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

Meridian Financial’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 		$9.88M Sell
195,332
-4,913
-2% -$248K 4.75% 4
2026
Q1 		$10.1M Sell
200,245
-3,890
-2% -$197K 5.54% 2
2025
Q4 		$10.3M Sell
204,135
-2,449
-1% -$124K 5.62% 1
2025
Q3 		$10.5M Buy
206,584
+2,429
+1% +$123K 5.9% 1
2025
Q2 		$10.3M Buy
204,155
+8,680
+4% +$438K 6.7% 1
2025
Q1 		$9.9M Buy
195,475
+2,303
+1% +$116K 6.94% 2
2024
Q4 		$9.73M Buy
193,172
+5,443
+3% +$275K 6.72% 2
2024
Q3 		$9.53M Sell
187,729
-1,965
-1% -$99.3K 6.36% 2
2024
Q2 		$9.57M Buy
189,694
+10,680
+6% +$538K 6.94% 1
2024
Q1 		$9.03M Sell
179,014
-7,795
-4% -$392K 6.74% 2
2023
Q4 		$9.38M Buy
186,809
+8,191
+5% +$411K 7.38% 1
2023
Q3 		$8.96M Buy
178,618
+12,865
+8% +$645K 8.35% 1
2023
Q2 		$8.31M Buy
165,753
+4,851
+3% +$243K 7.5% 1
2023
Q1 		$8.1M Buy
160,902
+2,679
+2% +$135K 7.87% 1
2022
Q4 		$7.93M Buy
158,223
+9,828
+7% +$493K 8.35% 1
2022
Q3 		$7.44M Sell
148,395
-8,124
-5% -$407K 8.65% 1
2022
Q2 		$7.84M Sell
156,519
-2,548
-2% -$128K 8.82% 1
2022
Q1 		$8M Buy
159,067
+28,009
+21% +$1.41M 8.29% 1
2021
Q4 		$6.62M Buy
+131,058
New +$6.63M 6.18% 4

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

Meridian Financial's JPST Position: Q2 2026 in Review

Meridian Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.5% in Q2 2026, selling an estimated $248K and leaving 195,332 shares worth $9.88M. The position accounts for 4.75% of the portfolio, ranked #4.

Meridian Financial first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q3 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Meridian Financial held 195,332 shares of JPMorgan Ultra-Short Income ETF worth $9.88M as of Q2 2026.
  • Meridian Financial sold 4,913 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $248K.
  • JPMorgan Ultra-Short Income ETF made up 4.75% of Meridian Financial's portfolio in Q2 2026, its #4 holding.
  • Meridian Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's JPMorgan Ultra-Short Income ETF position peaked at $10.5M in Q3 2025.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.