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Cardinal Strategic Wealth Guidance’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$7.64M Buy
151,018
+3,581
+2% +$181K 1.73% 16
2026
Q1 		$7.46M Buy
147,437
+10,197
+7% +$516K 1.97% 12
2025
Q4 		$6.94M Buy
137,240
+9,033
+7% +$458K 1.81% 14
2025
Q3 		$6.5M Buy
128,207
+7,407
+6% +$375K 1.75% 12
2025
Q2 		$6.12M Buy
120,800
+286
+0.2% +$14.4K 1.77% 12
2025
Q1 		$6.1M Buy
120,514
+5,030
+4% +$254K 1.95% 11
2024
Q4 		$5.82M Buy
115,484
+662
+0.6% +$33.4K 1.85% 11
2024
Q3 		$5.83M Buy
114,822
+2,721
+2% +$137K 1.91% 11
2024
Q2 		$5.66M Buy
112,101
+341
+0.3% +$17.2K 2.04% 10
2024
Q1 		$5.64M Buy
111,760
+2,750
+3% +$138K 2.12% 9
2023
Q4 		$5.48M Buy
109,010
+1,378
+1% +$69.1K 2.18% 10
2023
Q3 		$5.4M Buy
107,632
+1,915
+2% +$95.9K 2.5% 9
2023
Q2 		$5.3M Sell
105,717
-119
-0.1% -$5.97K 2.35% 9
2023
Q1 		$5.33M Sell
105,836
-42,208
-29% -$2.12M 2.47% 9
2022
Q4 		$7.42M Buy
148,044
+17,186
+13% +$861K 3.57% 7
2022
Q3 		$6.56M Sell
130,858
-48,664
-27% -$2.44M 3.49% 9
2022
Q2 		$8.99M Sell
179,522
-89,837
-33% -$4.51M 4.58% 6
2022
Q1 		$13.5M Buy
269,359
+138,501
+106% +$6.98M 6.21% 4
2021
Q4 		$6.61M Buy
130,858
+1,562
+1% +$79K 3.08% 9
2021
Q3 		$6.56M Sell
129,296
-21,117
-14% -$1.07M 3.43% 8
2021
Q2 		$7.63M Buy
150,413
+1,813
+1% +$92K 4.01% 9
2021
Q1 		$7.54M Sell
148,600
-324,236
-69% -$16.5M 4.42% 7
2020
Q4 		$24M Buy
472,836
+215,829
+84% +$11M 14.26% 2
2020
Q3 		$13.1M Buy
257,007
+10,416
+4% +$529K 9.23% 4
2020
Q2 		$12.5M Buy
246,591
+8,149
+3% +$410K 9.3% 4
2020
Q1 		$11.8M Sell
238,442
-20,715
-8% -$1.04M 10.85% 4
2019
Q4 		$13.1M Buy
+259,157
New +$13.1M 11.24% 4

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

Cardinal Strategic Wealth Guidance's JPST Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.4% in Q2 2026, buying an estimated $181K and bringing the position to 151,018 shares worth $7.64M. The position accounts for 1.73% of the portfolio, ranked #16.

Cardinal Strategic Wealth Guidance first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. The position peaked at $24M in Q4 2020. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 151,018 shares of JPMorgan Ultra-Short Income ETF worth $7.64M as of Q2 2026.
  • Cardinal Strategic Wealth Guidance bought 3,581 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $181K.
  • JPMorgan Ultra-Short Income ETF made up 1.73% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #16 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
  • Cardinal Strategic Wealth Guidance's JPMorgan Ultra-Short Income ETF position peaked at $24M in Q4 2020.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.