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 Q3	$10.2M	Buy	201,778 +33,048	+20%	+$1.67M	1.92%	7
2026 Q2	$8.53M	Buy	168,730 +20,732	+14%	+$1.05M	1.68%	8
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	$4.3M	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Beacon Financial Advisory's JPST Position: Q3 2026 in Review

Beacon Financial Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 20% in Q3 2026, buying an estimated $1.67M and bringing the position to 201,778 shares worth $10.2M. The position accounts for 1.92% of the portfolio, ranked #7.

Beacon Financial Advisory first reported a position in JPST in Q4 2019 and has held it in 28 quarters since. 904 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Beacon Financial Advisory held 201,778 shares of JPMorgan Ultra-Short Income ETF worth $10.2M as of Q3 2026.
Beacon Financial Advisory bought 33,048 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.67M.
JPMorgan Ultra-Short Income ETF made up 1.92% of Beacon Financial Advisory's portfolio in Q3 2026, its #7 holding.
Beacon Financial Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 28 quarters since.
904 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.