FWL Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

FWL Investment 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	$11.7K	Hold	232	–	–	﹤0.01%	293
2026 Q1	$11.7K	Sell	232 -90	-28%	-$4.56K	﹤0.01%	246
2025 Q4	$16.3K	Buy	322 +90	+39%	+$4.56K	﹤0.01%	236
2025 Q3	$11.8K	Hold	232	–	–	﹤0.01%	236
2025 Q2	$11.8K	Hold	232	–	–	﹤0.01%	219
2025 Q1	$11.7K	Hold	232	–	–	﹤0.01%	217
2024 Q4	$11.7K	Hold	232	–	–	﹤0.01%	233
2024 Q3	$11.8K	Buy	+232	New	+$11.7K	﹤0.01%	232

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

FWL Investment Management's JPST Position: Q2 2026 in Review

FWL Investment Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 232 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

FWL Investment Management first reported a position in JPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.3K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

FWL Investment Management held 232 shares of JPMorgan Ultra-Short Income ETF worth $11.7K as of Q2 2026.
FWL Investment Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #293 holding.
FWL Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
FWL Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $16.3K in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.