OneAscent Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

OneAscent Financial Services’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	$1.08M	Sell	21,450 -1,484	-6%	-$75K	0.05%	215
2026 Q1	$1.16M	Buy	22,934 +8,941	+64%	+$453K	0.06%	185
2025 Q4	$708K	Buy	13,993 +5,070	+57%	+$257K	0.07%	196
2025 Q3	$453K	Sell	8,923 -13,850	-61%	-$701K	0.03%	317
2025 Q2	$1.15M	Buy	22,773 +7,433	+48%	+$375K	0.08%	156
2025 Q1	$777K	Buy	15,340 +886	+6%	+$44.8K	0.05%	244
2024 Q4	$731K	Buy	+14,454	New	+$730K	0.06%	199
2024 Q3	–	Sell	-12,418	Closed	-$627K	–	265
2024 Q2	$627K	Buy	+12,418	New	+$625K	0.09%	130
2021 Q4	–	Sell	-4,553	Closed	-$231K	–	153
2021 Q3	$231K	Buy	+4,553	New	+$231K	0.31%	76
2021 Q1	$327K	Sell	6,435 -10,982	-63%	-$558K	0.32%	77
2020 Q4	$885K	Buy	17,417 +8,006	+85%	+$407K	0.94%	14
2020 Q3	$478K	Sell	9,411 -154	-2%	-$7.83K	0.25%	76
2020 Q2	$485K	Sell	9,565 -182	-2%	-$9.17K	0.32%	58
2020 Q1	$484K	Sell	9,747 -6,688	-41%	-$336K	0.36%	38
2019 Q4	$829K	Buy	+16,435	New	+$830K	0.46%	21

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

OneAscent Financial Services's JPST Position: Q2 2026 in Review

OneAscent Financial Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.5% in Q2 2026, selling an estimated $75K and leaving 21,450 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #215.

OneAscent Financial Services first reported a position in JPST in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

OneAscent Financial Services held 21,450 shares of JPMorgan Ultra-Short Income ETF worth $1.08M as of Q2 2026.
OneAscent Financial Services sold 1,484 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $75K.
JPMorgan Ultra-Short Income ETF made up 0.05% of OneAscent Financial Services's portfolio in Q2 2026, its #215 holding.
OneAscent Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 15 quarters since.
OneAscent Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $1.16M in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.