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

TPG 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	$1.51M	Sell	29,831 -6,096	-17%	-$308K	0.45%	29
2026 Q1	$1.82M	Sell	35,927 -12,565	-26%	-$636K	0.59%	30
2025 Q4	$2.45M	Buy	48,492 +18,183	+60%	+$921K	0.82%	29
2025 Q3	$1.54M	Buy	30,309 +6,488	+27%	+$328K	0.57%	29
2025 Q2	$1.21M	Sell	23,821 -145	-0.6%	-$7.32K	0.48%	33
2025 Q1	$1.21M	Sell	23,966 -1,483	-6%	-$74.9K	0.54%	28
2024 Q4	$1.28M	Buy	25,449 +2,832	+13%	+$143K	0.56%	29
2024 Q3	$1.15M	Buy	22,617 +621	+3%	+$31.4K	0.52%	29
2024 Q2	$1.11M	Buy	+21,996	New	+$1.11M	0.53%	31
2023 Q4	$670K	Buy	13,327 +2,546	+24%	+$128K	0.34%	35
2023 Q3	$541K	Buy	10,781 +2,392	+29%	+$120K	0.28%	37
2023 Q2	$421K	Buy	8,389 +733	+10%	+$36.8K	0.22%	40
2023 Q1	$385K	Buy	7,656 +3,665	+92%	+$184K	0.21%	37
2022 Q4	$200K	Hold	3,991	–	–	0.12%	46
2022 Q3	$200K	Buy	+3,991	New	+$200K	0.12%	44

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

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

TPG Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, selling an estimated $308K and leaving 29,831 shares worth $1.51M. The position accounts for 0.45% of the portfolio, ranked #29.

TPG Financial Advisors first reported a position in JPST in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.45M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

TPG Financial Advisors held 29,831 shares of JPMorgan Ultra-Short Income ETF worth $1.51M as of Q2 2026.
TPG Financial Advisors sold 6,096 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $308K.
JPMorgan Ultra-Short Income ETF made up 0.45% of TPG Financial Advisors's portfolio in Q2 2026, its #29 holding.
TPG Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 15 quarters since.
TPG Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.45M in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.