Anchor Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Anchor Investment Management’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	$9.28M	Buy	183,523 +9,452	+5%	+$477K	0.7%	32
2026 Q1	$8.81M	Buy	174,071 +2,555	+1%	+$129K	0.74%	32
2025 Q4	$8.68M	Buy	171,516 +8,521	+5%	+$432K	0.71%	28
2025 Q3	$8.27M	Buy	162,995 +10,546	+7%	+$534K	0.68%	32
2025 Q2	$7.73M	Buy	152,449 +10,537	+7%	+$532K	0.68%	36
2025 Q1	$7.18M	Buy	141,912 +14,937	+12%	+$755K	0.67%	35
2024 Q4	$6.4M	Buy	126,975 +11,022	+10%	+$557K	0.6%	40
2024 Q3	$5.88M	Buy	115,953 +3,967	+4%	+$200K	0.56%	47
2024 Q2	$5.65M	Buy	111,986 +8,576	+8%	+$432K	0.58%	45
2024 Q1	$5.22M	Buy	103,410 +7,601	+8%	+$383K	0.55%	50
2023 Q4	$4.81M	Buy	95,809 +3,831	+4%	+$192K	0.55%	47
2023 Q3	$4.62M	Buy	91,978 +608	+0.7%	+$30.5K	0.6%	40
2023 Q2	$4.58M	Buy	91,370 +8,675	+10%	+$435K	0.59%	47
2023 Q1	$4.16M	Buy	82,695 +2,005	+2%	+$101K	0.57%	49
2022 Q4	$4.04M	Buy	80,690 +1,983	+3%	+$99.4K	0.58%	47
2022 Q3	$3.95M	Buy	78,707 +6,532	+9%	+$327K	0.61%	44
2022 Q2	$3.62M	Buy	+72,175	New	+$3.62M	0.52%	51

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

Anchor Investment Management's JPST Position: Q2 2026 in Review

Anchor Investment Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.4% in Q2 2026, buying an estimated $477K and bringing the position to 183,523 shares worth $9.28M. The position accounts for 0.7% of the portfolio, ranked #32.

Anchor Investment Management first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Anchor Investment Management held 183,523 shares of JPMorgan Ultra-Short Income ETF worth $9.28M as of Q2 2026.
Anchor Investment Management bought 9,452 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $477K.
JPMorgan Ultra-Short Income ETF made up 0.7% of Anchor Investment Management's portfolio in Q2 2026, its #32 holding.
Anchor Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.