Key Financial Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Key Financial Inc’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	$2.96M	Buy	58,569 +33,003	+129%	+$1.67M	0.49%	39
2026 Q1	$1.29M	Buy	25,566 +11,027	+76%	+$558K	0.23%	84
2025 Q4	$736K	Buy	14,539 +3,053	+27%	+$155K	0.13%	136
2025 Q3	$581K	Buy	11,486 +3,803	+49%	+$193K	0.11%	157
2025 Q2	$389K	Buy	7,683 +743	+11%	+$37.5K	0.08%	197
2025 Q1	$351K	Hold	6,940	–	–	0.08%	195
2024 Q4	$350K	Buy	6,940 +6,030	+663%	+$305K	0.08%	185
2024 Q3	$46.2K	Hold	910	–	–	0.01%	491
2024 Q2	$45.9K	Sell	910 -800	-47%	-$40.3K	0.01%	484
2024 Q1	$86.3K	Hold	1,710	–	–	0.02%	348
2023 Q4	$85.9K	Hold	1,710	–	–	0.02%	335
2023 Q3	$85.8K	Buy	1,710 +800	+88%	+$40.1K	0.03%	325
2023 Q2	$45.6K	Sell	910 -2,980	-77%	-$150K	0.02%	422
2023 Q1	$196K	Buy	3,890 +3,580	+1,155%	+$180K	0.07%	201
2022 Q4	$15.6K	Hold	310	–	–	0.01%	539
2022 Q3	$16K	Sell	310 -484	-61%	-$24.3K	0.01%	538
2022 Q2	$40K	Buy	+794	New	+$39.8K	0.02%	400

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 Financial Inc's JPST Position: Q2 2026 in Review

Key Financial Inc increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 129% in Q2 2026, buying an estimated $1.67M and bringing the position to 58,569 shares worth $2.96M. The position accounts for 0.49% of the portfolio, ranked #39.

Key Financial Inc first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Key Financial Inc held 58,569 shares of JPMorgan Ultra-Short Income ETF worth $2.96M as of Q2 2026.
Key Financial Inc bought 33,003 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.67M.
JPMorgan Ultra-Short Income ETF made up 0.49% of Key Financial Inc's portfolio in Q2 2026, its #39 holding.
Key Financial Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.