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

Compass Financial Management’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

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

Betterment LLC New York $59.1B AUM 18.41% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Compass Financial Management's JPST Position: Q2 2026 in Review

Compass Financial Management 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.

1,148 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Compass Financial Management 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 position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #988 holding.
1,148 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.