Planning Alternatives’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Planning Alternatives’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	$210K	Hold	4,157	–	–	0.02%	124
2026 Q1	$210K	Hold	4,157	–	–	0.03%	102
2025 Q4	$210K	Hold	4,157	–	–	0.03%	88
2025 Q3	$211K	Hold	4,157	–	–	0.03%	85
2025 Q2	$211K	Hold	4,157	–	–	0.03%	77
2025 Q1	$210K	Hold	4,157	–	–	0.03%	75
2024 Q4	$209K	Hold	4,157	–	–	0.03%	61
2024 Q3	$211K	Hold	4,157	–	–	0.03%	57
2024 Q2	$210K	Hold	4,157	–	–	0.03%	55
2024 Q1	$210K	Hold	4,157	–	–	0.03%	48
2023 Q4	$209K	Hold	4,157	–	–	0.04%	47
2023 Q3	$209K	Hold	4,157	–	–	0.04%	44
2023 Q2	$208K	Sell	4,157 -1,997	-32%	-$100K	0.04%	44
2023 Q1	$310K	Sell	6,154 -22,476	-79%	-$1.13M	0.06%	35
2022 Q4	$1.44M	Buy	28,630 +1,993	+7%	+$99.9K	0.26%	21
2022 Q3	$1.34M	Sell	26,637 -379,839	-93%	-$19M	0.28%	18
2022 Q2	$20.4M	Buy	406,476 +256,106	+170%	+$12.8M	3.83%	8
2022 Q1	$7.56M	Buy	150,370 +71,882	+92%	+$3.62M	1.21%	15
2021 Q4	$3.96M	Buy	78,488 +11,327	+17%	+$573K	0.61%	16
2021 Q3	$3.41M	Sell	67,161 -13,578	-17%	-$689K	0.56%	16
2021 Q2	$4.1M	Buy	80,739 +13,028	+19%	+$661K	0.67%	15
2021 Q1	$3.44M	Sell	67,711 -42,347	-38%	-$2.15M	0.57%	17
2020 Q4	$5.59M	Buy	110,058 +40,619	+58%	+$2.06M	0.99%	17
2020 Q3	$3.53M	Buy	+69,439	New	+$3.53M	0.66%	18

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

Planning Alternatives's JPST Position: Q2 2026 in Review

Planning Alternatives held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 4,157 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #124.

Planning Alternatives first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $20.4M in Q2 2022. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Planning Alternatives held 4,157 shares of JPMorgan Ultra-Short Income ETF worth $210K as of Q2 2026.
Planning Alternatives left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.02% of Planning Alternatives's portfolio in Q2 2026, its #124 holding.
Planning Alternatives first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
Planning Alternatives's JPMorgan Ultra-Short Income ETF position peaked at $20.4M in Q2 2022.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.