Retirement Guys Formula’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Retirement Guys Formula’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	$15.5M	Buy	306,792 +67,193	+28%	+$3.39M	5.84%	1
2026 Q1	$12.1M	Buy	239,599 +61,298	+34%	+$3.1M	5.58%	1
2025 Q4	$9.02M	Buy	178,301 +15,462	+9%	+$783K	4.11%	1
2025 Q3	$8.26M	Buy	162,839 +24,616	+18%	+$1.25M	2.91%	3
2025 Q2	$7.01M	Sell	138,223 -26,515	-16%	-$1.34M	2.66%	5
2025 Q1	$8.34M	Buy	164,738 +43,901	+36%	+$2.22M	4.14%	2
2024 Q4	$6.09M	Buy	120,837 +106,737	+757%	+$5.39M	3.07%	5
2024 Q3	$715K	Buy	+14,100	New	+$713K	0.33%	88

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

Retirement Guys Formula's JPST Position: Q2 2026 in Review

Retirement Guys Formula increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 28% in Q2 2026, buying an estimated $3.39M and bringing the position to 306,792 shares worth $15.5M. The position accounts for 5.84% of the portfolio, ranked #1.

Retirement Guys Formula first reported a position in JPST in Q3 2024 and has held it in 8 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Retirement Guys Formula held 306,792 shares of JPMorgan Ultra-Short Income ETF worth $15.5M as of Q2 2026.
Retirement Guys Formula bought 67,193 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.39M.
JPMorgan Ultra-Short Income ETF made up 5.84% of Retirement Guys Formula's portfolio in Q2 2026, its #1 holding.
Retirement Guys Formula first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.