Ethos Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ethos Financial Group’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	–	Sell	-6,324	Closed	-$320K	–	666
2026 Q1	$320K	Sell	6,324 -975	-13%	-$49.4K	0.02%	391
2025 Q4	$371K	Sell	7,299 -1,128	-13%	-$57.2K	0.03%	346
2025 Q3	$428K	Sell	8,427 -70	-0.8%	-$3.54K	0.03%	293
2025 Q2	$431K	Sell	8,497 -375	-4%	-$18.9K	0.04%	289
2025 Q1	$449K	Hold	8,872	–	–	0.04%	248
2024 Q4	$449K	Sell	8,872 -1,813	-17%	-$91.6K	0.06%	170
2024 Q3	$542K	Sell	10,685 -3,369	-24%	-$170K	0.09%	125
2024 Q2	$709K	Sell	14,054 -46,917	-77%	-$2.36M	0.12%	102
2024 Q1	$3.08M	Sell	60,971 -17,397	-22%	-$876K	0.58%	44
2023 Q4	$3.96M	Sell	78,368 -152,662	-66%	-$7.66M	0.84%	33
2023 Q3	$12.2M	Buy	231,030 +158,821	+220%	+$7.96M	3.16%	4
2023 Q2	$3.64M	Hold	72,209	–	–	1.23%	26
2023 Q1	$3.64M	Sell	72,209 -19,031	-21%	-$956K	1.13%	27
2022 Q4	$4.6M	Buy	+91,240	New	+$4.57M	1.56%	24

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

Ethos Financial Group's JPST Position: Q2 2026 in Review

Ethos Financial Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 6,324 shares — an estimated $320K sold.

Ethos Financial Group first reported a position in JPST in Q4 2022 and held it in 14 quarters. The position peaked at $12.2M in Q3 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Ethos Financial Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Ethos Financial Group sold 6,324 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $320K.
Ethos Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 14 quarters.
Ethos Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $12.2M in Q3 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.