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Chicago Partners Investment Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Chicago Partners Investment 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 		$5.49M Sell
108,659
-7,203
-6% -$364K 0.11% 156
2026
Q1 		$5.86M Buy
115,862
+1,730
+2% +$87.6K 0.13% 139
2025
Q4 		$5.79M Sell
114,132
-7,932
-6% -$402K 0.14% 138
2025
Q3 		$6.2M Buy
122,064
+1,249
+1% +$63.2K 0.16% 124
2025
Q2 		$6.11M Buy
120,815
+4,737
+4% +$239K 0.18% 118
2025
Q1 		$5.86M Sell
116,078
-12,756
-10% -$644K 0.19% 109
2024
Q4 		$6.5M Buy
128,834
+24,354
+23% +$1.23M 0.22% 95
2024
Q3 		$5.28M Buy
104,480
+5,584
+6% +$282K 0.19% 110
2024
Q2 		$5M Sell
98,896
-85
-0.1% -$4.28K 0.19% 111
2024
Q1 		$4.99M Buy
98,981
+10,625
+12% +$535K 0.21% 106
2023
Q4 		$4.45M Buy
88,356
+18,626
+27% +$935K 0.21% 103
2023
Q3 		$3.5M Sell
69,730
-4,648
-6% -$233K 0.19% 112
2023
Q2 		$3.72M Sell
74,378
-6,372
-8% -$320K 0.19% 114
2023
Q1 		$4.06M Sell
80,750
-7,459
-8% -$375K 0.24% 102
2022
Q4 		$4.43M Buy
88,209
+2,131
+2% +$107K 0.27% 88
2022
Q3 		$4.31M Buy
86,078
+3,808
+5% +$191K 0.31% 71
2022
Q2 		$4.12M Sell
82,270
-10,573
-11% -$530K 0.3% 77
2022
Q1 		$4.66M Sell
92,843
-50,620
-35% -$2.55M 0.36% 64
2021
Q4 		$7.22M Sell
143,463
-56,551
-28% -$2.86M 0.51% 47
2021
Q3 		$10.1M Sell
200,014
-146,566
-42% -$7.43M 0.71% 33
2021
Q2 		$17.6M Buy
346,580
+123,735
+56% +$6.28M 1.31% 18
2021
Q1 		$11.3M Buy
222,845
+26,390
+13% +$1.34M 0.93% 27
2020
Q4 		$9.98M Buy
196,455
+23,720
+14% +$1.2M 0.95% 25
2020
Q3 		$8.77M Buy
172,735
+37,080
+27% +$1.88M 1.04% 27
2020
Q2 		$6.89M Buy
135,655
+45,291
+50% +$2.28M 0.86% 30
2020
Q1 		$4.53M Buy
90,364
+65,558
+264% +$3.3M 0.7% 39
2019
Q4 		$1.25M Buy
24,806
+5,297
+27% +$267K 0.15% 107
2019
Q3 		$985K Sell
19,509
-16,238
-45% -$819K 0.14% 110
2019
Q2 		$1.8M Buy
35,747
+179
+0.5% +$9.02K 0.26% 79
2019
Q1 		$1.79M Buy
+35,568
New +$1.79M 0.27% 76

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Chicago Partners Investment Group's JPST Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.2% in Q2 2026, selling an estimated $364K and leaving 108,659 shares worth $5.49M. The position accounts for 0.11% of the portfolio, ranked #156.

Chicago Partners Investment Group first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $17.6M in Q2 2021. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Chicago Partners Investment Group held 108,659 shares of JPMorgan Ultra-Short Income ETF worth $5.49M as of Q2 2026.
  • Chicago Partners Investment Group sold 7,203 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $364K.
  • JPMorgan Ultra-Short Income ETF made up 0.11% of Chicago Partners Investment Group's portfolio in Q2 2026, its #156 holding.
  • Chicago Partners Investment Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
  • Chicago Partners Investment Group's JPMorgan Ultra-Short Income ETF position peaked at $17.6M in Q2 2021.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.