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

Essex 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 		$19M Buy
375,686
+16,996
+5% +$858K 0.95% 18
2026
Q1 		$18.2M Buy
358,690
+48,813
+16% +$2.47M 1.02% 18
2025
Q4 		$15.7M Buy
309,877
+71,372
+30% +$3.62M 0.89% 21
2025
Q3 		$12.1M Buy
238,505
+28,672
+14% +$1.45M 0.72% 25
2025
Q2 		$10.6M Buy
209,833
+24,572
+13% +$1.24M 0.7% 26
2025
Q1 		$9.38M Buy
185,261
+26,516
+17% +$1.34M 0.68% 29
2024
Q4 		$8M Sell
158,745
-21,607
-12% -$1.09M 0.56% 35
2024
Q3 		$9.12M Sell
180,352
-24,344
-12% -$1.23M 0.66% 28
2024
Q2 		$10.3M Buy
204,696
+6,801
+3% +$342K 0.77% 26
2024
Q1 		$9.98M Buy
197,895
+12,871
+7% +$648K 0.92% 22
2023
Q4 		$9.29M Buy
185,024
+20,799
+13% +$1.04M 0.96% 22
2023
Q3 		$8.24M Buy
164,225
+23,349
+17% +$1.17M 0.95% 23
2023
Q2 		$7.06M Buy
140,876
+49,063
+53% +$2.46M 0.8% 26
2023
Q1 		$4.62M Buy
91,813
+15,366
+20% +$772K 0.49% 53
2022
Q4 		$3.83M Buy
76,447
+11,070
+17% +$555K 0.41% 58
2022
Q3 		$3.28M Buy
65,377
+589
+0.9% +$29.5K 0.39% 64
2022
Q2 		$3.25M Buy
64,788
+3,888
+6% +$195K 0.36% 70
2022
Q1 		$3.06M Sell
60,900
-1,826
-3% -$92K 0.29% 85
2021
Q4 		$3.17M Buy
62,726
+6,327
+11% +$320K 0.31% 75
2021
Q3 		$2.86M Buy
56,399
+12,847
+29% +$652K 0.33% 76
2021
Q2 		$2.21M Hold
43,552
– – 0.32% 71
2021
Q1 		$2.21M Buy
43,552
+13,913
+47% +$706K 0.4% 63
2020
Q4 		$1.5M Buy
29,639
+5,758
+24% +$292K 0.3% 84
2020
Q3 		$1.21M Buy
23,881
+140
+0.6% +$7.11K 0.3% 81
2020
Q2 		$1.2M Buy
23,741
+13,688
+136% +$689K 0.37% 72
2020
Q1 		$499K Sell
10,053
-4,796
-32% -$241K 0.18% 126
2019
Q4 		$749K Buy
14,849
+6,843
+85% +$345K 0.21% 112
2019
Q3 		$404K Buy
8,006
+3,556
+80% +$179K 0.13% 158
2019
Q2 		$224K Buy
+4,450
New +$224K 0.07% 215

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Essex Financial Services's JPST Position: Q2 2026 in Review

Essex Financial Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.7% in Q2 2026, buying an estimated $858K and bringing the position to 375,686 shares worth $19M. The position accounts for 0.95% of the portfolio, ranked #18.

Essex Financial Services first reported a position in JPST in Q2 2019 and has held it in 29 quarters since. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Essex Financial Services held 375,686 shares of JPMorgan Ultra-Short Income ETF worth $19M as of Q2 2026.
  • Essex Financial Services bought 16,996 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $858K.
  • JPMorgan Ultra-Short Income ETF made up 0.95% of Essex Financial Services's portfolio in Q2 2026, its #18 holding.
  • Essex Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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