PF
JPST icon

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

PlanVest Financial’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 		$284K Sell
5,611
-728
-11% -$36.8K 0.19% 82
2026
Q1 		$321K Buy
+6,339
New +$321K 0.24% 72

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 $1.37T AUM 24.88% 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 $1.9T AUM 41.92% 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

PlanVest Financial's JPST Position: Q2 2026 in Review

PlanVest Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, selling an estimated $36.8K and leaving 5,611 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #82.

PlanVest Financial first reported a position in JPST in Q1 2026 and has held it in 2 quarters since. The position peaked at $321K in Q1 2026. 1,148 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • PlanVest Financial held 5,611 shares of JPMorgan Ultra-Short Income ETF worth $284K as of Q2 2026.
  • PlanVest Financial sold 728 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $36.8K.
  • JPMorgan Ultra-Short Income ETF made up 0.19% of PlanVest Financial's portfolio in Q2 2026, its #82 holding.
  • PlanVest Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's JPMorgan Ultra-Short Income ETF position peaked at $321K in Q1 2026.
  • 1,148 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.