Benjamin Edwards Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Benjamin Edwards Inc’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	$1.8M	Sell	35,660 -5,025	-12%	-$254K	0.02%	612
2026 Q1	$2.06M	Buy	40,685 +4,630	+13%	+$234K	0.02%	540
2025 Q4	$1.82M	Sell	36,055 -647	-2%	-$32.8K	0.02%	535
2025 Q3	$1.86M	Buy	36,702 +3,419	+10%	+$173K	0.02%	506
2025 Q2	$1.69M	Buy	33,283 +4,176	+14%	+$211K	0.02%	487
2025 Q1	$1.47M	Sell	29,107 -130	-0.4%	-$6.57K	0.02%	489
2024 Q4	$1.47M	Sell	29,237 -1,805	-6%	-$91.2K	0.02%	503
2024 Q3	$1.58M	Buy	+31,042	New	+$1.57M	0.02%	480
2023 Q1	–	Sell	-135	Closed	-$7K	–	734
2022 Q4	$7K	Buy	135 +1	+0.7%	+$50	﹤0.01%	617
2022 Q3	$7K	Buy	134 +1	+0.8%	+$50	﹤0.01%	595
2022 Q2	$7K	Buy	+133	New	+$6.67K	﹤0.01%	610

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

Benjamin Edwards Inc's JPST Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q2 2026, selling an estimated $254K and leaving 35,660 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #612.

Benjamin Edwards Inc first reported a position in JPST in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.06M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Benjamin Edwards Inc held 35,660 shares of JPMorgan Ultra-Short Income ETF worth $1.8M as of Q2 2026.
Benjamin Edwards Inc sold 5,025 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $254K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #612 holding.
Benjamin Edwards Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 11 quarters since.
Benjamin Edwards Inc's JPMorgan Ultra-Short Income ETF position peaked at $2.06M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.