Atomi Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Atomi Financial Group’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	$1.56M	Buy	30,855 +1,497	+5%	+$75.6K	0.04%	340
2026 Q1	$1.49M	Sell	29,358 -1,660	-5%	-$84.1K	0.05%	313
2025 Q4	$1.57M	Sell	31,018 -643	-2%	-$32.6K	0.05%	279
2025 Q3	$1.61M	Sell	31,661 -3,230	-9%	-$164K	0.05%	244
2025 Q2	$1.77M	Buy	34,891 +16,316	+88%	+$824K	0.07%	205
2025 Q1	$940K	Buy	18,575 +11,310	+156%	+$571K	0.04%	325
2024 Q4	$366K	Buy	7,265 +2,618	+56%	+$132K	0.02%	624
2024 Q3	$236K	Sell	4,647 -141	-3%	-$7.13K	0.01%	781
2024 Q2	$242K	Sell	4,788 -3,640	-43%	-$183K	0.02%	668
2024 Q1	$425K	Sell	8,428 -7,086	-46%	-$357K	0.04%	401
2023 Q4	$779K	Sell	15,514 -1,906	-11%	-$95.6K	0.11%	171
2023 Q3	$874K	Buy	17,420 +9,167	+111%	+$459K	0.29%	90
2023 Q2	$414K	Buy	+8,253	New	+$414K	0.19%	145

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

Atomi Financial Group's JPST Position: Q2 2026 in Review

Atomi Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.1% in Q2 2026, buying an estimated $75.6K and bringing the position to 30,855 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #340.

Atomi Financial Group first reported a position in JPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.77M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Atomi Financial Group held 30,855 shares of JPMorgan Ultra-Short Income ETF worth $1.56M as of Q2 2026.
Atomi Financial Group bought 1,497 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $75.6K.
JPMorgan Ultra-Short Income ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #340 holding.
Atomi Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 13 quarters since.
Atomi Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $1.77M in Q2 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.