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

Financial Enhancement 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 		$10.1M Buy
198,946
+17,149
+9% +$866K 1.2% 29
2026
Q1 		$9.19M Buy
181,797
+8,373
+5% +$424K 1.14% 32
2025
Q4 		$8.79M Buy
173,424
+10,191
+6% +$516K 1.14% 33
2025
Q3 		$8.26M Buy
163,233
+6,809
+4% +$345K 1.11% 34
2025
Q2 		$7.91M Buy
156,424
+20,351
+15% +$1.03M 1.13% 31
2025
Q1 		$6.87M Buy
136,073
+13,954
+11% +$705K 1.07% 33
2024
Q4 		$6.16M Buy
122,119
+59,861
+96% +$3.02M 0.94% 38
2024
Q3 		$3.13M Sell
62,258
-38,108
-38% -$1.93M 0.61% 51
2024
Q2 		$5.06M Buy
100,366
+10,706
+12% +$539K 0.81% 40
2024
Q1 		$4.51M Sell
89,660
-3,013
-3% -$152K 0.74% 51
2023
Q4 		$4.67M Sell
92,673
-1,812
-2% -$90.9K 0.82% 44
2023
Q3 		$4.73M Sell
94,485
-9,392
-9% -$471K 0.91% 40
2023
Q2 		$5.2M Buy
103,877
+41,619
+67% +$2.09M 0.96% 36
2023
Q1 		$3.13M Buy
62,258
+29,967
+93% +$1.51M 0.61% 51
2022
Q4 		$1.62M Buy
32,291
+28,816
+829% +$1.44M 0.31% 69
2022
Q3 		$174K Buy
3,475
+200
+6% +$10K 0.04% 102
2022
Q2 		$164K Hold
3,275
– – 0.04% 104
2022
Q1 		$165K Sell
3,275
-9,900
-75% -$499K 0.03% 111
2021
Q4 		$665K Sell
13,175
-33,162
-72% -$1.68M 0.12% 72
2021
Q3 		$2.35M Buy
46,337
+12,124
+35% +$615K 0.44% 43
2021
Q2 		$1.74M Buy
34,213
+20,000
+141% +$1.01M 0.36% 48
2021
Q1 		$721K Sell
14,213
-8,300
-37% -$421K 0.15% 62
2020
Q4 		$1.14M Buy
22,513
+6,362
+39% +$323K 0.24% 58
2020
Q3 		$820K Sell
16,151
-3,000
-16% -$152K 0.19% 59
2020
Q2 		$972K Buy
19,151
+8,316
+77% +$419K 0.24% 56
2020
Q1 		$538K Sell
10,835
-1,430
-12% -$71.9K 0.16% 67
2019
Q4 		$619K Buy
12,265
+365
+3% +$18.4K 0.16% 62
2019
Q3 		$600K Buy
11,900
+9,900
+495% +$500K 0.16% 59
2019
Q2 		$101K Buy
2,000
+1,000
+100% +$50.4K 0.03% 106
2019
Q1 		$50K Buy
+1,000
New +$50.3K 0.02% 138

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

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

Financial Enhancement Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.4% in Q2 2026, buying an estimated $866K and bringing the position to 198,946 shares worth $10.1M. The position accounts for 1.2% of the portfolio, ranked #29.

Financial Enhancement Group first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Financial Enhancement Group held 198,946 shares of JPMorgan Ultra-Short Income ETF worth $10.1M as of Q2 2026.
  • Financial Enhancement Group bought 17,149 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $866K.
  • JPMorgan Ultra-Short Income ETF made up 1.2% of Financial Enhancement Group's portfolio in Q2 2026, its #29 holding.
  • Financial Enhancement Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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