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

Greenbush 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	$5.53M	Buy	109,423 +4,745	+5%	+$240K	1.63%	19
2026 Q1	$5.3M	Buy	104,678 +12,161	+13%	+$616K	1.75%	18
2025 Q4	$4.68M	Buy	92,517 +20,623	+29%	+$1.04M	1.59%	20
2025 Q3	$3.65M	Buy	71,894 +9,295	+15%	+$471K	1.4%	21
2025 Q2	$3.17M	Buy	62,599 +2,187	+4%	+$110K	1.38%	20
2025 Q1	$3.06M	Sell	60,412 -6,516	-10%	-$329K	1.52%	18
2024 Q4	$3.37M	Buy	+66,928	New	+$3.38M	1.78%	18

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

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

Greenbush Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.5% in Q2 2026, buying an estimated $240K and bringing the position to 109,423 shares worth $5.53M. The position accounts for 1.63% of the portfolio, ranked #19.

Greenbush Financial Group first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Greenbush Financial Group held 109,423 shares of JPMorgan Ultra-Short Income ETF worth $5.53M as of Q2 2026.
Greenbush Financial Group bought 4,745 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $240K.
JPMorgan Ultra-Short Income ETF made up 1.63% of Greenbush Financial Group's portfolio in Q2 2026, its #19 holding.
Greenbush Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.