Discipline Wealth Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Discipline Wealth Solutions’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	$631K	Buy	12,485 +6,855	+122%	+$346K	0.06%	111
2026 Q1	$285K	Buy	5,630 +1,159	+26%	+$58.7K	0.03%	157
2025 Q4	$226K	Buy	+4,471	New	+$227K	0.04%	156
2025 Q1	–	Sell	-5,810	Closed	-$293K	–	75
2024 Q4	$293K	Buy	5,810 +1,333	+30%	+$67.3K	0.14%	69
2024 Q3	$227K	Buy	+4,477	New	+$226K	0.12%	63

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

Discipline Wealth Solutions's JPST Position: Q2 2026 in Review

Discipline Wealth Solutions increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 122% in Q2 2026, buying an estimated $346K and bringing the position to 12,485 shares worth $631K. The position accounts for 0.06% of the portfolio, ranked #111.

Discipline Wealth Solutions first reported a position in JPST in Q3 2024 and has held it in 5 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Discipline Wealth Solutions held 12,485 shares of JPMorgan Ultra-Short Income ETF worth $631K as of Q2 2026.
Discipline Wealth Solutions bought 6,855 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $346K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Discipline Wealth Solutions's portfolio in Q2 2026, its #111 holding.
Discipline Wealth Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 5 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.