Accurate Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Accurate Wealth Management’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	-7,309	Closed	-$369K	–	594
2026 Q1	$369K	Buy	7,309 +23	+0.3%	+$1.17K	0.04%	380
2025 Q4	$369K	Buy	7,286 +2,576	+55%	+$131K	0.05%	363
2025 Q3	$239K	Buy	4,710 +31	+0.7%	+$1.57K	0.03%	442
2025 Q2	$236K	Buy	4,679 +64	+1%	+$3.23K	0.04%	403
2025 Q1	$233K	Buy	+4,615	New	+$233K	0.04%	342
2024 Q3	–	Sell	-7,422	Closed	-$374K	–	385
2024 Q2	$374K	Buy	+7,422	New	+$374K	0.09%	202
2023 Q1	–	Sell	-3,156	Closed	-$158K	–	859
2022 Q4	$158K	Sell	3,156 -11,049	-78%	-$554K	0.06%	236
2022 Q3	$853K	Buy	+14,205	New	+$712K	0.36%	61
2022 Q2	–	Sell	-6,773	Closed	-$340K	–	175
2022 Q1	$340K	Buy	+6,773	New	+$341K	0.15%	117

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Accurate Wealth Management's JPST Position: Q2 2026 in Review

Accurate Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 7,309 shares — an estimated $369K sold.

Accurate Wealth Management first reported a position in JPST in Q1 2022 and held it in 9 quarters. The position peaked at $853K in Q3 2022. 522 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Accurate Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Accurate Wealth Management sold 7,309 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $369K.
Accurate Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 9 quarters.
Accurate Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $853K in Q3 2022.
522 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.