Keystone Wealth Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Keystone Wealth Services’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	$801K	Buy	15,831 +2,263	+17%	+$114K	0.15%	149
2026 Q1	$687K	Buy	13,568 +8,899	+191%	+$451K	0.15%	155
2025 Q4	$236K	Buy	+4,669	New	+$237K	0.05%	228
2025 Q3	–	Sell	-13,161	Closed	-$667K	–	301
2025 Q2	$667K	Buy	+13,161	New	+$665K	0.16%	142

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 Wealth Services's JPST Position: Q2 2026 in Review

Keystone Wealth Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, buying an estimated $114K and bringing the position to 15,831 shares worth $801K. The position accounts for 0.15% of the portfolio, ranked #149.

Keystone Wealth Services first reported a position in JPST in Q2 2025 and has held it in 4 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Keystone Wealth Services held 15,831 shares of JPMorgan Ultra-Short Income ETF worth $801K as of Q2 2026.
Keystone Wealth Services bought 2,263 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $114K.
JPMorgan Ultra-Short Income ETF made up 0.15% of Keystone Wealth Services's portfolio in Q2 2026, its #149 holding.
Keystone Wealth Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 4 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.