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Chesley Taft & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Chesley Taft & Associates’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 		$4.69M Buy
92,750
+5,550
+6% +$280K 0.18% 95
2026
Q1 		$4.41M Buy
87,200
+4,025
+5% +$204K 0.18% 97
2025
Q4 		$4.21M Buy
83,175
+1,439
+2% +$72.9K 0.17% 108
2025
Q3 		$4.15M Buy
81,736
+567
+0.7% +$28.7K 0.18% 106
2025
Q2 		$4.11M Buy
81,169
+10,944
+16% +$553K 0.18% 105
2025
Q1 		$3.56M Buy
70,225
+8,397
+14% +$424K 0.17% 107
2024
Q4 		$3.11M Buy
61,828
+8,000
+15% +$404K 0.14% 113
2024
Q3 		$2.73M Buy
53,828
+4,875
+10% +$246K 0.13% 119
2024
Q2 		$2.47M Sell
48,953
-15,400
-24% -$775K 0.12% 120
2024
Q1 		$3.25M Buy
64,353
+790
+1% +$39.8K 0.17% 106
2023
Q4 		$3.19M Buy
63,563
+4,100
+7% +$206K 0.18% 102
2023
Q3 		$2.98M Buy
59,463
+900
+2% +$45.1K 0.19% 104
2023
Q2 		$2.94M Buy
58,563
+4,700
+9% +$236K 0.18% 111
2023
Q1 		$2.71M Buy
53,863
+1,950
+4% +$98K 0.18% 117
2022
Q4 		$2.6M Sell
51,913
-750
-1% -$37.6K 0.18% 118
2022
Q3 		$2.64M Buy
52,663
+475
+0.9% +$23.8K 0.19% 110
2022
Q2 		$2.61M Sell
52,188
-800
-2% -$40.1K 0.18% 116
2022
Q1 		$2.66M Sell
52,988
-1,212
-2% -$61K 0.16% 120
2021
Q4 		$2.74M Sell
54,200
-775
-1% -$39.2K 0.14% 124
2021
Q3 		$2.79M Buy
54,975
+2,825
+5% +$143K 0.16% 117
2021
Q2 		$2.65M Buy
52,150
+8,800
+20% +$446K 0.15% 120
2021
Q1 		$2.2M Buy
43,350
+6,350
+17% +$322K 0.13% 127
2020
Q4 		$1.88M Buy
37,000
+8,825
+31% +$448K 0.12% 129
2020
Q3 		$1.43M Buy
28,175
+21,000
+293% +$1.07M 0.1% 137
2020
Q2 		$364K Buy
7,175
+700
+11% +$35.3K 0.03% 214
2020
Q1 		$322K Hold
6,475
– – 0.03% 211
2019
Q4 		$327K Buy
6,475
+1,000
+18% +$50.5K 0.02% 234
2019
Q3 		$276K Hold
5,475
– – 0.02% 236
2019
Q2 		$276K Hold
5,475
– – 0.02% 228
2019
Q1 		$275K Buy
5,475
+475
+10% +$23.9K 0.02% 233
2018
Q4 		$251K Buy
+5,000
New +$251K 0.02% 240

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Chesley Taft & Associates's JPST Position: Q2 2026 in Review

Chesley Taft & Associates increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.4% in Q2 2026, buying an estimated $280K and bringing the position to 92,750 shares worth $4.69M. The position accounts for 0.18% of the portfolio, ranked #95.

Chesley Taft & Associates first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. 331 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Chesley Taft & Associates held 92,750 shares of JPMorgan Ultra-Short Income ETF worth $4.69M as of Q2 2026.
  • Chesley Taft & Associates bought 5,550 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $280K.
  • JPMorgan Ultra-Short Income ETF made up 0.18% of Chesley Taft & Associates's portfolio in Q2 2026, its #95 holding.
  • Chesley Taft & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
  • 331 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.