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

Alteri 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 		$1.11M Buy
21,988
+1,443
+7% +$72.9K 0.31% 81
2026
Q1 		$1.04M Buy
20,545
+16,500
+408% +$836K 0.34% 68
2025
Q4 		$205K Buy
+4,045
New +$205K 0.07% 268

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Alteri Wealth's JPST Position: Q2 2026 in Review

Alteri Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7% in Q2 2026, buying an estimated $72.9K and bringing the position to 21,988 shares worth $1.11M. The position accounts for 0.31% of the portfolio, ranked #81.

Alteri Wealth first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Alteri Wealth held 21,988 shares of JPMorgan Ultra-Short Income ETF worth $1.11M as of Q2 2026.
  • Alteri Wealth bought 1,443 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $72.9K.
  • JPMorgan Ultra-Short Income ETF made up 0.31% of Alteri Wealth's portfolio in Q2 2026, its #81 holding.
  • Alteri Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.