Barnes Dennig Private Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Barnes Dennig Private 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	$37K	Hold	732	–	–	0.03%	173
2026 Q1	$37.1K	Hold	732	–	–	0.04%	165
2025 Q4	$37K	Hold	732	–	–	0.04%	160
2025 Q3	$37.1K	Hold	732	–	–	0.04%	157
2025 Q2	$37.1K	Sell	732 -2,203	-75%	-$111K	0.04%	141
2025 Q1	$149K	Buy	+2,935	New	+$148K	0.22%	45

Other funds holding JPST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Barnes Dennig Private Wealth Management's JPST Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 732 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #173.

Barnes Dennig Private Wealth Management first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $149K in Q1 2025. 834 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Barnes Dennig Private Wealth Management held 732 shares of JPMorgan Ultra-Short Income ETF worth $37K as of Q2 2026.
Barnes Dennig Private Wealth Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #173 holding.
Barnes Dennig Private Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $149K in Q1 2025.
834 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.