Roman Butler Fullerton & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Roman Butler Fullerton & Co’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	$777K	Sell	15,408 -5,350	-26%	-$270K	0.19%	131
2026 Q1	$1.05M	Buy	20,758 +6,699	+48%	+$339K	0.29%	91
2025 Q4	$713K	Buy	14,059 +617	+5%	+$31.3K	0.19%	127
2025 Q3	$682K	Sell	13,442 -1,197	-8%	-$60.6K	0.18%	128
2025 Q2	$741K	Sell	14,639 -914	-6%	-$46.2K	0.22%	114
2025 Q1	$785K	Buy	15,553 +489	+3%	+$24.7K	0.3%	81
2024 Q4	$761K	Sell	15,064 -289	-2%	-$14.6K	0.24%	101
2024 Q3	$776K	Buy	15,353 +3,071	+25%	+$155K	0.23%	100
2024 Q2	$619K	Buy	12,282 +139	+1%	+$7K	0.2%	109
2024 Q1	$612K	Buy	12,143 +1,441	+13%	+$72.6K	0.23%	101
2023 Q4	$540K	Sell	10,702 -5,083	-32%	-$255K	0.21%	116
2023 Q3	$791K	Buy	15,785 +469	+3%	+$23.5K	0.37%	73
2023 Q2	$768K	Buy	15,316 +330	+2%	+$16.6K	0.35%	79
2023 Q1	$754K	Buy	+14,986	New	+$753K	0.38%	84

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

Roman Butler Fullerton & Co's JPST Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 26% in Q2 2026, selling an estimated $270K and leaving 15,408 shares worth $777K. The position accounts for 0.19% of the portfolio, ranked #131.

Roman Butler Fullerton & Co first reported a position in JPST in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.05M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Roman Butler Fullerton & Co held 15,408 shares of JPMorgan Ultra-Short Income ETF worth $777K as of Q2 2026.
Roman Butler Fullerton & Co sold 5,350 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $270K.
JPMorgan Ultra-Short Income ETF made up 0.19% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #131 holding.
Roman Butler Fullerton & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 14 quarters since.
Roman Butler Fullerton & Co's JPMorgan Ultra-Short Income ETF position peaked at $1.05M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.