Byrne Financial Freedom’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Byrne Financial Freedom’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	$622K	Sell	12,297 -347	-3%	-$17.5K	0.24%	60
2026 Q1	$640K	Sell	12,644 -19,719	-61%	-$999K	0.31%	49
2025 Q4	$1.64M	Buy	32,363 +22,089	+215%	+$1.12M	0.75%	32
2025 Q3	$521K	Sell	10,274 -2,239	-18%	-$113K	0.26%	53
2025 Q2	$634K	Sell	12,513 -3,382	-21%	-$171K	0.32%	51
2025 Q1	$805K	Buy	15,895 +142	+0.9%	+$7.17K	0.46%	44
2024 Q4	$793K	Buy	+15,753	New	+$796K	0.35%	48

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

Byrne Financial Freedom's JPST Position: Q2 2026 in Review

Byrne Financial Freedom reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.7% in Q2 2026, selling an estimated $17.5K and leaving 12,297 shares worth $622K. The position accounts for 0.24% of the portfolio, ranked #60.

Byrne Financial Freedom first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Byrne Financial Freedom held 12,297 shares of JPMorgan Ultra-Short Income ETF worth $622K as of Q2 2026.
Byrne Financial Freedom sold 347 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $17.5K.
JPMorgan Ultra-Short Income ETF made up 0.24% of Byrne Financial Freedom's portfolio in Q2 2026, its #60 holding.
Byrne Financial Freedom first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Byrne Financial Freedom's JPMorgan Ultra-Short Income ETF position peaked at $1.64M in Q4 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.