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

DHJJ Financial 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	$10.6M	Buy	210,052 +39,582	+23%	+$2M	3.06%	5
2026 Q1	$8.63M	Buy	170,470 +9,917	+6%	+$502K	2.86%	5
2025 Q4	$8.12M	Buy	160,553 +370	+0.2%	+$18.7K	2.7%	5
2025 Q3	$8.13M	Buy	160,183 +13,096	+9%	+$663K	2.76%	6
2025 Q2	$7.45M	Buy	147,087 +7,351	+5%	+$371K	2.69%	5
2025 Q1	$7.07M	Buy	139,736 +64,148	+85%	+$3.24M	2.85%	5
2024 Q4	$3.81M	Buy	75,588 +73,771	+4,060%	+$3.73M	1.48%	13
2024 Q3	$92.2K	Buy	1,817 +320	+21%	+$16.2K	0.04%	230
2024 Q2	$75.6K	Hold	1,497	–	–	0.03%	231
2024 Q1	$75.5K	Sell	1,497 -47	-3%	-$2.37K	0.03%	222
2023 Q4	$77.6K	Sell	1,544 -310	-17%	-$15.6K	0.04%	214
2023 Q3	$93K	Buy	+1,854	New	+$92.9K	0.05%	191
2023 Q2	–	Sell	-6,219	Closed	-$313K	–	140
2023 Q1	$313K	Sell	6,219 -858	-12%	-$43.1K	0.17%	107
2022 Q4	$365K	Buy	+7,077	New	+$355K	0.21%	94
2021 Q4	–	Sell	-4,950	Closed	-$251K	–	131
2021 Q3	$251K	Sell	4,950 -73	-1%	-$3.7K	0.13%	109
2021 Q2	$255K	Buy	5,023 +121	+2%	+$6.14K	0.13%	103
2021 Q1	$249K	Sell	4,902 -23	-0.5%	-$1.17K	0.14%	96
2020 Q4	$250K	Buy	+4,925	New	+$250K	0.16%	91

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

DHJJ Financial Advisors's JPST Position: Q2 2026 in Review

DHJJ Financial Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 23% in Q2 2026, buying an estimated $2M and bringing the position to 210,052 shares worth $10.6M. The position accounts for 3.06% of the portfolio, ranked #5.

DHJJ Financial Advisors first reported a position in JPST in Q4 2020 and has held it in 18 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

DHJJ Financial Advisors held 210,052 shares of JPMorgan Ultra-Short Income ETF worth $10.6M as of Q2 2026.
DHJJ Financial Advisors bought 39,582 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2M.
JPMorgan Ultra-Short Income ETF made up 3.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #5 holding.
DHJJ Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 18 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.