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Root Financial Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Root Financial Partners’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 		– Sell
-3,615
Closed -$183K – 1860
2026
Q1 		$183K Sell
3,615
-3,771
-51% -$191K 0.01% 356
2025
Q4 		$374K Buy
7,386
+42
+0.6% +$2.13K 0.02% 198
2025
Q3 		$373K Sell
7,344
-3,931
-35% -$199K 0.02% 182
2025
Q2 		$571K Buy
11,275
+7,283
+182% +$368K 0.06% 112
2025
Q1 		$202K Buy
+3,992
New +$202K 0.02% 204

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Root Financial Partners's JPST Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 3,615 shares — an estimated $183K sold.

Root Financial Partners first reported a position in JPST in Q1 2025 and held it in 5 quarters. The position peaked at $571K in Q2 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,615 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $183K.
  • Root Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and held it in 5 quarters.
  • Root Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $571K in Q2 2025.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.