Fonville Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Fonville Wealth Management’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	$6.13M	Buy	121,290 +37,311	+44%	+$1.88M	1%	28
2026 Q1	$4.25M	Buy	83,979 +45,545	+119%	+$2.31M	0.81%	33
2025 Q4	$1.94M	Buy	38,434 +21,958	+133%	+$1.11M	0.4%	47
2025 Q3	$836K	Buy	+16,476	New	+$834K	0.19%	67

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

Fonville Wealth Management's JPST Position: Q2 2026 in Review

Fonville Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 44% in Q2 2026, buying an estimated $1.88M and bringing the position to 121,290 shares worth $6.13M. The position accounts for 1% of the portfolio, ranked #28.

Fonville Wealth Management first reported a position in JPST in Q3 2025 and has held it in 4 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Fonville Wealth Management held 121,290 shares of JPMorgan Ultra-Short Income ETF worth $6.13M as of Q2 2026.
Fonville Wealth Management bought 37,311 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.88M.
JPMorgan Ultra-Short Income ETF made up 1% of Fonville Wealth Management's portfolio in Q2 2026, its #28 holding.
Fonville Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.