BridgePort Financial Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BridgePort Financial Solutions’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	$1.05M	Buy	20,700 +14,464	+232%	+$731K	0.27%	79
2026 Q1	$316K	Sell	6,236 -23	-0.4%	-$1.17K	0.09%	170
2025 Q4	$317K	Sell	6,259 -512	-8%	-$25.9K	0.09%	177
2025 Q3	$343K	Sell	6,771 -507	-7%	-$25.7K	0.09%	167
2025 Q2	$369K	Buy	+7,278	New	+$368K	0.12%	133

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

BridgePort Financial Solutions's JPST Position: Q2 2026 in Review

BridgePort Financial Solutions increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 232% in Q2 2026, buying an estimated $731K and bringing the position to 20,700 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #79.

BridgePort Financial Solutions first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

BridgePort Financial Solutions held 20,700 shares of JPMorgan Ultra-Short Income ETF worth $1.05M as of Q2 2026.
BridgePort Financial Solutions bought 14,464 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $731K.
JPMorgan Ultra-Short Income ETF made up 0.27% of BridgePort Financial Solutions's portfolio in Q2 2026, its #79 holding.
BridgePort Financial Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.