Beacon Investment Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Beacon Investment Advisory Services’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	$32.4M	Buy	640,700 +23,133	+4%	+$1.17M	1.2%	25
2026 Q1	$31.3M	Buy	617,567 +11,507	+2%	+$583K	1.28%	23
2025 Q4	$30.7M	Buy	606,060 +96,594	+19%	+$4.89M	1.25%	24
2025 Q3	$25.8M	Sell	509,466 -8,010	-2%	-$406K	1.09%	27
2025 Q2	$26.2M	Buy	517,476 +14,897	+3%	+$752K	1.16%	28
2025 Q1	$25.4M	Buy	502,579 +15,560	+3%	+$786K	1.19%	29
2024 Q4	$24.5M	Sell	487,019 -6,888	-1%	-$348K	1.06%	36
2024 Q3	$25.1M	Buy	493,907 +15,313	+3%	+$774K	1.04%	34
2024 Q2	$24.2M	Sell	478,594 -1,218	-0.3%	-$61.3K	1.04%	33
2024 Q1	$24.2M	Buy	479,812 +15,571	+3%	+$784K	1.04%	33
2023 Q4	$23.3M	Sell	464,241 -140,870	-23%	-$7.07M	1.06%	30
2023 Q3	$30.4M	Sell	605,111 -36,384	-6%	-$1.82M	1.49%	18
2023 Q2	$32.2M	Sell	641,495 -33,374	-5%	-$1.67M	1.48%	16
2023 Q1	$34M	Sell	674,869 -75,206	-10%	-$3.78M	1.65%	16
2022 Q4	$37.6M	Sell	750,075 -70,014	-9%	-$3.51M	1.93%	14
2022 Q3	$41.1M	Sell	820,089 -28,947	-3%	-$1.45M	2.26%	9
2022 Q2	$42.5M	Sell	849,036 -5,752	-0.7%	-$289K	2.22%	10
2022 Q1	$43M	Sell	854,788 -13,606	-2%	-$685K	1.83%	11
2021 Q4	$43.8M	Buy	868,394 +3,253	+0.4%	+$165K	1.7%	14
2021 Q3	$43.9M	Buy	865,141 +61,698	+8%	+$3.13M	1.82%	14
2021 Q2	$40.8M	Buy	803,443 +54,916	+7%	+$2.79M	1.65%	14
2021 Q1	$38M	Buy	748,527 +112,973	+18%	+$5.74M	1.66%	15
2020 Q4	$32.3M	Buy	635,554 +143,335	+29%	+$7.28M	1.49%	19
2020 Q3	$25M	Buy	492,219 +140,357	+40%	+$7.13M	1.3%	24
2020 Q2	$17.9M	Sell	351,862 -11,716	-3%	-$590K	1.02%	26
2020 Q1	$18.1M	Buy	363,578 +7,820	+2%	+$393K	1.27%	24
2019 Q4	$17.9M	Buy	355,758 +59,818	+20%	+$3.02M	0.96%	32
2019 Q3	$14.9M	Buy	295,940 +94,484	+47%	+$4.77M	1.49%	16
2019 Q2	$10.2M	Buy	201,456 +7,399	+4%	+$373K	1.08%	27
2019 Q1	$9.76M	Buy	194,057 +183,657	+1,766%	+$9.23M	1.03%	29
2018 Q4	$521K	Buy	+10,400	New	+$522K	0.06%	149

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

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

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

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Beacon Investment Advisory Services's JPST Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.7% in Q2 2026, buying an estimated $1.17M and bringing the position to 640,700 shares worth $32.4M. The position accounts for 1.2% of the portfolio, ranked #25.

Beacon Investment Advisory Services first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. The position peaked at $43.9M in Q3 2021. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Beacon Investment Advisory Services held 640,700 shares of JPMorgan Ultra-Short Income ETF worth $32.4M as of Q2 2026.
Beacon Investment Advisory Services bought 23,133 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.17M.
JPMorgan Ultra-Short Income ETF made up 1.2% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #25 holding.
Beacon Investment Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
Beacon Investment Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $43.9M in Q3 2021.
447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.