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Eagle Rock Investment Company’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Eagle Rock Investment Company’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 		$808K Hold
15,983
– – 0.1% 100
2026
Q1 		$809K Hold
15,983
– – 0.12% 101
2025
Q4 		$809K Hold
15,983
– – 0.11% 102
2025
Q3 		$811K Hold
15,983
– – 0.12% 101
2025
Q2 		$810K Hold
15,983
– – 0.13% 99
2025
Q1 		$809K Sell
15,983
-199
-1% -$10.1K 0.14% 101
2024
Q4 		$815K Hold
16,182
– – 0.14% 101
2024
Q3 		$821K Hold
16,182
– – 0.14% 102
2024
Q2 		$817K Hold
16,182
– – 0.15% 98
2024
Q1 		$816K Hold
16,182
– – 0.15% 95
2023
Q4 		$813K Hold
16,182
– – 0.17% 94
2023
Q3 		$812K Hold
16,182
– – 0.18% 91
2023
Q2 		$811K Hold
16,182
– – 0.17% 92
2023
Q1 		$814K Hold
16,182
– – 0.19% 89
2022
Q4 		$812K Hold
16,182
– – 0.19% 93
2022
Q3 		$812K Hold
16,182
– – 0.21% 86
2022
Q2 		$811K Buy
+16,182
New +$812K 0.2% 86

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Eagle Rock Investment Company's JPST Position: Q2 2026 in Review

Eagle Rock Investment Company held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 15,983 shares worth $808K. The position accounts for 0.1% of the portfolio, ranked #100.

Eagle Rock Investment Company first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. The position peaked at $821K in Q3 2024. 486 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Eagle Rock Investment Company held 15,983 shares of JPMorgan Ultra-Short Income ETF worth $808K as of Q2 2026.
  • Eagle Rock Investment Company left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.1% of Eagle Rock Investment Company's portfolio in Q2 2026, its #100 holding.
  • Eagle Rock Investment Company first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Eagle Rock Investment Company's JPMorgan Ultra-Short Income ETF position peaked at $821K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.