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

Resurgent 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	$218K	Buy	+4,318	New	+$218K	0.06%	283
2025 Q4	–	Sell	-5,533	Closed	-$281K	–	222
2025 Q3	$281K	Sell	5,533 -9,557	-63%	-$484K	0.14%	176
2025 Q2	$765K	Buy	15,090 +2,976	+25%	+$150K	0.42%	65
2025 Q1	$613K	Sell	12,114 -48	-0.4%	-$2.42K	0.37%	75
2024 Q4	$613K	Buy	12,162 +1,696	+16%	+$85.7K	0.36%	81
2024 Q3	$531K	Sell	10,466 -700	-6%	-$35.4K	0.31%	93
2024 Q2	$564K	Buy	11,166 +1,525	+16%	+$76.8K	0.35%	82
2024 Q1	$486K	Buy	9,641 +5,647	+141%	+$284K	0.26%	108
2023 Q4	$201K	Buy	3,994 +3,334	+505%	+$167K	0.12%	166
2023 Q3	$33.1K	Buy	+660	New	+$33.1K	0.02%	395

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

Resurgent Financial Advisors's JPST Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 4,318 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #283 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in JPST as recently as Q3 2025.

Resurgent Financial Advisors first reported a position in JPST in Q3 2023 and has held it in 10 quarters since. The position peaked at $765K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Resurgent Financial Advisors held 4,318 shares of JPMorgan Ultra-Short Income ETF worth $218K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Resurgent Financial Advisors position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.06% of Resurgent Financial Advisors's portfolio in Q2 2026, its #283 holding.
Resurgent Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 10 quarters since.
Resurgent Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $765K in Q2 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.