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

Atticus Wealth 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	$292K	Sell	5,775 -12	-0.2%	-$606	0.07%	156
2026 Q1	$293K	Sell	5,787 -2,110	-27%	-$107K	0.08%	145
2025 Q4	$399K	Buy	7,897 +243	+3%	+$12.3K	0.1%	119
2025 Q3	$388K	Sell	7,654 -3,143	-29%	-$159K	0.1%	133
2025 Q2	$547K	Buy	10,797 +1,021	+10%	+$51.6K	0.15%	85
2025 Q1	$495K	Buy	9,776 +5	+0.1%	+$253	0.16%	74
2024 Q4	$492K	Sell	9,771 -1,874	-16%	-$94.6K	0.15%	70
2024 Q3	$591K	Sell	11,645 -73,706	-86%	-$3.72M	0.19%	63
2024 Q2	$4.31M	Buy	85,351 +10,771	+14%	+$542K	1.41%	12
2024 Q1	$3.76M	Buy	74,580 +3,850	+5%	+$194K	1.23%	15
2023 Q4	$3.55M	Buy	70,730 +22,718	+47%	+$1.14M	1.25%	14
2023 Q3	$2.41M	Buy	48,012 +3,214	+7%	+$161K	0.92%	19
2023 Q2	$2.25M	Buy	+44,798	New	+$2.25M	0.83%	22
2022 Q2	–	Sell	-2,490	Closed	-$125K	–	619
2022 Q1	$125K	Hold	2,490	–	–	0.05%	180
2021 Q4	$126K	Hold	2,490	–	–	0.05%	149
2021 Q3	$126K	Sell	2,490 -1	-0%	-$51	0.06%	134
2021 Q2	$126K	Sell	2,491 -210	-8%	-$10.7K	0.05%	148
2021 Q1	$137K	Sell	2,701 -8,874	-77%	-$451K	0.07%	135
2020 Q4	$588K	Sell	11,575 -4,571	-28%	-$232K	0.3%	52
2020 Q3	$820K	Buy	16,146 +15,346	+1,918%	+$780K	0.49%	45
2020 Q2	$41K	Buy	+800	New	+$40.3K	0.03%	181

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

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

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

Atticus Wealth Management's JPST Position: Q2 2026 in Review

Atticus Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.21% in Q2 2026, selling an estimated $606 and leaving 5,775 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #156.

Atticus Wealth Management first reported a position in JPST in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.31M in Q2 2024. 522 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Atticus Wealth Management held 5,775 shares of JPMorgan Ultra-Short Income ETF worth $292K as of Q2 2026.
Atticus Wealth Management sold 12 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $606.
JPMorgan Ultra-Short Income ETF made up 0.07% of Atticus Wealth Management's portfolio in Q2 2026, its #156 holding.
Atticus Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 21 quarters since.
Atticus Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $4.31M in Q2 2024.
522 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.