46
2019
Q2 		$391K Buy
+7,755
New +$391K 0.3% 61

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Access Financial Services's JPST Position: Q2 2026 in Review

Access Financial Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q2 2026, buying an estimated $71.6K and bringing the position to 13,673 shares worth $691K. The position accounts for 0.23% of the portfolio, ranked #58.

Access Financial Services first reported a position in JPST in Q2 2019 and has held it in 29 quarters since. The position peaked at $14.6M in Q4 2020. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Access Financial Services held 13,673 shares of JPMorgan Ultra-Short Income ETF worth $691K as of Q2 2026.
  • Access Financial Services bought 1,417 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $71.6K.
  • JPMorgan Ultra-Short Income ETF made up 0.23% of Access Financial Services's portfolio in Q2 2026, its #58 holding.
  • Access Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 29 quarters since.
  • Access Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $14.6M in Q4 2020.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.