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Steigerwald Gordon & Koch’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Steigerwald Gordon & Koch’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 		$405 Hold
8
– – ﹤0.01% 740
2026
Q1 		$405 Hold
8
– – ﹤0.01% 751
2025
Q4 		$405 Hold
8
– – ﹤0.01% 885
2025
Q3 		$406 Buy
+8
New +$405 ﹤0.01% 784

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steigerwald Gordon & Koch's JPST Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 8 shares worth $405. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Steigerwald Gordon & Koch first reported a position in JPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $406 in Q3 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Steigerwald Gordon & Koch held 8 shares of JPMorgan Ultra-Short Income ETF worth $405 as of Q2 2026.
  • Steigerwald Gordon & Koch left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #740 holding.
  • Steigerwald Gordon & Koch first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's JPMorgan Ultra-Short Income ETF position peaked at $406 in Q3 2025.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.