Beacon Financial Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Beacon Financial Advisory’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 Q1	$7.49M	Buy	147,998 +23,795	+19%	+$1.2M	1.69%	8
2025 Q4	$6.28M	Buy	124,203 +11,954	+11%	+$606K	1.46%	9
2025 Q3	$5.69M	Buy	112,249 +12,895	+13%	+$653K	1.32%	11
2025 Q2	$5.04M	Buy	99,354 +24,721	+33%	+$1.25M	1.3%	11
2025 Q1	$3.78M	Buy	74,633 +38,923	+109%	+$1.97M	1.14%	13
2024 Q4	$1.8M	Buy	35,710 +2,657	+8%	+$134K	0.59%	30
2024 Q3	$1.68M	Buy	33,053 +9,124	+38%	+$461K	0.57%	37
2024 Q2	$1.21M	Buy	23,929 +3,112	+15%	+$157K	0.45%	54
2024 Q1	$1.05M	Sell	20,817 -826	-4%	-$41.6K	0.51%	51
2023 Q4	$1.09M	Buy	21,643 +7,500	+53%	+$376K	0.52%	46
2023 Q3	$710K	Buy	14,143 +1,621	+13%	+$81.2K	0.39%	83
2023 Q2	$628K	Buy	12,522 +1,109	+10%	+$55.7K	0.36%	89
2023 Q1	$574K	Sell	11,413 -354	-3%	-$17.8K	0.36%	89
2022 Q4	$590K	Sell	11,767 -2,251	-16%	-$113K	0.42%	74
2022 Q3	$703K	Sell	14,018 -61,806	-82%	-$3.1M	0.5%	58
2022 Q2	$3.8M	Sell	75,824 -13,126	-15%	-$659K	2.16%	4
2022 Q1	$4.47M	Buy	88,950 +3,864	+5%	+$195K	2.14%	4
2021 Q4	$4.29M	Buy	85,086 +12,940	+18%	+$655K	1.98%	6
2021 Q3	$3.66M	Sell	72,146 -3,655	-5%	-$185K	1.9%	6
2021 Q2	$3.85M	Buy	75,801 +2,452	+3%	+$124K	2.07%	3
2021 Q1	$3.72M	Buy	73,349 +18,846	+35%	+$957K	2.13%	3
2020 Q4	$2.77M	Sell	54,503 -1,277	-2%	-$64.9K	1.8%	7
2020 Q3	$2.83M	Buy	55,780 +1,763	+3%	+$89.6K	2.46%	4
2020 Q2	$2.74M	Buy	54,017 +2,004	+4%	+$101K	2.98%	3
2020 Q1	$2.58M	Buy	52,013 +2,555	+5%	+$128K	3.29%	2
2019 Q4	$2.49M	Buy	+49,458	New	+$2.5M	2.14%	8

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Financial Advisory's JPST Position: Q1 2026 in Review

Beacon Financial Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 19% in Q1 2026, buying an estimated $1.2M and bringing the position to 147,998 shares worth $7.49M. The position accounts for 1.69% of the portfolio, ranked #8.

Beacon Financial Advisory first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Beacon Financial Advisory held 147,998 shares of JPMorgan Ultra-Short Income ETF worth $7.49M as of Q1 2026.
Beacon Financial Advisory bought 23,795 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.2M.
JPMorgan Ultra-Short Income ETF made up 1.69% of Beacon Financial Advisory's portfolio in Q1 2026, its #8 holding.
Beacon Financial Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.