Security National Bank’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Security National Bank’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	$6.8M	Buy	134,419 +6,104	+5%	+$308K	0.81%	39
2026 Q1	$6.49M	Buy	128,315 +9,705	+8%	+$491K	0.95%	32
2025 Q4	$6M	Buy	118,610 +4,608	+4%	+$233K	0.86%	35
2025 Q3	$5.78M	Buy	114,002 +24,080	+27%	+$1.22M	0.89%	33
2025 Q2	$4.56M	Buy	89,922 +89,126	+11,197%	+$4.5M	0.79%	37
2025 Q1	$40.3K	Sell	796 -475	-37%	-$24K	0.01%	228
2024 Q4	$64K	Hold	1,271	–	–	0.01%	194
2024 Q3	$64.5K	Hold	1,271	–	–	0.01%	186
2024 Q2	$64.1K	Sell	1,271 -8,000	-86%	-$403K	0.01%	179
2024 Q1	$468K	Sell	9,271 -582	-6%	-$29.3K	0.07%	83
2023 Q4	$495K	Buy	9,853 +588	+6%	+$29.5K	0.11%	81
2023 Q3	$465K	Buy	+9,265	New	+$464K	0.13%	74

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 National Bank's JPST Position: Q2 2026 in Review

Security National Bank increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.8% in Q2 2026, buying an estimated $308K and bringing the position to 134,419 shares worth $6.8M. The position accounts for 0.81% of the portfolio, ranked #39.

Security National Bank first reported a position in JPST in Q3 2023 and has held it in 12 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Security National Bank held 134,419 shares of JPMorgan Ultra-Short Income ETF worth $6.8M as of Q2 2026.
Security National Bank bought 6,104 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $308K.
JPMorgan Ultra-Short Income ETF made up 0.81% of Security National Bank's portfolio in Q2 2026, its #39 holding.
Security National Bank first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 12 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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