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

Baker Tilly 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 		$926K Sell
18,318
-9,440
-34% -$477K 0.2% 99
2026
Q1 		$1.4M Buy
27,758
+14,628
+111% +$741K 0.34% 54
2025
Q4 		$664K Buy
13,130
+7,549
+135% +$382K 0.16% 130
2025
Q3 		$283K Sell
5,581
-2,783
-33% -$141K 0.06% 225
2025
Q2 		$424K Sell
8,364
-14,710
-64% -$743K 0.15% 141
2025
Q1 		$1.17M Buy
23,074
+788
+4% +$39.8K 0.46% 47
2024
Q4 		$1.12M Sell
22,286
-510
-2% -$25.8K 0.44% 45
2024
Q3 		$1.16M Sell
22,796
-27,205
-54% -$1.37M 0.51% 37
2024
Q2 		$2.52M Sell
50,001
-344,014
-87% -$17.3M 1.03% 16
2024
Q1 		$19.9M Buy
394,015
+24,379
+7% +$1.23M 3.59% 3
2023
Q4 		$18.6M Sell
369,636
-47,088
-11% -$2.36M 3.05% 3
2023
Q3 		$20.9M Buy
416,724
+5,981
+1% +$300K 3.45% 3
2023
Q2 		$20.6M Buy
410,743
+49,610
+14% +$2.49M 2.16% 6
2023
Q1 		$18.2M Buy
361,133
+159,860
+79% +$8.03M 2.04% 6
2022
Q4 		$10.1M Sell
201,273
-96,267
-32% -$4.83M 1.24% 9
2022
Q3 		$14.9M Buy
297,540
+4,081
+1% +$205K 2.03% 7
2022
Q2 		$14.7M Sell
293,459
-35,006
-11% -$1.76M 1.93% 7
2022
Q1 		$16.5M Sell
328,465
-8,092
-2% -$408K 1.83% 7
2021
Q4 		$17M Buy
+336,557
New +$17M 1.82% 7

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
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Baker Tilly Wealth Management's JPST Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 34% in Q2 2026, selling an estimated $477K and leaving 18,318 shares worth $926K. The position accounts for 0.2% of the portfolio, ranked #99.

Baker Tilly Wealth Management first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.9M in Q3 2023. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Baker Tilly Wealth Management held 18,318 shares of JPMorgan Ultra-Short Income ETF worth $926K as of Q2 2026.
  • Baker Tilly Wealth Management sold 9,440 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $477K.
  • JPMorgan Ultra-Short Income ETF made up 0.2% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Baker Tilly Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Baker Tilly Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $20.9M in Q3 2023.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.