Action Point Financial Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Action Point Financial Planning’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	$934K	Buy	18,468 +10,662	+137%	+$539K	0.09%	171
2026 Q1	$395K	Buy	+7,806	New	+$395K	0.35%	43

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

Action Point Financial Planning's JPST Position: Q2 2026 in Review

Action Point Financial Planning increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 137% in Q2 2026, buying an estimated $539K and bringing the position to 18,468 shares worth $934K. The position accounts for 0.09% of the portfolio, ranked #171.

Action Point Financial Planning first reported a position in JPST in Q1 2026 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Action Point Financial Planning held 18,468 shares of JPMorgan Ultra-Short Income ETF worth $934K as of Q2 2026.
Action Point Financial Planning bought 10,662 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $539K.
JPMorgan Ultra-Short Income ETF made up 0.09% of Action Point Financial Planning's portfolio in Q2 2026, its #171 holding.
Action Point Financial Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.