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

TFO 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	$3.54M	Buy	70,052 +6,508	+10%	+$329K	0.39%	24
2026 Q1	$3.22M	Buy	63,544 +11,032	+21%	+$559K	0.44%	23
2025 Q4	$2.66M	Buy	52,512 +4,803	+10%	+$243K	0.4%	23
2025 Q3	$2.42M	Buy	47,709 +1,267	+3%	+$64.1K	0.39%	21
2025 Q2	$2.35M	Buy	+46,442	New	+$2.35M	0.41%	20

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

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

TFO Wealth Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q2 2026, buying an estimated $329K and bringing the position to 70,052 shares worth $3.54M. The position accounts for 0.39% of the portfolio, ranked #24.

TFO Wealth Partners first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. 1,193 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

TFO Wealth Partners held 70,052 shares of JPMorgan Ultra-Short Income ETF worth $3.54M as of Q2 2026.
TFO Wealth Partners bought 6,508 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $329K.
JPMorgan Ultra-Short Income ETF made up 0.39% of TFO Wealth Partners's portfolio in Q2 2026, its #24 holding.
TFO Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
1,193 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.