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

Benchmark Financial Wealth 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	$240K	Sell	4,748 -1,998	-30%	-$101K	0.06%	123
2026 Q1	$341K	Sell	6,746 -253	-4%	-$12.8K	0.09%	96
2025 Q4	$354K	Buy	6,999 +576	+9%	+$29.2K	0.1%	89
2025 Q3	$326K	Buy	6,423 +305	+5%	+$15.4K	0.1%	90
2025 Q2	$310K	Buy	6,118 +69	+1%	+$3.48K	0.1%	87
2025 Q1	$306K	Buy	6,049 +69	+1%	+$3.48K	0.12%	80
2024 Q4	$301K	Buy	+5,980	New	+$302K	0.1%	78
2024 Q3	–	Sell	-7,098	Closed	-$358K	–	102
2024 Q2	$358K	Buy	7,098 +94	+1%	+$4.73K	0.13%	63
2024 Q1	$353K	Buy	+7,004	New	+$353K	0.14%	59
2022 Q3	–	Sell	-5,953	Closed	-$298K	–	72
2022 Q2	$298K	Buy	5,953 +12	+0.2%	+$602	0.15%	47
2022 Q1	$299K	Buy	5,941 +6	+0.1%	+$302	0.13%	58
2021 Q4	$300K	Sell	5,935 -137,452	-96%	-$6.95M	0.13%	54
2021 Q3	$7.27M	Sell	143,387 -20,358	-12%	-$1.03M	3.46%	11
2021 Q2	$8.31M	Buy	163,745 +83,752	+105%	+$4.25M	3.97%	9
2021 Q1	$4.06M	Buy	+79,993	New	+$4.06M	2.22%	14

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

Benchmark Financial Wealth Advisors's JPST Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q2 2026, selling an estimated $101K and leaving 4,748 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #123.

Benchmark Financial Wealth Advisors first reported a position in JPST in Q1 2021 and has held it in 15 quarters since. The position peaked at $8.31M in Q2 2021. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Benchmark Financial Wealth Advisors held 4,748 shares of JPMorgan Ultra-Short Income ETF worth $240K as of Q2 2026.
Benchmark Financial Wealth Advisors sold 1,998 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $101K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Benchmark Financial Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 15 quarters since.
Benchmark Financial Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $8.31M in Q2 2021.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.