Morrissey Wealth Management, LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Morrissey Wealth Management, LLC’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	$15.6M	Buy	+311,291	New	+$15.7M	9.84%	3

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

Morrissey Wealth Management, LLC's JPST Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 311,291 shares worth $15.6M. The stake represents 9.84% of the portfolio and ranks #3 among its holdings.

1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Morrissey Wealth Management, LLC held 311,291 shares of JPMorgan Ultra-Short Income ETF worth $15.6M as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 9.84% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #3 holding.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.