CFO4Life Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

CFO4Life 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	$2.04M	Buy	40,365 +3	+0%	+$152	0.27%	56
2026 Q1	$2.04M	Buy	40,362 +896	+2%	+$45.4K	0.31%	52
2025 Q4	$2M	Sell	39,466 -144	-0.4%	-$7.3K	0.28%	56
2025 Q3	$2.01M	Sell	39,610 -816	-2%	-$41.3K	0.29%	51
2025 Q2	$2.05M	Sell	40,426 -6,397	-14%	-$323K	0.32%	49
2025 Q1	$2.37M	Sell	46,823 -4,543	-9%	-$229K	0.4%	45
2024 Q4	$2.59M	Sell	51,366 -1,579	-3%	-$79.7K	0.45%	38
2024 Q3	$2.69M	Sell	52,945 -5,296	-9%	-$268K	0.48%	36
2024 Q2	$2.94M	Sell	58,241 -7,685	-12%	-$387K	0.55%	33
2024 Q1	$3.33M	Sell	65,926 -3,205	-5%	-$161K	0.6%	31
2023 Q4	$3.47M	Sell	69,131 -13,943	-17%	-$700K	0.66%	31
2023 Q3	$4.17M	Sell	83,074 -3,847	-4%	-$193K	0.96%	21
2023 Q2	$4.36M	Sell	86,921 -923	-1%	-$46.3K	0.94%	21
2023 Q1	$4.42M	Buy	87,844 +7,556	+9%	+$380K	1%	19
2022 Q4	$4.02M	Buy	80,288 +1,101	+1%	+$55.2K	0.86%	26
2022 Q3	$3.97M	Buy	79,187 +168	+0.2%	+$8.42K	1.06%	16
2022 Q2	$3.96M	Sell	79,019 -1,158	-1%	-$58.1K	0.98%	19
2022 Q1	$4.03M	Sell	80,177 -3,282	-4%	-$165K	0.85%	17
2021 Q4	$4.21M	Buy	83,459 +13,841	+20%	+$700K	0.87%	20
2021 Q3	$3.53M	Sell	69,618 -3,374	-5%	-$171K	0.82%	22
2021 Q2	$3.7M	Sell	72,992 -980	-1%	-$49.7K	0.85%	22
2021 Q1	$3.75M	Buy	73,972 +1,932	+3%	+$98.1K	0.93%	19
2020 Q4	$3.66M	Buy	72,040 +61,406	+577%	+$3.12M	1.05%	20
2020 Q3	$540K	Buy	10,634 +2,551	+32%	+$130K	0.18%	61
2020 Q2	$410K	Sell	8,083 -2,385	-23%	-$120K	0.16%	67
2020 Q1	$520K	Sell	10,468 -207	-2%	-$10.4K	0.28%	50
2019 Q4	$538K	Sell	10,675 -3,208	-23%	-$162K	0.23%	66
2019 Q3	$700K	Buy	13,883 +6,273	+82%	+$317K	0.31%	48
2019 Q2	$383K	Sell	7,610 -32,246	-81%	-$1.62M	0.18%	82
2019 Q1	$2M	Sell	39,856 -773	-2%	-$38.8K	0.94%	26
2018 Q4	$2.04M	Buy	40,629 +20,804	+105%	+$1.04M	0.9%	27
2018 Q3	$994K	Buy	+19,825	New	+$995K	0.44%	47

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

CFO4Life Group's JPST Position: Q2 2026 in Review

CFO4Life Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.01% in Q2 2026, buying an estimated $152 and bringing the position to 40,365 shares worth $2.04M. The position accounts for 0.27% of the portfolio, ranked #56.

CFO4Life Group first reported a position in JPST in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.42M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

CFO4Life Group held 40,365 shares of JPMorgan Ultra-Short Income ETF worth $2.04M as of Q2 2026.
CFO4Life Group bought 3 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $152.
JPMorgan Ultra-Short Income ETF made up 0.27% of CFO4Life Group's portfolio in Q2 2026, its #56 holding.
CFO4Life Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 32 quarters since.
CFO4Life Group's JPMorgan Ultra-Short Income ETF position peaked at $4.42M in Q1 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.