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

Security Financial Services’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	$558K	Sell	11,038 -1,424	-11%	-$71.9K	0.08%	130
2026 Q1	$631K	Sell	12,462 -3,947	-24%	-$200K	0.1%	115
2025 Q4	$830K	Buy	16,409 +1,783	+12%	+$90.3K	0.13%	101
2025 Q3	$742K	Buy	14,626 +6,481	+80%	+$328K	0.12%	92
2025 Q2	$413K	Buy	8,145 +1,489	+22%	+$75.2K	0.07%	128
2025 Q1	$337K	Sell	6,656 -1,406	-17%	-$71K	0.07%	134
2024 Q4	$406K	Buy	8,062 +1,825	+29%	+$92.2K	0.08%	114
2024 Q3	$316K	Sell	6,237 -196	-3%	-$9.9K	0.06%	123
2024 Q2	$325K	Sell	6,433 -51	-0.8%	-$2.57K	0.07%	120
2024 Q1	$327K	Sell	6,484 -1,700	-21%	-$85.6K	0.07%	133
2023 Q4	$411K	Sell	8,184 -1,128	-12%	-$56.6K	0.1%	110
2023 Q3	$467K	Sell	9,312 -798	-8%	-$40K	0.13%	102
2023 Q2	$507K	Sell	10,110 -205	-2%	-$10.3K	0.14%	94
2023 Q1	$519K	Sell	10,315 -7,100	-41%	-$357K	0.16%	90
2022 Q4	$873K	Sell	17,415 -5,904	-25%	-$296K	0.27%	70
2022 Q3	$1.17M	Sell	23,319 -4,466	-16%	-$224K	0.4%	54
2022 Q2	$1.39M	Sell	27,785 -187	-0.7%	-$9.38K	0.44%	54
2022 Q1	$1.41M	Buy	27,972 +20,473	+273%	+$1.03M	0.45%	42
2021 Q4	$379K	Buy	+7,499	New	+$379K	0.13%	100

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

Security Financial Services's JPST Position: Q2 2026 in Review

Security Financial Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, selling an estimated $71.9K and leaving 11,038 shares worth $558K. The position accounts for 0.08% of the portfolio, ranked #130.

Security Financial Services first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q1 2022. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Security Financial Services held 11,038 shares of JPMorgan Ultra-Short Income ETF worth $558K as of Q2 2026.
Security Financial Services sold 1,424 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $71.9K.
JPMorgan Ultra-Short Income ETF made up 0.08% of Security Financial Services's portfolio in Q2 2026, its #130 holding.
Security Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $1.41M in Q1 2022.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.