Syverson Strege & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Syverson Strege & Co’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	$10.7M	Buy	212,175 +26,210	+14%	+$1.32M	2.34%	6
2026 Q1	$9.41M	Buy	185,965 +10,558	+6%	+$535K	2.26%	8
2025 Q4	$8.87M	Buy	175,407 +4,617	+3%	+$234K	2.1%	8
2025 Q3	$8.66M	Buy	170,790 +6,215	+4%	+$315K	2.08%	8
2025 Q2	$8.34M	Sell	164,575 -10,964	-6%	-$554K	1.97%	8
2025 Q1	$8.89M	Buy	+175,539	New	+$8.87M	2.86%	7
2022 Q4	–	Sell	-138	Closed	-$7K	–	325
2022 Q3	$7K	Buy	+138	New	+$6.92K	﹤0.01%	195
2021 Q4	–	Sell	-930	Closed	-$47K	–	396
2021 Q3	$47K	Buy	930 +2	+0.2%	+$101	0.04%	144
2021 Q2	$47K	Sell	928 -62	-6%	-$3.15K	0.04%	136
2021 Q1	$50K	Buy	+990	New	+$50.3K	0.05%	119

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

Syverson Strege & Co's JPST Position: Q2 2026 in Review

Syverson Strege & Co increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q2 2026, buying an estimated $1.32M and bringing the position to 212,175 shares worth $10.7M. The position accounts for 2.34% of the portfolio, ranked #6.

Syverson Strege & Co first reported a position in JPST in Q1 2021 and has held it in 10 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Syverson Strege & Co held 212,175 shares of JPMorgan Ultra-Short Income ETF worth $10.7M as of Q2 2026.
Syverson Strege & Co bought 26,210 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.32M.
JPMorgan Ultra-Short Income ETF made up 2.34% of Syverson Strege & Co's portfolio in Q2 2026, its #6 holding.
Syverson Strege & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 10 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.