Key Client Fiduciary Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Key Client Fiduciary Advisors’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	$881K	Hold	17,421	–	–	0.25%	81
2026 Q1	$882K	Hold	17,421	–	–	0.3%	72
2025 Q4	$881K	Sell	17,421 -50	-0.3%	-$2.53K	0.3%	69
2025 Q3	$886K	Hold	17,471	–	–	0.29%	67
2025 Q2	$885K	Hold	17,471	–	–	0.36%	64
2025 Q1	$885K	Buy	17,471 +935	+6%	+$47.2K	0.4%	57
2024 Q4	$833K	Sell	16,536 -240	-1%	-$12.1K	0.37%	64
2024 Q3	$851K	Sell	16,776 -58	-0.3%	-$2.93K	0.38%	62
2024 Q2	$850K	Buy	16,834 +1	+0%	+$50	0.42%	59
2024 Q1	$849K	Buy	16,833 +6,466	+62%	+$326K	0.45%	53
2023 Q4	$521K	Sell	10,367 -838	-7%	-$42K	0.3%	80
2023 Q3	$562K	Sell	11,205 -1,701	-13%	-$85.2K	0.34%	69
2023 Q2	$647K	Sell	12,906 -28	-0.2%	-$1.41K	0.38%	59
2023 Q1	$651K	Sell	12,934 -1,093	-8%	-$54.9K	0.41%	55
2022 Q4	$703K	Sell	14,027 -990	-7%	-$49.6K	0.47%	52
2022 Q3	$753K	Buy	15,017 +1,003	+7%	+$50.3K	0.68%	34
2022 Q2	$702K	Sell	14,014 -398	-3%	-$20K	0.68%	35
2022 Q1	$725K	Sell	14,412 -33,759	-70%	-$1.7M	0.57%	43
2021 Q4	$2.43M	Buy	+48,171	New	+$2.44M	2.01%	14

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

Key Client Fiduciary Advisors's JPST Position: Q2 2026 in Review

Key Client Fiduciary Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 17,421 shares worth $881K. The position accounts for 0.25% of the portfolio, ranked #81.

Key Client Fiduciary Advisors first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.43M in Q4 2021. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Key Client Fiduciary Advisors held 17,421 shares of JPMorgan Ultra-Short Income ETF worth $881K as of Q2 2026.
Key Client Fiduciary Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.25% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #81 holding.
Key Client Fiduciary Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.43M in Q4 2021.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.