Keystone Financial Group (Kentucky)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Keystone Financial Group (Kentucky)’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	$2.84M	Buy	56,208 +19,997	+55%	+$1.01M	0.17%	114
2026 Q1	$1.83M	Buy	36,211 +4,602	+15%	+$233K	0.13%	133
2025 Q4	$1.6M	Buy	31,609 +12,228	+63%	+$620K	0.12%	126
2025 Q3	$983K	Buy	19,381 +10,825	+127%	+$548K	0.08%	162
2025 Q2	$434K	Buy	+8,556	New	+$432K	0.04%	250

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

Keystone Financial Group (Kentucky)'s JPST Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 55% in Q2 2026, buying an estimated $1.01M and bringing the position to 56,208 shares worth $2.84M. The position accounts for 0.17% of the portfolio, ranked #114.

Keystone Financial Group (Kentucky) first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Keystone Financial Group (Kentucky) held 56,208 shares of JPMorgan Ultra-Short Income ETF worth $2.84M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 19,997 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.01M.
JPMorgan Ultra-Short Income ETF made up 0.17% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #114 holding.
Keystone Financial Group (Kentucky) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.