O'Connor Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

O'Connor Financial Group’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	$8.18M	Sell	161,674 -9,915	-6%	-$501K	2.89%	12
2026 Q1	$8.68M	Buy	171,589 +29,617	+21%	+$1.5M	3.55%	11
2025 Q4	$7.2M	Buy	141,972 +6,809	+5%	+$345K	2.87%	13
2025 Q3	$6.86M	Buy	135,163 +7,823	+6%	+$396K	2.88%	13
2025 Q2	$6.43M	Buy	127,340 +30,683	+32%	+$1.55M	2.84%	14
2025 Q1	$4.89M	Buy	96,657 +13,022	+16%	+$658K	2.54%	16
2024 Q4	$4.21M	Sell	83,635 -573	-0.7%	-$28.9K	2.2%	18
2024 Q3	$4.27M	Buy	84,208 +9,300	+12%	+$470K	2.24%	18
2024 Q2	$3.78M	Buy	74,908 +26,120	+54%	+$1.32M	2.2%	19
2024 Q1	$2.46M	Buy	48,788 +7,376	+18%	+$371K	1.47%	20
2023 Q4	$2.08M	Buy	41,412 +12,289	+42%	+$617K	1.29%	22
2023 Q3	$1.46M	Buy	29,123 +10,441	+56%	+$523K	1%	22
2023 Q2	$937K	Buy	18,682 +8,872	+90%	+$445K	0.65%	27
2023 Q1	$494K	Buy	+9,810	New	+$493K	0.37%	41

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

O'Connor Financial Group's JPST Position: Q2 2026 in Review

O'Connor Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.8% in Q2 2026, selling an estimated $501K and leaving 161,674 shares worth $8.18M. The position accounts for 2.89% of the portfolio, ranked #12.

O'Connor Financial Group first reported a position in JPST in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.68M in Q1 2026. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

O'Connor Financial Group held 161,674 shares of JPMorgan Ultra-Short Income ETF worth $8.18M as of Q2 2026.
O'Connor Financial Group sold 9,915 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $501K.
JPMorgan Ultra-Short Income ETF made up 2.89% of O'Connor Financial Group's portfolio in Q2 2026, its #12 holding.
O'Connor Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 14 quarters since.
O'Connor Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $8.68M in Q1 2026.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.