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Larson Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Larson Financial Group’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 		$313K Sell
6,190
-251,942
-98% -$12.7M 0.01% 692
2026
Q1 		$13.1M Buy
258,132
+250,510
+3,287% +$12.7M 0.42% 52
2025
Q4 		$386K Buy
7,622
+78
+1% +$3.95K 0.01% 538
2025
Q3 		$383K Buy
7,544
+662
+10% +$33.5K 0.01% 537
2025
Q2 		$349K Buy
6,882
+535
+8% +$27K 0.01% 530
2025
Q1 		$321K Buy
6,347
+1,736
+38% +$87.7K 0.02% 507
2024
Q4 		$232K Buy
4,611
+125
+3% +$6.31K 0.01% 532
2024
Q3 		$228K Buy
4,486
+42
+0.9% +$2.12K 0.01% 540
2024
Q2 		$224K Buy
4,444
+1,737
+64% +$87.5K 0.02% 431
2024
Q1 		$137K Buy
2,707
+23
+0.9% +$1.16K 0.01% 486
2023
Q4 		$135K Sell
2,684
-76
-3% -$3.81K 0.01% 432
2023
Q3 		$138K Buy
2,760
+76
+3% +$3.81K 0.01% 394
2023
Q2 		$135K Hold
2,684
– – 0.01% 385
2023
Q1 		$135K Hold
2,684
– – 0.01% 381
2022
Q4 		$135K Sell
2,684
-61
-2% -$3.06K 0.02% 362
2022
Q3 		$138K Buy
2,745
+824
+43% +$41.3K 0.02% 318
2022
Q2 		$96K Hold
1,921
– – 0.02% 265
2022
Q1 		$97K Hold
1,921
– – 0.02% 276
2021
Q4 		$97K Buy
1,921
+1,887
+5,550% +$95.5K 0.02% 277
2021
Q3 		$2K Hold
34
– – ﹤0.01% 786
2021
Q2 		$2K Hold
34
– – ﹤0.01% 730
2021
Q1 		$2K Buy
+34
New +$1.73K ﹤0.01% 714

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Larson Financial Group's JPST Position: Q2 2026 in Review

Larson Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 98% in Q2 2026, selling an estimated $12.7M and leaving 6,190 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #692.

Larson Financial Group first reported a position in JPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.1M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Larson Financial Group held 6,190 shares of JPMorgan Ultra-Short Income ETF worth $313K as of Q2 2026.
  • Larson Financial Group sold 251,942 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $12.7M.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #692 holding.
  • Larson Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Larson Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $13.1M in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.