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

Northstar Financial Companies’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	$3.64M	Buy	72,039 +11,195	+18%	+$565K	2.45%	7
2026 Q1	$3.08M	Buy	60,844 +26,435	+77%	+$1.34M	2.45%	10
2025 Q4	$1.74M	Buy	34,409 +24,441	+245%	+$1.24M	1.39%	16
2025 Q3	$506K	Sell	9,968 -882	-8%	-$44.7K	0.47%	55
2025 Q2	$550K	Buy	10,850 +2,193	+25%	+$111K	0.57%	44
2025 Q1	$438K	Sell	8,657 -752	-8%	-$38K	0.48%	49
2024 Q4	$474K	Buy	+9,409	New	+$475K	0.45%	52

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

Northstar Financial Companies's JPST Position: Q2 2026 in Review

Northstar Financial Companies increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q2 2026, buying an estimated $565K and bringing the position to 72,039 shares worth $3.64M. The position accounts for 2.45% of the portfolio, ranked #7.

Northstar Financial Companies first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Northstar Financial Companies held 72,039 shares of JPMorgan Ultra-Short Income ETF worth $3.64M as of Q2 2026.
Northstar Financial Companies bought 11,195 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $565K.
JPMorgan Ultra-Short Income ETF made up 2.45% of Northstar Financial Companies's portfolio in Q2 2026, its #7 holding.
Northstar Financial Companies first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.