Elevation Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Elevation Wealth Partners’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	$53.9K	Sell	1,066 -1,273	-54%	-$64.3K	0.02%	285
2026 Q1	$118K	Hold	2,339	–	–	0.04%	159
2025 Q4	$118K	Hold	2,339	–	–	0.04%	158
2025 Q3	$119K	Hold	2,339	–	–	0.04%	160
2025 Q2	$119K	Hold	2,339	–	–	0.05%	157
2025 Q1	$118K	Hold	2,339	–	–	0.05%	150
2024 Q4	$118K	Buy	+2,339	New	+$118K	0.05%	152
2024 Q3	–	Sell	-2,339	Closed	-$117K	–	516
2024 Q2	$117K	Hold	2,339	–	–	0.06%	141
2024 Q1	$117K	Sell	2,339 -1,995	-46%	-$100K	0.06%	141
2023 Q4	$218K	Hold	4,334	–	–	0.13%	95
2023 Q3	$217K	Buy	4,334 +1,839	+74%	+$92.1K	0.19%	53
2023 Q2	$125K	Sell	2,495 -3,817	-60%	-$192K	0.11%	84
2023 Q1	$318K	Buy	+6,312	New	+$317K	0.29%	45

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Elevation Wealth Partners's JPST Position: Q2 2026 in Review

Elevation Wealth Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 54% in Q2 2026, selling an estimated $64.3K and leaving 1,066 shares worth $53.9K. The position accounts for 0.02% of the portfolio, ranked #285.

Elevation Wealth Partners first reported a position in JPST in Q1 2023 and has held it in 13 quarters since. The position peaked at $318K in Q1 2023. 526 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Elevation Wealth Partners held 1,066 shares of JPMorgan Ultra-Short Income ETF worth $53.9K as of Q2 2026.
Elevation Wealth Partners sold 1,273 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $64.3K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #285 holding.
Elevation Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $318K in Q1 2023.
526 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.