Principal Securities’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Principal Securities’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	$4.53M	Buy	89,569 +2,094	+2%	+$106K	0.05%	310
2026 Q1	$4.43M	Buy	87,475 +5,328	+6%	+$270K	0.06%	286
2025 Q4	$4.16M	Buy	82,147 +8,050	+11%	+$408K	0.06%	289
2025 Q3	$3.76M	Buy	74,097 +5,678	+8%	+$287K	0.06%	287
2025 Q2	$3.47M	Sell	68,419 -2,544	-4%	-$129K	0.07%	276
2025 Q1	$3.57M	Hold	70,963	–	–	0.08%	240
2024 Q4	$3.57M	Buy	70,963 +8,635	+14%	+$436K	0.08%	240
2024 Q3	$3.16M	Buy	62,328 +3,819	+7%	+$193K	0.08%	242
2024 Q2	$2.95M	Buy	58,509 +13,719	+31%	+$691K	0.08%	230
2024 Q1	$2.26M	Sell	44,790 -6,801	-13%	-$342K	0.07%	256
2023 Q4	$2.59M	Buy	+51,591	New	+$2.59M	0.1%	203

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

Principal Securities's JPST Position: Q2 2026 in Review

Principal Securities increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.4% in Q2 2026, buying an estimated $106K and bringing the position to 89,569 shares worth $4.53M. The position accounts for 0.05% of the portfolio, ranked #310.

Principal Securities first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Principal Securities held 89,569 shares of JPMorgan Ultra-Short Income ETF worth $4.53M as of Q2 2026.
Principal Securities bought 2,094 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $106K.
JPMorgan Ultra-Short Income ETF made up 0.05% of Principal Securities's portfolio in Q2 2026, its #310 holding.
Principal Securities first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.