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B. Riley Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

B. Riley Wealth Advisors’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 		$6.08M Buy
120,290
+1,003
+0.8% +$50.7K 0.33% 74
2026
Q1 		$6.03M Sell
119,287
-69,225
-37% -$3.51M 0.38% 65
2025
Q4 		$9.54M Buy
188,512
+20,783
+12% +$1.05M 0.44% 39
2025
Q3 		$8.51M Buy
167,729
+15,496
+10% +$785K 0.39% 46
2025
Q2 		$7.72M Buy
+152,233
New +$7.69M 0.36% 48
2024
Q4 		$6.4M Buy
126,576
+1,112
+0.9% +$56.2K 0.21% 108
2024
Q3 		$6.36M Sell
125,464
-7,769
-6% -$393K 0.18% 133
2024
Q2 		$6.72M Sell
133,233
-32,455
-20% -$1.63M 0.17% 125
2024
Q1 		$8.31M Buy
165,688
+11,301
+7% +$569K 0.22% 90
2023
Q4 		$7.79M Sell
154,387
-11,301
-7% -$567K 0.21% 107
2023
Q3 		$8.31M Sell
165,688
-856
-0.5% -$42.9K 0.22% 90
2023
Q2 		$8.35M Buy
166,544
+6,958
+4% +$349K 0.19% 111
2023
Q1 		$8.03M Buy
159,586
+66,120
+71% +$3.32M 0.21% 100
2022
Q4 		$4.7M Sell
93,466
-6,414
-6% -$322K 0.13% 174
2022
Q3 		$5.01M Buy
99,880
+94,661
+1,814% +$4.75M 0.15% 150
2022
Q2 		$262K Sell
5,219
-338
-6% -$17K 0.01% 939
2022
Q1 		$281K Buy
+5,557
New +$280K 0.01% 1044
2021
Q1 		– Sell
-7,152
Closed -$364K – 1384
2020
Q4 		$364K Buy
7,152
+38
+0.5% +$1.93K 0.02% 657
2020
Q3 		$362K Buy
7,114
+146
+2% +$7.42K 0.02% 652
2020
Q2 		$354K Sell
6,968
-152
-2% -$7.66K 0.02% 573
2020
Q1 		$354K Sell
7,120
-628
-8% -$31.6K 0.03% 489
2019
Q4 		$391K Buy
7,748
+776
+11% +$39.2K 0.03% 505
2019
Q3 		$352K Buy
6,972
+940
+16% +$47.4K 0.03% 534
2019
Q2 		$305K Buy
6,032
+1,692
+39% +$85.3K 0.03% 557
2019
Q1 		$219K Buy
+4,340
New +$218K 0.03% 619

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

B. Riley Wealth Advisors's JPST Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.84% in Q2 2026, buying an estimated $50.7K and bringing the position to 120,290 shares worth $6.08M. The position accounts for 0.33% of the portfolio, ranked #74.

B. Riley Wealth Advisors first reported a position in JPST in Q1 2019 and has held it in 25 quarters since. The position peaked at $9.54M in Q4 2025. 477 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • B. Riley Wealth Advisors held 120,290 shares of JPMorgan Ultra-Short Income ETF worth $6.08M as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,003 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $50.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.33% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • B. Riley Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 25 quarters since.
  • B. Riley Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $9.54M in Q4 2025.
  • 477 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.