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

Goldstone Financial Group’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	$7.58M	Sell	149,899 -43,469	-22%	-$2.2M	0.69%	39
2026 Q1	$9.79M	Sell	193,368 -25,550	-12%	-$1.29M	1.06%	23
2025 Q4	$11.1M	Buy	218,918 +7,317	+3%	+$371K	1.23%	25
2025 Q3	$10.7M	Buy	211,601 +2,692	+1%	+$136K	1.27%	24
2025 Q2	$10.5M	Sell	208,909 -1,431	-0.7%	-$72.3K	1.39%	22
2025 Q1	$10.6M	Buy	210,340 +50,640	+32%	+$2.56M	1.61%	17
2024 Q4	$8.04M	Buy	159,700 +23,571	+17%	+$1.19M	1.26%	25
2024 Q3	$6.91M	Sell	136,129 -173,009	-56%	-$8.74M	1.2%	26
2024 Q2	$15.6M	Buy	309,138 +46,711	+18%	+$2.35M	3.13%	5
2024 Q1	$13.2M	Buy	262,427 +22,189	+9%	+$1.12M	3.04%	7
2023 Q4	$12.1M	Buy	240,238 +9,556	+4%	+$480K	3.12%	5
2023 Q3	$11.6M	Buy	230,682 +7,100	+3%	+$356K	3.43%	4
2023 Q2	$11.2M	Buy	223,582 +206,208	+1,187%	+$10.3M	3.3%	5
2023 Q1	$874K	Buy	+17,374	New	+$873K	0.29%	61

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

Goldstone Financial Group's JPST Position: Q2 2026 in Review

Goldstone Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q2 2026, selling an estimated $2.2M and leaving 149,899 shares worth $7.58M. The position accounts for 0.69% of the portfolio, ranked #39.

Goldstone Financial Group first reported a position in JPST in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.6M in Q2 2024. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Goldstone Financial Group held 149,899 shares of JPMorgan Ultra-Short Income ETF worth $7.58M as of Q2 2026.
Goldstone Financial Group sold 43,469 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.2M.
JPMorgan Ultra-Short Income ETF made up 0.69% of Goldstone Financial Group's portfolio in Q2 2026, its #39 holding.
Goldstone Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $15.6M in Q2 2024.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.