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

Financial Engines 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	$3.28M	Sell	64,871 -5,475	-8%	-$277K	0.01%	181
2026 Q1	$3.56M	Sell	70,346 -8,725	-11%	-$442K	0.01%	169
2025 Q4	$4M	Sell	79,071 -16,044	-17%	-$813K	0.01%	165
2025 Q3	$4.83M	Sell	95,115 -2,656	-3%	-$134K	0.01%	151
2025 Q2	$4.96M	Buy	+97,771	New	+$4.94M	0.01%	145

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

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

Financial Engines Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.8% in Q2 2026, selling an estimated $277K and leaving 64,871 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #181.

Financial Engines Advisors first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.96M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Financial Engines Advisors held 64,871 shares of JPMorgan Ultra-Short Income ETF worth $3.28M as of Q2 2026.
Financial Engines Advisors sold 5,475 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $277K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #181 holding.
Financial Engines Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
Financial Engines Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.96M in Q2 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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