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

BCGM 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 		– Sell
-7,076
Closed -$358K – 189
2026
Q1 		$358K Sell
7,076
-770
-10% -$39K 0.09% 130
2025
Q4 		$397K Buy
7,846
+2,921
+59% +$148K 0.1% 119
2025
Q3 		$250K Sell
4,925
-9
-0.2% -$456 0.07% 158
2025
Q2 		$250K Sell
4,934
-3
-0.1% -$152 0.07% 147
2025
Q1 		$250K Sell
4,937
-5,615
-53% -$284K 0.08% 141
2024
Q4 		$532K Buy
10,552
+1,226
+13% +$61.9K 0.17% 95
2024
Q3 		$473K Sell
9,326
-158
-2% -$7.98K 0.15% 97
2024
Q2 		$479K Sell
9,484
-2,263
-19% -$114K 0.17% 96
2024
Q1 		$593K Buy
11,747
+1,329
+13% +$66.9K 0.21% 84
2023
Q4 		$523K Buy
10,418
+777
+8% +$39K 0.21% 76
2023
Q3 		$484K Buy
9,641
+3,309
+52% +$166K 0.22% 70
2023
Q2 		$318K Buy
6,332
+1,769
+39% +$88.8K 0.14% 92
2023
Q1 		$230K Sell
4,563
-2,327
-34% -$117K 0.12% 94
2022
Q4 		$345K Buy
6,890
+34
+0.5% +$1.7K 0.17% 80
2022
Q3 		$343K Sell
6,856
-28
-0.4% -$1.4K 0.17% 79
2022
Q2 		$345K Sell
6,884
-1,985
-22% -$99.6K 0.18% 79
2022
Q1 		$445K Buy
8,869
+109
+1% +$5.49K 0.24% 68
2021
Q4 		$442K Buy
8,760
+24
+0.3% +$1.21K 0.24% 70
2021
Q3 		$442K Sell
8,736
-168
-2% -$8.52K 0.25% 67
2021
Q2 		$452K Buy
8,904
+218
+3% +$11.1K 0.27% 64
2021
Q1 		$441K Buy
8,686
+41
+0.5% +$2.08K 0.3% 60
2020
Q4 		$439K Buy
+8,645
New +$439K 0.31% 58

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

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

BCGM Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 7,076 shares — an estimated $358K sold.

BCGM Wealth Management first reported a position in JPST in Q4 2020 and held it in 22 quarters. The position peaked at $593K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • BCGM Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • BCGM Wealth Management sold 7,076 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $358K.
  • BCGM Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 22 quarters.
  • BCGM Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $593K in Q1 2024.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.