Fiduciary Alliance’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Fiduciary Alliance’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	$328K	Sell	6,485 -695	-10%	-$35.1K	0.02%	421
2026 Q1	$363K	Sell	7,180 -2,120	-23%	-$107K	0.02%	416
2025 Q4	$471K	Buy	9,300 +471	+5%	+$23.9K	0.03%	354
2025 Q3	$448K	Sell	8,829 -9,301	-51%	-$471K	0.03%	358
2025 Q2	$919K	Buy	18,130 +2,824	+18%	+$143K	0.07%	232
2025 Q1	$775K	Buy	15,306 +401	+3%	+$20.3K	0.08%	199
2024 Q4	$751K	Buy	14,905 +2,535	+20%	+$128K	0.08%	188
2024 Q3	$628K	Sell	12,370 -707	-5%	-$35.7K	0.08%	136
2024 Q2	$657K	Buy	13,077 +1,602	+14%	+$80.7K	0.11%	107
2024 Q1	$576K	Buy	11,475 +5,523	+93%	+$278K	0.1%	114
2023 Q4	$299K	Buy	+5,952	New	+$299K	0.06%	145
2023 Q3	–	Sell	-171	Closed	-$8.57K	–	580
2023 Q2	$8.57K	Sell	171 -84,561	-100%	-$4.24M	﹤0.01%	595
2023 Q1	$4.26M	Buy	84,732 +84,149	+14,434%	+$4.23M	1.07%	33
2022 Q4	$29.2K	Buy	+583	New	+$29.2K	0.01%	271

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

Fiduciary Alliance's JPST Position: Q2 2026 in Review

Fiduciary Alliance reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.7% in Q2 2026, selling an estimated $35.1K and leaving 6,485 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #421.

Fiduciary Alliance first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.26M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Fiduciary Alliance held 6,485 shares of JPMorgan Ultra-Short Income ETF worth $328K as of Q2 2026.
Fiduciary Alliance sold 695 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $35.1K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #421 holding.
Fiduciary Alliance first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Fiduciary Alliance's JPMorgan Ultra-Short Income ETF position peaked at $4.26M in Q1 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.