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Terril Brothers’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Terril Brothers’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 		$243K Hold
4,800
– – 0.06% 63
2026
Q1 		$243K Hold
4,800
– – 0.07% 67
2025
Q4 		$243K Hold
4,800
– – 0.06% 64
2025
Q3 		$244K Hold
4,800
– – 0.07% 69
2025
Q2 		$243K Hold
4,800
– – 0.09% 55
2025
Q1 		$243K Hold
4,800
– – 0.09% 47
2024
Q4 		$242K Hold
4,800
– – 0.07% 60
2024
Q3 		$244K Hold
4,800
– – 0.08% 50
2024
Q2 		$242K Hold
4,800
– – 0.09% 48
2024
Q1 		$242K Sell
4,800
-145
-3% -$7.3K 0.08% 50
2023
Q4 		$248K Sell
4,945
-425
-8% -$21.3K 0.09% 50
2023
Q3 		$269K Hold
5,370
– – 0.13% 44
2023
Q2 		$269K Sell
5,370
-400
-7% -$20.1K 0.12% 42
2023
Q1 		$290K Hold
5,770
– – 0.14% 37
2022
Q4 		$289K Sell
5,770
-1,000
-15% -$50.1K 0.14% 39
2022
Q3 		$340K Sell
6,770
-367,095
-98% -$18.4M 0.1% 39
2022
Q2 		$18.7M Sell
373,865
-640,615
-63% -$32.1M 6.3% 7
2022
Q1 		$51M Sell
1,014,480
-145,530
-13% -$7.33M 10.41% 2
2021
Q4 		$58.6M Sell
1,160,010
-18,415
-2% -$931K 12.87% 1
2021
Q3 		$59.8M Sell
1,178,425
-22,075
-2% -$1.12M 14.77% 1
2021
Q2 		$60.9M Buy
1,200,500
+822,165
+217% +$41.7M 14.27% 1
2021
Q1 		$19.2M Buy
378,335
+265,815
+236% +$13.5M 4.89% 8
2020
Q4 		$5.71M Buy
112,520
+11,175
+11% +$568K 1.51% 22
2020
Q3 		$5.15M Buy
101,345
+77,890
+332% +$3.96M 1.58% 21
2020
Q2 		$1.19M Sell
23,455
-940
-4% -$47.3K 0.39% 29
2020
Q1 		$1.21M Sell
24,395
-13,730
-36% -$690K 0.53% 25
2019
Q4 		$1.92M Buy
38,125
+17,750
+87% +$896K 0.68% 20
2019
Q3 		$1.03M Buy
20,375
+1,560
+8% +$78.7K 0.35% 29
2019
Q2 		$948K Buy
18,815
+3,400
+22% +$171K 0.3% 34
2019
Q1 		$775K Buy
15,415
+7,315
+90% +$368K 0.24% 34
2018
Q4 		$406K Hold
8,100
– – 0.15% 36
2018
Q3 		$406K Buy
+8,100
New +$407K 0.13% 38

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

Terril Brothers's JPST Position: Q2 2026 in Review

Terril Brothers held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 4,800 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #63.

Terril Brothers first reported a position in JPST in Q3 2018 and has held it in 32 quarters since. The position peaked at $60.9M in Q2 2021. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Terril Brothers held 4,800 shares of JPMorgan Ultra-Short Income ETF worth $243K as of Q2 2026.
  • Terril Brothers left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.06% of Terril Brothers's portfolio in Q2 2026, its #63 holding.
  • Terril Brothers first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 32 quarters since.
  • Terril Brothers's JPMorgan Ultra-Short Income ETF position peaked at $60.9M in Q2 2021.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Terril Brothers's 13F filing for Q2 2026, filed 24 Jul 2026.