Secured Retirement Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Secured Retirement 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	–	Sell	-5,003	Closed	-$253K	–	147
2026 Q1	$253K	Buy	5,003 +243	+5%	+$12.3K	0.14%	125
2025 Q4	$241K	Sell	4,760 -965	-17%	-$48.9K	0.13%	117
2025 Q3	$290K	Sell	5,725 -2,454	-30%	-$124K	0.16%	110
2025 Q2	$415K	Sell	8,179 -8,159	-50%	-$412K	0.25%	95
2025 Q1	$827K	Sell	16,338 -61,522	-79%	-$3.11M	0.53%	81
2024 Q4	$3.92M	Sell	77,860 -2,021	-3%	-$102K	2.25%	4
2024 Q3	$4.05M	Buy	79,881 +3,924	+5%	+$198K	2.92%	3
2024 Q2	$3.83M	Buy	75,957 +1,099	+1%	+$55.3K	2.99%	3
2024 Q1	$3.78M	Buy	74,858 +1,464	+2%	+$73.7K	3.2%	3
2023 Q4	$3.69M	Buy	+73,394	New	+$3.68M	3.54%	2

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

Secured Retirement Advisors's JPST Position: Q2 2026 in Review

Secured Retirement Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 5,003 shares — an estimated $253K sold.

Secured Retirement Advisors first reported a position in JPST in Q4 2023 and held it in 10 quarters. The position peaked at $4.05M in Q3 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Secured Retirement Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Secured Retirement Advisors sold 5,003 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $253K.
Secured Retirement Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 10 quarters.
Secured Retirement Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.05M in Q3 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.