BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-504	Closed	-$25.5K	–	2487
2026 Q1	$25.5K	Hold	504	–	–	﹤0.01%	1216
2025 Q4	$25.5K	Hold	504	–	–	﹤0.01%	1231
2025 Q3	$25.6K	Hold	504	–	–	﹤0.01%	1164
2025 Q2	$25.5K	Hold	504	–	–	﹤0.01%	1137
2025 Q1	$25.5K	Buy	+504	New	+$25.5K	﹤0.01%	1156

Other funds holding JPST

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $2.32T AUM 44.66% 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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s JPST Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 504 shares — an estimated $25.5K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in JPST in Q1 2025 and held it in 5 quarters. The position peaked at $25.6K in Q3 2025. 1,204 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 504 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $25.5K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and held it in 5 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s JPMorgan Ultra-Short Income ETF position peaked at $25.6K in Q3 2025.
1,204 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.