Dean Jacobson Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Dean Jacobson Financial Services’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	$4.48M	Buy	88,571 +3,480	+4%	+$176K	2.46%	7
2026 Q1	$4.31M	Buy	85,091 +23,989	+39%	+$1.21M	2.65%	8
2025 Q4	$3.09M	Sell	61,102 -5,911	-9%	-$299K	1.96%	7
2025 Q3	$3.4M	Buy	67,013 +7,867	+13%	+$398K	2.47%	5
2025 Q2	$3M	Buy	59,146 +28,950	+96%	+$1.46M	2.32%	4
2025 Q1	$1.53M	Buy	+30,196	New	+$1.53M	1.18%	5

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

Dean Jacobson Financial Services's JPST Position: Q2 2026 in Review

Dean Jacobson Financial Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.1% in Q2 2026, buying an estimated $176K and bringing the position to 88,571 shares worth $4.48M. The position accounts for 2.46% of the portfolio, ranked #7.

Dean Jacobson Financial Services first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Dean Jacobson Financial Services held 88,571 shares of JPMorgan Ultra-Short Income ETF worth $4.48M as of Q2 2026.
Dean Jacobson Financial Services bought 3,480 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $176K.
JPMorgan Ultra-Short Income ETF made up 2.46% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #7 holding.
Dean Jacobson Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.