Ackerman Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ackerman Asset 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	$9.94M	Buy	196,511 +50,947	+35%	+$2.57M	5.96%	4
2026 Q1	$7.37M	Buy	145,564 +57	+0%	+$2.89K	5.14%	5
2025 Q4	$7.36M	Buy	145,507 +16,620	+13%	+$842K	4.9%	5
2025 Q3	$6.54M	Sell	128,887 -7,513	-6%	-$380K	4.68%	6
2025 Q2	$6.91M	Buy	136,400 +44,930	+49%	+$2.27M	5.54%	5
2025 Q1	$4.63M	Buy	+91,470	New	+$4.62M	4.19%	6

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

Ackerman Asset Management's JPST Position: Q2 2026 in Review

Ackerman Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 35% in Q2 2026, buying an estimated $2.57M and bringing the position to 196,511 shares worth $9.94M. The position accounts for 5.96% of the portfolio, ranked #4.

Ackerman Asset Management first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Ackerman Asset Management held 196,511 shares of JPMorgan Ultra-Short Income ETF worth $9.94M as of Q2 2026.
Ackerman Asset Management bought 50,947 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.57M.
JPMorgan Ultra-Short Income ETF made up 5.96% of Ackerman Asset Management's portfolio in Q2 2026, its #4 holding.
Ackerman Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Ackerman Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.