D.L. Carlson Investment Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

D.L. Carlson Investment 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	$512K	Sell	10,132 -323	-3%	-$16.3K	0.08%	103
2026 Q1	$529K	Buy	10,455 +197	+2%	+$9.98K	0.09%	103
2025 Q4	$519K	Sell	10,258 -1,193	-10%	-$60.4K	0.09%	107
2025 Q3	$581K	Buy	11,451 +2,117	+23%	+$107K	0.1%	106
2025 Q2	$473K	Sell	9,334 -35,281	-79%	-$1.78M	0.09%	108
2025 Q1	$2.26M	Buy	44,615 +9,430	+27%	+$476K	0.43%	68
2024 Q4	$1.77M	Buy	35,185 +409	+1%	+$20.7K	0.32%	81
2024 Q3	$1.76M	Sell	34,776 -40,658	-54%	-$2.05M	0.32%	82
2024 Q2	$3.81M	Buy	75,434 +26,122	+53%	+$1.32M	0.73%	37
2024 Q1	$2.49M	Buy	49,312 +7,959	+19%	+$401K	0.49%	64
2023 Q4	$2.08M	Sell	41,353 -745	-2%	-$37.4K	0.42%	65
2023 Q3	$2.11M	Sell	42,098 -24,422	-37%	-$1.22M	0.43%	64
2023 Q2	$3.34M	Buy	+66,520	New	+$3.34M	0.64%	54

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

D.L. Carlson Investment Group's JPST Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.1% in Q2 2026, selling an estimated $16.3K and leaving 10,132 shares worth $512K. The position accounts for 0.08% of the portfolio, ranked #103.

D.L. Carlson Investment Group first reported a position in JPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.81M in Q2 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

D.L. Carlson Investment Group held 10,132 shares of JPMorgan Ultra-Short Income ETF worth $512K as of Q2 2026.
D.L. Carlson Investment Group sold 323 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $16.3K.
JPMorgan Ultra-Short Income ETF made up 0.08% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #103 holding.
D.L. Carlson Investment Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 13 quarters since.
D.L. Carlson Investment Group's JPMorgan Ultra-Short Income ETF position peaked at $3.81M in Q2 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.