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

Retirement Income Solutions’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	$36.4M	Sell	718,740 -719	-0.1%	-$36.3K	6.26%	4
2026 Q1	$36.4M	Buy	719,459 +5,219	+0.7%	+$264K	6.22%	4
2025 Q4	$36.1M	Sell	714,240 -226,037	-24%	-$11.5M	6.13%	5
2025 Q3	$47.7M	Buy	940,277 +12,626	+1%	+$639K	8.16%	2
2025 Q2	$47M	Buy	+927,651	New	+$46.9M	8.63%	2

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 Income Solutions's JPST Position: Q2 2026 in Review

Retirement Income Solutions reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.1% in Q2 2026, selling an estimated $36.3K and leaving 718,740 shares worth $36.4M. The position accounts for 6.26% of the portfolio, ranked #4.

Retirement Income Solutions first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. The position peaked at $47.7M in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Retirement Income Solutions held 718,740 shares of JPMorgan Ultra-Short Income ETF worth $36.4M as of Q2 2026.
Retirement Income Solutions sold 719 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $36.3K.
JPMorgan Ultra-Short Income ETF made up 6.26% of Retirement Income Solutions's portfolio in Q2 2026, its #4 holding.
Retirement Income Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
Retirement Income Solutions's JPMorgan Ultra-Short Income ETF position peaked at $47.7M in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.