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Bogart Wealth LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bogart Wealth LLC’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 		$35.7K Hold
706
– – ﹤0.01% 629
2026
Q1 		$35.7K Hold
706
– – ﹤0.01% 582
2025
Q4 		$35.7K Hold
706
– – ﹤0.01% 557
2025
Q3 		$35.8K Hold
706
– – ﹤0.01% 525
2025
Q2 		$35.8K Hold
706
– – ﹤0.01% 509
2025
Q1 		$35.7K Hold
706
– – ﹤0.01% 476
2024
Q4 		$35.6K Buy
706
+697
+7,744% +$35.2K ﹤0.01% 477
2024
Q3 		$457 Hold
9
– – ﹤0.01% 1076
2024
Q2 		$454 Hold
9
– – ﹤0.01% 1059
2024
Q1 		$454 Sell
9
-1
-10% -$50 ﹤0.01% 1018
2023
Q4 		$502 Buy
10
+1
+11% +$50 ﹤0.01% 1003
2023
Q3 		$452 Hold
9
– – ﹤0.01% 1015
2023
Q2 		$451 Hold
9
– – ﹤0.01% 990
2023
Q1 		$453 Sell
9
-43
-83% -$2.16K ﹤0.01% 1045
2022
Q4 		$2.61K Sell
52
-1,590
-97% -$79.7K ﹤0.01% 768
2022
Q3 		$82K Hold
1,642
– – 0.01% 245
2022
Q2 		$82K Hold
1,642
– – 0.01% 228
2022
Q1 		$83K Hold
1,642
– – 0.01% 227
2021
Q4 		$83K Hold
1,642
– – 0.01% 217
2021
Q3 		$83K Buy
1,642
+52
+3% +$2.64K 0.01% 208
2021
Q2 		$81K Sell
1,590
-3,937
-71% -$200K 0.01% 203
2021
Q1 		$281K Buy
5,527
+2,462
+80% +$125K 0.04% 125
2020
Q4 		$155K Hold
3,065
– – 0.03% 138
2020
Q3 		$155K Buy
3,065
+1,475
+93% +$75K 0.03% 131
2020
Q2 		$81K Hold
1,590
– – 0.02% 150
2020
Q1 		$79K Sell
1,590
-129
-8% -$6.49K 0.02% 148
2019
Q4 		$87K Sell
1,719
-358
-17% -$18.1K 0.03% 148
2019
Q3 		$105K Hold
2,077
– – 0.05% 121
2019
Q2 		$104K Sell
2,077
-283,159
-99% -$14.3M 0.06% 112
2019
Q1 		$14.3M Buy
+285,236
New +$14.3M 6.92% 4

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bogart Wealth LLC's JPST Position: Q2 2026 in Review

Bogart Wealth LLC held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 706 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Bogart Wealth LLC first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.3M in Q1 2019. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Bogart Wealth LLC held 706 shares of JPMorgan Ultra-Short Income ETF worth $35.7K as of Q2 2026.
  • Bogart Wealth LLC left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #629 holding.
  • Bogart Wealth LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
  • Bogart Wealth LLC's JPMorgan Ultra-Short Income ETF position peaked at $14.3M in Q1 2019.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.