Family Investment Center’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Family Investment Center’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	$22.2M	Sell	439,827 -71,563	-14%	-$3.61M	3.69%	8
2026 Q1	$25.9M	Buy	511,390 +116,836	+30%	+$5.92M	4.98%	7
2025 Q4	$20M	Buy	394,554 +15,402	+4%	+$780K	4.03%	8
2025 Q3	$19.2M	Buy	379,152 +136,953	+57%	+$6.93M	3.99%	7
2025 Q2	$12.3M	Buy	242,199 +186,205	+333%	+$9.41M	2.78%	12
2025 Q1	$2.83M	Buy	55,994 +45,919	+456%	+$2.32M	0.69%	25
2024 Q4	$507K	Buy	10,075 +449	+5%	+$22.7K	0.13%	51
2024 Q3	$488K	Sell	9,626 -465	-5%	-$23.5K	0.12%	46
2024 Q2	$509K	Sell	10,091 -1,651	-14%	-$83.1K	0.15%	41
2024 Q1	$592K	Sell	11,742 -10,842	-48%	-$546K	0.19%	43
2023 Q4	$1.13M	Buy	22,584 +15,683	+227%	+$787K	0.57%	24
2023 Q3	$346K	Buy	+6,901	New	+$346K	0.21%	38

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

Family Investment Center's JPST Position: Q2 2026 in Review

Family Investment Center reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q2 2026, selling an estimated $3.61M and leaving 439,827 shares worth $22.2M. The position accounts for 3.69% of the portfolio, ranked #8.

Family Investment Center first reported a position in JPST in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.9M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Family Investment Center held 439,827 shares of JPMorgan Ultra-Short Income ETF worth $22.2M as of Q2 2026.
Family Investment Center sold 71,563 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.61M.
JPMorgan Ultra-Short Income ETF made up 3.69% of Family Investment Center's portfolio in Q2 2026, its #8 holding.
Family Investment Center first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 12 quarters since.
Family Investment Center's JPMorgan Ultra-Short Income ETF position peaked at $25.9M in Q1 2026.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.