Elmwood Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Elmwood Wealth Management’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	$9.83M	Buy	194,430 +6,119	+3%	+$309K	2.46%	6
2026 Q1	$9.53M	Buy	188,311 +44,499	+31%	+$2.25M	2.64%	4
2025 Q4	$7.28M	Buy	143,812 +2,569	+2%	+$130K	2.3%	6
2025 Q3	$7.17M	Buy	141,243 +22,087	+19%	+$1.12M	2.54%	5
2025 Q2	$6.04M	Buy	119,156 +8,896	+8%	+$449K	2.39%	6
2025 Q1	$5.58M	Sell	110,260 -7,148	-6%	-$361K	2.29%	8
2024 Q4	$5.91M	Sell	117,408 -3,234	-3%	-$163K	2.39%	8
2024 Q3	$6.12M	Sell	120,642 -14,114	-10%	-$713K	2.52%	5
2024 Q2	$6.8M	Sell	134,756 -8,749	-6%	-$441K	3.03%	3
2024 Q1	$7.24M	Buy	143,505 +59,848	+72%	+$3.01M	3.1%	3
2023 Q4	$4.2M	Sell	83,657 -71,965	-46%	-$3.61M	2.95%	6
2023 Q3	$7.81M	Sell	155,622 -54,510	-26%	-$2.73M	3.77%	2
2023 Q2	$10.5M	Buy	210,132 +11,539	+6%	+$579K	4.91%	2
2023 Q1	$9.99M	Buy	198,593 +3,616	+2%	+$182K	4.72%	3
2022 Q4	$9.77M	Sell	194,977 -10,402	-5%	-$521K	4.88%	3
2022 Q3	$10.3M	Buy	205,379 +20,231	+11%	+$1.01M	5.14%	3
2022 Q2	$9.27M	Sell	185,148 -4,779	-3%	-$240K	5.27%	1
2022 Q1	$9.55M	Sell	189,927 -22,485	-11%	-$1.13M	4.89%	1
2021 Q4	$10.7M	Buy	+212,412	New	+$10.7M	5.11%	1
2021 Q2	$8.73M	Buy	172,012 +40,183	+30%	+$2.04M	4.6%	2
2021 Q1	$6.69M	Buy	+131,829	New	+$6.69M	4.08%	1
2020 Q3	$5.51M	Hold	108,675	–	–	4.47%	3
2020 Q2	$5.51M	Buy	+108,675	New	+$5.47M	4.47%	3
2020 Q1	–	Sell	-72,850	Closed	-$3.67M	–	308
2019 Q4	$3.67M	Buy	+72,850	New	+$3.68M	3.2%	4
2019 Q3	–	Sell	-63,375	Closed	-$3.19M	–	269
2019 Q2	$3.19M	Buy	63,375 +14,665	+30%	+$739K	2.82%	4
2019 Q1	$2.45M	Buy	48,710 +17,375	+55%	+$873K	2.26%	4
2018 Q4	$1.57M	Buy	31,335 +6,260	+25%	+$314K	1.52%	17
2018 Q3	$1.26M	Buy	+25,075	New	+$1.26M	1.04%	32

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

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

LexAurum Advisors Overland Park, Kansas $866M AUM

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Elmwood Wealth Management's JPST Position: Q2 2026 in Review

Elmwood Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.2% in Q2 2026, buying an estimated $309K and bringing the position to 194,430 shares worth $9.83M. The position accounts for 2.46% of the portfolio, ranked #6.

Elmwood Wealth Management first reported a position in JPST in Q3 2018 and has held it in 28 quarters since. The position peaked at $10.7M in Q4 2021. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Elmwood Wealth Management held 194,430 shares of JPMorgan Ultra-Short Income ETF worth $9.83M as of Q2 2026.
Elmwood Wealth Management bought 6,119 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $309K.
JPMorgan Ultra-Short Income ETF made up 2.46% of Elmwood Wealth Management's portfolio in Q2 2026, its #6 holding.
Elmwood Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 28 quarters since.
Elmwood Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $10.7M in Q4 2021.
216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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