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

Souders Financial 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	$23.1M	Buy	456,124 +29,400	+7%	+$1.49M	2.32%	10
2026 Q1	$21.6M	Buy	426,724 +7,904	+2%	+$400K	2.46%	9
2025 Q4	$21.2M	Buy	418,820 +14,131	+3%	+$716K	2.43%	10
2025 Q3	$20.5M	Buy	404,689 +17,997	+5%	+$911K	2.44%	10
2025 Q2	$19.6M	Buy	386,692 +17,246	+5%	+$871K	2.49%	11
2025 Q1	$18.7M	Buy	369,446 +29,415	+9%	+$1.49M	2.61%	11
2024 Q4	$17.1M	Buy	340,031 +34,575	+11%	+$1.75M	2.39%	10
2024 Q3	$15.5M	Buy	305,456 +19,500	+7%	+$985K	2.16%	11
2024 Q2	$14.4M	Buy	285,956 +8,894	+3%	+$448K	2.18%	11
2024 Q1	$14M	Sell	277,062 -23,975	-8%	-$1.21M	2.21%	10
2023 Q4	$15.1M	Buy	301,037 +9,335	+3%	+$468K	2.59%	10
2023 Q3	$14.6M	Buy	291,702 +15,506	+6%	+$777K	2.81%	8
2023 Q2	$13.8M	Sell	276,196 -645	-0.2%	-$32.4K	2.65%	11
2023 Q1	$13.9M	Buy	276,841 +82,010	+42%	+$4.12M	2.96%	7
2022 Q4	$9.77M	Sell	194,831 -27,780	-12%	-$1.39M	2.23%	9
2022 Q3	$11.2M	Buy	222,611 +19,220	+9%	+$963K	3.03%	6
2022 Q2	$10.2M	Buy	203,391 +4,022	+2%	+$202K	2.93%	7
2022 Q1	$10M	Buy	199,369 +9,672	+5%	+$487K	2.9%	7
2021 Q4	$9.58M	Buy	189,697 +34,584	+22%	+$1.75M	2.75%	7
2021 Q3	$7.87M	Buy	155,113 +3,945	+3%	+$200K	2.54%	7
2021 Q2	$7.67M	Buy	151,168 +18,285	+14%	+$928K	2.58%	7
2021 Q1	$6.74M	Sell	132,883 -300	-0.2%	-$15.2K	2.64%	7
2020 Q4	$6.76M	Buy	133,183 +8,973	+7%	+$456K	2.95%	7
2020 Q3	$6.31M	Buy	124,210 +16,390	+15%	+$833K	2.98%	7
2020 Q2	$5.47M	Buy	107,820 +85,353	+380%	+$4.3M	3.13%	7
2020 Q1	$1.12M	Buy	+22,467	New	+$1.13M	0.99%	25

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

Souders Financial Advisors's JPST Position: Q2 2026 in Review

Souders Financial Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.9% in Q2 2026, buying an estimated $1.49M and bringing the position to 456,124 shares worth $23.1M. The position accounts for 2.32% of the portfolio, ranked #10.

Souders Financial Advisors first reported a position in JPST in Q1 2020 and has held it in 26 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Souders Financial Advisors held 456,124 shares of JPMorgan Ultra-Short Income ETF worth $23.1M as of Q2 2026.
Souders Financial Advisors bought 29,400 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.49M.
JPMorgan Ultra-Short Income ETF made up 2.32% of Souders Financial Advisors's portfolio in Q2 2026, its #10 holding.
Souders Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 26 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.