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

Berger Financial Group’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 		$2.05M Buy
40,556
+5,800
+17% +$293K 0.1% 150
2026
Q1 		$1.76M Buy
34,756
+22,873
+192% +$1.16M 0.1% 155
2025
Q4 		$601K Buy
11,883
+6,999
+143% +$355K 0.03% 267
2025
Q3 		$248K Buy
4,884
+10
+0.2% +$506 0.01% 389
2025
Q2 		$247K Sell
4,874
-91
-2% -$4.6K 0.02% 370
2025
Q1 		$251K Sell
4,965
-519
-9% -$26.2K 0.02% 367
2024
Q4 		$276K Sell
5,484
-200
-4% -$10.1K 0.02% 333
2024
Q3 		$288K Sell
5,684
-414
-7% -$20.9K 0.02% 314
2024
Q2 		$308K Sell
6,098
-102
-2% -$5.14K 0.02% 278
2024
Q1 		$313K Buy
6,200
+430
+7% +$21.6K 0.03% 270
2023
Q4 		$290K Sell
5,770
-1,495
-21% -$75K 0.03% 235
2023
Q3 		$365K Buy
7,265
+490
+7% +$24.6K 0.04% 183
2023
Q2 		$340K Sell
6,775
-609
-8% -$30.6K 0.04% 203
2023
Q1 		$372K Buy
7,384
+292
+4% +$14.7K 0.04% 185
2022
Q4 		$356K Sell
7,092
-202
-3% -$10.1K 0.05% 188
2022
Q3 		$366K Buy
+7,294
New +$366K 0.05% 161
2021
Q3 		– Sell
-4,150
Closed -$211K – 210
2021
Q2 		$211K Sell
4,150
-956
-19% -$48.5K 0.04% 198
2021
Q1 		$259K Sell
5,106
-1,014
-17% -$51.5K 0.06% 161
2020
Q4 		$311K Buy
+6,120
New +$311K 0.05% 158

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

Berger Financial Group's JPST Position: Q2 2026 in Review

Berger Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, buying an estimated $293K and bringing the position to 40,556 shares worth $2.05M. The position accounts for 0.1% of the portfolio, ranked #150.

Berger Financial Group first reported a position in JPST in Q4 2020 and has held it in 19 quarters since. 874 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Berger Financial Group held 40,556 shares of JPMorgan Ultra-Short Income ETF worth $2.05M as of Q2 2026.
  • Berger Financial Group bought 5,800 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $293K.
  • JPMorgan Ultra-Short Income ETF made up 0.1% of Berger Financial Group's portfolio in Q2 2026, its #150 holding.
  • Berger Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 19 quarters since.
  • 874 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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