COMPASS FINANCIAL MANAGEMENT LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$13.6K	Buy	+268	New	+$13.5K	﹤0.01%	988

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's JPST Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 268 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #988 among its holdings.

1,029 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 268 shares of JPMorgan Ultra-Short Income ETF worth $13.6K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #988 holding.
1,029 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.