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Yarger Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Yarger Wealth Strategies’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 		$2.42M Buy
48,067
+12,306
+34% +$622K 0.87% 31
2026
Q1 		$1.81M Buy
35,761
+10,234
+40% +$518K 0.73% 37
2025
Q4 		$1.29M Sell
25,527
-8,126
-24% -$412K 0.56% 36
2025
Q3 		$1.71M Buy
33,653
+469
+1% +$23.7K 0.78% 32
2025
Q2 		$1.68M Buy
33,184
+6,139
+23% +$310K 0.88% 31
2025
Q1 		$1.37M Sell
27,045
-158
-0.6% -$7.98K 0.8% 29
2024
Q4 		$1.37M Sell
27,203
-5,053
-16% -$255K 0.79% 30
2024
Q3 		$1.64M Sell
32,256
-5,104
-14% -$258K 0.91% 30
2024
Q2 		$1.89M Sell
37,360
-4,813
-11% -$242K 1.13% 25
2024
Q1 		$2.13M Sell
42,173
-133,236
-76% -$6.71M 1.45% 21
2023
Q4 		$8.81M Buy
175,409
+5,277
+3% +$265K 7.11% 2
2023
Q3 		$8.54M Sell
170,132
-110
-0.1% -$5.51K 7.26% 2
2023
Q2 		$8.54M Buy
170,242
+24,449
+17% +$1.23M 7.67% 1
2023
Q1 		$7.34M Buy
145,793
+26,095
+22% +$1.31M 8.04% 3
2022
Q4 		$6M Buy
119,698
+62,024
+108% +$3.11M 7.43% 3
2022
Q3 		$2.89M Sell
57,674
-2,318
-4% -$116K 3.84% 9
2022
Q2 		$3M Buy
59,992
+1,524
+3% +$76.5K 3.87% 9
2022
Q1 		$2.94M Sell
58,468
-10,705
-15% -$539K 3.83% 11
2021
Q4 		$3.49M Buy
+69,173
New +$3.5M 3.77% 11

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

Yarger Wealth Strategies's JPST Position: Q2 2026 in Review

Yarger Wealth Strategies increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 34% in Q2 2026, buying an estimated $622K and bringing the position to 48,067 shares worth $2.42M. The position accounts for 0.87% of the portfolio, ranked #31.

Yarger Wealth Strategies first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.81M in Q4 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Yarger Wealth Strategies held 48,067 shares of JPMorgan Ultra-Short Income ETF worth $2.42M as of Q2 2026.
  • Yarger Wealth Strategies bought 12,306 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $622K.
  • JPMorgan Ultra-Short Income ETF made up 0.87% of Yarger Wealth Strategies's portfolio in Q2 2026, its #31 holding.
  • Yarger Wealth Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Yarger Wealth Strategies's JPMorgan Ultra-Short Income ETF position peaked at $8.81M in Q4 2023.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.