Spurstone Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Spurstone Advisory 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	$655	Hold	13	–	–	0.01%	74
2026 Q1	$658	Hold	13	–	–	0.01%	56
2025 Q4	$658	Hold	13	–	–	0.01%	75
2025 Q3	$659	Hold	13	–	–	0.01%	93
2025 Q2	$658	Hold	13	–	–	0.01%	114
2025 Q1	$658	Buy	+13	New	+$657	0.01%	80

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

Spurstone Advisory Services's JPST Position: Q2 2026 in Review

Spurstone Advisory Services held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 13 shares worth $655. The position accounts for 0.01% of the portfolio, ranked #74.

Spurstone Advisory Services first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $659 in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Spurstone Advisory Services held 13 shares of JPMorgan Ultra-Short Income ETF worth $655 as of Q2 2026.
Spurstone Advisory Services left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #74 holding.
Spurstone Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Spurstone Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $659 in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.