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

Red Mountain 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	$2.1M	Buy	41,625 +1,594	+4%	+$80.5K	1.77%	20
2026 Q1	$2.03M	Buy	40,031 +342	+0.9%	+$17.3K	1.91%	19
2025 Q4	$2.01M	Buy	39,689 +478	+1%	+$24.2K	1.97%	17
2025 Q3	$1.99M	Buy	39,211 +1,966	+5%	+$99.5K	2.02%	15
2025 Q2	$1.89M	Buy	37,245 +2,925	+9%	+$148K	2.1%	14
2025 Q1	$1.74M	Sell	34,320 -785	-2%	-$39.7K	2.12%	14
2024 Q4	$1.77M	Sell	35,105 -2,426	-6%	-$123K	1.9%	15
2024 Q3	$1.9M	Buy	37,531 +574	+2%	+$29K	2.02%	14
2024 Q2	$1.87M	Buy	+36,957	New	+$1.86M	2.25%	13
2023 Q4	$1.45M	Buy	+28,876	New	+$1.45M	2.24%	13

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

Red Mountain Financial's JPST Position: Q2 2026 in Review

Red Mountain Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4% in Q2 2026, buying an estimated $80.5K and bringing the position to 41,625 shares worth $2.1M. The position accounts for 1.77% of the portfolio, ranked #20.

Red Mountain Financial first reported a position in JPST in Q4 2023 and has held it in 10 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Red Mountain Financial held 41,625 shares of JPMorgan Ultra-Short Income ETF worth $2.1M as of Q2 2026.
Red Mountain Financial bought 1,594 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $80.5K.
JPMorgan Ultra-Short Income ETF made up 1.77% of Red Mountain Financial's portfolio in Q2 2026, its #20 holding.
Red Mountain Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 10 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.