CFG
JPST icon

Cooper Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cooper Financial 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 		$18M Sell
355,291
-12,562
-3% -$635K 1.49% 18
2026
Q1 		$18.6M Sell
367,853
-15,715
-4% -$796K 1.88% 12
2025
Q4 		$19.4M Sell
383,568
-8,736
-2% -$443K 2.06% 12
2025
Q3 		$19.9M Sell
392,304
-9,902
-2% -$501K 2.2% 10
2025
Q2 		$20.4M Sell
402,206
-11,293
-3% -$570K 2.4% 10
2025
Q1 		$20.9M Sell
413,499
-62,207
-13% -$3.14M 2.76% 7
2024
Q4 		$24M Buy
475,706
+74,280
+19% +$3.75M 2.89% 6
2024
Q3 		$20.4M Buy
401,426
+63,581
+19% +$3.21M 2.64% 8
2024
Q2 		$17.1M Buy
337,845
+29,745
+10% +$1.5M 2.51% 9
2024
Q1 		$15.5M Sell
308,100
-5,366
-2% -$270K 2.55% 9
2023
Q4 		$15.7M Buy
313,466
+2,048
+0.7% +$103K 2.86% 8
2023
Q3 		$15.6M Buy
311,418
+43,546
+16% +$2.18M 3.76% 2
2023
Q2 		$13.4M Buy
267,872
+31,162
+13% +$1.56M 3.33% 3
2023
Q1 		$11.9M Buy
236,710
+20,112
+9% +$1.01M 3.21% 3
2022
Q4 		$10.9M Buy
216,598
+151,147
+231% +$7.58M 3.32% 3
2022
Q3 		$3.28M Buy
65,451
+17,268
+36% +$866K 1.18% 18
2022
Q2 		$2.41M Buy
48,183
+11,842
+33% +$594K 0.88% 23
2022
Q1 		$1.83M Buy
36,341
+14,379
+65% +$724K 0.69% 33
2021
Q4 		$1.11M Sell
21,962
-36,891
-63% -$1.87M 0.42% 59
2021
Q3 		$2.98M Sell
58,853
-31,413
-35% -$1.59M 0.62% 32
2021
Q2 		$4.58M Buy
90,266
+76
+0.1% +$3.86K 0.93% 21
2021
Q1 		$4.58M Buy
90,190
+3,524
+4% +$179K 1.03% 20
2020
Q4 		$4.4M Buy
86,666
+4,392
+5% +$223K 0.9% 22
2020
Q3 		$4.18M Sell
82,274
-10,363
-11% -$527K 1.21% 21
2020
Q2 		$4.7M Buy
92,637
+52,436
+130% +$2.64M 1.52% 18
2020
Q1 		$2M Sell
40,201
-3,495
-8% -$176K 0.83% 22
2019
Q4 		$2.2M Buy
43,696
+3,898
+10% +$197K 0.88% 21
2019
Q3 		$2.01M Buy
39,798
+3,959
+11% +$200K 0.91% 22
2019
Q2 		$1.81M Buy
35,839
+16,749
+88% +$844K 0.88% 22
2019
Q1 		$960K Buy
+19,090
New +$959K 0.53% 27

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
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Cooper Financial Group's JPST Position: Q2 2026 in Review

Cooper Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.4% in Q2 2026, selling an estimated $635K and leaving 355,291 shares worth $18M. The position accounts for 1.49% of the portfolio, ranked #18.

Cooper Financial Group first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $24M in Q4 2024. 264 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Cooper Financial Group held 355,291 shares of JPMorgan Ultra-Short Income ETF worth $18M as of Q2 2026.
  • Cooper Financial Group sold 12,562 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $635K.
  • JPMorgan Ultra-Short Income ETF made up 1.49% of Cooper Financial Group's portfolio in Q2 2026, its #18 holding.
  • Cooper Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
  • Cooper Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $24M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.