Richards, Merrill & Peterson’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Richards, Merrill & Peterson’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	$959K	Hold	18,970	–	–	0.3%	83
2026 Q1	$960K	Buy	18,970 +8,390	+79%	+$425K	0.35%	72
2025 Q4	$535K	Buy	10,580 +5,600	+112%	+$284K	0.21%	107
2025 Q3	$253K	Hold	4,980	–	–	0.11%	144
2025 Q2	$252K	Hold	4,980	–	–	0.12%	141
2025 Q1	$252K	Hold	4,980	–	–	0.13%	136
2024 Q4	$251K	Buy	+4,980	New	+$252K	0.13%	129

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

Richards, Merrill & Peterson's JPST Position: Q2 2026 in Review

Richards, Merrill & Peterson held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 18,970 shares worth $959K. The position accounts for 0.3% of the portfolio, ranked #83.

Richards, Merrill & Peterson first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $960K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Richards, Merrill & Peterson held 18,970 shares of JPMorgan Ultra-Short Income ETF worth $959K as of Q2 2026.
Richards, Merrill & Peterson left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.3% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #83 holding.
Richards, Merrill & Peterson first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's JPMorgan Ultra-Short Income ETF position peaked at $960K in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.