GF
JPST icon

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

Gimbal Financial’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 		$398K Buy
+7,862
New +$397K 0.24% 30
2025
Q3 		$399K Hold
7,862
– – 0.24% 31
2025
Q2 		$398K Buy
+7,862
New +$397K 0.24% 29

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gimbal Financial's JPST Position: Q2 2026 in Review

Gimbal Financial opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 7,862 shares worth $398K. The stake represents 0.24% of the portfolio and ranks #30 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in JPST as recently as Q3 2025.

Gimbal Financial first reported a position in JPST in Q2 2025 and has held it in 3 quarters since. The position peaked at $399K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Gimbal Financial held 7,862 shares of JPMorgan Ultra-Short Income ETF worth $398K as of Q2 2026.
  • JPMorgan Ultra-Short Income ETF was a new Gimbal Financial position in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.24% of Gimbal Financial's portfolio in Q2 2026, its #30 holding.
  • Gimbal Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Gimbal Financial's JPMorgan Ultra-Short Income ETF position peaked at $399K in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.