Mark Sheptoff Financial Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mark Sheptoff Financial Planning’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	$7.59K	Hold	150	–	–	﹤0.01%	396
2026 Q1	$7.57K	Sell	150 -40	-21%	-$2.03K	﹤0.01%	374
2025 Q4	$9.61K	Sell	190 -610	-76%	-$30.9K	﹤0.01%	353
2025 Q3	$40.6K	Buy	800 +195	+32%	+$9.87K	0.02%	205
2025 Q2	$30.7K	Sell	605 -30	-5%	-$1.51K	0.02%	225
2025 Q1	$32.1K	Buy	635 +240	+61%	+$12.1K	0.02%	201
2024 Q4	$19.9K	Buy	+395	New	+$19.9K	0.01%	258

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

Mark Sheptoff Financial Planning's JPST Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 150 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Mark Sheptoff Financial Planning first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.6K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Mark Sheptoff Financial Planning held 150 shares of JPMorgan Ultra-Short Income ETF worth $7.59K as of Q2 2026.
Mark Sheptoff Financial Planning left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #396 holding.
Mark Sheptoff Financial Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Mark Sheptoff Financial Planning's JPMorgan Ultra-Short Income ETF position peaked at $40.6K in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.