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Fi3 Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Fi3 Financial Advisors’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 		$2.54M Buy
7,752
+2,757
+55% +$139K 0.61% 22
2026
Q1 		$253K Buy
+4,995
New +$253K 0.07% 171

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

Fi3 Financial Advisors's JPST Position: Q2 2026 in Review

Fi3 Financial Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 55% in Q2 2026, buying an estimated $139K and bringing the position to 7,752 shares worth $2.54M. The position accounts for 0.61% of the portfolio, ranked #22.

Fi3 Financial Advisors first reported a position in JPST in Q1 2026 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Fi3 Financial Advisors held 7,752 shares of JPMorgan Ultra-Short Income ETF worth $2.54M as of Q2 2026.
  • Fi3 Financial Advisors bought 2,757 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $139K.
  • JPMorgan Ultra-Short Income ETF made up 0.61% of Fi3 Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Fi3 Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.