Tobias Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Tobias Financial Advisors’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	$467K	Sell	9,235 -32	-0.3%	-$1.62K	0.06%	92
2026 Q1	$469K	Sell	9,267 -1,821	-16%	-$92.2K	0.07%	88
2025 Q4	$561K	Buy	11,088 +686	+7%	+$34.8K	0.08%	88
2025 Q3	$528K	Sell	10,402 -957	-8%	-$48.4K	0.08%	85
2025 Q2	$576K	Buy	11,359 +69	+0.6%	+$3.48K	0.1%	81
2025 Q1	$572K	Sell	11,290 -31	-0.3%	-$1.57K	0.11%	67
2024 Q4	$570K	Sell	11,321 -582	-5%	-$29.4K	0.11%	67
2024 Q3	$604K	Sell	11,903 -627	-5%	-$31.7K	0.12%	62
2024 Q2	$632K	Sell	12,530 -38	-0.3%	-$1.91K	0.14%	59
2024 Q1	$634K	Hold	12,568	–	–	0.14%	62
2023 Q4	$631K	Sell	12,568 -3,020	-19%	-$152K	0.15%	61
2023 Q3	$782K	Hold	15,588	–	–	0.21%	57
2023 Q2	$782K	Sell	15,588 -5,252	-25%	-$264K	0.21%	55
2023 Q1	$1.05M	Sell	20,840 -3	-0%	-$151	0.31%	46
2022 Q4	$1.04M	Sell	20,843 -5,402	-21%	-$271K	0.34%	47
2022 Q3	$1.32M	Sell	26,245 -4,719	-15%	-$237K	0.46%	40
2022 Q2	$1.55M	Sell	30,964 -8,585	-22%	-$431K	0.52%	42
2022 Q1	$1.99M	Buy	+39,549	New	+$1.99M	0.69%	30
2021 Q4	–	Sell	-42,030	Closed	-$2.13M	–	96
2021 Q3	$2.13M	Buy	42,030 +1,283	+3%	+$65.1K	0.8%	25
2021 Q2	$2.07M	Sell	40,747 -1,676	-4%	-$85K	0.82%	25
2021 Q1	$2.15M	Sell	42,423 -3,834	-8%	-$195K	0.91%	23
2020 Q4	$2.35M	Buy	46,257 +955	+2%	+$48.5K	1.07%	21
2020 Q3	$2.3M	Buy	45,302 +27,684	+157%	+$1.41M	1.26%	18
2020 Q2	$894K	Buy	17,618 +11,166	+173%	+$562K	0.53%	35
2020 Q1	$320K	Sell	6,452 -6,190	-49%	-$311K	0.23%	40
2019 Q4	$637K	Buy	+12,642	New	+$638K	0.41%	34

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

Tobias Financial Advisors's JPST Position: Q2 2026 in Review

Tobias Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.35% in Q2 2026, selling an estimated $1.62K and leaving 9,235 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #92.

Tobias Financial Advisors first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.35M in Q4 2020. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Tobias Financial Advisors held 9,235 shares of JPMorgan Ultra-Short Income ETF worth $467K as of Q2 2026.
Tobias Financial Advisors sold 32 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.62K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Tobias Financial Advisors's portfolio in Q2 2026, its #92 holding.
Tobias Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
Tobias Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.35M in Q4 2020.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.