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Csenge Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Csenge Advisory 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 		$269K Sell
5,321
-243
-4% -$12.3K 0.01% 641
2026
Q1 		$282K Sell
5,564
-9,367
-63% -$474K 0.01% 586
2025
Q4 		$755K Buy
14,931
+9,846
+194% +$499K 0.03% 354
2025
Q3 		$258K Sell
5,085
-8,259
-62% -$418K 0.01% 591
2025
Q2 		$675K Sell
13,344
-41,666
-76% -$2.1M 0.04% 352
2025
Q1 		$2.78M Buy
55,010
+44,060
+402% +$2.23M 0.16% 120
2024
Q4 		$552K Sell
10,950
-70
-0.6% -$3.54K 0.03% 401
2024
Q3 		$557K Buy
11,020
+1,262
+13% +$63.8K 0.03% 398
2024
Q2 		$492K Sell
9,758
-1,312
-12% -$66.1K 0.03% 405
2024
Q1 		$558K Sell
11,070
-209
-2% -$10.5K 0.03% 407
2023
Q4 		$567K Sell
11,279
-1,941
-15% -$97.4K 0.04% 373
2023
Q3 		$663K Sell
13,220
-1,344
-9% -$67.3K 0.05% 302
2023
Q2 		$730K Sell
14,564
-4,055
-22% -$204K 0.05% 281
2023
Q1 		$937K Buy
18,619
+5,203
+39% +$261K 0.07% 220
2022
Q4 		$673K Sell
13,416
-67,871
-83% -$3.4M 0.05% 280
2022
Q3 		$4.08M Sell
81,287
-2,677
-3% -$134K 0.34% 66
2022
Q2 		$4.21M Buy
83,964
+35,474
+73% +$1.78M 0.35% 62
2022
Q1 		$2.44M Buy
48,490
+38,125
+368% +$1.92M 0.19% 98
2021
Q4 		$526K Buy
10,365
+646
+7% +$32.7K 0.05% 332
2021
Q3 		$493K Sell
9,719
-646
-6% -$32.8K 0.04% 363
2021
Q2 		$526K Buy
10,365
+386
+4% +$19.6K 0.05% 333
2021
Q1 		$506K Buy
9,979
+3,665
+58% +$186K 0.05% 273
2020
Q4 		$321K Sell
6,314
-5,308
-46% -$270K 0.04% 308
2020
Q3 		$590K Sell
11,622
-7,948
-41% -$404K 0.08% 190
2020
Q2 		$993K Buy
+19,570
New +$986K 0.14% 119
2019
Q1 		– Sell
-16,815
Closed -$842K – 203
2018
Q4 		$842K Buy
+16,815
New +$844K 0.31% 67

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

Csenge Advisory Group's JPST Position: Q2 2026 in Review

Csenge Advisory Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.4% in Q2 2026, selling an estimated $12.3K and leaving 5,321 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #641.

Csenge Advisory Group first reported a position in JPST in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.21M in Q2 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Csenge Advisory Group held 5,321 shares of JPMorgan Ultra-Short Income ETF worth $269K as of Q2 2026.
  • Csenge Advisory Group sold 243 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $12.3K.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #641 holding.
  • Csenge Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 26 quarters since.
  • Csenge Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $4.21M in Q2 2022.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.