Retireful LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Retireful LLC’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	$505K	Buy	9,986 +475	+5%	+$24K	0.47%	49
2026 Q1	$481K	Sell	9,511 -475	-5%	-$24.1K	0.68%	43
2025 Q4	$507K	Sell	9,986 -56,188	-85%	-$2.85M	0.64%	54
2025 Q3	$3.36M	Buy	66,174 +55,238	+505%	+$2.8M	3.24%	4
2025 Q2	$554K	Sell	10,936 -1,425	-12%	-$72K	0.38%	84
2025 Q1	$626K	Sell	12,361 -9,014	-42%	-$455K	0.59%	54
2024 Q4	$1.08M	Sell	21,375 -1,856	-8%	-$93.7K	0.61%	65
2024 Q3	$1.18M	Sell	23,231 -8,190	-26%	-$414K	0.87%	26
2024 Q2	$1.59M	Buy	+31,421	New	+$1.58M	0.75%	61

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

Retireful LLC's JPST Position: Q2 2026 in Review

Retireful LLC increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5% in Q2 2026, buying an estimated $24K and bringing the position to 9,986 shares worth $505K. The position accounts for 0.47% of the portfolio, ranked #49.

Retireful LLC first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.36M in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Retireful LLC held 9,986 shares of JPMorgan Ultra-Short Income ETF worth $505K as of Q2 2026.
Retireful LLC bought 475 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $24K.
JPMorgan Ultra-Short Income ETF made up 0.47% of Retireful LLC's portfolio in Q2 2026, its #49 holding.
Retireful LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
Retireful LLC's JPMorgan Ultra-Short Income ETF position peaked at $3.36M in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.