FourThought Financial Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

FourThought Financial Partners’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	$1.26M	Buy	24,926 +1,700	+7%	+$85.9K	0.1%	131
2026 Q1	$1.18M	Sell	23,226 -1,990	-8%	-$101K	0.1%	124
2025 Q4	$1.28M	Buy	25,216 +1,393	+6%	+$70.6K	0.11%	122
2025 Q3	$1.21M	Sell	23,823 -125	-0.5%	-$6.33K	0.11%	125
2025 Q2	$1.21M	Sell	23,948 -4,196	-15%	-$212K	0.12%	121
2025 Q1	$1.42M	Sell	28,144 -11,153	-28%	-$563K	0.15%	113
2024 Q4	$1.98M	Sell	39,297 -3,347	-8%	-$169K	0.21%	100
2024 Q3	$2.16M	Sell	42,644 -2,646	-6%	-$134K	0.26%	81
2024 Q2	$2.29M	Buy	45,290 +787	+2%	+$39.6K	0.29%	75
2024 Q1	$2.25M	Sell	44,503 -4,768	-10%	-$240K	0.26%	91
2023 Q4	$2.47M	Sell	49,271 -14,421	-23%	-$724K	0.31%	79
2023 Q3	$3.2M	Sell	63,692 -6,328	-9%	-$317K	0.45%	63
2023 Q2	$3.51M	Sell	70,020 -20,414	-23%	-$1.02M	0.46%	60
2023 Q1	$4.55M	Sell	90,434 -35,725	-28%	-$1.8M	0.62%	49
2022 Q4	$6.32M	Buy	+126,159	New	+$6.32M	0.92%	34

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

FourThought Financial Partners's JPST Position: Q2 2026 in Review

FourThought Financial Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.3% in Q2 2026, buying an estimated $85.9K and bringing the position to 24,926 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #131.

FourThought Financial Partners first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.32M in Q4 2022. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

FourThought Financial Partners held 24,926 shares of JPMorgan Ultra-Short Income ETF worth $1.26M as of Q2 2026.
FourThought Financial Partners bought 1,700 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $85.9K.
JPMorgan Ultra-Short Income ETF made up 0.1% of FourThought Financial Partners's portfolio in Q2 2026, its #131 holding.
FourThought Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
FourThought Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $6.32M in Q4 2022.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.