BFS
JPST icon

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

Beacon Financial Strategies’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 		$33.8K Buy
+668
New +$33.7K 0.02% 123

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Beacon Financial Strategies's JPST Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 668 shares worth $33.8K. The stake represents 0.02% of the portfolio and ranks #123 among its holdings.

191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Beacon Financial Strategies held 668 shares of JPMorgan Ultra-Short Income ETF worth $33.8K as of Q2 2026.
  • JPMorgan Ultra-Short Income ETF was a new Beacon Financial Strategies position in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #123 holding.
  • 191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.