Ballast Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ballast Financial Advisors’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	$373K	Buy	7,370 +160	+2%	+$8.08K	0.34%	49
2026 Q1	$365K	Sell	7,210 -860	-11%	-$43.5K	0.37%	47
2025 Q4	$408K	Buy	+8,070	New	+$409K	0.42%	44

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

Ballast Financial Advisors's JPST Position: Q2 2026 in Review

Ballast Financial Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.2% in Q2 2026, buying an estimated $8.08K and bringing the position to 7,370 shares worth $373K. The position accounts for 0.34% of the portfolio, ranked #49.

Ballast Financial Advisors first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Ballast Financial Advisors held 7,370 shares of JPMorgan Ultra-Short Income ETF worth $373K as of Q2 2026.
Ballast Financial Advisors bought 160 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $8.08K.
JPMorgan Ultra-Short Income ETF made up 0.34% of Ballast Financial Advisors's portfolio in Q2 2026, its #49 holding.
Ballast Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
Ballast Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $408K in Q4 2025.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.