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

Independent 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	$20.9M	Buy	412,854 +100,339	+32%	+$5.07M	0.39%	36
2026 Q1	$15.8M	Sell	312,515 -11,394	-4%	-$577K	0.35%	46
2025 Q4	$16.4M	Sell	323,909 -11,361	-3%	-$576K	0.37%	42
2025 Q3	$17M	Buy	335,270 +53,570	+19%	+$2.71M	0.41%	35
2025 Q2	$14.3M	Buy	281,700 +61,771	+28%	+$3.12M	0.39%	39
2025 Q1	$11.1M	Buy	219,929 +58,871	+37%	+$2.97M	0.38%	42
2024 Q4	$8.11M	Buy	161,058 +11,731	+8%	+$592K	0.27%	61
2024 Q3	$7.58M	Buy	149,327 +8,506	+6%	+$430K	0.28%	65
2024 Q2	$7.11M	Buy	140,821 +8,808	+7%	+$444K	0.28%	66
2024 Q1	$6.66M	Sell	132,013 -1,622	-1%	-$81.7K	0.31%	68
2023 Q4	$6.71M	Buy	133,635 +17,059	+15%	+$856K	0.36%	48
2023 Q3	$5.85M	Buy	116,576 +13,640	+13%	+$683K	0.38%	43
2023 Q2	$5.16M	Buy	102,936 +5,752	+6%	+$289K	0.36%	51
2023 Q1	$4.89M	Buy	97,184 +20,474	+27%	+$1.03M	0.39%	47
2022 Q4	$3.85M	Buy	76,710 +32,555	+74%	+$1.63M	0.33%	55
2022 Q3	$2.21M	Buy	44,155 +35,686	+421%	+$1.79M	0.2%	98
2022 Q2	$424K	Buy	+8,469	New	+$425K	0.05%	417

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

Betterment LLC New York $59.1B AUM 18.41% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Independent Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q2 2026, buying an estimated $5.07M and bringing the position to 412,854 shares worth $20.9M. The position accounts for 0.39% of the portfolio, ranked #36.

Independent Financial Group first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. 1,148 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Independent Financial Group held 412,854 shares of JPMorgan Ultra-Short Income ETF worth $20.9M as of Q2 2026.
Independent Financial Group bought 100,339 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.07M.
JPMorgan Ultra-Short Income ETF made up 0.39% of Independent Financial Group's portfolio in Q2 2026, its #36 holding.
Independent Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
1,148 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.