Toth Financial Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Toth Financial Advisory’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	$46.4K	Buy	917 +7	+0.8%	+$354	﹤0.01%	393
2026 Q1	$46.1K	Buy	910 +7	+0.8%	+$354	0.01%	371
2025 Q4	$45.7K	Buy	903 +8	+0.9%	+$405	0.01%	372
2025 Q3	$45.4K	Sell	895 -119	-12%	-$6.03K	﹤0.01%	364
2025 Q2	$51.4K	Buy	1,014 +9	+0.9%	+$455	0.01%	306
2025 Q1	$50.9K	Sell	1,005 -1,077	-52%	-$54.4K	0.01%	291
2024 Q4	$105K	Sell	2,082 -961	-32%	-$48.5K	0.01%	233
2024 Q3	$154K	Buy	3,043 +23	+0.8%	+$1.16K	0.02%	212
2024 Q2	$152K	Sell	3,020 -578	-16%	-$29.1K	0.02%	212
2024 Q1	$182K	Buy	3,598 +23	+0.6%	+$1.16K	0.02%	203
2023 Q4	$180K	Sell	3,575 -74	-2%	-$3.71K	0.02%	210
2023 Q3	$183K	Buy	3,649 +86	+2%	+$4.31K	0.03%	196
2023 Q2	$179K	Buy	3,563 +18	+0.5%	+$903	0.03%	202
2023 Q1	$178K	Sell	3,545 -381	-10%	-$19.1K	0.03%	193
2022 Q4	$197K	Buy	3,926 +653	+20%	+$32.7K	0.03%	186
2022 Q3	$164K	Buy	+3,273	New	+$164K	0.03%	178

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

Toth Financial Advisory's JPST Position: Q2 2026 in Review

Toth Financial Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.77% in Q2 2026, buying an estimated $354 and bringing the position to 917 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Toth Financial Advisory first reported a position in JPST in Q3 2022 and has held it in 16 quarters since. The position peaked at $197K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Toth Financial Advisory held 917 shares of JPMorgan Ultra-Short Income ETF worth $46.4K as of Q2 2026.
Toth Financial Advisory bought 7 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $354.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #393 holding.
Toth Financial Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 16 quarters since.
Toth Financial Advisory's JPMorgan Ultra-Short Income ETF position peaked at $197K in Q4 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.