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

Sowa 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	$668K	Buy	13,208 +292	+2%	+$14.7K	0.31%	23
2026 Q1	$654K	Sell	12,916 -101	-0.8%	-$5.12K	0.32%	23
2025 Q4	$659K	Buy	13,017 +154	+1%	+$7.8K	0.34%	22
2025 Q3	$653K	Sell	12,863 -2,610	-17%	-$132K	0.37%	20
2025 Q2	$784K	Buy	+15,473	New	+$782K	0.49%	19
2024 Q4	–	Sell	-10,563	Closed	-$536K	–	33
2024 Q3	$536K	Sell	10,563 -273	-3%	-$13.8K	0.34%	29
2024 Q2	$547K	Sell	10,836 -5,840	-35%	-$294K	0.41%	27
2024 Q1	$838K	Hold	16,676	–	–	0.68%	23
2023 Q4	$838K	Sell	16,676 -3,013	-15%	-$151K	0.68%	23
2023 Q3	$988K	Sell	19,689 -4,711	-19%	-$236K	0.74%	26
2023 Q2	$1.22M	Buy	+24,400	New	+$1.22M	0.84%	25
2021 Q1	–	Sell	-1,911	Closed	-$97K	–	150
2020 Q4	$97K	Hold	1,911	–	–	0.07%	96
2020 Q3	$97K	Hold	1,911	–	–	0.07%	89
2020 Q2	$97K	Sell	1,911 -269	-12%	-$13.5K	0.07%	81
2020 Q1	$108K	Sell	2,180 -478	-18%	-$24K	0.1%	73
2019 Q4	$134K	Buy	+2,658	New	+$134K	0.11%	73

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

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

Sowa Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 13,208 shares worth $668K. The position accounts for 0.31% of the portfolio, ranked #23.

Sowa Financial Group first reported a position in JPST in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2023. 1,181 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sowa Financial Group held 13,208 shares of JPMorgan Ultra-Short Income ETF worth $668K as of Q2 2026.
Sowa Financial Group bought 292 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $14.7K.
JPMorgan Ultra-Short Income ETF made up 0.31% of Sowa Financial Group's portfolio in Q2 2026, its #23 holding.
Sowa Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 16 quarters since.
Sowa Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $1.22M in Q2 2023.
1,181 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.