Concurrent Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Concurrent Investment Advisors’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	$8.63M	Buy	170,594 +13,766	+9%	+$695K	0.07%	294
2026 Q1	$7.94M	Buy	156,828 +13,016	+9%	+$659K	0.09%	251
2025 Q4	$7.28M	Buy	143,812 +47,031	+49%	+$2.38M	0.08%	256
2025 Q3	$4.91M	Sell	96,781 -2,841	-3%	-$144K	0.08%	244
2025 Q2	$5.05M	Buy	99,622 +12,050	+14%	+$609K	0.1%	222
2025 Q1	$4.43M	Buy	87,572 +15,681	+22%	+$792K	0.11%	207
2024 Q4	$3.62M	Buy	71,891 +52,122	+264%	+$2.63M	0.1%	214
2024 Q3	$1M	Sell	19,769 -18,580	-48%	-$939K	0.03%	462
2024 Q2	$1.94M	Buy	38,349 +12,547	+49%	+$632K	0.06%	286
2024 Q1	$1.3M	Buy	25,802 +3,370	+15%	+$170K	0.05%	326
2023 Q4	$1.13M	Buy	+22,432	New	+$1.13M	0.05%	315

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concurrent Investment Advisors's JPST Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.8% in Q2 2026, buying an estimated $695K and bringing the position to 170,594 shares worth $8.63M. The position accounts for 0.07% of the portfolio, ranked #294.

Concurrent Investment Advisors first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Concurrent Investment Advisors held 170,594 shares of JPMorgan Ultra-Short Income ETF worth $8.63M as of Q2 2026.
Concurrent Investment Advisors bought 13,766 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $695K.
JPMorgan Ultra-Short Income ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #294 holding.
Concurrent Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.