ORG Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

ORG Wealth Partners’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	$6.74M	Sell	133,147 -19,865	-13%	-$1M	1.01%	13
2026 Q1	$7.74M	Buy	153,012 +41,461	+37%	+$2.1M	1.52%	9
2025 Q4	$5.65M	Buy	111,551 +27,488	+33%	+$1.39M	1.33%	10
2025 Q3	$4.27M	Sell	84,063 -6,423	-7%	-$325K	0.91%	16
2025 Q2	$4.57M	Sell	90,486 -14,614	-14%	-$738K	1.09%	11
2025 Q1	$5.3M	Buy	105,100 +104,946	+68,147%	+$5.3M	1.63%	9
2024 Q4	$7.76K	Hold	154	–	–	﹤0.01%	390
2024 Q3	$7.81K	Buy	+154	New	+$7.78K	﹤0.01%	378

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

ORG Wealth Partners's JPST Position: Q2 2026 in Review

ORG Wealth Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, selling an estimated $1M and leaving 133,147 shares worth $6.74M. The position accounts for 1.01% of the portfolio, ranked #13.

ORG Wealth Partners first reported a position in JPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.74M in Q1 2026. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

ORG Wealth Partners held 133,147 shares of JPMorgan Ultra-Short Income ETF worth $6.74M as of Q2 2026.
ORG Wealth Partners sold 19,865 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1M.
JPMorgan Ultra-Short Income ETF made up 1.01% of ORG Wealth Partners's portfolio in Q2 2026, its #13 holding.
ORG Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $7.74M in Q1 2026.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.