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Aull & Monroe Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Aull & Monroe 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 		$288K Hold
5,690
– – 0.12% 109
2026
Q1 		$288K Sell
5,690
-994
-15% -$50.3K 0.13% 102
2025
Q4 		$338K Hold
6,684
– – 0.17% 92
2025
Q3 		$339K Hold
6,684
– – 0.17% 93
2025
Q2 		$339K Sell
6,684
-200
-3% -$10.1K 0.18% 95
2025
Q1 		$349K Sell
6,884
-200
-3% -$10.1K 0.17% 95
2024
Q4 		$357K Sell
7,084
-200
-3% -$10.1K 0.18% 98
2024
Q3 		$370K Hold
7,284
– – 0.17% 100
2024
Q2 		$368K Sell
7,284
-1,690
-19% -$85.1K 0.18% 96
2024
Q1 		$453K Hold
8,974
– – 0.21% 90
2023
Q4 		$451K Sell
8,974
-600
-6% -$30.1K 0.22% 86
2023
Q3 		$480K Buy
9,574
+195
+2% +$9.77K 0.25% 82
2023
Q2 		$470K Hold
9,379
– – 0.24% 83
2023
Q1 		$472K Sell
9,379
-90
-1% -$4.52K 0.24% 83
2022
Q4 		$475K Hold
9,469
– – 0.24% 81
2022
Q3 		$475K Hold
9,469
– – 0.26% 79
2022
Q2 		$474K Hold
9,469
– – 0.24% 86
2022
Q1 		$476K Sell
9,469
-6,768
-42% -$341K 0.21% 92
2021
Q4 		$820K Hold
16,237
– – 0.37% 67
2021
Q3 		$824K Sell
16,237
-1,545
-9% -$78.4K 0.41% 66
2021
Q2 		$902K Sell
17,782
-3,049
-15% -$155K 0.43% 66
2021
Q1 		$1.06M Hold
20,831
– – 0.51% 58
2020
Q4 		$1.06M Sell
20,831
-829
-4% -$42.1K 0.56% 54
2020
Q3 		$1.1M Buy
21,660
+1,820
+9% +$92.5K 0.65% 49
2020
Q2 		$1.01M Buy
19,840
+7,000
+55% +$353K 0.62% 48
2020
Q1 		$638K Sell
12,840
-3,609
-22% -$181K 0.43% 63
2019
Q4 		$829K Buy
16,449
+2,418
+17% +$122K 0.42% 68
2019
Q3 		$707K Buy
14,031
+4,391
+46% +$222K 0.37% 72
2019
Q2 		$485K Buy
+9,640
New +$486K 0.26% 86

Other funds holding JPST

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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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
PI
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Aull & Monroe Investment Management's JPST Position: Q2 2026 in Review

Aull & Monroe Investment Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 5,690 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #109.

Aull & Monroe Investment Management first reported a position in JPST in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.1M in Q3 2020. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Aull & Monroe Investment Management held 5,690 shares of JPMorgan Ultra-Short Income ETF worth $288K as of Q2 2026.
  • Aull & Monroe Investment Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.12% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #109 holding.
  • Aull & Monroe Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 29 quarters since.
  • Aull & Monroe Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $1.1M in Q3 2020.
  • 447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.