Detalus Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Detalus Advisors’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	$1.3M	Buy	25,800 +100	+0.4%	+$5.05K	0.25%	51
2026 Q1	$1.3M	Hold	25,700	–	–	0.3%	49
2025 Q4	$1.3M	Buy	25,700 +700	+3%	+$35.5K	0.32%	47
2025 Q3	$1.27M	Buy	25,000 +12,380	+98%	+$627K	0.33%	46
2025 Q2	$640K	Sell	12,620 -1,600	-11%	-$80.8K	0.19%	71
2025 Q1	$720K	Hold	14,220	–	–	0.23%	63
2024 Q4	$716K	Buy	+14,220	New	+$718K	0.24%	55

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

Detalus Advisors's JPST Position: Q2 2026 in Review

Detalus Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.39% in Q2 2026, buying an estimated $5.05K and bringing the position to 25,800 shares worth $1.3M. The position accounts for 0.25% of the portfolio, ranked #51.

Detalus Advisors first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Detalus Advisors held 25,800 shares of JPMorgan Ultra-Short Income ETF worth $1.3M as of Q2 2026.
Detalus Advisors bought 100 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.05K.
JPMorgan Ultra-Short Income ETF made up 0.25% of Detalus Advisors's portfolio in Q2 2026, its #51 holding.
Detalus Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.