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

Barnes Wealth Management Group’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	$6.74M	Buy	133,274 +8,249	+7%	+$417K	3.12%	5
2026 Q1	$6.33M	Buy	125,025 +48,334	+63%	+$2.45M	3.21%	3
2025 Q4	$3.88M	Buy	76,691 +25,158	+49%	+$1.27M	2.08%	12
2025 Q3	$2.61M	Sell	51,533 -1,276	-2%	-$64.6K	1.44%	18
2025 Q2	$2.68M	Buy	52,809 +2,252	+4%	+$114K	1.58%	14
2025 Q1	$2.56M	Buy	50,557 +103	+0.2%	+$5.2K	1.64%	13
2024 Q4	$2.54M	Buy	+50,454	New	+$2.55M	1.7%	13

Other funds holding JPST

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Barnes Wealth Management Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.6% in Q2 2026, buying an estimated $417K and bringing the position to 133,274 shares worth $6.74M. The position accounts for 3.12% of the portfolio, ranked #5.

Barnes Wealth Management Group first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. 495 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Barnes Wealth Management Group held 133,274 shares of JPMorgan Ultra-Short Income ETF worth $6.74M as of Q2 2026.
Barnes Wealth Management Group bought 8,249 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $417K.
JPMorgan Ultra-Short Income ETF made up 3.12% of Barnes Wealth Management Group's portfolio in Q2 2026, its #5 holding.
Barnes Wealth Management Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
495 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.