Acorn Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Acorn Wealth Advisors’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	$1.63M	Sell	32,247 -10,463	-24%	-$529K	0.4%	59
2026 Q1	$2.16M	Sell	42,710 -5,802	-12%	-$294K	0.63%	40
2025 Q4	$2.45M	Sell	48,512 -4,037	-8%	-$205K	0.73%	35
2025 Q3	$2.67M	Buy	52,549 +5,395	+11%	+$273K	0.84%	30
2025 Q2	$2.39M	Sell	47,154 -4,728	-9%	-$239K	0.89%	29
2025 Q1	$2.63M	Buy	51,882 +1,766	+4%	+$89.2K	1.09%	23
2024 Q4	$2.52M	Sell	50,116 -2,076	-4%	-$105K	1.04%	25
2024 Q3	$2.65M	Sell	52,192 -978	-2%	-$49.4K	1.14%	21
2024 Q2	$2.68M	Buy	53,170 +11,272	+27%	+$568K	1.33%	18
2024 Q1	$2.11M	Buy	41,898 +132	+0.3%	+$6.65K	1.1%	22
2023 Q4	$2.1M	Buy	41,766 +4,705	+13%	+$236K	1.24%	20
2023 Q3	$1.86M	Sell	37,061 -33,788	-48%	-$1.69M	1.24%	19
2023 Q2	$3.55M	Sell	70,849 -4,036	-5%	-$203K	2.42%	8
2023 Q1	$3.77M	Sell	74,885 -1,294	-2%	-$65K	2.78%	7
2022 Q4	$3.82M	Sell	76,179 -12,396	-14%	-$621K	2.93%	5
2022 Q3	$4.44M	Buy	88,575 +28,998	+49%	+$1.45M	3.64%	3
2022 Q2	$2.98M	Sell	59,577 -1,224	-2%	-$61.4K	2.36%	7
2022 Q1	$3.06M	Sell	60,801 -11,165	-16%	-$562K	2.1%	7
2021 Q4	$3.63M	Sell	71,966 -9,380	-12%	-$474K	2.3%	7
2021 Q3	$4.13M	Sell	81,346 -1,856	-2%	-$94.1K	2.89%	5
2021 Q2	$4.22M	Sell	83,202 -3,756	-4%	-$191K	2.92%	5
2021 Q1	$4.41M	Sell	86,958 -12,298	-12%	-$624K	3.16%	4
2020 Q4	$5.04M	Sell	99,256 -23,095	-19%	-$1.17M	3.97%	4
2020 Q3	$6.21M	Sell	122,351 -11,606	-9%	-$590K	5.45%	4
2020 Q2	$6.8M	Buy	133,957 +37,095	+38%	+$1.87M	6.32%	4
2020 Q1	$4.81M	Sell	96,862 -23,583	-20%	-$1.19M	5.39%	4
2019 Q4	$6.08M	Sell	120,445 -4,556	-4%	-$230K	5.12%	4
2019 Q3	$6.31M	Buy	125,001 +3,913	+3%	+$197K	5.42%	4
2019 Q2	$6.11M	Sell	121,088 -8,690	-7%	-$438K	5.59%	3
2019 Q1	$6.53M	Buy	129,778 +48,410	+59%	+$2.43M	5.9%	5
2018 Q4	$4.08M	Buy	81,368 +58,316	+253%	+$2.93M	4.18%	6
2018 Q3	$1.16M	Buy	+23,052	New	+$1.16M	1.14%	20

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

Acorn Wealth Advisors's JPST Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 24% in Q2 2026, selling an estimated $529K and leaving 32,247 shares worth $1.63M. The position accounts for 0.4% of the portfolio, ranked #59.

Acorn Wealth Advisors first reported a position in JPST in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.8M in Q2 2020. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Acorn Wealth Advisors held 32,247 shares of JPMorgan Ultra-Short Income ETF worth $1.63M as of Q2 2026.
Acorn Wealth Advisors sold 10,463 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $529K.
JPMorgan Ultra-Short Income ETF made up 0.4% of Acorn Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Acorn Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 32 quarters since.
Acorn Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $6.8M in Q2 2020.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.