Ogorek Anthony Joseph’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ogorek Anthony Joseph’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	$60K	Hold	1,200	–	–	0.01%	158
2026 Q1	$60K	Hold	1,200	–	–	0.02%	152
2025 Q4	$60K	Buy	+1,200	New	+$60.8K	0.02%	150

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

Ogorek Anthony Joseph's JPST Position: Q2 2026 in Review

Ogorek Anthony Joseph held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 1,200 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #158.

Ogorek Anthony Joseph first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Ogorek Anthony Joseph held 1,200 shares of JPMorgan Ultra-Short Income ETF worth $60K as of Q2 2026.
Ogorek Anthony Joseph left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #158 holding.
Ogorek Anthony Joseph first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.