Plante Moran Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Plante Moran Financial Advisors’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	$124K	Buy	+2,445	New	+$124K	0.01%	221
2025 Q3	–	Sell	-21	Closed	-$1.06K	–	829
2025 Q2	$1.06K	Buy	+21	New	+$1.06K	﹤0.01%	694
2025 Q1	–	Sell	-89	Closed	-$4.48K	–	887
2024 Q4	$4.48K	Hold	89	–	–	﹤0.01%	702
2024 Q3	$4.52K	Buy	+89	New	+$4.5K	﹤0.01%	694
2022 Q3	–	Sell	-100	Closed	-$5K	–	966
2022 Q2	$5K	Buy	+100	New	+$5.02K	﹤0.01%	716
2022 Q1	–	Sell	-1,000	Closed	-$50K	–	906
2021 Q4	$50K	Buy	1,000 +950	+1,900%	+$48.1K	0.01%	364
2021 Q3	$3K	Buy	+50	New	+$2.54K	﹤0.01%	838
2019 Q3	–	Sell	-39	Closed	-$2K	–	882
2019 Q2	$2K	Buy	+39	New	+$1.97K	﹤0.01%	731
2018 Q4	–	Sell	-956	Closed	-$48K	–	929
2018 Q3	$48K	Buy	+956	New	+$48K	0.02%	300

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

Plante Moran Financial Advisors's JPST Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 2,445 shares worth $124K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in JPST as recently as Q2 2025.

Plante Moran Financial Advisors first reported a position in JPST in Q3 2018 and has held it in 9 quarters since. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Plante Moran Financial Advisors held 2,445 shares of JPMorgan Ultra-Short Income ETF worth $124K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Plante Moran Financial Advisors position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #221 holding.
Plante Moran Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 9 quarters since.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.