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

Freedom 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	$1.77M	Sell	35,003 -29,782	-46%	-$1.5M	0.58%	28
2026 Q1	$3.28M	Buy	64,785 +18,329	+39%	+$928K	1.17%	22
2025 Q4	$2.35M	Buy	46,456 +12,321	+36%	+$624K	0.86%	25
2025 Q3	$1.73M	Buy	34,135 +3,301	+11%	+$167K	0.66%	27
2025 Q2	$1.56M	Buy	30,834 +498	+2%	+$25.2K	0.66%	26
2025 Q1	$1.54M	Buy	30,336 +1,836	+6%	+$92.7K	0.72%	25
2024 Q4	$1.44M	Buy	+28,500	New	+$1.44M	0.69%	27

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

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

Freedom Financial Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 46% in Q2 2026, selling an estimated $1.5M and leaving 35,003 shares worth $1.77M. The position accounts for 0.58% of the portfolio, ranked #28.

Freedom Financial Partners first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.28M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Freedom Financial Partners held 35,003 shares of JPMorgan Ultra-Short Income ETF worth $1.77M as of Q2 2026.
Freedom Financial Partners sold 29,782 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.5M.
JPMorgan Ultra-Short Income ETF made up 0.58% of Freedom Financial Partners's portfolio in Q2 2026, its #28 holding.
Freedom Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $3.28M in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.