RMR Wealth Builders’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

RMR Wealth Builders’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	$596K	Buy	11,786 +119	+1%	+$6.01K	0.04%	181
2026 Q1	$590K	Buy	+11,667	New	+$591K	0.05%	158
2021 Q2	–	Sell	-32,904	Closed	-$1.67M	–	440
2021 Q1	$1.67M	Buy	32,904 +2,540	+8%	+$129K	0.43%	36
2020 Q4	$1.54M	Buy	30,364 +2,065	+7%	+$105K	0.76%	28
2020 Q3	$1.44M	Buy	+28,299	New	+$1.44M	0.37%	46

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

RMR Wealth Builders's JPST Position: Q2 2026 in Review

RMR Wealth Builders increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1% in Q2 2026, buying an estimated $6.01K and bringing the position to 11,786 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #181.

RMR Wealth Builders first reported a position in JPST in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.67M in Q1 2021. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

RMR Wealth Builders held 11,786 shares of JPMorgan Ultra-Short Income ETF worth $596K as of Q2 2026.
RMR Wealth Builders bought 119 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $6.01K.
JPMorgan Ultra-Short Income ETF made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #181 holding.
RMR Wealth Builders first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 5 quarters since.
RMR Wealth Builders's JPMorgan Ultra-Short Income ETF position peaked at $1.67M in Q1 2021.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.