Affiance Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Affiance Financial’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	$785K	Sell	15,516 -19	-0.1%	-$960	0.11%	64
2026 Q1	$786K	Sell	15,535 -124	-0.8%	-$6.28K	0.13%	59
2025 Q4	$792K	Sell	15,659 -256	-2%	-$13K	0.13%	60
2025 Q3	$807K	Sell	15,915 -287	-2%	-$14.5K	0.15%	59
2025 Q2	$821K	Sell	16,202 -224	-1%	-$11.3K	0.17%	53
2025 Q1	$832K	Sell	16,426 -1,535	-9%	-$77.5K	0.19%	52
2024 Q4	$905K	Buy	17,961 +1,949	+12%	+$98.4K	0.22%	55
2024 Q3	$812K	Sell	16,012 -3,131	-16%	-$158K	0.2%	58
2024 Q2	$966K	Sell	19,143 -1,042	-5%	-$52.5K	0.25%	48
2024 Q1	$1.02M	Sell	20,185 -1,364	-6%	-$68.7K	0.28%	47
2023 Q4	$1.08M	Sell	21,549 -6,522	-23%	-$327K	0.32%	49
2023 Q3	$1.41M	Sell	28,071 -6,882	-20%	-$345K	0.72%	32
2023 Q2	$1.75M	Sell	34,953 -63,603	-65%	-$3.19M	0.85%	25
2023 Q1	$4.96M	Buy	98,556 +65,061	+194%	+$3.27M	2.62%	9
2022 Q4	$1.68M	Buy	33,495 +27,907	+499%	+$1.4M	0.68%	29
2022 Q3	$280K	Buy	5,588 +1,059	+23%	+$53.1K	0.16%	66
2022 Q2	$227K	Sell	4,529 -2,800	-38%	-$140K	0.12%	80
2022 Q1	$368K	Sell	7,329 -65,484	-90%	-$3.3M	0.18%	73
2021 Q4	$3.68M	Buy	72,813 +11,871	+19%	+$600K	1.53%	14
2021 Q3	$3.09M	Buy	60,942 +2,228	+4%	+$113K	1.34%	16
2021 Q2	$2.98M	Sell	58,714 -41,507	-41%	-$2.11M	1.26%	16
2021 Q1	$5.09M	Buy	100,221 +37,982	+61%	+$1.93M	2.27%	12
2020 Q4	$3.16M	Sell	62,239 -2,342	-4%	-$119K	1.65%	12
2020 Q3	$3.28M	Sell	64,581 -10,309	-14%	-$524K	1.89%	11
2020 Q2	$3.8M	Buy	74,890 +15,028	+25%	+$757K	2.07%	13
2020 Q1	$2.97M	Sell	59,862 -32,260	-35%	-$1.62M	2.05%	12
2019 Q4	$4.65M	Buy	92,122 +4,019	+5%	+$203K	2.56%	8
2019 Q3	$4.44M	Sell	88,103 -7,230	-8%	-$365K	2.7%	7
2019 Q2	$4.8M	Buy	95,333 +1,546	+2%	+$77.9K	2.94%	7
2019 Q1	$4.72M	Sell	93,787 -20,178	-18%	-$1.01M	2.97%	7
2018 Q4	$5.71M	Buy	+113,965	New	+$5.72M	3.77%	6

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Affiance Financial's JPST Position: Q2 2026 in Review

Affiance Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.12% in Q2 2026, selling an estimated $960 and leaving 15,516 shares worth $785K. The position accounts for 0.11% of the portfolio, ranked #64.

Affiance Financial first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.71M in Q4 2018. 618 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Affiance Financial held 15,516 shares of JPMorgan Ultra-Short Income ETF worth $785K as of Q2 2026.
Affiance Financial sold 19 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $960.
JPMorgan Ultra-Short Income ETF made up 0.11% of Affiance Financial's portfolio in Q2 2026, its #64 holding.
Affiance Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
Affiance Financial's JPMorgan Ultra-Short Income ETF position peaked at $5.71M in Q4 2018.
618 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.