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Carter Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Carter Financial Group’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 		$1.83M Buy
36,222
+1,233
+4% +$62.3K 0.95% 23
2026
Q1 		$1.77M Sell
34,989
-427
-1% -$21.6K 1.1% 23
2025
Q4 		$1.8M Buy
35,416
+606
+2% +$30.7K 1.07% 21
2025
Q3 		$1.77M Sell
34,810
-638
-2% -$32.3K 1.07% 22
2025
Q2 		$1.8M Buy
+35,448
New +$1.79M 1.17% 20

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Carter Financial Group's JPST Position: Q2 2026 in Review

Carter Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.5% in Q2 2026, buying an estimated $62.3K and bringing the position to 36,222 shares worth $1.83M. The position accounts for 0.95% of the portfolio, ranked #23.

Carter Financial Group first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Carter Financial Group held 36,222 shares of JPMorgan Ultra-Short Income ETF worth $1.83M as of Q2 2026.
  • Carter Financial Group bought 1,233 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $62.3K.
  • JPMorgan Ultra-Short Income ETF made up 0.95% of Carter Financial Group's portfolio in Q2 2026, its #23 holding.
  • Carter Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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