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

Beaumont 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	$756K	Sell	14,952 -6,544	-30%	-$331K	0.05%	201
2026 Q1	$1.09M	Sell	21,496 -4,378	-17%	-$222K	0.07%	156
2025 Q4	$1.31M	Buy	25,874 +12,566	+94%	+$637K	0.09%	140
2025 Q3	$675K	Sell	13,308 -2,076	-13%	-$105K	0.05%	205
2025 Q2	$780K	Buy	15,384 +572	+4%	+$28.9K	0.06%	173
2025 Q1	$750K	Sell	14,812 -6,563	-31%	-$332K	0.06%	178
2024 Q4	$1.08M	Buy	21,375 +2,501	+13%	+$126K	0.08%	143
2024 Q3	$958K	Buy	18,874 +383	+2%	+$19.4K	0.07%	149
2024 Q2	$933K	Sell	18,491 -818	-4%	-$41.2K	0.07%	152
2024 Q1	$974K	Sell	19,309 -23,121	-54%	-$1.16M	0.08%	150
2023 Q4	$2.13M	Sell	42,430 -34,675	-45%	-$1.74M	0.19%	77
2023 Q3	$3.87M	Buy	77,105 +57,721	+298%	+$2.89M	0.39%	49
2023 Q2	$972K	Buy	19,384 +1,344	+7%	+$67.5K	0.09%	137
2023 Q1	$908K	Sell	18,040 -46	-0.3%	-$2.31K	0.09%	131
2022 Q4	$907K	Buy	+18,086	New	+$907K	0.09%	133

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

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

Beaumont Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q2 2026, selling an estimated $331K and leaving 14,952 shares worth $756K. The position accounts for 0.05% of the portfolio, ranked #201.

Beaumont Financial Advisors first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.87M in Q3 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Beaumont Financial Advisors held 14,952 shares of JPMorgan Ultra-Short Income ETF worth $756K as of Q2 2026.
Beaumont Financial Advisors sold 6,544 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $331K.
JPMorgan Ultra-Short Income ETF made up 0.05% of Beaumont Financial Advisors's portfolio in Q2 2026, its #201 holding.
Beaumont Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Beaumont Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.87M in Q3 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.