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

Carter Financial’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 		$536K Hold
10,602
– – 0.4% 18
2026
Q1 		$537K Buy
+10,602
New +$537K 0.47% 16

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carter Financial's JPST Position: Q2 2026 in Review

Carter Financial held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 10,602 shares worth $536K. The position accounts for 0.4% of the portfolio, ranked #18.

Carter Financial first reported a position in JPST in Q1 2026 and has held it in 2 quarters since. The position peaked at $537K in Q1 2026. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Carter Financial held 10,602 shares of JPMorgan Ultra-Short Income ETF worth $536K as of Q2 2026.
  • Carter Financial left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.4% of Carter Financial's portfolio in Q2 2026, its #18 holding.
  • Carter Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Carter Financial's JPMorgan Ultra-Short Income ETF position peaked at $537K in Q1 2026.
  • 1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Carter Financial's 13F filing for Q2 2026, filed 13 Aug 2026.