Hixon Zuercher’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hixon Zuercher’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	$3.98M	Buy	78,706 +1,295	+2%	+$65.4K	1.17%	30
2026 Q1	$3.92M	Buy	77,411 +339	+0.4%	+$17.2K	1.22%	30
2025 Q4	$3.9M	Sell	77,072 -322	-0.4%	-$16.3K	1.18%	31
2025 Q3	$3.93M	Buy	77,394 +15,054	+24%	+$762K	1.19%	30
2025 Q2	$3.16M	Buy	62,340 +3,229	+5%	+$163K	1.02%	36
2025 Q1	$2.99M	Sell	59,111 -1,642	-3%	-$82.9K	1.06%	34
2024 Q4	$3.06M	Buy	60,753 +39,914	+192%	+$2.02M	1.18%	33
2024 Q3	$1.06M	Buy	20,839 +6,827	+49%	+$345K	0.41%	62
2024 Q2	$707K	Buy	14,012 +5,913	+73%	+$298K	0.3%	55
2024 Q1	$409K	Buy	+8,099	New	+$408K	0.17%	58

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

Hixon Zuercher's JPST Position: Q2 2026 in Review

Hixon Zuercher increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.7% in Q2 2026, buying an estimated $65.4K and bringing the position to 78,706 shares worth $3.98M. The position accounts for 1.17% of the portfolio, ranked #30.

Hixon Zuercher first reported a position in JPST in Q1 2024 and has held it in 10 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Hixon Zuercher held 78,706 shares of JPMorgan Ultra-Short Income ETF worth $3.98M as of Q2 2026.
Hixon Zuercher bought 1,295 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $65.4K.
JPMorgan Ultra-Short Income ETF made up 1.17% of Hixon Zuercher's portfolio in Q2 2026, its #30 holding.
Hixon Zuercher first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 10 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.