Diversify Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Diversify Advisory 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	$19.9M	Buy	+394,799	New	+$19.9M	0.33%	56
2026 Q1	–	Sell	-17,580	Closed	-$891K	–	571
2025 Q4	$891K	Sell	17,580 -1,167	-6%	-$59.1K	0.03%	422
2025 Q3	$948K	Buy	18,747 +1,123	+6%	+$56.9K	0.03%	384
2025 Q2	$892K	Sell	17,624 -10,699	-38%	-$540K	0.03%	359
2025 Q1	$1.43M	Buy	28,323 +4,724	+20%	+$239K	0.09%	160
2024 Q4	$1.19M	Sell	23,599 -1,946	-8%	-$98.3K	0.07%	206
2024 Q3	$1.29M	Sell	25,545 -4,321	-14%	-$218K	0.07%	215
2024 Q2	$1.5M	Buy	29,866 +5,827	+24%	+$293K	0.08%	186
2024 Q1	$1.21M	Buy	+24,039	New	+$1.21M	0.07%	213

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

Diversify Advisory Services's JPST Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 394,799 shares worth $19.9M. The stake represents 0.33% of the portfolio and ranks #56 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in JPST as recently as Q4 2025.

Diversify Advisory Services first reported a position in JPST in Q1 2024 and has held it in 9 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Diversify Advisory Services held 394,799 shares of JPMorgan Ultra-Short Income ETF worth $19.9M as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Diversify Advisory Services position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.33% of Diversify Advisory Services's portfolio in Q2 2026, its #56 holding.
Diversify Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 9 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.