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Park Square Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Park Square 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 		– Sell
-31
Closed -$1.57K – 240
2026
Q1 		$1.57K Sell
31
-122
-80% -$6.18K 0.01% 214
2025
Q4 		$7.71K Buy
153
+34
+29% +$1.72K 0.05% 171
2025
Q3 		$6.04K Sell
119
-1,138
-91% -$57.6K 0.03% 190
2025
Q2 		$63.7K Buy
1,257
+1,127
+867% +$56.9K 0.05% 267
2025
Q1 		$6.58K Sell
130
-81
-38% -$4.09K 0.01% 698
2024
Q4 		$10.6K Buy
+211
New +$10.7K 0.01% 571

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Park Square Financial Group's JPST Position: Q2 2026 in Review

Park Square Financial Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 31 shares — an estimated $1.57K sold.

Park Square Financial Group first reported a position in JPST in Q4 2024 and held it in 6 quarters. The position peaked at $63.7K in Q2 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Park Square Financial Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Park Square Financial Group sold 31 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.57K.
  • Park Square Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 6 quarters.
  • Park Square Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $63.7K in Q2 2025.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.