Financial Life Planners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Life Planners’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	$7.13K	Sell	141 -16	-10%	-$808	﹤0.01%	249
2026 Q1	$7.92K	Buy	+157	New	+$7.95K	0.01%	249
2025 Q4	–	Sell	-153	Closed	-$7.78K	–	198
2025 Q3	$7.78K	Buy	+153	New	+$7.75K	0.01%	260
2025 Q1	–	Sell	-148	Closed	-$7.46K	–	237
2024 Q4	$7.46K	Buy	+148	New	+$7.47K	0.01%	280

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Financial Life Planners's JPST Position: Q2 2026 in Review

Financial Life Planners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q2 2026, selling an estimated $808 and leaving 141 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Financial Life Planners first reported a position in JPST in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.92K in Q1 2026. 622 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Financial Life Planners held 141 shares of JPMorgan Ultra-Short Income ETF worth $7.13K as of Q2 2026.
Financial Life Planners sold 16 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $808.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #249 holding.
Financial Life Planners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's JPMorgan Ultra-Short Income ETF position peaked at $7.92K in Q1 2026.
622 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.