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

Sovereign Financial Group’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	$2.1M	Buy	41,502 +5,466	+15%	+$276K	0.32%	55
2026 Q1	$1.82M	Buy	36,036 +2,759	+8%	+$140K	0.32%	57
2025 Q4	$1.68M	Sell	33,277 -3,779	-10%	-$191K	0.29%	62
2025 Q3	$1.88M	Buy	37,056 +1,625	+5%	+$82.3K	0.35%	56
2025 Q2	$1.8M	Sell	35,431 -2,010	-5%	-$102K	0.37%	49
2025 Q1	$1.9M	Buy	37,441 +8,796	+31%	+$444K	0.44%	43
2024 Q4	$1.44M	Sell	28,645 -2,008	-7%	-$101K	0.33%	58
2024 Q3	$1.56M	Buy	30,653 +1,926	+7%	+$97.3K	0.36%	51
2024 Q2	$1.45M	Sell	28,727 -1,094	-4%	-$55.1K	0.36%	53
2024 Q1	$1.5M	Buy	29,821 +4,084	+16%	+$206K	0.4%	46
2023 Q4	$1.29M	Buy	25,737 +6,708	+35%	+$337K	0.39%	50
2023 Q3	$955K	Buy	19,029 +1,764	+10%	+$88.4K	0.34%	65
2023 Q2	$866K	Sell	17,265 -3,641	-17%	-$183K	0.28%	86
2023 Q1	$1.05M	Buy	20,906 +1,942	+10%	+$97.6K	0.39%	65
2022 Q4	$951K	Buy	18,964 +1,026	+6%	+$51.4K	0.37%	72
2022 Q3	$900K	Sell	17,938 -2,988	-14%	-$150K	0.37%	67
2022 Q2	$1.05M	Sell	20,926 -1,733	-8%	-$86.9K	0.41%	60
2022 Q1	$1.14M	Sell	22,659 -997	-4%	-$50.2K	0.42%	62
2021 Q4	$1.19M	Buy	23,656 +11,899	+101%	+$602K	0.48%	54
2021 Q3	$596K	Buy	+11,757	New	+$596K	0.34%	76

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

Sovereign Financial Group's JPST Position: Q2 2026 in Review

Sovereign Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q2 2026, buying an estimated $276K and bringing the position to 41,502 shares worth $2.1M. The position accounts for 0.32% of the portfolio, ranked #55.

Sovereign Financial Group first reported a position in JPST in Q3 2021 and has held it in 20 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sovereign Financial Group held 41,502 shares of JPMorgan Ultra-Short Income ETF worth $2.1M as of Q2 2026.
Sovereign Financial Group bought 5,466 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $276K.
JPMorgan Ultra-Short Income ETF made up 0.32% of Sovereign Financial Group's portfolio in Q2 2026, its #55 holding.
Sovereign Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 20 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.