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

FSR 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	$436K	Sell	8,621 -18	-0.2%	-$909	0.5%	25
2026 Q1	$437K	Sell	8,639 -274	-3%	-$13.9K	0.54%	30
2025 Q4	$451K	Sell	8,913 -502	-5%	-$25.4K	0.53%	24
2025 Q3	$478K	Sell	9,415 -317	-3%	-$16K	0.57%	22
2025 Q2	$493K	Sell	9,732 -18	-0.2%	-$909	0.63%	22
2025 Q1	$494K	Sell	9,750 -56	-0.6%	-$2.83K	0.65%	26
2024 Q4	$494K	Buy	+9,806	New	+$495K	0.62%	24

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

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

FSR Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.21% in Q2 2026, selling an estimated $909 and leaving 8,621 shares worth $436K. The position accounts for 0.5% of the portfolio, ranked #25.

FSR Wealth Management first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $494K in Q4 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

FSR Wealth Management held 8,621 shares of JPMorgan Ultra-Short Income ETF worth $436K as of Q2 2026.
FSR Wealth Management sold 18 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $909.
JPMorgan Ultra-Short Income ETF made up 0.5% of FSR Wealth Management's portfolio in Q2 2026, its #25 holding.
FSR Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
FSR Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $494K in Q4 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.