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

JDM 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 		$6.37M Buy
125,954
+110,078
+693% +$5.56M 2.17% 12
2026
Q1 		$803K Sell
15,876
-314
-2% -$15.9K 0.31% 33
2025
Q4 		$819K Buy
16,190
+3,068
+23% +$155K 0.32% 32
2025
Q3 		$666K Buy
13,122
+249
+2% +$12.6K 0.28% 34
2025
Q2 		$652K Sell
12,873
-3,055
-19% -$154K 0.31% 31
2025
Q1 		$806K Sell
15,928
-4,403
-22% -$222K 0.41% 28
2024
Q4 		$1.02M Buy
20,331
+20,167
+12,297% +$1.02M 0.53% 24
2024
Q3 		$8.32K Hold
164
– – ﹤0.01% 188
2024
Q2 		$8.28K Hold
164
– – 0.01% 158
2024
Q1 		$8.27K Hold
164
– – 0.01% 152
2023
Q4 		$8.24K Hold
164
– – 0.01% 148
2023
Q3 		$8.23K Hold
164
– – 0.01% 141
2023
Q2 		$8.22K Hold
164
– – 0.01% 148
2023
Q1 		$8.25K Hold
164
– – 0.01% 151
2022
Q4 		$8.22K Buy
+164
New +$8.22K 0.01% 145

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JDM Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 693% in Q2 2026, buying an estimated $5.56M and bringing the position to 125,954 shares worth $6.37M. The position accounts for 2.17% of the portfolio, ranked #12.

JDM Financial Group first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • JDM Financial Group held 125,954 shares of JPMorgan Ultra-Short Income ETF worth $6.37M as of Q2 2026.
  • JDM Financial Group bought 110,078 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.56M.
  • JPMorgan Ultra-Short Income ETF made up 2.17% of JDM Financial Group's portfolio in Q2 2026, its #12 holding.
  • JDM Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.