Rollins Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Rollins Financial Advisors’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	$978K	Sell	19,343 -592	-3%	-$29.9K	0.13%	76
2026 Q1	$1.01M	Sell	19,935 -2,569	-11%	-$130K	0.16%	68
2025 Q4	$1.14M	Buy	22,504 +17,360	+337%	+$880K	0.17%	59
2025 Q3	$261K	Hold	5,144	–	–	0.04%	126
2025 Q2	$261K	Sell	5,144 -4,137	-45%	-$209K	0.04%	116
2025 Q1	$470K	Hold	9,281	–	–	0.08%	83
2024 Q4	$467K	Hold	9,281	–	–	0.07%	85
2024 Q3	$471K	Buy	+9,281	New	+$469K	0.08%	80
2024 Q1	–	Sell	-5,660	Closed	-$284K	–	121
2023 Q4	$284K	Buy	+5,660	New	+$284K	0.06%	83

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

Rollins Financial Advisors's JPST Position: Q2 2026 in Review

Rollins Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3% in Q2 2026, selling an estimated $29.9K and leaving 19,343 shares worth $978K. The position accounts for 0.13% of the portfolio, ranked #76.

Rollins Financial Advisors first reported a position in JPST in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Rollins Financial Advisors held 19,343 shares of JPMorgan Ultra-Short Income ETF worth $978K as of Q2 2026.
Rollins Financial Advisors sold 592 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $29.9K.
JPMorgan Ultra-Short Income ETF made up 0.13% of Rollins Financial Advisors's portfolio in Q2 2026, its #76 holding.
Rollins Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 9 quarters since.
Rollins Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.14M in Q4 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.