Adamsbrown Wealth Consultants’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Adamsbrown Wealth Consultants’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	$2.86M	Buy	56,637 +3,536	+7%	+$179K	0.54%	31
2026 Q1	$2.69M	Buy	53,101 +1,376	+3%	+$69.7K	0.71%	25
2025 Q4	$2.62M	Sell	51,725 -17,084	-25%	-$866K	0.73%	22
2025 Q3	$3.49M	Buy	68,809 +6,395	+10%	+$324K	0.96%	20
2025 Q2	$3.16M	Buy	62,414 +17,021	+37%	+$860K	0.92%	17
2025 Q1	$2.3M	Buy	45,393 +23,169	+104%	+$1.17M	0.72%	19
2024 Q4	$1.12M	Buy	22,224 +10,123	+84%	+$511K	0.38%	30
2024 Q3	$614K	Buy	12,101 +6,793	+128%	+$343K	0.21%	41
2024 Q2	$268K	Buy	+5,308	New	+$267K	0.1%	72
2024 Q1	–	Sell	-4,566	Closed	-$229K	–	86
2023 Q4	$229K	Buy	4,566 +17	+0.4%	+$853	0.1%	72
2023 Q3	$228K	Buy	4,549 +51	+1%	+$2.56K	0.11%	71
2023 Q2	$226K	Buy	+4,498	New	+$226K	0.12%	68

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

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

FHA

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

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Adamsbrown Wealth Consultants's JPST Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.7% in Q2 2026, buying an estimated $179K and bringing the position to 56,637 shares worth $2.86M. The position accounts for 0.54% of the portfolio, ranked #31.

Adamsbrown Wealth Consultants first reported a position in JPST in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.49M in Q3 2025. 341 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Adamsbrown Wealth Consultants held 56,637 shares of JPMorgan Ultra-Short Income ETF worth $2.86M as of Q2 2026.
Adamsbrown Wealth Consultants bought 3,536 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $179K.
JPMorgan Ultra-Short Income ETF made up 0.54% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #31 holding.
Adamsbrown Wealth Consultants first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 12 quarters since.
Adamsbrown Wealth Consultants's JPMorgan Ultra-Short Income ETF position peaked at $3.49M in Q3 2025.
341 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.