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

Benchmark Financial’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 		$1.96M Sell
38,724
-645
-2% -$32.6K 1.6% 15
2026
Q1 		$1.99M Buy
39,369
+18,440
+88% +$934K 1.79% 15
2025
Q4 		$1.06M Buy
+20,929
New +$1.06M 1.06% 22

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Benchmark Financial's JPST Position: Q2 2026 in Review

Benchmark Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.6% in Q2 2026, selling an estimated $32.6K and leaving 38,724 shares worth $1.96M. The position accounts for 1.6% of the portfolio, ranked #15.

Benchmark Financial first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q1 2026. 834 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Benchmark Financial held 38,724 shares of JPMorgan Ultra-Short Income ETF worth $1.96M as of Q2 2026.
  • Benchmark Financial sold 645 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $32.6K.
  • JPMorgan Ultra-Short Income ETF made up 1.6% of Benchmark Financial's portfolio in Q2 2026, its #15 holding.
  • Benchmark Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Benchmark Financial's JPMorgan Ultra-Short Income ETF position peaked at $1.99M in Q1 2026.
  • 834 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.