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

StrongBox Wealth’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 		$31.3M Buy
618,387
+9,433
+2% +$476K 8.91% 1
2026
Q1 		$30.8M Buy
608,954
+13,460
+2% +$682K 9.86% 1
2025
Q4 		$30.1M Buy
595,494
+23,883
+4% +$1.21M 9.9% 1
2025
Q3 		$29M Buy
571,611
+17,950
+3% +$909K 9.81% 1
2025
Q2 		$28.1M Buy
553,661
+26,303
+5% +$1.33M 10.65% 1
2025
Q1 		$26.7M Buy
527,358
+36,371
+7% +$1.84M 11.13% 1
2024
Q4 		$24.7M Buy
490,987
+73,609
+18% +$3.72M 10.47% 1
2024
Q3 		$21.2M Buy
417,378
+815
+0.2% +$41.2K 9.07% 1
2024
Q2 		$21M Buy
416,563
+52,637
+14% +$2.65M 9.93% 1
2024
Q1 		$18.4M Buy
363,926
+38,101
+12% +$1.92M 9.68% 1
2023
Q4 		$16.4M Buy
325,825
+4,892
+2% +$245K 9.55% 1
2023
Q3 		$16.1M Buy
320,933
+18,747
+6% +$939K 10.25% 1
2023
Q2 		$15.2M Buy
302,186
+12,823
+4% +$644K 9.56% 1
2023
Q1 		$14.6M Buy
289,363
+2,315
+0.8% +$116K 9.77% 1
2022
Q4 		$14.4M Buy
287,048
+36,515
+15% +$1.83M 10.18% 1
2022
Q3 		$12.6M Buy
250,533
+31,888
+15% +$1.6M 9.11% 1
2022
Q2 		$11M Buy
218,645
+44,520
+26% +$2.23M 7.08% 2
2022
Q1 		$8.75M Buy
174,125
+52,302
+43% +$2.63M 4.99% 2
2021
Q4 		$6.15M Buy
121,823
+2,340
+2% +$118K 3.07% 8
2021
Q3 		$6.06M Sell
119,483
-10,098
-8% -$512K 3.4% 5
2021
Q2 		$6.58M Sell
129,581
-59,702
-32% -$3.03M 3.77% 4
2021
Q1 		$9.61M Buy
189,283
+6,537
+4% +$332K 5.95% 1
2020
Q4 		$9.28M Buy
182,746
+7,954
+5% +$404K 6.01% 1
2020
Q3 		$8.88M Buy
174,792
+71,420
+69% +$3.63M 6.5% 2
2020
Q2 		$5.24M Buy
103,372
+20,080
+24% +$1.01M 4.78% 2
2020
Q1 		$4.14M Buy
+83,292
New +$4.19M 4.69% 2

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

StrongBox Wealth's JPST Position: Q2 2026 in Review

StrongBox Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.5% in Q2 2026, buying an estimated $476K and bringing the position to 618,387 shares worth $31.3M. The position accounts for 8.91% of the portfolio, ranked #1.

StrongBox Wealth first reported a position in JPST in Q1 2020 and has held it in 26 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • StrongBox Wealth held 618,387 shares of JPMorgan Ultra-Short Income ETF worth $31.3M as of Q2 2026.
  • StrongBox Wealth bought 9,433 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $476K.
  • JPMorgan Ultra-Short Income ETF made up 8.91% of StrongBox Wealth's portfolio in Q2 2026, its #1 holding.
  • StrongBox Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.