Atwood & Palmer’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Atwood & Palmer’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	$177K	Hold	3,500	–	–	0.01%	162
2026 Q1	$177K	Hold	3,500	–	–	0.01%	161
2025 Q4	$177K	Hold	3,500	–	–	0.01%	157
2025 Q3	$178K	Hold	3,500	–	–	0.01%	162
2025 Q2	$177K	Sell	3,500 -6,975	-67%	-$352K	0.01%	158
2025 Q1	$530K	Sell	10,475 -150	-1%	-$7.58K	0.04%	107
2024 Q4	$535K	Hold	10,625	–	–	0.04%	110
2024 Q3	$539K	Hold	10,625	–	–	0.04%	107
2024 Q2	$536K	Hold	10,625	–	–	0.04%	102
2024 Q1	$536K	Hold	10,625	–	–	0.04%	101
2023 Q4	$534K	Hold	10,625	–	–	0.04%	105
2023 Q3	$533K	Buy	10,625 +5,125	+93%	+$257K	0.05%	99
2023 Q2	$276K	Buy	+5,500	New	+$276K	0.02%	129

Other funds holding JPST

HWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Atwood & Palmer's JPST Position: Q2 2026 in Review

Atwood & Palmer held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 3,500 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #162.

Atwood & Palmer first reported a position in JPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $539K in Q3 2024. 738 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Atwood & Palmer held 3,500 shares of JPMorgan Ultra-Short Income ETF worth $177K as of Q2 2026.
Atwood & Palmer left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #162 holding.
Atwood & Palmer first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 13 quarters since.
Atwood & Palmer's JPMorgan Ultra-Short Income ETF position peaked at $539K in Q3 2024.
738 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.