Allied Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Allied Private Wealth’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	$37.9K	Buy	+751	New	+$37.9K	0.02%	278

Other funds holding JPST

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return