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

Rossby Financial’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	$530K	Buy	10,478 +142	+1%	+$7.17K	0.1%	191
2026 Q1	$521K	Buy	+10,336	New	+$523K	0.11%	179
2025 Q4	–	Sell	-53	Closed	-$2.68K	–	1850
2025 Q3	$2.68K	Hold	53	–	–	﹤0.01%	1090
2025 Q2	$2.69K	Sell	53 -21,691	-100%	-$1.1M	﹤0.01%	994
2025 Q1	$1.1M	Buy	+21,744	New	+$1.1M	0.46%	38

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

Rossby Financial's JPST Position: Q2 2026 in Review

Rossby Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.4% in Q2 2026, buying an estimated $7.17K and bringing the position to 10,478 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #191.

Rossby Financial first reported a position in JPST in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q1 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Rossby Financial held 10,478 shares of JPMorgan Ultra-Short Income ETF worth $530K as of Q2 2026.
Rossby Financial bought 142 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $7.17K.
JPMorgan Ultra-Short Income ETF made up 0.1% of Rossby Financial's portfolio in Q2 2026, its #191 holding.
Rossby Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 5 quarters since.
Rossby Financial's JPMorgan Ultra-Short Income ETF position peaked at $1.1M in Q1 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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