Focus Financial Network’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Focus Financial Network’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	$3.52M	Sell	69,571 -8,814	-11%	-$445K	0.11%	148
2026 Q1	$3.97M	Buy	78,385 +8,799	+13%	+$446K	0.14%	126
2025 Q4	$3.53M	Sell	69,586 -23,336	-25%	-$1.18M	0.12%	135
2025 Q3	$4.71M	Buy	92,922 +39,969	+75%	+$2.02M	0.17%	96
2025 Q2	$2.68M	Buy	52,953 +17,568	+50%	+$887K	0.11%	153
2025 Q1	$1.79M	Sell	35,385 -10,492	-23%	-$530K	0.07%	198
2024 Q4	$2.32M	Sell	45,877 -54,205	-54%	-$2.74M	0.09%	166
2024 Q3	$5.08M	Buy	100,082 +73,788	+281%	+$3.73M	0.21%	83
2024 Q2	$1.33M	Buy	26,294 +3,641	+16%	+$183K	0.06%	229
2024 Q1	$1.14M	Sell	22,653 -8,559	-27%	-$431K	0.06%	234
2023 Q4	$1.58M	Sell	31,212 -25,222	-45%	-$1.27M	0.06%	239
2023 Q3	$2.83M	Sell	56,434 -8,379	-13%	-$420K	0.16%	118
2023 Q2	$3.25M	Sell	64,813 -2,046	-3%	-$103K	0.18%	109
2023 Q1	$3.36M	Buy	+66,859	New	+$3.36M	0.21%	103
2020 Q4	–	Sell	-7,514	Closed	-$382K	–	453
2020 Q3	$382K	Buy	+7,514	New	+$382K	0.04%	297

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

Focus Financial Network's JPST Position: Q2 2026 in Review

Focus Financial Network reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, selling an estimated $445K and leaving 69,571 shares worth $3.52M. The position accounts for 0.11% of the portfolio, ranked #148.

Focus Financial Network first reported a position in JPST in Q3 2020 and has held it in 15 quarters since. The position peaked at $5.08M in Q3 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Focus Financial Network held 69,571 shares of JPMorgan Ultra-Short Income ETF worth $3.52M as of Q2 2026.
Focus Financial Network sold 8,814 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $445K.
JPMorgan Ultra-Short Income ETF made up 0.11% of Focus Financial Network's portfolio in Q2 2026, its #148 holding.
Focus Financial Network first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 15 quarters since.
Focus Financial Network's JPMorgan Ultra-Short Income ETF position peaked at $5.08M in Q3 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.