LBMC Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

LBMC Investment Advisors’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	$202K	Buy	+4,000	New	+$202K	0.01%	237
2021 Q2	–	Sell	-4,233	Closed	-$215K	–	167
2021 Q1	$215K	Buy	+4,233	New	+$215K	0.02%	127

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

LBMC Investment Advisors's JPST Position: Q2 2026 in Review

LBMC Investment Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 4,000 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: LBMC Investment Advisors previously reported a position in JPST as recently as Q1 2021.

LBMC Investment Advisors first reported a position in JPST in Q1 2021 and has held it in 2 quarters since. The position peaked at $215K in Q1 2021. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

LBMC Investment Advisors held 4,000 shares of JPMorgan Ultra-Short Income ETF worth $202K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new LBMC Investment Advisors position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of LBMC Investment Advisors's portfolio in Q2 2026, its #237 holding.
LBMC Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 2 quarters since.
LBMC Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $215K in Q1 2021.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.