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Balboa Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Balboa Wealth Partners’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 		$3.46M Buy
68,388
+56,355
+468% +$2.85M 0.47% 35
2026
Q1 		$609K Sell
12,033
-2,995
-20% -$152K 0.1% 168
2025
Q4 		$760K Buy
15,028
+3,495
+30% +$177K 0.13% 130
2025
Q3 		$585K Buy
11,533
+900
+8% +$45.6K 0.1% 164
2025
Q2 		$539K Hold
10,633
– – 0.11% 151
2025
Q1 		$538K Sell
10,633
-744
-7% -$37.6K 0.13% 125
2024
Q4 		$573K Sell
11,377
-22,890
-67% -$1.16M 0.13% 127
2024
Q3 		$1.74M Buy
34,267
+802
+2% +$40.5K 0.43% 39
2024
Q2 		$1.69M Buy
33,465
+10,785
+48% +$543K 0.45% 39
2024
Q1 		$1.14M Buy
22,680
+2,135
+10% +$107K 0.34% 55
2023
Q4 		$1.03M Buy
20,545
+3,621
+21% +$182K 0.34% 52
2023
Q3 		$849K Buy
16,924
+5,771
+52% +$289K 0.32% 56
2023
Q2 		$559K Sell
11,153
-125
-1% -$6.27K 0.2% 102
2023
Q1 		$567K Sell
11,278
-117
-1% -$5.88K 0.21% 94
2022
Q4 		$571K Buy
11,395
+2,827
+33% +$142K 0.26% 97
2022
Q3 		$430K Buy
+8,568
New +$429K 0.19% 100

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Balboa Wealth Partners's JPST Position: Q2 2026 in Review

Balboa Wealth Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 468% in Q2 2026, buying an estimated $2.85M and bringing the position to 68,388 shares worth $3.46M. The position accounts for 0.47% of the portfolio, ranked #35.

Balboa Wealth Partners first reported a position in JPST in Q3 2022 and has held it in 16 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Balboa Wealth Partners held 68,388 shares of JPMorgan Ultra-Short Income ETF worth $3.46M as of Q2 2026.
  • Balboa Wealth Partners bought 56,355 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.85M.
  • JPMorgan Ultra-Short Income ETF made up 0.47% of Balboa Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Balboa Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.