Independent Solutions Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Independent Solutions Wealth Management’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	$8.3M	Sell	164,140 -3,516	-2%	-$178K	1.08%	19
2026 Q1	$8.49M	Buy	167,656 +95,822	+133%	+$4.85M	1.25%	17
2025 Q4	$3.63M	Buy	71,834 +11,621	+19%	+$589K	0.67%	48
2025 Q3	$3.05M	Buy	60,213 +8,531	+17%	+$432K	0.54%	61
2025 Q2	$2.62M	Buy	51,682 +4,497	+10%	+$227K	0.51%	64
2025 Q1	$2.39M	Buy	47,185 +3,873	+9%	+$196K	0.53%	60
2024 Q4	$2.18M	Buy	43,312 +33,036	+321%	+$1.67M	0.48%	65
2024 Q3	$521K	Buy	+10,276	New	+$519K	0.12%	115

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

Independent Solutions Wealth Management's JPST Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.1% in Q2 2026, selling an estimated $178K and leaving 164,140 shares worth $8.3M. The position accounts for 1.08% of the portfolio, ranked #19.

Independent Solutions Wealth Management first reported a position in JPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.49M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Independent Solutions Wealth Management held 164,140 shares of JPMorgan Ultra-Short Income ETF worth $8.3M as of Q2 2026.
Independent Solutions Wealth Management sold 3,516 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $178K.
JPMorgan Ultra-Short Income ETF made up 1.08% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #19 holding.
Independent Solutions Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
Independent Solutions Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $8.49M in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.