Oak Barrel Wealth Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Oak Barrel Wealth Advisory’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	$275K	Buy	+5,441	New	+$275K	0.12%	75
2025 Q4	$275K	Buy	+5,441	New	+$276K	0.16%	65

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

Oak Barrel Wealth Advisory's JPST Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 5,441 shares worth $275K. The stake represents 0.12% of the portfolio and ranks #75 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JPST as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JPST in Q4 2025 and has held it in 2 quarters since. The position peaked at $275K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Oak Barrel Wealth Advisory held 5,441 shares of JPMorgan Ultra-Short Income ETF worth $275K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.12% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #75 holding.
Oak Barrel Wealth Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 2 quarters since.
Oak Barrel Wealth Advisory's JPMorgan Ultra-Short Income ETF position peaked at $275K in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.