Brio Consultants’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Brio Consultants’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	$653K	Sell	12,903 -123	-0.9%	-$6.21K	0.08%	97
2026 Q1	$657K	Sell	13,026 -2,571	-16%	-$130K	0.08%	93
2025 Q4	$789K	Sell	15,597 -3,768	-19%	-$191K	0.1%	81
2025 Q3	$982K	Buy	+19,365	New	+$980K	0.14%	70
2024 Q2	–	Sell	-5,260	Closed	-$265K	–	99
2024 Q1	$265K	Buy	5,260 +119	+2%	+$5.99K	0.04%	88
2023 Q4	$258K	Sell	5,141 -1,494	-23%	-$75K	0.05%	88
2023 Q3	$333K	Buy	6,635 +4	+0.1%	+$200	0.06%	73
2023 Q2	$332K	Buy	6,631 +4	+0.1%	+$201	0.06%	77
2023 Q1	$333K	Buy	6,627 +327	+5%	+$16.4K	0.06%	75
2022 Q4	$316K	Buy	+6,300	New	+$316K	0.06%	75

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

Brio Consultants's JPST Position: Q2 2026 in Review

Brio Consultants reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.94% in Q2 2026, selling an estimated $6.21K and leaving 12,903 shares worth $653K. The position accounts for 0.08% of the portfolio, ranked #97.

Brio Consultants first reported a position in JPST in Q4 2022 and has held it in 10 quarters since. The position peaked at $982K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Brio Consultants held 12,903 shares of JPMorgan Ultra-Short Income ETF worth $653K as of Q2 2026.
Brio Consultants sold 123 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $6.21K.
JPMorgan Ultra-Short Income ETF made up 0.08% of Brio Consultants's portfolio in Q2 2026, its #97 holding.
Brio Consultants first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 10 quarters since.
Brio Consultants's JPMorgan Ultra-Short Income ETF position peaked at $982K in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.