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

Morris Financial Concepts’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	$263K	Buy	5,205 +89	+2%	+$4.5K	0.08%	125
2026 Q1	$259K	Hold	5,116	–	–	0.09%	117
2025 Q4	$259K	Buy	5,116 +24	+0.5%	+$1.22K	0.09%	118
2025 Q3	$258K	Buy	5,092 +81	+2%	+$4.1K	0.09%	116
2025 Q2	$254K	Hold	5,011	–	–	0.1%	114
2025 Q1	$254K	Buy	5,011 +116	+2%	+$5.86K	0.11%	112
2024 Q4	$247K	Hold	4,895	–	–	0.11%	108
2024 Q3	$248K	Buy	4,895 +277	+6%	+$14K	0.11%	107
2024 Q2	$233K	Sell	4,618 -312	-6%	-$15.7K	0.11%	95
2024 Q1	$249K	Sell	4,930 -503	-9%	-$25.3K	0.13%	89
2023 Q4	$273K	Buy	5,433 +105	+2%	+$5.27K	0.16%	78
2023 Q3	$267K	Sell	5,328 -225	-4%	-$11.3K	0.18%	71
2023 Q2	$278K	Buy	+5,553	New	+$279K	0.18%	73

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

Morris Financial Concepts's JPST Position: Q2 2026 in Review

Morris Financial Concepts increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.7% in Q2 2026, buying an estimated $4.5K and bringing the position to 5,205 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #125.

Morris Financial Concepts first reported a position in JPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $278K in Q2 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Morris Financial Concepts held 5,205 shares of JPMorgan Ultra-Short Income ETF worth $263K as of Q2 2026.
Morris Financial Concepts bought 89 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $4.5K.
JPMorgan Ultra-Short Income ETF made up 0.08% of Morris Financial Concepts's portfolio in Q2 2026, its #125 holding.
Morris Financial Concepts first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 13 quarters since.
Morris Financial Concepts's JPMorgan Ultra-Short Income ETF position peaked at $278K in Q2 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.