Koss-Olinger Consulting’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Koss-Olinger Consulting’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	$407K	Buy	8,054 +69	+0.9%	+$3.48K	0.03%	105
2026 Q1	$404K	Buy	+7,985	New	+$404K	0.03%	173
2025 Q4	–	Sell	-6,896	Closed	-$349K	–	298
2025 Q3	$349K	Hold	6,896	–	–	0.03%	247
2025 Q2	$349K	Hold	6,896	–	–	0.03%	248
2025 Q1	$349K	Buy	+6,896	New	+$348K	0.03%	242
2024 Q4	–	Sell	-6,984	Closed	-$354K	–	244
2024 Q3	$354K	Hold	6,984	–	–	0.03%	206
2024 Q2	$352K	Buy	+6,984	New	+$352K	0.03%	191
2024 Q1	–	Sell	-7,398	Closed	-$372K	–	187
2023 Q4	$372K	Buy	7,398 +8	+0.1%	+$401	0.04%	208
2023 Q3	$371K	Hold	7,390	–	–	0.05%	164
2023 Q2	$371K	Buy	7,390 +43	+0.6%	+$2.16K	0.04%	163
2023 Q1	$370K	Hold	7,347	–	–	0.05%	157
2022 Q4	$368K	Sell	7,347 -706	-9%	-$35.4K	0.05%	140
2022 Q3	$404K	Buy	+8,053	New	+$404K	0.07%	114

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

Koss-Olinger Consulting's JPST Position: Q2 2026 in Review

Koss-Olinger Consulting increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.86% in Q2 2026, buying an estimated $3.48K and bringing the position to 8,054 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #105.

Koss-Olinger Consulting first reported a position in JPST in Q3 2022 and has held it in 13 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Koss-Olinger Consulting held 8,054 shares of JPMorgan Ultra-Short Income ETF worth $407K as of Q2 2026.
Koss-Olinger Consulting bought 69 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.48K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #105 holding.
Koss-Olinger Consulting first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 13 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.