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Brady Family Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Brady Family Wealth’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 		$1.84M Buy
36,335
+7,485
+26% +$378K 0.53% 51
2026
Q1 		$1.46M Buy
28,850
+592
+2% +$30K 0.46% 55
2025
Q4 		$1.43M Buy
28,258
+1,541
+6% +$78.1K 0.44% 56
2025
Q3 		$1.36M Sell
26,717
-803
-3% -$40.7K 0.42% 53
2025
Q2 		$1.39M Buy
27,520
+1,033
+4% +$52.2K 0.43% 56
2025
Q1 		$1.34M Buy
26,487
+596
+2% +$30.1K 0.43% 57
2024
Q4 		$1.3M Buy
25,891
+10,448
+68% +$528K 0.4% 57
2024
Q3 		$784K Buy
15,443
+1,045
+7% +$52.8K 0.24% 72
2024
Q2 		$727K Buy
14,398
+2,678
+23% +$135K 0.23% 70
2024
Q1 		$591K Buy
11,720
+35
+0.3% +$1.76K 0.19% 79
2023
Q4 		$587K Buy
11,685
+35
+0.3% +$1.76K 0.2% 76
2023
Q3 		$585K Buy
11,650
+1,630
+16% +$81.7K 0.23% 72
2023
Q2 		$502K Buy
10,020
+29
+0.3% +$1.46K 0.19% 78
2023
Q1 		$503K Sell
9,991
-673
-6% -$33.8K 0.2% 80
2022
Q4 		$535K Buy
+10,664
New +$535K 0.22% 77

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

Brady Family Wealth's JPST Position: Q2 2026 in Review

Brady Family Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 26% in Q2 2026, buying an estimated $378K and bringing the position to 36,335 shares worth $1.84M. The position accounts for 0.53% of the portfolio, ranked #51.

Brady Family Wealth first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Brady Family Wealth held 36,335 shares of JPMorgan Ultra-Short Income ETF worth $1.84M as of Q2 2026.
  • Brady Family Wealth bought 7,485 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $378K.
  • JPMorgan Ultra-Short Income ETF made up 0.53% of Brady Family Wealth's portfolio in Q2 2026, its #51 holding.
  • Brady Family Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.