J.M. Forbes & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

J.M. Forbes & Co’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	$808K	Hold	15,987	–	–	0.06%	88
2026 Q1	$809K	Hold	15,987	–	–	0.07%	85
2025 Q4	$809K	Buy	15,987 +6,196	+63%	+$314K	0.07%	87
2025 Q3	$497K	Sell	9,791 -2,212	-18%	-$112K	0.04%	102
2025 Q2	$608K	Buy	12,003 +7,172	+148%	+$362K	0.06%	92
2025 Q1	$245K	Sell	4,831 -11	-0.2%	-$556	0.02%	133
2024 Q4	$244K	Hold	4,842	–	–	0.02%	135
2024 Q3	$246K	Hold	4,842	–	–	0.02%	131
2024 Q2	$244K	Hold	4,842	–	–	0.03%	126
2024 Q1	$244K	Sell	4,842 -1	-0%	-$50	0.03%	123
2023 Q4	$243K	Sell	4,843 -1,000	-17%	-$50.2K	0.03%	120
2023 Q3	$293K	Buy	5,843 +1,000	+21%	+$50.1K	0.04%	111
2023 Q2	$243K	Hold	4,843	–	–	0.03%	118
2023 Q1	$244K	Sell	4,843 -20	-0.4%	-$1K	0.03%	101
2022 Q4	$244K	Sell	4,863 -10	-0.2%	-$501	0.04%	98
2022 Q3	$244K	Sell	4,873 -70	-1%	-$3.51K	0.04%	98
2022 Q2	$248K	Sell	4,943 -948	-16%	-$47.6K	0.04%	99
2022 Q1	$296K	Buy	+5,891	New	+$297K	0.04%	99

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

J.M. Forbes & Co's JPST Position: Q2 2026 in Review

J.M. Forbes & Co held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 15,987 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #88.

J.M. Forbes & Co first reported a position in JPST in Q1 2022 and has held it in 18 quarters since. The position peaked at $809K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

J.M. Forbes & Co held 15,987 shares of JPMorgan Ultra-Short Income ETF worth $808K as of Q2 2026.
J.M. Forbes & Co left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.06% of J.M. Forbes & Co's portfolio in Q2 2026, its #88 holding.
J.M. Forbes & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 18 quarters since.
J.M. Forbes & Co's JPMorgan Ultra-Short Income ETF position peaked at $809K in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.