Stone Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stone Wealth Partners’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	$378K	Buy	+7,470	New	+$377K	0.28%	54

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

Stone Wealth Partners's JPST Position: Q2 2026 in Review

Stone Wealth Partners opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 7,470 shares worth $378K. The stake represents 0.28% of the portfolio and ranks #54 among its holdings.

1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Stone Wealth Partners held 7,470 shares of JPMorgan Ultra-Short Income ETF worth $378K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Stone Wealth Partners position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.28% of Stone Wealth Partners's portfolio in Q2 2026, its #54 holding.
1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Stone Wealth Partners's 13F filing for Q2 2026, filed 16 Jul 2026.