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

Tempus Wealth Planning’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	$2.95M	Buy	58,433 +54,319	+1,320%	+$2.74M	0.58%	42
2026 Q1	$208K	Sell	4,114 -1,559	-27%	-$78.9K	0.05%	261
2025 Q4	$287K	Buy	5,673 +1,559	+38%	+$79K	0.07%	224
2025 Q3	$209K	Hold	4,114	–	–	0.05%	267
2025 Q2	$208K	Buy	+4,114	New	+$208K	0.05%	250

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

Tempus Wealth Planning's JPST Position: Q2 2026 in Review

Tempus Wealth Planning increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1,320% in Q2 2026, buying an estimated $2.74M and bringing the position to 58,433 shares worth $2.95M. The position accounts for 0.58% of the portfolio, ranked #42.

Tempus Wealth Planning first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Tempus Wealth Planning held 58,433 shares of JPMorgan Ultra-Short Income ETF worth $2.95M as of Q2 2026.
Tempus Wealth Planning bought 54,319 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.74M.
JPMorgan Ultra-Short Income ETF made up 0.58% of Tempus Wealth Planning's portfolio in Q2 2026, its #42 holding.
Tempus Wealth Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.