Buck Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Buck Wealth Strategies’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	$13.5M	Buy	267,213 +10,501	+4%	+$530K	1.41%	23
2026 Q1	$13M	Sell	256,712 -27,274	-10%	-$1.38M	1.6%	25
2025 Q4	$14.4M	Buy	283,986 +19,402	+7%	+$983K	1.82%	15
2025 Q3	$13.4M	Buy	264,584 +11,324	+4%	+$573K	1.84%	14
2025 Q2	$12.8M	Buy	253,260 +17,123	+7%	+$865K	1.96%	15
2025 Q1	$12M	Buy	236,137 +100,032	+73%	+$5.05M	2.17%	8
2024 Q4	$6.86M	Buy	136,105 +48,661	+56%	+$2.46M	1.42%	37
2024 Q3	$4.44M	Sell	87,444 -6,364	-7%	-$322K	1.4%	39
2024 Q2	$4.73M	Buy	+93,808	New	+$4.72M	1.4%	39
2024 Q1	–	Sell	-66,202	Closed	-$3.33M	–	89
2023 Q4	$3.33M	Buy	66,202 +2,587	+4%	+$130K	1.23%	36
2023 Q3	$3.19M	Sell	63,615 -9,623	-13%	-$482K	1.28%	41
2023 Q2	$3.68M	Sell	73,238 -3,831	-5%	-$192K	1.59%	30
2023 Q1	$3.88M	Buy	+77,069	New	+$3.87M	1.89%	29
2022 Q3	$2.58M	Buy	+51,363	New	+$2.57M	1.21%	40

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

Buck Wealth Strategies's JPST Position: Q2 2026 in Review

Buck Wealth Strategies increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.1% in Q2 2026, buying an estimated $530K and bringing the position to 267,213 shares worth $13.5M. The position accounts for 1.41% of the portfolio, ranked #23.

Buck Wealth Strategies first reported a position in JPST in Q3 2022 and has held it in 14 quarters since. The position peaked at $14.4M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Buck Wealth Strategies held 267,213 shares of JPMorgan Ultra-Short Income ETF worth $13.5M as of Q2 2026.
Buck Wealth Strategies bought 10,501 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $530K.
JPMorgan Ultra-Short Income ETF made up 1.41% of Buck Wealth Strategies's portfolio in Q2 2026, its #23 holding.
Buck Wealth Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 14 quarters since.
Buck Wealth Strategies's JPMorgan Ultra-Short Income ETF position peaked at $14.4M in Q4 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.