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

Blueprint 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	$1.71M	Sell	33,883 -4,051	-11%	-$205K	0.19%	75
2026 Q1	$1.92M	Sell	37,934 -17,110	-31%	-$866K	0.28%	57
2025 Q4	$2.78M	Buy	55,044 +9	+0%	+$456	0.42%	49
2025 Q3	$2.79M	Buy	55,035 +815	+2%	+$41.3K	0.6%	48
2025 Q2	$2.75M	Buy	54,220 +33,561	+162%	+$1.7M	0.88%	33
2025 Q1	$1.05M	Buy	+20,659	New	+$1.04M	0.57%	23

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

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

Blueprint Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, selling an estimated $205K and leaving 33,883 shares worth $1.71M. The position accounts for 0.19% of the portfolio, ranked #75.

Blueprint Financial Advisors first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.79M in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Blueprint Financial Advisors held 33,883 shares of JPMorgan Ultra-Short Income ETF worth $1.71M as of Q2 2026.
Blueprint Financial Advisors sold 4,051 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $205K.
JPMorgan Ultra-Short Income ETF made up 0.19% of Blueprint Financial Advisors's portfolio in Q2 2026, its #75 holding.
Blueprint Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Blueprint Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.79M in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.