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Wills Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wills Financial Group’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 		$8.47M Sell
167,437
-4,207
-2% -$213K 3.08% 9
2026
Q1 		$8.67M Buy
171,644
+2,166
+1% +$110K 3.27% 9
2025
Q4 		$8.57M Buy
169,478
+16,137
+11% +$818K 3.28% 9
2025
Q3 		$7.78M Buy
153,341
+146,835
+2,257% +$7.43M 3.19% 9
2025
Q2 		$330K Buy
+6,506
New +$329K 0.14% 56

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wills Financial Group's JPST Position: Q2 2026 in Review

Wills Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.5% in Q2 2026, selling an estimated $213K and leaving 167,437 shares worth $8.47M. The position accounts for 3.08% of the portfolio, ranked #9.

Wills Financial Group first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.67M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Wills Financial Group held 167,437 shares of JPMorgan Ultra-Short Income ETF worth $8.47M as of Q2 2026.
  • Wills Financial Group sold 4,207 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $213K.
  • JPMorgan Ultra-Short Income ETF made up 3.08% of Wills Financial Group's portfolio in Q2 2026, its #9 holding.
  • Wills Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Wills Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $8.67M in Q1 2026.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.